FFP
WSR

FourThought Financial Partners’s Whitestone REIT WSR Stock Holding History

FourThought Financial 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
2026
Q1 		– Sell
-20,571
Closed -$286K – 547
2025
Q4 		$286K Buy
+20,571
New +$265K 0.02% 339

Other funds holding WSR

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
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

FourThought Financial Partners's WSR Position: Q1 2026 in Review

FourThought Financial Partners sold out of Whitestone REIT (WSR) in Q1 2026, closing a stake of 20,571 shares — an estimated $286K sold.

FourThought Financial Partners first reported a position in WSR in Q4 2025 and held it in 1 quarter. The position peaked at $286K in Q4 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • FourThought Financial Partners reported no remaining Whitestone REIT position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 20,571 Whitestone REIT shares in Q1 2026, an estimated $286K.
  • FourThought Financial Partners first reported a position in Whitestone REIT in Q4 2025 and held it in 1 quarter.
  • FourThought Financial Partners's Whitestone REIT position peaked at $286K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.