JWM
WSR

JPL Wealth Management’s Whitestone REIT WSR Stock Holding History

JPL Wealth 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
Q2 		$2.77K Hold
146
– – ﹤0.01% 968
2026
Q1 		$2.36K Buy
+146
New +$2.2K ﹤0.01% 927

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

JPL Wealth Management's WSR Position: Q2 2026 in Review

JPL Wealth Management held its Whitestone REIT (WSR) position steady in Q2 2026 at 146 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

JPL Wealth Management first reported a position in WSR in Q1 2026 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • JPL Wealth Management held 146 shares of Whitestone REIT worth $2.77K as of Q2 2026.
  • JPL Wealth Management left its Whitestone REIT share count unchanged in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #968 holding.
  • JPL Wealth Management first reported a position in Whitestone REIT in Q1 2026 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.