Foundry Partners’s Whitestone REIT WSR Stock Holding History

Foundry Partners’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 Q1	$8.12M	Sell	557,312 -961	-0.2%	-$13.2K	0.43%	67
2024 Q4	$7.91M	Sell	558,273 -110	-0%	-$1.57K	0.4%	76
2024 Q3	$7.55M	Sell	558,383 -413,650	-43%	-$5.55M	0.37%	77
2024 Q2	$12.9M	Buy	972,033 +22,923	+2%	+$282K	0.69%	42
2024 Q1	$11.9M	Buy	949,110 +142,339	+18%	+$1.76M	0.64%	41
2023 Q4	$9.92M	Buy	806,771 +356,948	+79%	+$3.82M	0.6%	44
2023 Q3	$4.33M	Buy	+449,823	New	+$4.48M	0.27%	123

Other funds holding WSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIM

Emmett Investment Management New York $143M AUM 32.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Foundry Partners's WSR Position: Q1 2025 in Review

Foundry Partners reduced its Whitestone REIT (WSR) stake by 0.17% in Q1 2025, selling an estimated $13.2K and leaving 557,312 shares worth $8.12M. The position accounts for 0.43% of the portfolio, ranked #67.

Foundry Partners first reported a position in WSR in Q3 2023 and has held it in 7 quarters since. The position peaked at $12.9M in Q2 2024. 202 funds tracked by Wall St. Rank hold WSR as of Q1 2025.

Foundry Partners held 557,312 shares of Whitestone REIT worth $8.12M as of Q1 2025.
Foundry Partners sold 961 Whitestone REIT shares in Q1 2025, an estimated $13.2K.
Whitestone REIT made up 0.43% of Foundry Partners's portfolio in Q1 2025, its #67 holding.
Foundry Partners first reported a position in Whitestone REIT in Q3 2023 and has held it in 7 quarters since.
Foundry Partners's Whitestone REIT position peaked at $12.9M in Q2 2024.
202 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.