Financial Consulate’s Whitestone REIT WSR Stock Holding History

Financial Consulate’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
2025 Q4	–	Sell	-35	Closed	-$430	–	1455
2025 Q3	$430	Buy	+35	New	+$441	﹤0.01%	1082

Other funds holding WSR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Consulate's WSR Position: Q4 2025 in Review

Financial Consulate sold out of Whitestone REIT (WSR) in Q4 2025, closing a stake of 35 shares — an estimated $430 sold.

Financial Consulate first reported a position in WSR in Q3 2025 and held it in 1 quarter. The position peaked at $430 in Q3 2025. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.

Financial Consulate reported no remaining Whitestone REIT position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 35 Whitestone REIT shares in Q4 2025, an estimated $430.
Financial Consulate first reported a position in Whitestone REIT in Q3 2025 and held it in 1 quarter.
Financial Consulate's Whitestone REIT position peaked at $430 in Q3 2025.
211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.