MCM
WSR

MAI Capital Management’s Whitestone REIT WSR Stock Holding History

MAI Capital Management’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 		$2.76K Hold
171
– – ﹤0.01% 3799
2025
Q4 		$2.37K Buy
171
+17
+11% +$219 ﹤0.01% 3368
2025
Q3 		$1.89K Sell
154
-172
-53% -$2.17K ﹤0.01% 3321
2025
Q2 		$4.07K Sell
326
-454
-58% -$5.78K ﹤0.01% 3151
2025
Q1 		$11.4K Buy
780
+8
+1% +$110 ﹤0.01% 2432
2024
Q4 		$10.9K Buy
+772
New +$11K ﹤0.01% 2484

Other funds holding WSR

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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