Kestra Advisory Services’s Whitestone REIT WSR Stock Holding History

Kestra Advisory Services’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	$1.53M	Buy	94,790 +88,290	+1,358%	+$1.33M	0.01%	1463
2025 Q4	$90.3K	Buy	+6,500	New	+$83.8K	﹤0.01%	3509
2025 Q3	–	Sell	-92,910	Closed	-$1.16M	–	3041
2025 Q2	$1.16M	Buy	92,910 +2,000	+2%	+$25.5K	0.01%	1388
2025 Q1	$1.32M	Hold	90,910	–	–	0.01%	1214
2024 Q4	$1.29M	Buy	+90,910	New	+$1.3M	0.01%	1252
2024 Q3	–	Sell	-88,870	Closed	-$1.18M	–	2754
2024 Q2	$1.18M	Buy	+88,870	New	+$1.09M	0.01%	1222

Other funds holding WSR

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 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 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 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

Kestra Advisory Services's WSR Position: Q1 2026 in Review

Kestra Advisory Services increased its Whitestone REIT (WSR) stake by 1,358% in Q1 2026, buying an estimated $1.33M and bringing the position to 94,790 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #1463.

Kestra Advisory Services first reported a position in WSR in Q2 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Kestra Advisory Services held 94,790 shares of Whitestone REIT worth $1.53M as of Q1 2026.
Kestra Advisory Services bought 88,290 Whitestone REIT shares in Q1 2026, an estimated $1.33M.
Whitestone REIT made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1463 holding.
Kestra Advisory Services first reported a position in Whitestone REIT in Q2 2024 and has held it in 6 quarters since.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.