JAM
WSR

Jupiter Asset Management’s Whitestone REIT WSR Stock Holding History

Jupiter Asset 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
2025
Q4 		– Sell
-27,468
Closed -$337K – 501
2025
Q3 		$337K Buy
+27,468
New +$346K ﹤0.01% 389

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Asset Management's WSR Position: Q4 2025 in Review

Jupiter Asset Management sold out of Whitestone REIT (WSR) in Q4 2025, closing a stake of 27,468 shares — an estimated $337K sold.

Jupiter Asset Management first reported a position in WSR in Q3 2025 and held it in 1 quarter. The position peaked at $337K in Q3 2025. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.

  • Jupiter Asset Management reported no remaining Whitestone REIT position as of Q4 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 27,468 Whitestone REIT shares in Q4 2025, an estimated $337K.
  • Jupiter Asset Management first reported a position in Whitestone REIT in Q3 2025 and held it in 1 quarter.
  • Jupiter Asset Management's Whitestone REIT position peaked at $337K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.