Global Retirement Partners’s Whitestone REIT WSR Stock Holding History

Global Retirement 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 Q2	$7.58K	Buy	+400	New	+$7.51K	﹤0.01%	3523
2025 Q4	$7.18K	Hold	517	–	–	﹤0.01%	3294
2025 Q3	$6.35K	Hold	517	–	–	﹤0.01%	2877
2025 Q2	$6.45K	Buy	+517	New	+$6.58K	﹤0.01%	2797
2024 Q4	$7.33K	Hold	517	–	–	﹤0.01%	2518
2024 Q3	$7K	Sell	517 -3	-0.6%	-$40	﹤0.01%	2423
2024 Q2	$6.92K	Buy	520 +403	+344%	+$4.95K	﹤0.01%	2462
2024 Q1	$1.47K	Hold	117	–	–	﹤0.01%	2863
2023 Q4	$1.44K	Hold	117	–	–	﹤0.01%	2786
2023 Q3	$1.07K	Hold	117	–	–	﹤0.01%	2747
2023 Q2	$1.14K	Hold	117	–	–	﹤0.01%	2743
2023 Q1	$1.01K	Buy	+117	New	+$1.13K	﹤0.01%	2730

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

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 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

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

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

Global Retirement Partners's WSR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Whitestone REIT (WSR) in Q2 2026: 400 shares worth $7.58K. The stake represents ﹤0.01% of the portfolio and ranks #3523 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WSR as recently as Q4 2025.

Global Retirement Partners first reported a position in WSR in Q1 2023 and has held it in 12 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Global Retirement Partners held 400 shares of Whitestone REIT worth $7.58K as of Q2 2026.
Whitestone REIT was a new Global Retirement Partners position in Q2 2026.
Whitestone REIT made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3523 holding.
Global Retirement Partners first reported a position in Whitestone REIT in Q1 2023 and has held it in 12 quarters since.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.