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 Q2	$203K	Sell	10,683 -250	-2%	-$4.7K	0.03%	413
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 $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

Ignite Planners's WSR Position: Q2 2026 in Review

Ignite Planners reduced its Whitestone REIT (WSR) stake by 2.3% in Q2 2026, selling an estimated $4.7K and leaving 10,683 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #413.

Ignite Planners first reported a position in WSR in Q4 2022 and has held it in 15 quarters since. The position peaked at $428K in Q4 2022. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Ignite Planners held 10,683 shares of Whitestone REIT worth $203K as of Q2 2026.
Ignite Planners sold 250 Whitestone REIT shares in Q2 2026, an estimated $4.7K.
Whitestone REIT made up 0.03% of Ignite Planners's portfolio in Q2 2026, its #413 holding.
Ignite Planners first reported a position in Whitestone REIT in Q4 2022 and has held it in 15 quarters since.
Ignite Planners's Whitestone REIT position peaked at $428K in Q4 2022.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.