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
Q1 		$2.36K Buy
+146
New +$2.2K ﹤0.01% 927

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

JPL Wealth Management's WSR Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Whitestone REIT (WSR) in Q1 2026: 146 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings.

220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • JPL Wealth Management held 146 shares of Whitestone REIT worth $2.36K as of Q1 2026.
  • Whitestone REIT was a new JPL Wealth Management position in Q1 2026.
  • Whitestone REIT made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #927 holding.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.