Geode Capital Management
WSR

Geode Capital Management’s Whitestone REIT WSR Stock Holding History

Geode 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
Q1 		$19.4M Buy
1,198,721
+19,717
+2% +$297K ﹤0.01% 2010
2025
Q4 		$16.4M Sell
1,179,004
-5,273
-0.4% -$68K ﹤0.01% 2118
2025
Q3 		$14.5M Buy
1,184,277
+5,127
+0.4% +$64.6K ﹤0.01% 2184
2025
Q2 		$14.7M Sell
1,179,150
-40,820
-3% -$520K ﹤0.01% 2126
2025
Q1 		$17.8M Sell
1,219,970
-27,195
-2% -$374K ﹤0.01% 1959
2024
Q4 		$17.7M Sell
1,247,165
-3,671
-0.3% -$52.4K ﹤0.01% 2034
2024
Q3 		$16.9M Buy
1,250,836
+18,109
+1% +$243K ﹤0.01% 2067
2024
Q2 		$16.4M Buy
1,232,727
+50,820
+4% +$625K ﹤0.01% 2037
2024
Q1 		$14.8M Buy
1,181,907
+38,900
+3% +$481K ﹤0.01% 2094
2023
Q4 		$14M Buy
1,143,007
+137,795
+14% +$1.48M ﹤0.01% 2132
2023
Q3 		$9.68M Buy
1,005,212
+48,279
+5% +$481K ﹤0.01% 2289
2023
Q2 		$9.28M Buy
956,933
+23,694
+3% +$213K ﹤0.01% 2328
2023
Q1 		$8.59M Buy
933,239
+41,503
+5% +$402K ﹤0.01% 2353
2022
Q4 		$8.6M Buy
891,736
+38,489
+5% +$354K ﹤0.01% 2364
2022
Q3 		$7.22M Buy
853,247
+16,696
+2% +$171K ﹤0.01% 2463
2022
Q2 		$8.99M Buy
836,551
+29,495
+4% +$355K ﹤0.01% 2329
2022
Q1 		$10.7M Sell
807,056
-2,573
-0.3% -$29.5K ﹤0.01% 2307
2021
Q4 		$8.2M Buy
809,629
+48,596
+6% +$473K ﹤0.01% 2591
2021
Q3 		$7.44M Buy
761,033
+30,979
+4% +$284K ﹤0.01% 2679
2021
Q2 		$6.02M Sell
730,054
-128,921
-15% -$1.16M ﹤0.01% 2788
2021
Q1 		$8.33M Buy
858,975
+53,503
+7% +$479K ﹤0.01% 2477
2020
Q4 		$6.42M Buy
805,472
+170,648
+27% +$1.23M ﹤0.01% 2463
2020
Q3 		$3.81M Buy
634,824
+5,604
+0.9% +$36.5K ﹤0.01% 2556
2020
Q2 		$4.57M Buy
629,220
+41,931
+7% +$267K ﹤0.01% 2385
2020
Q1 		$3.64M Buy
587,289
+69,552
+13% +$819K ﹤0.01% 2331
2019
Q4 		$7.05M Buy
517,737
+24,157
+5% +$332K ﹤0.01% 2243
2019
Q3 		$6.79M Buy
493,580
+1,621
+0.3% +$20.8K ﹤0.01% 2201
2019
Q2 		$6.24M Buy
491,959
+41,585
+9% +$521K ﹤0.01% 2254
2019
Q1 		$5.41M Buy
450,374
+120
+0% +$1.59K ﹤0.01% 2289
2018
Q4 		$5.52M Buy
450,254
+43,197
+11% +$586K ﹤0.01% 2160
2018
Q3 		$5.65M Buy
407,057
+27,718
+7% +$366K ﹤0.01% 2270
2018
Q2 		$4.73M Buy
379,339
+27,276
+8% +$315K ﹤0.01% 2356
2018
Q1 		$3.66M Buy
352,063
+5,130
+1% +$62.6K ﹤0.01% 2436
2017
Q4 		$5M Sell
346,933
-2,950
-0.8% -$41.7K ﹤0.01% 2217
2017
Q3 		$4.57M Buy
349,883
+9,430
+3% +$121K ﹤0.01% 2256
2017
Q2 		$4.17M Buy
340,453
+53,711
+19% +$672K ﹤0.01% 2274
2017
Q1 		$3.97M Buy
286,742
+18,634
+7% +$257K ﹤0.01% 2252
2016
Q4 		$3.85M Buy
268,108
+21,858
+9% +$294K ﹤0.01% 2232
2016
Q3 		$3.42M Buy
246,250
+89,858
+57% +$1.34M ﹤0.01% 2205
2016
Q2 		$2.36M Buy
156,392
+2,046
+1% +$28K ﹤0.01% 2371
2016
Q1 		$1.94K Buy
154,346
+1,206
+0.8% +$13.5K ﹤0.01% 2484
2015
Q4 		$1.84M Buy
153,140
+7,669
+5% +$92.3K ﹤0.01% 2538
2015
Q3 		$1.68M Buy
145,471
+3,936
+3% +$48.5K ﹤0.01% 2559
2015
Q2 		$1.84M Buy
141,535
+5,091
+4% +$74.1K ﹤0.01% 2552
2015
Q1 		$2.17M Buy
136,444
+3,536
+3% +$55.5K ﹤0.01% 2386
2014
Q4 		$2.01M Hold
132,908
– – ﹤0.01% 2433
2014
Q3 		$1.85M Buy
132,908
+15,400
+13% +$230K ﹤0.01% 2405
2014
Q2 		$1.75M Buy
117,508
+979
+0.8% +$13.9K ﹤0.01% 2452
2014
Q1 		$1.68M Buy
116,529
+27,806
+31% +$389K ﹤0.01% 2442
2013
Q4 		$1.19M Buy
88,723
+20,364
+30% +$275K ﹤0.01% 2617
2013
Q3 		$1.01M Buy
68,359
+2,112
+3% +$32.6K ﹤0.01% 2587
2013
Q2 		$1.04M Buy
+66,247
New +$1.08M ﹤0.01% 2444

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management's WSR Position: Q1 2026 in Review

Geode Capital Management increased its Whitestone REIT (WSR) stake by 1.7% in Q1 2026, buying an estimated $297K and bringing the position to 1,198,721 shares worth $19.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Geode Capital Management first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Geode Capital Management held 1,198,721 shares of Whitestone REIT worth $19.4M as of Q1 2026.
  • Geode Capital Management bought 19,717 Whitestone REIT shares in Q1 2026, an estimated $297K.
  • Whitestone REIT made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2010 holding.
  • Geode Capital Management first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.