EverSource Wealth Advisors’s Whitestone REIT WSR Stock Holding History

EverSource Wealth Advisors’s Portfolio WSR Stock Details WSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56K	Sell	188 -854	-82%	-$16K	﹤0.01%	3457
2026 Q1	$16.8K	Sell	1,042 -29	-3%	-$437	﹤0.01%	2615
2025 Q4	$14.9K	Sell	1,071 -433	-29%	-$5.58K	﹤0.01%	2578
2025 Q3	$18.5K	Buy	1,504 +78	+5%	+$982	﹤0.01%	2415
2025 Q2	$17.8K	Buy	1,426 +1,124	+372%	+$14.3K	﹤0.01%	2388
2025 Q1	$4.4K	Hold	302	–	–	﹤0.01%	2561
2024 Q4	$4.28K	Hold	302	–	–	﹤0.01%	2421
2024 Q3	$4.09K	Hold	302	–	–	﹤0.01%	2302
2024 Q2	$4.17K	Hold	302	–	–	﹤0.01%	2283
2024 Q1	$3.47K	Hold	302	–	–	﹤0.01%	2202
2023 Q4	$3.71K	Hold	302	–	–	﹤0.01%	1976
2023 Q3	$2.91K	Hold	302	–	–	﹤0.01%	1893
2023 Q2	$2.93K	Hold	302	–	–	﹤0.01%	1928
2023 Q1	$2.78K	Hold	302	–	–	﹤0.01%	1837
2022 Q4	$2.91K	Hold	302	–	–	﹤0.01%	1796
2022 Q3	$3K	Hold	302	–	–	﹤0.01%	1599
2022 Q2	$3K	Hold	302	–	–	﹤0.01%	1447
2022 Q1	$4K	Hold	302	–	–	﹤0.01%	1371
2021 Q4	$3K	Buy	+302	New	+$2.94K	﹤0.01%	1469

Other funds holding WSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WIC

Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

EverSource Wealth Advisors's WSR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Whitestone REIT (WSR) stake by 82% in Q2 2026, selling an estimated $16K and leaving 188 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

EverSource Wealth Advisors first reported a position in WSR in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.5K in Q3 2025. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

EverSource Wealth Advisors held 188 shares of Whitestone REIT worth $3.56K as of Q2 2026.
EverSource Wealth Advisors sold 854 Whitestone REIT shares in Q2 2026, an estimated $16K.
Whitestone REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3457 holding.
EverSource Wealth Advisors first reported a position in Whitestone REIT in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Whitestone REIT position peaked at $18.5K in Q3 2025.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.