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 Q2	$1.49M	Sell	78,600 -16,190	-17%	-$304K	﹤0.01%	1539
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 $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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Kestra Advisory Services's WSR Position: Q2 2026 in Review

Kestra Advisory Services reduced its Whitestone REIT (WSR) stake by 17% in Q2 2026, selling an estimated $304K and leaving 78,600 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Kestra Advisory Services first reported a position in WSR in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Kestra Advisory Services held 78,600 shares of Whitestone REIT worth $1.49M as of Q2 2026.
Kestra Advisory Services sold 16,190 Whitestone REIT shares in Q2 2026, an estimated $304K.
Whitestone REIT made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1539 holding.
Kestra Advisory Services first reported a position in Whitestone REIT in Q2 2024 and has held it in 7 quarters since.
Kestra Advisory Services's Whitestone REIT position peaked at $1.53M in Q1 2026.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.