HighTower Advisors’s Whitestone REIT WSR Stock Holding History

HighTower Advisors’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	$690K	Buy	42,713 +8,678	+25%	+$131K	﹤0.01%	2454
2025 Q4	$473K	Buy	34,035 +197	+0.6%	+$2.54K	﹤0.01%	2676
2025 Q3	$416K	Buy	33,838 +14,798	+78%	+$186K	﹤0.01%	2763
2025 Q2	$238K	Buy	19,040 +577	+3%	+$7.34K	﹤0.01%	3134
2025 Q1	$269K	Buy	+18,463	New	+$254K	﹤0.01%	2953
2022 Q3	–	Sell	-13,874	Closed	-$151K	–	3431
2022 Q2	$151K	Sell	13,874 -14,423	-51%	-$173K	﹤0.01%	2694
2022 Q1	$377K	Buy	28,297 +6,784	+32%	+$77.8K	﹤0.01%	2355
2021 Q4	$218K	Sell	21,513 -30,752	-59%	-$300K	﹤0.01%	2699
2021 Q3	$512K	Buy	+52,265	New	+$479K	﹤0.01%	2042

Other funds holding WSR

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 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 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

HighTower Advisors's WSR Position: Q1 2026 in Review

HighTower Advisors increased its Whitestone REIT (WSR) stake by 25% in Q1 2026, buying an estimated $131K and bringing the position to 42,713 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

HighTower Advisors first reported a position in WSR in Q3 2021 and has held it in 9 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

HighTower Advisors held 42,713 shares of Whitestone REIT worth $690K as of Q1 2026.
HighTower Advisors bought 8,678 Whitestone REIT shares in Q1 2026, an estimated $131K.
Whitestone REIT made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2454 holding.
HighTower Advisors first reported a position in Whitestone REIT in Q3 2021 and has held it in 9 quarters since.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.