Jump Financial’s Whitestone REIT WSR Stock Holding History

Jump Financial’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
2025 Q2	–	Sell	-19,076	Closed	-$278K	–	2224
2025 Q1	$278K	Buy	+19,076	New	+$263K	﹤0.01%	1316
2023 Q4	–	Sell	-17,826	Closed	-$172K	–	2310
2023 Q3	$172K	Buy	+17,826	New	+$178K	0.01%	1573
2023 Q2	–	Sell	-31,391	Closed	-$289K	–	2213
2023 Q1	$289K	Buy	+31,391	New	+$304K	0.01%	1134
2022 Q4	–	Sell	-51,600	Closed	-$436K	–	2073
2022 Q3	$436K	Buy	+51,600	New	+$530K	0.02%	952
2021 Q3	–	Sell	-12,600	Closed	-$104K	–	1552
2021 Q2	$104K	Buy	+12,600	New	+$113K	0.01%	975

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jump Financial's WSR Position: Q2 2025 in Review

Jump Financial sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 19,076 shares — an estimated $278K sold.

Jump Financial first reported a position in WSR in Q2 2021 and held it in 5 quarters. The position peaked at $436K in Q3 2022. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

Jump Financial reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
Jump Financial sold 19,076 Whitestone REIT shares in Q2 2025, an estimated $278K.
Jump Financial first reported a position in Whitestone REIT in Q2 2021 and held it in 5 quarters.
Jump Financial's Whitestone REIT position peaked at $436K in Q3 2022.
200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on Jump Financial's 13F filing for Q2 2025, filed 13 Aug 2025.