Mariner

Mariner’s Whitestone REIT WSR Stock Holding History

Mariner’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	$225K	Buy	13,925 +691	+5%	+$10.4K	﹤0.01%	3088
2025 Q4	$184K	Sell	13,234 -4,373	-25%	-$56.4K	﹤0.01%	3190
2025 Q3	$216K	Buy	17,607 +1,589	+10%	+$20K	﹤0.01%	3107
2025 Q2	$200K	Sell	16,018 -5,015	-24%	-$63.8K	﹤0.01%	3058
2025 Q1	$306K	Buy	21,033 +1,678	+9%	+$23.1K	﹤0.01%	2607
2024 Q4	$274K	Buy	19,355 +816	+4%	+$11.6K	﹤0.01%	2710
2024 Q3	$251K	Sell	18,539 -606	-3%	-$8.13K	﹤0.01%	2733
2024 Q2	$254K	Buy	19,145 +3,579	+23%	+$44K	﹤0.01%	2585
2024 Q1	$195K	Buy	15,566 +996	+7%	+$12.3K	﹤0.01%	2780
2023 Q4	$179K	Buy	14,570 +2,683	+23%	+$28.8K	﹤0.01%	2720
2023 Q3	$114K	Sell	11,887 -295	-2%	-$2.94K	﹤0.01%	2655
2023 Q2	$118K	Buy	12,182 +729	+6%	+$6.57K	﹤0.01%	2596
2023 Q1	$105K	Buy	11,453 +277	+2%	+$2.68K	﹤0.01%	2569
2022 Q4	$108K	Buy	11,176 +743	+7%	+$6.84K	﹤0.01%	2510
2022 Q3	$88K	Buy	+10,433	New	+$107K	﹤0.01%	2229

Other funds holding WSR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return