Jones Financial Companies
WSR

Jones Financial Companies’s Whitestone REIT WSR Stock Holding History

Jones Financial Companies’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 		$15.1K Buy
942
+354
+60% +$5.33K ﹤0.01% 3412
2025
Q4 		$8.17K Hold
588
– – ﹤0.01% 3313
2025
Q3 		$7.36K Hold
588
– – ﹤0.01% 3200
2025
Q2 		$7.37K Buy
+588
New +$7.48K ﹤0.01% 2984

Other funds holding WSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Jones Financial Companies's WSR Position: Q1 2026 in Review

Jones Financial Companies increased its Whitestone REIT (WSR) stake by 60% in Q1 2026, buying an estimated $5.33K and bringing the position to 942 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Jones Financial Companies first reported a position in WSR in Q2 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Jones Financial Companies held 942 shares of Whitestone REIT worth $15.1K as of Q1 2026.
  • Jones Financial Companies bought 354 Whitestone REIT shares in Q1 2026, an estimated $5.33K.
  • Whitestone REIT made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3412 holding.
  • Jones Financial Companies first reported a position in Whitestone REIT in Q2 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.