IWC
WSR

Integrated Wealth Concepts’s Whitestone REIT WSR Stock Holding History

Integrated Wealth Concepts’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 		$2.26K Buy
+119
New +$2.24K ﹤0.01% 5314

Other funds holding WSR

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
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)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Integrated Wealth Concepts's WSR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Whitestone REIT (WSR) in Q2 2026: 119 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #5314 among its holdings.

216 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Integrated Wealth Concepts held 119 shares of Whitestone REIT worth $2.26K as of Q2 2026.
  • Whitestone REIT was a new Integrated Wealth Concepts position in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5314 holding.
  • 216 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.