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
Q2 		– Sell
-171
Closed -$2.76K – 4727
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

MAI Capital Management's WSR Position: Q2 2026 in Review

MAI Capital Management sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 171 shares — an estimated $2.76K sold.

MAI Capital Management first reported a position in WSR in Q4 2024 and held it in 6 quarters. The position peaked at $11.4K in Q1 2025. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • MAI Capital Management reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 171 Whitestone REIT shares in Q2 2026, an estimated $2.76K.
  • MAI Capital Management first reported a position in Whitestone REIT in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Whitestone REIT position peaked at $11.4K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.