KCM
WSR

Kennedy Capital Management’s Whitestone REIT WSR Stock Holding History

Kennedy Capital 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 		$4.19M Sell
221,186
-4,312
-2% -$81K 0.07% 352
2026
Q1 		$3.64M Buy
225,498
+4,096
+2% +$61.7K 0.08% 349
2025
Q4 		$3.08M Sell
221,402
-1,576
-0.7% -$20.3K 0.07% 375
2025
Q3 		$2.74M Sell
222,978
-784
-0.4% -$9.87K 0.06% 401
2025
Q2 		$2.79M Sell
223,762
-35,534
-14% -$452K 0.07% 389
2025
Q1 		$3.78M Sell
259,296
-264,488
-50% -$3.64M 0.09% 328
2024
Q4 		$7.42M Sell
523,784
-23,427
-4% -$334K 0.16% 214
2024
Q3 		$7.4M Sell
547,211
-68,415
-11% -$918K 0.16% 223
2024
Q2 		$8.19M Sell
615,626
-33,238
-5% -$409K 0.18% 199
2024
Q1 		$8.14M Sell
648,864
-12,706
-2% -$157K 0.17% 215
2023
Q4 		$8.13M Buy
661,570
+57,652
+10% +$618K 0.18% 213
2023
Q3 		$5.82M Sell
603,918
-1,857
-0.3% -$18.5K 0.14% 255
2023
Q2 		$5.88M Buy
605,775
+11,783
+2% +$106K 0.14% 263
2023
Q1 		$5.46M Buy
593,992
+28,787
+5% +$279K 0.16% 237
2022
Q4 		$5.45M Buy
565,205
+126,498
+29% +$1.16M 0.15% 241
2022
Q3 		$3.71M Buy
438,707
+21,997
+5% +$226K 0.11% 317
2022
Q2 		$4.48M Buy
416,710
+49,266
+13% +$592K 0.13% 289
2022
Q1 		$4.87M Buy
+367,444
New +$4.21M 0.12% 312
2017
Q3 		– Sell
-70,000
Closed -$858K – 762
2017
Q2 		$858K Buy
+70,000
New +$875K 0.02% 658

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

Kennedy Capital Management's WSR Position: Q2 2026 in Review

Kennedy Capital Management reduced its Whitestone REIT (WSR) stake by 1.9% in Q2 2026, selling an estimated $81K and leaving 221,186 shares worth $4.19M. The position accounts for 0.07% of the portfolio, ranked #352.

Kennedy Capital Management first reported a position in WSR in Q2 2017 and has held it in 19 quarters since. The position peaked at $8.19M in Q2 2024. 216 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Kennedy Capital Management held 221,186 shares of Whitestone REIT worth $4.19M as of Q2 2026.
  • Kennedy Capital Management sold 4,312 Whitestone REIT shares in Q2 2026, an estimated $81K.
  • Whitestone REIT made up 0.07% of Kennedy Capital Management's portfolio in Q2 2026, its #352 holding.
  • Kennedy Capital Management first reported a position in Whitestone REIT in Q2 2017 and has held it in 19 quarters since.
  • Kennedy Capital Management's Whitestone REIT position peaked at $8.19M in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

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