Fidelity Investments
WSR

Fidelity Investments’s Whitestone REIT WSR Stock Holding History

Fidelity Investments’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 		$4.19M Buy
259,403
+33,740
+15% +$508K ﹤0.01% 2360
2025
Q4 		$3.13M Buy
225,663
+41,237
+22% +$532K ﹤0.01% 2442
2025
Q3 		$2.26M Buy
184,426
+17,683
+11% +$223K ﹤0.01% 2497
2025
Q2 		$2.08M Buy
166,743
+8,622
+5% +$110K ﹤0.01% 2473
2025
Q1 		$2.3M Buy
158,121
+861
+0.5% +$11.9K ﹤0.01% 2400
2024
Q4 		$2.23M Buy
157,260
+3,975
+3% +$56.7K ﹤0.01% 2414
2024
Q3 		$2.07M Buy
153,285
+75,644
+97% +$1.02M ﹤0.01% 2389
2024
Q2 		$1.03M Buy
77,641
+57,774
+291% +$710K ﹤0.01% 2512
2024
Q1 		$249K Buy
19,867
+1,113
+6% +$13.8K ﹤0.01% 2954
2023
Q4 		$230K Buy
18,754
+410
+2% +$4.39K ﹤0.01% 2924
2023
Q3 		$177K Buy
18,344
+435
+2% +$4.33K ﹤0.01% 2925
2023
Q2 		$174K Buy
17,909
+5,584
+45% +$50.3K ﹤0.01% 2996
2023
Q1 		$113K Buy
12,325
+1,357
+12% +$13.1K ﹤0.01% 3167
2022
Q4 		$106K Sell
10,968
-409
-4% -$3.76K ﹤0.01% 3192
2022
Q3 		$96K Buy
11,377
+956
+9% +$9.81K ﹤0.01% 3267
2022
Q2 		$112K Buy
10,421
+142
+1% +$1.71K ﹤0.01% 3293
2022
Q1 		$137K Buy
10,279
+10,159
+8,466% +$117K ﹤0.01% 3350
2021
Q4 		$1K Sell
120
-885
-88% -$8.62K ﹤0.01% 4219
2021
Q3 		$10K Buy
1,005
+975
+3,250% +$8.94K ﹤0.01% 3627
2021
Q2 		$0 Buy
+30
New +$270 ﹤0.01% 4951
2021
Q1 		– Sell
-1
Closed – – 4597
2020
Q4 		$0 Buy
+1
New +$7 ﹤0.01% 4331
2020
Q3 		– Sell
-1
Closed – – 4040
2020
Q2 		$0 Sell
1
-1
-50% -$6 ﹤0.01% 4222
2020
Q1 		$0 Buy
+2
New +$24 ﹤0.01% 4315
2019
Q2 		– Sell
-2
Closed – – 4222
2019
Q1 		$0 Buy
+2
New +$26 ﹤0.01% 4273
2013
Q4 		– Sell
-169,805
Closed -$2.5M – 2699
2013
Q3 		$2.5M Sell
169,805
-13,462
-7% -$208K ﹤0.01% 2302
2013
Q2 		$2.89M Buy
+183,267
New +$2.99M ﹤0.01% 2256

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
NAM
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
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Fidelity Investments's WSR Position: Q1 2026 in Review

Fidelity Investments increased its Whitestone REIT (WSR) stake by 15% in Q1 2026, buying an estimated $508K and bringing the position to 259,403 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Fidelity Investments first reported a position in WSR in Q2 2013 and has held it in 26 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Fidelity Investments held 259,403 shares of Whitestone REIT worth $4.19M as of Q1 2026.
  • Fidelity Investments bought 33,740 Whitestone REIT shares in Q1 2026, an estimated $508K.
  • Whitestone REIT made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2360 holding.
  • Fidelity Investments first reported a position in Whitestone REIT in Q2 2013 and has held it in 26 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.