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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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.

12 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.
  • 12 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.