Gross & Hartman Investments’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$293K Buy
18,162
+2,820
+18% +$42.5K 0.15% 58
2025
Q4
$213K Buy
+15,342
New +$198K 0.12% 67

Other funds holding WSR

Gross & Hartman Investments's WSR Position: Q1 2026 in Review

Gross & Hartman Investments increased its Whitestone REIT (WSR) stake by 18% in Q1 2026, buying an estimated $42.5K and bringing the position to 18,162 shares worth $293K. The position accounts for 0.15% of the portfolio, ranked #58.

Gross & Hartman Investments first reported a position in WSR in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Gross & Hartman Investments held 18,162 shares of Whitestone REIT worth $293K as of Q1 2026.
  • Gross & Hartman Investments bought 2,820 Whitestone REIT shares in Q1 2026, an estimated $42.5K.
  • Whitestone REIT made up 0.15% of Gross & Hartman Investments's portfolio in Q1 2026, its #58 holding.
  • Gross & Hartman Investments first reported a position in Whitestone REIT in Q4 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Gross & Hartman Investments's 13F filing for Q1 2026, filed 15 May 2026.