GI
WSR

GAMMA Investing’s Whitestone REIT WSR Stock Holding History

GAMMA Investing’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 		$123K Buy
6,486
+293
+5% +$5.5K ﹤0.01% 1652
2026
Q1 		$100K Buy
6,193
+3,476
+128% +$52.3K ﹤0.01% 1677
2025
Q4 		$37.7K Sell
2,717
-310
-10% -$4K ﹤0.01% 2258
2025
Q3 		$37.2K Buy
3,027
+476
+19% +$5.99K ﹤0.01% 2178
2025
Q2 		$31.8K Buy
2,551
+339
+15% +$4.31K ﹤0.01% 2218
2025
Q1 		$32.2K Sell
2,212
-50
-2% -$688 ﹤0.01% 2106
2024
Q4 		$32.1K Buy
2,262
+126
+6% +$1.8K ﹤0.01% 2000
2024
Q3 		$28.9K Buy
2,136
+154
+8% +$2.07K ﹤0.01% 1880
2024
Q2 		$26.4K Buy
1,982
+452
+30% +$5.56K ﹤0.01% 1668
2024
Q1 		$19.2K Sell
1,530
-8
-0.5% -$99 ﹤0.01% 1677
2023
Q4 		$19.9K Buy
+1,538
New +$16.5K 0.01% 1515

Other funds holding WSR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return