GHI
WSR

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

Gross & Hartman Investments’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 		– Sell
-18,162
Closed -$293K – 87
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

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
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)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Gross & Hartman Investments's WSR Position: Q2 2026 in Review

Gross & Hartman Investments sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 18,162 shares — an estimated $293K sold.

Gross & Hartman Investments first reported a position in WSR in Q4 2025 and held it in 2 quarters. The position peaked at $293K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Gross & Hartman Investments reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • Gross & Hartman Investments sold 18,162 Whitestone REIT shares in Q2 2026, an estimated $293K.
  • Gross & Hartman Investments first reported a position in Whitestone REIT in Q4 2025 and held it in 2 quarters.
  • Gross & Hartman Investments's Whitestone REIT position peaked at $293K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.