M&G plc’s Whitestone REIT WSR Stock Holding History

M&G plc’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
2025 Q3	–	Sell	-14,949	Closed	-$179K	–	463
2025 Q2	$179K	Buy	+14,949	New	+$190K	﹤0.01%	411
2025 Q1	–	Sell	-12,558	Closed	-$176K	–	475
2024 Q4	$176K	Sell	12,558 -729	-5%	-$10.4K	﹤0.01%	412
2024 Q3	$186K	Buy	+13,287	New	+$178K	﹤0.01%	406
2024 Q2	–	Sell	-13,079	Closed	-$170K	–	441
2024 Q1	$170K	Buy	+13,079	New	+$162K	﹤0.01%	359

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

M&G plc's WSR Position: Q3 2025 in Review

M&G plc sold out of Whitestone REIT (WSR) in Q3 2025, closing a stake of 14,949 shares — an estimated $179K sold.

M&G plc first reported a position in WSR in Q1 2024 and held it in 4 quarters. The position peaked at $186K in Q3 2024. 207 funds tracked by Wall St. Rank hold WSR as of Q3 2025.

M&G plc reported no remaining Whitestone REIT position as of Q3 2025 after selling out during the quarter.
M&G plc sold 14,949 Whitestone REIT shares in Q3 2025, an estimated $179K.
M&G plc first reported a position in Whitestone REIT in Q1 2024 and held it in 4 quarters.
M&G plc's Whitestone REIT position peaked at $186K in Q3 2024.
207 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2025.

Based on M&G plc's 13F filing for Q3 2025, filed 7 Nov 2025.