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
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 $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

Kennedy Capital Management's WSR Position: Q1 2026 in Review

Kennedy Capital Management increased its Whitestone REIT (WSR) stake by 1.9% in Q1 2026, buying an estimated $61.7K and bringing the position to 225,498 shares worth $3.64M. The position accounts for 0.08% of the portfolio, ranked #349.

Kennedy Capital Management first reported a position in WSR in Q2 2017 and has held it in 18 quarters since. The position peaked at $8.19M in Q2 2024. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Kennedy Capital Management held 225,498 shares of Whitestone REIT worth $3.64M as of Q1 2026.
  • Kennedy Capital Management bought 4,096 Whitestone REIT shares in Q1 2026, an estimated $61.7K.
  • Whitestone REIT made up 0.08% of Kennedy Capital Management's portfolio in Q1 2026, its #349 holding.
  • Kennedy Capital Management first reported a position in Whitestone REIT in Q2 2017 and has held it in 18 quarters since.
  • Kennedy Capital Management's Whitestone REIT position peaked at $8.19M in Q2 2024.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.