Ignite Planners’s Whitestone REIT WSR Stock Holding History

Ignite Planners’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	$177K	Hold	10,933	–	–	0.03%	383
2025 Q4	$156K	Sell	10,933 -11,000	-50%	-$142K	0.02%	392
2025 Q3	$269K	Hold	21,933	–	–	0.04%	307
2025 Q2	$273K	Hold	21,933	–	–	0.05%	297
2025 Q1	$275K	Sell	21,933 -880	-4%	-$12.1K	0.05%	282
2024 Q4	$324K	Sell	22,813 -844	-4%	-$12K	0.07%	224
2024 Q3	$320K	Sell	23,657 -300	-1%	-$4.03K	0.07%	222
2024 Q2	$317K	Sell	23,957 -5,019	-17%	-$61.7K	0.08%	206
2024 Q1	$354K	Sell	28,976 -2,268	-7%	-$28K	0.1%	189
2023 Q4	$381K	Sell	31,244 -3,187	-9%	-$34.2K	0.11%	178
2023 Q3	$322K	Sell	34,431 -5,127	-13%	-$51.1K	0.1%	225
2023 Q2	$383K	Sell	39,558 -1,135	-3%	-$10.2K	0.15%	152
2023 Q1	$359K	Sell	40,693 -941	-2%	-$9.11K	0.15%	164
2022 Q4	$428K	Buy	+41,634	New	+$383K	0.18%	151

Other funds holding WSR

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 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 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 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

Ignite Planners's WSR Position: Q1 2026 in Review

Ignite Planners held its Whitestone REIT (WSR) position steady in Q1 2026 at 10,933 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #383.

Ignite Planners first reported a position in WSR in Q4 2022 and has held it in 14 quarters since. The position peaked at $428K in Q4 2022. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Ignite Planners held 10,933 shares of Whitestone REIT worth $177K as of Q1 2026.
Ignite Planners left its Whitestone REIT share count unchanged in Q1 2026.
Whitestone REIT made up 0.03% of Ignite Planners's portfolio in Q1 2026, its #383 holding.
Ignite Planners first reported a position in Whitestone REIT in Q4 2022 and has held it in 14 quarters since.
Ignite Planners's Whitestone REIT position peaked at $428K in Q4 2022.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.