Legal & General Group
WSR

Legal & General Group’s Whitestone REIT WSR Stock Holding History

Legal & General 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 		$1.65M Sell
102,248
-13,627
-12% -$205K ﹤0.01% 1983
2025
Q4 		$1.61M Sell
115,875
-2,048
-2% -$26.4K ﹤0.01% 2062
2025
Q3 		$1.45M Buy
117,923
+818
+0.7% +$10.3K ﹤0.01% 2116
2025
Q2 		$1.46M Sell
117,105
-810
-0.7% -$10.3K ﹤0.01% 2095
2025
Q1 		$1.72M Buy
117,915
+3,086
+3% +$42.5K ﹤0.01% 1985
2024
Q4 		$1.63M Buy
114,829
+5,426
+5% +$77.4K ﹤0.01% 2067
2024
Q3 		$1.48M Sell
109,403
-8,354
-7% -$112K ﹤0.01% 2092
2024
Q2 		$1.57M Sell
117,757
-3,519
-3% -$43.3K ﹤0.01% 2051
2024
Q1 		$1.52M Sell
121,276
-4,245
-3% -$52.4K ﹤0.01% 2040
2023
Q4 		$1.54M Buy
125,521
+495
+0.4% +$5.3K ﹤0.01% 2065
2023
Q3 		$1.2M Buy
125,026
+224
+0.2% +$2.23K ﹤0.01% 2125
2023
Q2 		$1.21M Buy
124,802
+14,797
+13% +$133K ﹤0.01% 2143
2023
Q1 		$1.01M Sell
110,005
-1,098
-1% -$10.6K ﹤0.01% 2149
2022
Q4 		$1.07M Buy
111,103
+2,958
+3% +$27.2K ﹤0.01% 2135
2022
Q3 		$915K Buy
108,145
+889
+0.8% +$9.13K ﹤0.01% 2168
2022
Q2 		$1.15M Buy
107,256
+10,894
+11% +$131K ﹤0.01% 2113
2022
Q1 		$1.28M Sell
96,362
-506
-0.5% -$5.8K ﹤0.01% 2151
2021
Q4 		$981K Buy
96,868
+10,761
+12% +$105K ﹤0.01% 2245
2021
Q3 		$842K Buy
86,107
+6,019
+8% +$55.2K ﹤0.01% 2285
2021
Q2 		$661K Sell
80,088
-28,313
-26% -$254K ﹤0.01% 2292
2021
Q1 		$1.05M Sell
108,401
-2,405
-2% -$21.5K ﹤0.01% 2179
2020
Q4 		$883K Sell
110,806
-1,005
-0.9% -$7.23K ﹤0.01% 2146
2020
Q3 		$670K Sell
111,811
-2,878
-3% -$18.7K ﹤0.01% 2140
2020
Q2 		$834K Buy
114,689
+10,451
+10% +$66.4K ﹤0.01% 2037
2020
Q1 		$646K Buy
104,238
+1,231
+1% +$14.5K ﹤0.01% 1994
2019
Q4 		$1.4M Buy
103,007
+7,359
+8% +$101K ﹤0.01% 1941
2019
Q3 		$1.32M Buy
95,648
+2,822
+3% +$36.2K ﹤0.01% 1886
2019
Q2 		$1.18M Sell
92,826
-1,245
-1% -$15.6K ﹤0.01% 1908
2019
Q1 		$1.13M Buy
94,071
+9,503
+11% +$126K ﹤0.01% 1929
2018
Q4 		$1.04M Sell
84,568
-450
-0.5% -$6.1K ﹤0.01% 1885
2018
Q3 		$1.18M Buy
85,018
+6,125
+8% +$80.8K ﹤0.01% 1900
2018
Q2 		$984K Buy
78,893
+5,927
+8% +$68.4K ﹤0.01% 1930
2018
Q1 		$761K Buy
72,966
+3,220
+5% +$39.3K ﹤0.01% 1997
2017
Q4 		$1M Buy
69,746
+311
+0.4% +$4.39K ﹤0.01% 1881
2017
Q3 		$906K Buy
69,435
+61,640
+791% +$789K ﹤0.01% 1904
2017
Q2 		$96K Buy
7,795
+1,003
+15% +$12.5K ﹤0.01% 2628
2017
Q1 		$93K Hold
6,792
– – ﹤0.01% 2587
2016
Q4 		$98K Buy
6,792
+3,080
+83% +$41.4K ﹤0.01% 2577
2016
Q3 		$52K Sell
3,712
-436
-11% -$6.51K ﹤0.01% 2508
2016
Q2 		$62K Hold
4,148
– – ﹤0.01% 2356
2016
Q1 		$52K Hold
4,148
– – ﹤0.01% 2398
2015
Q4 		$50K Hold
4,148
– – ﹤0.01% 2463
2015
Q3 		$47K Hold
4,148
– – ﹤0.01% 2488
2015
Q2 		$55K Hold
4,148
– – ﹤0.01% 2497
2015
Q1 		$66K Hold
4,148
– – ﹤0.01% 2333
2014
Q4 		$64K Hold
4,148
– – ﹤0.01% 2289
2014
Q3 		$58K Buy
+4,148
New +$61.9K ﹤0.01% 2303

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

Legal & General Group's WSR Position: Q1 2026 in Review

Legal & General Group reduced its Whitestone REIT (WSR) stake by 12% in Q1 2026, selling an estimated $205K and leaving 102,248 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Legal & General Group first reported a position in WSR in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.72M in Q1 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Legal & General Group held 102,248 shares of Whitestone REIT worth $1.65M as of Q1 2026.
  • Legal & General Group sold 13,627 Whitestone REIT shares in Q1 2026, an estimated $205K.
  • Whitestone REIT made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1983 holding.
  • Legal & General Group first reported a position in Whitestone REIT in Q3 2014 and has held it in 47 quarters since.
  • Legal & General Group's Whitestone REIT position peaked at $1.72M in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.