HF
WSR

HRT Financial’s Whitestone REIT WSR Stock Holding History

HRT Financial’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 		– Sell
-10,376
Closed -$144K – 4859
2025
Q4 		$144K Sell
10,376
-19,872
-66% -$256K ﹤0.01% 2716
2025
Q3 		$371K Buy
30,248
+2,496
+9% +$31.4K ﹤0.01% 2048
2025
Q2 		$346K Buy
27,752
+4,729
+21% +$60.2K ﹤0.01% 1786
2025
Q1 		$335K Buy
+23,023
New +$317K ﹤0.01% 1717
2023
Q2 		– Sell
-144,131
Closed -$1.33M – 3389
2023
Q1 		$1.33M Buy
+144,131
New +$1.39M 0.02% 809
2022
Q4 		– Sell
-21,123
Closed -$178K – 3253
2022
Q3 		$178K Sell
21,123
-18,505
-47% -$190K ﹤0.01% 2251
2022
Q2 		$426K Buy
+39,628
New +$476K ﹤0.01% 1788
2021
Q3 		– Sell
-86,004
Closed -$709K – 3828
2021
Q2 		$709K Buy
86,004
+69,852
+432% +$628K 0.01% 1470
2021
Q1 		$156K Sell
16,152
-97,827
-86% -$876K ﹤0.01% 2373
2020
Q4 		$908K Buy
113,979
+81,421
+250% +$586K 0.02% 729
2020
Q3 		$195K Buy
+32,558
New +$212K 0.01% 1372

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

HRT Financial's WSR Position: Q1 2026 in Review

HRT Financial sold out of Whitestone REIT (WSR) in Q1 2026, closing a stake of 10,376 shares — an estimated $144K sold.

HRT Financial first reported a position in WSR in Q3 2020 and held it in 11 quarters. The position peaked at $1.33M in Q1 2023. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • HRT Financial reported no remaining Whitestone REIT position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 10,376 Whitestone REIT shares in Q1 2026, an estimated $144K.
  • HRT Financial first reported a position in Whitestone REIT in Q3 2020 and held it in 11 quarters.
  • HRT Financial's Whitestone REIT position peaked at $1.33M in Q1 2023.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.