International Assets Investment Management’s Whitestone REIT WSR Stock Holding History

International Assets 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 Q2	$873	Sell	46 -67	-59%	-$1.26K	﹤0.01%	2217
2026 Q1	$1.84K	Buy	113 +17	+18%	+$256	﹤0.01%	1990
2025 Q4	$1.33K	Buy	+96	New	+$1.24K	﹤0.01%	2007
2024 Q4	–	Sell	-622	Closed	-$46	–	1980
2024 Q3	$46	Buy	622 +576	+1,252%	+$7.73K	﹤0.01%	1721
2024 Q2	$612	Buy	+46	New	+$565	﹤0.01%	2155
2023 Q2	–	Sell	-46	Closed	-$423	–	1157
2023 Q1	$423	Buy	+46	New	+$445	﹤0.01%	1086

Other funds holding WSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

International Assets Investment Management's WSR Position: Q2 2026 in Review

International Assets Investment Management reduced its Whitestone REIT (WSR) stake by 59% in Q2 2026, selling an estimated $1.26K and leaving 46 shares worth $873. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

International Assets Investment Management first reported a position in WSR in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.84K in Q1 2026. 91 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

International Assets Investment Management held 46 shares of Whitestone REIT worth $873 as of Q2 2026.
International Assets Investment Management sold 67 Whitestone REIT shares in Q2 2026, an estimated $1.26K.
Whitestone REIT made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2217 holding.
International Assets Investment Management first reported a position in Whitestone REIT in Q1 2023 and has held it in 6 quarters since.
International Assets Investment Management's Whitestone REIT position peaked at $1.84K in Q1 2026.
91 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.