Fidelity Investments’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.1M | Buy |
587,118
+327,715
| +126% | +$6.16M | ﹤0.01% | 2078 |
|
|
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
NAM
GCL
WIC
FTCM
Fidelity Investments's WSR Position: Q2 2026 in Review
Fidelity Investments increased its Whitestone REIT (WSR) stake by 126% in Q2 2026, buying an estimated $6.16M and bringing the position to 587,118 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2078.
Fidelity Investments first reported a position in WSR in Q2 2013 and has held it in 27 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.
- Fidelity Investments held 587,118 shares of Whitestone REIT worth $11.1M as of Q2 2026.
- Fidelity Investments bought 327,715 Whitestone REIT shares in Q2 2026, an estimated $6.16M.
- Whitestone REIT made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2078 holding.
- Fidelity Investments first reported a position in Whitestone REIT in Q2 2013 and has held it in 27 quarters since.
- 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.