JWA
WSR

JFS Wealth Advisors’s Whitestone REIT WSR Stock Holding History

JFS Wealth Advisors’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 		$152 Buy
+8
New +$150 ﹤0.01% 2190

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

JFS Wealth Advisors's WSR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Whitestone REIT (WSR) in Q2 2026: 8 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #2190 among its holdings.

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

  • JFS Wealth Advisors held 8 shares of Whitestone REIT worth $152 as of Q2 2026.
  • Whitestone REIT was a new JFS Wealth Advisors position in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2190 holding.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.