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 Q2	$512	Sell	27 -301	-92%	-$5.66K	﹤0.01%	4676
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 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

IFP Advisors's WSR Position: Q2 2026 in Review

IFP Advisors reduced its Whitestone REIT (WSR) stake by 92% in Q2 2026, selling an estimated $5.66K and leaving 27 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #4676.

IFP Advisors first reported a position in WSR in Q4 2015 and has held it in 18 quarters since. The position peaked at $30K in Q2 2016. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

IFP Advisors held 27 shares of Whitestone REIT worth $512 as of Q2 2026.
IFP Advisors sold 301 Whitestone REIT shares in Q2 2026, an estimated $5.66K.
Whitestone REIT made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4676 holding.
IFP Advisors first reported a position in Whitestone REIT in Q4 2015 and has held it in 18 quarters since.
IFP Advisors's Whitestone REIT position peaked at $30K in Q2 2016.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.