Invesco
WSR

Invesco’s Whitestone REIT WSR Stock Holding History

Invesco’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 		$4.09M Sell
253,172
-17,281
-6% -$260K ﹤0.01% 2272
2025
Q4 		$3.76M Sell
270,453
-39,483
-13% -$509K ﹤0.01% 2376
2025
Q3 		$3.81M Sell
309,936
-30,374
-9% -$382K ﹤0.01% 2349
2025
Q2 		$4.25M Sell
340,310
-12,603
-4% -$160K ﹤0.01% 2273
2025
Q1 		$5.14M Sell
352,913
-153,688
-30% -$2.12M ﹤0.01% 2133
2024
Q4 		$7.18M Buy
506,601
+36,258
+8% +$517K ﹤0.01% 2054
2024
Q3 		$6.36M Buy
470,343
+17,794
+4% +$239K ﹤0.01% 2086
2024
Q2 		$6.02M Buy
452,549
+6,754
+2% +$83K ﹤0.01% 2086
2024
Q1 		$5.59M Sell
445,795
-42,437
-9% -$524K ﹤0.01% 2162
2023
Q4 		$6M Sell
488,232
-2,175
-0.4% -$23.3K ﹤0.01% 2147
2023
Q3 		$4.72M Sell
490,407
-54,327
-10% -$541K ﹤0.01% 2237
2023
Q2 		$5.28M Buy
544,734
+366,432
+206% +$3.3M ﹤0.01% 2215
2023
Q1 		$1.64M Sell
178,302
-49,411
-22% -$478K ﹤0.01% 2715
2022
Q4 		$2.2M Buy
227,713
+23,146
+11% +$213K ﹤0.01% 2609
2022
Q3 		$1.73M Sell
204,567
-5,306
-3% -$54.5K ﹤0.01% 2701
2022
Q2 		$2.26M Sell
209,873
-1,103,767
-84% -$13.3M ﹤0.01% 2654
2022
Q1 		$17.4M Buy
1,313,640
+811,858
+162% +$9.31M ﹤0.01% 1595
2021
Q4 		$5.08M Buy
501,782
+221,291
+79% +$2.16M ﹤0.01% 2398
2021
Q3 		$2.74M Buy
280,491
+42,843
+18% +$393K ﹤0.01% 2671
2021
Q2 		$1.96M Buy
237,648
+6,040
+3% +$54.3K ﹤0.01% 2853
2021
Q1 		$2.25M Buy
231,608
+68,181
+42% +$610K ﹤0.01% 2729
2020
Q4 		$1.3M Sell
163,427
-846,416
-84% -$6.09M ﹤0.01% 2830
2020
Q3 		$6.06M Buy
1,009,843
+103,310
+11% +$672K ﹤0.01% 1920
2020
Q2 		$6.59M Sell
906,533
-1,394,906
-61% -$8.87M ﹤0.01% 1848
2020
Q1 		$14.3M Buy
2,301,439
+54,586
+2% +$643K 0.01% 1360
2019
Q4 		$30.6M Sell
2,246,853
-237,156
-10% -$3.26M 0.01% 1194
2019
Q3 		$34.2M Buy
2,484,009
+209,355
+9% +$2.69M 0.01% 1149
2019
Q2 		$28.9M Buy
2,274,654
+249,179
+12% +$3.12M 0.01% 1251
2019
Q1 		$24.3M Buy
2,025,475
+348,262
+21% +$4.61M 0.01% 1121
2018
Q4 		$20.6M Buy
1,677,213
+240,604
+17% +$3.26M 0.01% 1132
2018
Q3 		$19.9M Sell
1,436,609
-41,674
-3% -$550K 0.01% 1275
2018
Q2 		$18.4M Sell
1,478,283
-427,479
-22% -$4.93M 0.01% 1293
2018
Q1 		$19.8M Buy
1,905,762
+198,500
+12% +$2.42M 0.01% 1171
2017
Q4 		$24.6M Buy
1,707,262
+304,414
+22% +$4.3M 0.01% 1098
2017
Q3 		$18.3M Buy
1,402,848
+34,836
+3% +$446K 0.01% 1239
2017
Q2 		$16.8M Buy
1,368,012
+559,589
+69% +$7M 0.01% 1269
2017
Q1 		$11.2M Buy
808,423
+167,082
+26% +$2.3M ﹤0.01% 1487
2016
Q4 		$9.22M Sell
641,341
-101,332
-14% -$1.36M ﹤0.01% 1598
2016
Q3 		$10.3M Buy
742,673
+274,028
+58% +$4.09M ﹤0.01% 1481
2016
Q2 		$7.07M Sell
468,645
-11,634
-2% -$159K ﹤0.01% 1661
2016
Q1 		$6.04M Buy
480,279
+84,148
+21% +$944K ﹤0.01% 1735
2015
Q4 		$4.76M Buy
396,131
+349,210
+744% +$4.2M ﹤0.01% 1944
2015
Q3 		$541K Sell
46,921
-3,688
-7% -$45.4K ﹤0.01% 3214
2015
Q2 		$659K Buy
50,609
+24,062
+91% +$350K ﹤0.01% 3256
2015
Q1 		$422K Buy
26,547
+10,212
+63% +$160K ﹤0.01% 3415
2014
Q4 		$247K Buy
16,335
+790
+5% +$11.6K ﹤0.01% 3571
2014
Q3 		$217K Buy
15,545
+680
+5% +$10.1K ﹤0.01% 3628
2014
Q2 		$222K Hold
14,865
– – ﹤0.01% 3664
2014
Q1 		$215K Buy
14,865
+14,522
+4,234% +$203K ﹤0.01% 3709
2013
Q4 		$5K Sell
343
-8,065
-96% -$109K ﹤0.01% 4264
2013
Q3 		$124K Buy
8,408
+1,114
+15% +$17.2K ﹤0.01% 3949
2013
Q2 		$115K Buy
+7,294
New +$119K ﹤0.01% 3880

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

Invesco's WSR Position: Q1 2026 in Review

Invesco reduced its Whitestone REIT (WSR) stake by 6.4% in Q1 2026, selling an estimated $260K and leaving 253,172 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Invesco first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.2M in Q3 2019. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Invesco held 253,172 shares of Whitestone REIT worth $4.09M as of Q1 2026.
  • Invesco sold 17,281 Whitestone REIT shares in Q1 2026, an estimated $260K.
  • Whitestone REIT made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #2272 holding.
  • Invesco first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
  • Invesco's Whitestone REIT position peaked at $34.2M in Q3 2019.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.