IA
WSR

IFP Advisors’s Whitestone REIT WSR Stock Holding History

IFP 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 		$5.3K Hold
328
– – ﹤0.01% 3489
2025
Q4 		$4.56K Sell
328
-254
-44% -$3.27K ﹤0.01% 3462
2025
Q3 		$7.15K Buy
582
+68
+13% +$856 ﹤0.01% 3069
2025
Q2 		$6.42K Buy
+514
New +$6.54K ﹤0.01% 3192
2025
Q1 		– Sell
-14
Closed -$198 – 4662
2024
Q4 		$198 Buy
+14
New +$200 ﹤0.01% 3757
2023
Q1 		– Sell
-300
Closed -$4K – 4451
2022
Q4 		$4K Sell
300
-450
-60% -$4.14K ﹤0.01% 3949
2022
Q3 		$23K Buy
750
+300
+67% +$3.08K ﹤0.01% 2974
2022
Q2 		$19K Hold
450
– – ﹤0.01% 2907
2022
Q1 		$19K Buy
+450
New +$5.16K ﹤0.01% 2907
2019
Q1 		$18K Hold
1,500
– – ﹤0.01% 1396
2018
Q4 		$19K Buy
+1,500
New +$20.3K ﹤0.01% 2178
2017
Q2 		– Sell
-740
Closed -$10K – 4232
2017
Q1 		$10K Hold
740
– – ﹤0.01% 2934
2016
Q4 		$11K Sell
740
-1,000
-57% -$13.5K ﹤0.01% 2860
2016
Q3 		$24K Sell
1,740
-250
-13% -$3.73K ﹤0.01% 2303
2016
Q2 		$30K Buy
1,990
+490
+33% +$6.7K ﹤0.01% 2086
2016
Q1 		$18K Sell
1,500
-753
-33% -$8.45K ﹤0.01% 1395
2015
Q4 		$27K Buy
+2,253
New +$27.1K ﹤0.01% 1997

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

IFP Advisors's WSR Position: Q1 2026 in Review

IFP Advisors held its Whitestone REIT (WSR) position steady in Q1 2026 at 328 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

IFP Advisors first reported a position in WSR in Q4 2015 and has held it in 17 quarters since. The position peaked at $30K in Q2 2016. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • IFP Advisors held 328 shares of Whitestone REIT worth $5.3K as of Q1 2026.
  • IFP Advisors left its Whitestone REIT share count unchanged in Q1 2026.
  • Whitestone REIT made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3489 holding.
  • IFP Advisors first reported a position in Whitestone REIT in Q4 2015 and has held it in 17 quarters since.
  • IFP Advisors's Whitestone REIT position peaked at $30K in Q2 2016.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.