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 Q2	$6.39K	Sell	337 -14	-4%	-$263	﹤0.01%	4658
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 $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

Farther Finance Advisors's WSR Position: Q2 2026 in Review

Farther Finance Advisors reduced its Whitestone REIT (WSR) stake by 4% in Q2 2026, selling an estimated $263 and leaving 337 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Farther Finance Advisors first reported a position in WSR in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.68K in Q4 2024. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Farther Finance Advisors held 337 shares of Whitestone REIT worth $6.39K as of Q2 2026.
Farther Finance Advisors sold 14 Whitestone REIT shares in Q2 2026, an estimated $263.
Whitestone REIT made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4658 holding.
Farther Finance Advisors first reported a position in Whitestone REIT in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Whitestone REIT position peaked at $7.68K in Q4 2024.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.