IIM
WSR

INTECH Investment Management’s Whitestone REIT WSR Stock Holding History

INTECH Investment Management’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 		$1.22M Buy
75,679
+27,678
+58% +$417K 0.01% 924
2025
Q4 		$667K Buy
48,001
+25,499
+113% +$329K 0.01% 1350
2025
Q3 		$276K Sell
22,502
-4,806
-18% -$60.5K ﹤0.01% 1876
2025
Q2 		$341K Sell
27,308
-1,741
-6% -$22.2K ﹤0.01% 1797
2025
Q1 		$423K Sell
29,049
-12,080
-29% -$166K ﹤0.01% 1700
2024
Q4 		$583K Buy
41,129
+16,132
+65% +$230K 0.01% 1464
2024
Q3 		$338K Buy
24,997
+915
+4% +$12.3K ﹤0.01% 1445
2024
Q2 		$321K Buy
+24,082
New +$296K ﹤0.01% 940

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

INTECH Investment Management's WSR Position: Q1 2026 in Review

INTECH Investment Management increased its Whitestone REIT (WSR) stake by 58% in Q1 2026, buying an estimated $417K and bringing the position to 75,679 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #924.

INTECH Investment Management first reported a position in WSR in Q2 2024 and has held it in 8 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • INTECH Investment Management held 75,679 shares of Whitestone REIT worth $1.22M as of Q1 2026.
  • INTECH Investment Management bought 27,678 Whitestone REIT shares in Q1 2026, an estimated $417K.
  • Whitestone REIT made up 0.01% of INTECH Investment Management's portfolio in Q1 2026, its #924 holding.
  • INTECH Investment Management first reported a position in Whitestone REIT in Q2 2024 and has held it in 8 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.