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
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 $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

Larson Financial Group's WSR Position: Q1 2026 in Review

Larson Financial Group increased its Whitestone REIT (WSR) stake by 4.6% in Q1 2026, buying an estimated $181K and bringing the position to 275,226 shares worth $4.44M. The position accounts for 0.14% of the portfolio, ranked #129.

Larson Financial Group first reported a position in WSR in Q2 2022 and has held it in 16 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Larson Financial Group held 275,226 shares of Whitestone REIT worth $4.44M as of Q1 2026.
  • Larson Financial Group bought 12,034 Whitestone REIT shares in Q1 2026, an estimated $181K.
  • Whitestone REIT made up 0.14% of Larson Financial Group's portfolio in Q1 2026, its #129 holding.
  • Larson Financial Group first reported a position in Whitestone REIT in Q2 2022 and has held it in 16 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.