Martingale Asset Management’s Whitestone REIT WSR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-39,110
Closed -$632K 894
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

Martingale Asset Management's WSR Position: Q2 2026 in Review

Martingale Asset Management sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 39,110 shares — an estimated $632K sold.

Martingale Asset Management first reported a position in WSR in Q1 2025 and held it in 5 quarters. The position peaked at $632K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Martingale Asset Management reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • Martingale Asset Management sold 39,110 Whitestone REIT shares in Q2 2026, an estimated $632K.
  • Martingale Asset Management first reported a position in Whitestone REIT in Q1 2025 and held it in 5 quarters.
  • Martingale Asset Management's Whitestone REIT position peaked at $632K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.