MPWT
WSR

MassMutual Private Wealth & Trust’s Whitestone REIT WSR Stock Holding History

MassMutual Private Wealth & Trust’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 		$21.1K Hold
1,114
– – ﹤0.01% 1093
2026
Q1 		$18K Buy
1,114
+264
+31% +$3.98K ﹤0.01% 1124
2025
Q4 		$11.8K Hold
850
– – ﹤0.01% 1311
2025
Q3 		$10.4K Sell
850
-70
-8% -$881 ﹤0.01% 1385
2025
Q2 		$11.5K Sell
920
-264
-22% -$3.36K ﹤0.01% 1302
2025
Q1 		$17.3K Buy
1,184
+46
+4% +$633 ﹤0.01% 1085
2024
Q4 		$16.1K Hold
1,138
– – ﹤0.01% 1094
2024
Q3 		$15.4K Buy
1,138
+60
+6% +$805 ﹤0.01% 988
2024
Q2 		$14.3K Buy
1,078
+633
+142% +$7.78K ﹤0.01% 952
2024
Q1 		$5.58K Sell
445
-26
-6% -$321 ﹤0.01% 1233
2023
Q4 		$5.79K Buy
471
+334
+244% +$3.58K ﹤0.01% 1197
2023
Q3 		$1.32K Buy
+137
New +$1.36K ﹤0.01% 1616

Other funds holding WSR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's WSR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Whitestone REIT (WSR) position steady in Q2 2026 at 1,114 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

MassMutual Private Wealth & Trust first reported a position in WSR in Q3 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,114 shares of Whitestone REIT worth $21.1K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Whitestone REIT share count unchanged in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1093 holding.
  • MassMutual Private Wealth & Trust first reported a position in Whitestone REIT in Q3 2023 and has held it in 12 quarters since.
  • 12 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.