Jacobs Levy Equity Management
WSR

Jacobs Levy Equity Management’s Whitestone REIT WSR Stock Holding History

Jacobs Levy Equity 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 		$4.41M Buy
272,874
+14,858
+6% +$224K 0.02% 438
2025
Q4 		$3.58M Sell
258,016
-3,212
-1% -$41.4K 0.01% 474
2025
Q3 		$3.21M Sell
261,228
-15,707
-6% -$198K 0.01% 504
2025
Q2 		$3.46M Buy
276,935
+193,380
+231% +$2.46M 0.01% 524
2025
Q1 		$1.22M Buy
83,555
+13,344
+19% +$184K ﹤0.01% 775
2024
Q4 		$995K Buy
70,211
+1,597
+2% +$22.8K ﹤0.01% 714
2024
Q3 		$928K Buy
+68,614
New +$921K ﹤0.01% 733
2022
Q4 		– Sell
-140,407
Closed -$1.19M – 1051
2022
Q3 		$1.19M Sell
140,407
-140,711
-50% -$1.44M 0.01% 673
2022
Q2 		$3.02M Buy
281,118
+55,789
+25% +$671K 0.02% 512
2022
Q1 		$2.99M Sell
225,329
-6,098
-3% -$69.9K 0.02% 532
2021
Q4 		$2.34M Buy
231,427
+4,695
+2% +$45.7K 0.02% 588
2021
Q3 		$2.22M Sell
226,732
-14,864
-6% -$136K 0.01% 596
2021
Q2 		$1.99M Buy
241,596
+215,393
+822% +$1.94M 0.01% 594
2021
Q1 		$254K Buy
26,203
+4,311
+20% +$38.6K ﹤0.01% 948
2020
Q4 		$174K Sell
21,892
-7,094
-24% -$51K ﹤0.01% 969
2020
Q3 		$174K Hold
28,986
– – ﹤0.01% 973
2020
Q2 		$211K Buy
+28,986
New +$184K ﹤0.01% 947
2015
Q4 		– Sell
-19,700
Closed -$227K – 883
2015
Q3 		$227K Buy
+19,700
New +$243K ﹤0.01% 701
2014
Q3 		– Sell
-23,294
Closed -$347K – 918
2014
Q2 		$347K Sell
23,294
-13,200
-36% -$188K 0.01% 689
2014
Q1 		$527K Buy
+36,494
New +$511K 0.01% 665

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

Jacobs Levy Equity Management's WSR Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Whitestone REIT (WSR) stake by 5.8% in Q1 2026, buying an estimated $224K and bringing the position to 272,874 shares worth $4.41M. The position accounts for 0.02% of the portfolio, ranked #438.

Jacobs Levy Equity Management first reported a position in WSR in Q1 2014 and has held it in 20 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Jacobs Levy Equity Management held 272,874 shares of Whitestone REIT worth $4.41M as of Q1 2026.
  • Jacobs Levy Equity Management bought 14,858 Whitestone REIT shares in Q1 2026, an estimated $224K.
  • Whitestone REIT made up 0.02% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #438 holding.
  • Jacobs Levy Equity Management first reported a position in Whitestone REIT in Q1 2014 and has held it in 20 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.