HI
WSR

Horizon Investments’s Whitestone REIT WSR Stock Holding History

Horizon 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
Q1 		$704K Sell
43,584
-2,605
-6% -$39.2K 0.01% 785
2025
Q4 		$642K Buy
46,189
+2,334
+5% +$30.1K 0.01% 757
2025
Q3 		$535K Buy
43,855
+7,451
+20% +$93.8K 0.01% 819
2025
Q2 		$451K Buy
+36,404
New +$463K 0.01% 823
2015
Q3 		– Sell
-11,868
Closed -$155K – 123
2015
Q2 		$155K Buy
+11,868
New +$173K 0.01% 88

Other funds holding WSR

BlackRock
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
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
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
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

Horizon Investments's WSR Position: Q1 2026 in Review

Horizon Investments reduced its Whitestone REIT (WSR) stake by 5.6% in Q1 2026, selling an estimated $39.2K and leaving 43,584 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #785.

Horizon Investments first reported a position in WSR in Q2 2015 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Horizon Investments held 43,584 shares of Whitestone REIT worth $704K as of Q1 2026.
  • Horizon Investments sold 2,605 Whitestone REIT shares in Q1 2026, an estimated $39.2K.
  • Whitestone REIT made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #785 holding.
  • Horizon Investments first reported a position in Whitestone REIT in Q2 2015 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

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