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 Q2	$498K	Sell	26,279 -16,434	-38%	-$309K	﹤0.01%	2753
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 $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

HighTower Advisors's WSR Position: Q2 2026 in Review

HighTower Advisors reduced its Whitestone REIT (WSR) stake by 38% in Q2 2026, selling an estimated $309K and leaving 26,279 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

HighTower Advisors first reported a position in WSR in Q3 2021 and has held it in 10 quarters since. The position peaked at $690K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

HighTower Advisors held 26,279 shares of Whitestone REIT worth $498K as of Q2 2026.
HighTower Advisors sold 16,434 Whitestone REIT shares in Q2 2026, an estimated $309K.
Whitestone REIT made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2753 holding.
HighTower Advisors first reported a position in Whitestone REIT in Q3 2021 and has held it in 10 quarters since.
HighTower Advisors's Whitestone REIT position peaked at $690K in Q1 2026.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.