First Trust Advisors
WSR

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
Q2 		$3.01M Buy
158,558
+7,613
+5% +$143K ﹤0.01% 1828
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

First Trust Advisors's WSR Position: Q2 2026 in Review

First Trust Advisors increased its Whitestone REIT (WSR) stake by 5% in Q2 2026, buying an estimated $143K and bringing the position to 158,558 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

First Trust Advisors first reported a position in WSR in Q2 2013 and has held it in 18 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • First Trust Advisors held 158,558 shares of Whitestone REIT worth $3.01M as of Q2 2026.
  • First Trust Advisors bought 7,613 Whitestone REIT shares in Q2 2026, an estimated $143K.
  • Whitestone REIT made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1828 holding.
  • First Trust Advisors first reported a position in Whitestone REIT in Q2 2013 and has held it in 18 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.