First Trust Capital Management’s Whitestone REIT WSR Stock Holding History

First Trust Capital Management’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	$20.6M	Buy	+1,085,310	New	+$20.4M	1.2%	14

Other funds holding WSR

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return

First Trust Capital Management's WSR Position: Q2 2026 in Review

First Trust Capital Management opened a new position in Whitestone REIT (WSR) in Q2 2026: 1,085,310 shares worth $20.6M. The stake represents 1.2% of the portfolio and ranks #14 among its holdings.

198 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

First Trust Capital Management held 1,085,310 shares of Whitestone REIT worth $20.6M as of Q2 2026.
Whitestone REIT was a new First Trust Capital Management position in Q2 2026.
Whitestone REIT made up 1.2% of First Trust Capital Management's portfolio in Q2 2026, its #14 holding.
198 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

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