FFA
WSR

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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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. 18 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.
  • 18 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.