LPL Financial
WSR

LPL Financial’s Whitestone REIT WSR Stock Holding History

LPL Financial’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 		$723K Buy
44,740
+3,861
+9% +$58.1K ﹤0.01% 4440
2025
Q4 		$568K Buy
40,879
+1,448
+4% +$18.7K ﹤0.01% 4599
2025
Q3 		$484K Buy
39,431
+5,268
+15% +$66.3K ﹤0.01% 4654
2025
Q2 		$426K Buy
34,163
+3,287
+11% +$41.8K ﹤0.01% 4507
2025
Q1 		$450K Buy
30,876
+1,029
+3% +$14.2K ﹤0.01% 4263
2024
Q4 		$423K Buy
29,847
+212
+0.7% +$3.02K ﹤0.01% 4238
2024
Q3 		$401K Buy
29,635
+1,327
+5% +$17.8K ﹤0.01% 4195
2024
Q2 		$377K Sell
28,308
-8,031
-22% -$98.7K ﹤0.01% 4091
2024
Q1 		$456K Sell
36,339
-4,728
-12% -$58.4K ﹤0.01% 3869
2023
Q4 		$505K Sell
41,067
-2,959
-7% -$31.7K ﹤0.01% 3663
2023
Q3 		$424K Buy
44,026
+10,135
+30% +$101K ﹤0.01% 3617
2023
Q2 		$329K Buy
33,891
+4,399
+15% +$39.6K ﹤0.01% 3772
2023
Q1 		$271K Buy
29,492
+903
+3% +$8.74K ﹤0.01% 3818
2022
Q4 		$276K Sell
28,589
-5,309
-16% -$48.9K ﹤0.01% 3708
2022
Q3 		$287K Sell
33,898
-196
-0.6% -$2.01K ﹤0.01% 3629
2022
Q2 		$367K Buy
34,094
+13
+0% +$156 ﹤0.01% 3459
2022
Q1 		$452K Sell
34,081
-1,359
-4% -$15.6K ﹤0.01% 3278
2021
Q4 		$359K Hold
35,440
– – ﹤0.01% 3560
2021
Q3 		$347K Sell
35,440
-690
-2% -$6.32K ﹤0.01% 3533
2021
Q2 		$298K Sell
36,130
-6,875
-16% -$61.8K ﹤0.01% 3589
2021
Q1 		$417K Sell
43,005
-2,800
-6% -$25.1K ﹤0.01% 3186
2020
Q4 		$365K Sell
45,805
-905
-2% -$6.51K ﹤0.01% 3047
2020
Q3 		$280K Sell
46,710
-2,743
-6% -$17.8K ﹤0.01% 2954
2020
Q2 		$360K Buy
49,453
+3,894
+9% +$24.8K ﹤0.01% 2694
2020
Q1 		$282K Sell
45,559
-4,869
-10% -$57.4K ﹤0.01% 2550
2019
Q4 		$687K Sell
50,428
-10,975
-18% -$151K ﹤0.01% 2112
2019
Q3 		$845K Buy
61,403
+16,107
+36% +$207K ﹤0.01% 1853
2019
Q2 		$575K Sell
45,296
-1,471
-3% -$18.4K ﹤0.01% 2169
2019
Q1 		$562K Sell
46,767
-3,803
-8% -$50.3K ﹤0.01% 2138
2018
Q4 		$620K Buy
50,570
+378
+0.8% +$5.13K ﹤0.01% 1879
2018
Q3 		$697K Sell
50,192
-1,210
-2% -$16K ﹤0.01% 1956
2018
Q2 		$641K Buy
51,402
+4,130
+9% +$47.6K ﹤0.01% 1982
2018
Q1 		$491K Buy
47,272
+1,160
+3% +$14.2K ﹤0.01% 2164
2017
Q4 		$664K Hold
46,112
– – ﹤0.01% 1817
2017
Q3 		$602K Buy
46,112
+280
+0.6% +$3.58K ﹤0.01% 1803
2017
Q2 		$561K Buy
45,832
+8,040
+21% +$101K ﹤0.01% 1795
2017
Q1 		$519K Sell
37,792
-7,558
-17% -$104K ﹤0.01% 1771
2016
Q4 		$650K Buy
45,350
+1,168
+3% +$15.7K ﹤0.01% 1509
2016
Q3 		$585K Buy
44,182
+9,685
+28% +$145K 0.01% 1572
2016
Q2 		$533K Sell
34,497
-45,517
-57% -$622K ﹤0.01% 1615
2016
Q1 		$1M Buy
80,014
+6,230
+8% +$69.9K ﹤0.01% 1672
2015
Q4 		$885K Buy
73,784
+36,433
+98% +$439K ﹤0.01% 1778
2015
Q3 		$438K Buy
37,351
+17,821
+91% +$219K ﹤0.01% 1900
2015
Q2 		$257K Buy
19,530
+4,910
+34% +$71.5K ﹤0.01% 2430
2015
Q1 		$234K Sell
14,620
-1,261
-8% -$19.8K ﹤0.01% 2440
2014
Q4 		$240K Buy
15,881
+1,720
+12% +$25.3K ﹤0.01% 2356
2014
Q3 		$197K Buy
+14,161
New +$211K ﹤0.01% 2479

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

LPL Financial's WSR Position: Q1 2026 in Review

LPL Financial increased its Whitestone REIT (WSR) stake by 9.4% in Q1 2026, buying an estimated $58.1K and bringing the position to 44,740 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #4440.

LPL Financial first reported a position in WSR in Q3 2014 and has held it in 47 quarters since. The position peaked at $1M in Q1 2016. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • LPL Financial held 44,740 shares of Whitestone REIT worth $723K as of Q1 2026.
  • LPL Financial bought 3,861 Whitestone REIT shares in Q1 2026, an estimated $58.1K.
  • Whitestone REIT made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4440 holding.
  • LPL Financial first reported a position in Whitestone REIT in Q3 2014 and has held it in 47 quarters since.
  • LPL Financial's Whitestone REIT position peaked at $1M in Q1 2016.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.