MAM
WSR

Martingale Asset Management’s Whitestone REIT WSR Stock Holding History

Martingale Asset 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 		$632K Buy
39,110
+1,400
+4% +$21.1K 0.02% 595
2025
Q4 		$524K Hold
37,710
– – 0.01% 598
2025
Q3 		$463K Sell
37,710
-4,270
-10% -$53.8K 0.01% 624
2025
Q2 		$524K Buy
41,980
+4,200
+11% +$53.5K 0.01% 612
2025
Q1 		$550K Buy
+37,780
New +$520K 0.01% 582

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

Martingale Asset Management's WSR Position: Q1 2026 in Review

Martingale Asset Management increased its Whitestone REIT (WSR) stake by 3.7% in Q1 2026, buying an estimated $21.1K and bringing the position to 39,110 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #595.

Martingale Asset Management first reported a position in WSR in Q1 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Martingale Asset Management held 39,110 shares of Whitestone REIT worth $632K as of Q1 2026.
  • Martingale Asset Management bought 1,400 Whitestone REIT shares in Q1 2026, an estimated $21.1K.
  • Whitestone REIT made up 0.02% of Martingale Asset Management's portfolio in Q1 2026, its #595 holding.
  • Martingale Asset Management first reported a position in Whitestone REIT in Q1 2025 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.