LFG
WSR

Larson Financial Group’s Whitestone REIT WSR Stock Holding History

Larson Financial Group’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 		$1.22M Sell
64,440
-210,786
-77% -$3.96M 0.03% 328
2026
Q1 		$4.44M Buy
275,226
+12,034
+5% +$181K 0.14% 129
2025
Q4 		$3.66M Sell
263,192
-297
-0.1% -$3.83K 0.12% 153
2025
Q3 		$3.24M Buy
263,489
+13,584
+5% +$171K 0.11% 163
2025
Q2 		$3.12M Buy
249,905
+31,709
+15% +$404K 0.12% 155
2025
Q1 		$3.18M Buy
218,196
+16,518
+8% +$227K 0.15% 126
2024
Q4 		$2.86M Buy
201,678
+24,787
+14% +$354K 0.15% 127
2024
Q3 		$2.39M Buy
176,891
+7,193
+4% +$96.5K 0.14% 139
2024
Q2 		$2.26M Buy
169,698
+6,039
+4% +$74.2K 0.15% 119
2024
Q1 		$2.05M Buy
163,659
+10,643
+7% +$131K 0.16% 120
2023
Q4 		$1.88M Buy
153,016
+11,537
+8% +$124K 0.16% 112
2023
Q3 		$1.36M Buy
141,479
+8,415
+6% +$83.8K 0.13% 142
2023
Q2 		$1.29M Buy
133,064
+12,719
+11% +$115K 0.13% 142
2023
Q1 		$1.11M Sell
120,345
-1,021
-0.8% -$9.88K 0.12% 147
2022
Q4 		$1.17M Buy
121,366
+87,671
+260% +$807K 0.14% 142
2022
Q3 		$285K Buy
33,695
+31,675
+1,568% +$325K 0.04% 234
2022
Q2 		$22K Buy
+2,020
New +$24.3K ﹤0.01% 531

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

Larson Financial Group's WSR Position: Q2 2026 in Review

Larson Financial Group reduced its Whitestone REIT (WSR) stake by 77% in Q2 2026, selling an estimated $3.96M and leaving 64,440 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #328.

Larson Financial Group first reported a position in WSR in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.44M in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Larson Financial Group held 64,440 shares of Whitestone REIT worth $1.22M as of Q2 2026.
  • Larson Financial Group sold 210,786 Whitestone REIT shares in Q2 2026, an estimated $3.96M.
  • Whitestone REIT made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #328 holding.
  • Larson Financial Group first reported a position in Whitestone REIT in Q2 2022 and has held it in 17 quarters since.
  • Larson Financial Group's Whitestone REIT position peaked at $4.44M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.