JSW
WSR

Journey Strategic Wealth’s Whitestone REIT WSR Stock Holding History

Journey Strategic Wealth’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 		$173K Buy
+10,723
New +$161K ﹤0.01% 788
2025
Q4 		– Sell
-10,126
Closed -$124K – 826
2025
Q3 		$124K Sell
10,126
-260
-3% -$3.27K ﹤0.01% 692
2025
Q2 		$130K Sell
10,386
-1,127
-10% -$14.3K ﹤0.01% 643
2025
Q1 		$168K Hold
11,513
– – 0.01% 476
2024
Q4 		$163K Hold
11,513
– – 0.01% 478
2024
Q3 		$156K Buy
11,513
+65
+0.6% +$872 0.01% 489
2024
Q2 		$152K Buy
11,448
+15
+0.1% +$184 0.01% 381
2024
Q1 		$143K Hold
11,433
– – 0.01% 301
2023
Q4 		$141K Hold
11,433
– – 0.01% 218
2023
Q3 		$110K Sell
11,433
-146
-1% -$1.45K 0.01% 190
2023
Q2 		$112K Sell
11,579
-341
-3% -$3.07K 0.01% 186
2023
Q1 		$110K Buy
11,920
+231
+2% +$2.24K 0.01% 246
2022
Q4 		$113K Sell
11,689
-1,084
-8% -$9.98K 0.01% 233
2022
Q3 		$108K Buy
12,773
+2,135
+20% +$21.9K 0.01% 172
2022
Q2 		$114K Sell
10,638
-2,135
-17% -$25.7K 0.02% 115
2022
Q1 		$169K Buy
12,773
+2,119
+20% +$24.3K 0.02% 168
2021
Q4 		$108K Buy
+10,654
New +$104K 0.01% 200

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

Journey Strategic Wealth's WSR Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Whitestone REIT (WSR) in Q1 2026: 10,723 shares worth $173K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in WSR as recently as Q3 2025.

Journey Strategic Wealth first reported a position in WSR in Q4 2021 and has held it in 17 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Journey Strategic Wealth held 10,723 shares of Whitestone REIT worth $173K as of Q1 2026.
  • Whitestone REIT was a new Journey Strategic Wealth position in Q1 2026.
  • Whitestone REIT made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #788 holding.
  • Journey Strategic Wealth first reported a position in Whitestone REIT in Q4 2021 and has held it in 17 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.