GBT
WSR

Grove Bank & Trust’s Whitestone REIT WSR Stock Holding History

Grove Bank & Trust’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 		$19K Buy
+1,000
New +$18.8K ﹤0.01% 569

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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

Grove Bank & Trust's WSR Position: Q2 2026 in Review

Grove Bank & Trust opened a new position in Whitestone REIT (WSR) in Q2 2026: 1,000 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

12 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Grove Bank & Trust held 1,000 shares of Whitestone REIT worth $19K as of Q2 2026.
  • Whitestone REIT was a new Grove Bank & Trust position in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #569 holding.
  • 12 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.