IC
WSR

IEQ Capital’s Whitestone REIT WSR Stock Holding History

IEQ Capital’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
-10,762
Closed -$149K – 2098
2025
Q4 		$149K Sell
10,762
-4,859
-31% -$62.6K ﹤0.01% 1733
2025
Q3 		$192K Buy
15,621
+4,501
+40% +$56.7K ﹤0.01% 1688
2025
Q2 		$139K Buy
+11,120
New +$142K ﹤0.01% 1678

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

IEQ Capital's WSR Position: Q1 2026 in Review

IEQ Capital sold out of Whitestone REIT (WSR) in Q1 2026, closing a stake of 10,762 shares — an estimated $149K sold.

IEQ Capital first reported a position in WSR in Q2 2025 and held it in 3 quarters. The position peaked at $192K in Q3 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • IEQ Capital reported no remaining Whitestone REIT position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 10,762 Whitestone REIT shares in Q1 2026, an estimated $149K.
  • IEQ Capital first reported a position in Whitestone REIT in Q2 2025 and held it in 3 quarters.
  • IEQ Capital's Whitestone REIT position peaked at $192K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.