First Trust Advisors’s Whitestone REIT WSR Stock Holding History

First Trust 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 Q1	$2.44M	Buy	150,945 +849	+0.6%	+$12.8K	﹤0.01%	1827
2025 Q4	$2.08M	Buy	150,096 +3,497	+2%	+$45.1K	﹤0.01%	1865
2025 Q3	$1.8M	Buy	+146,599	New	+$1.85M	﹤0.01%	1881
2025 Q1	–	Sell	-11,194	Closed	-$159K	–	2638
2024 Q4	$159K	Buy	+11,194	New	+$160K	﹤0.01%	2498
2024 Q3	–	Sell	-138,593	Closed	-$1.84M	–	2498
2024 Q2	$1.84M	Sell	138,593 -270	-0.2%	-$3.32K	﹤0.01%	1737
2024 Q1	$1.74M	Buy	138,863 +4,016	+3%	+$49.6K	﹤0.01%	1794
2023 Q4	$1.66M	Buy	134,847 +2,874	+2%	+$30.8K	﹤0.01%	1795
2023 Q3	$1.27M	Buy	+131,973	New	+$1.31M	﹤0.01%	1873
2022 Q3	–	Sell	-77,602	Closed	-$834K	–	2622
2022 Q2	$834K	Sell	77,602 -1,723	-2%	-$20.7K	﹤0.01%	2043
2022 Q1	$1.05M	Sell	79,325 -3,917	-5%	-$44.9K	﹤0.01%	2033
2021 Q4	$843K	Buy	83,242 +14,055	+20%	+$137K	﹤0.01%	2123
2021 Q3	$677K	Buy	+69,187	New	+$634K	﹤0.01%	2179
2017 Q4	–	Sell	-10,027	Closed	-$131K	–	2469
2017 Q3	$131K	Buy	+10,027	New	+$128K	﹤0.01%	2369
2016 Q4	–	Sell	-13,265	Closed	-$184K	–	2516
2016 Q3	$184K	Buy	13,265 +2,415	+22%	+$36.1K	﹤0.01%	2236
2016 Q2	$164K	Buy	+10,850	New	+$148K	﹤0.01%	2201
2015 Q1	–	Sell	-11,067	Closed	-$167K	–	2316
2014 Q4	$167K	Buy	+11,067	New	+$163K	﹤0.01%	2198
2013 Q3	–	Sell	-10,979	Closed	-$173K	–	2323
2013 Q2	$173K	Buy	+10,979	New	+$179K	﹤0.01%	2170

Other funds holding WSR

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 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 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 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

First Trust Advisors's WSR Position: Q1 2026 in Review

First Trust Advisors increased its Whitestone REIT (WSR) stake by 0.57% in Q1 2026, buying an estimated $12.8K and bringing the position to 150,945 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

First Trust Advisors first reported a position in WSR in Q2 2013 and has held it in 17 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

First Trust Advisors held 150,945 shares of Whitestone REIT worth $2.44M as of Q1 2026.
First Trust Advisors bought 849 Whitestone REIT shares in Q1 2026, an estimated $12.8K.
Whitestone REIT made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1827 holding.
First Trust Advisors first reported a position in Whitestone REIT in Q2 2013 and has held it in 17 quarters since.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.