Farther Finance Advisors’s Whitestone REIT WSR Stock Holding History

Farther Finance 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 Q1	$5.72K	Buy	351 +25	+8%	+$377	﹤0.01%	4426
2025 Q4	$4.53K	Buy	326 +76	+30%	+$980	﹤0.01%	4363
2025 Q3	$3.07K	Buy	250 +23	+10%	+$290	﹤0.01%	3961
2025 Q2	$2.84K	Sell	227 -140	-38%	-$1.78K	﹤0.01%	3576
2025 Q1	$5.36K	Sell	367 -175	-32%	-$2.41K	﹤0.01%	3024
2024 Q4	$7.68K	Buy	542 +92	+20%	+$1.31K	﹤0.01%	2481
2024 Q3	$6.09K	Buy	450 +29	+7%	+$389	﹤0.01%	2567
2024 Q2	$5.54K	Buy	421 +273	+184%	+$3.36K	﹤0.01%	2355
2024 Q1	$1.81K	Hold	148	–	–	﹤0.01%	2526
2023 Q4	$1.82K	Buy	148 +63	+74%	+$675	﹤0.01%	2473
2023 Q3	$819	Hold	85	–	–	﹤0.01%	2130
2023 Q2	$825	Hold	85	–	–	﹤0.01%	2030
2023 Q1	$782	Hold	85	–	–	﹤0.01%	1897
2022 Q4	$819	Buy	+85	New	+$782	﹤0.01%	1706

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return