MFG
WSR

Menard Financial Group’s Whitestone REIT WSR Stock Holding History

Menard Financial Group’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 		$738K Buy
+38,919
New +$731K 0.4% 50
2025
Q1 		– Sell
-214
Closed -$3.03K – 310
2024
Q4 		$3.03K Buy
+214
New +$3.05K ﹤0.01% 267

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

Menard Financial Group's WSR Position: Q2 2026 in Review

Menard Financial Group opened a new position in Whitestone REIT (WSR) in Q2 2026: 38,919 shares worth $738K. The stake represents 0.4% of the portfolio and ranks #50 among its holdings. This is a return to the name: Menard Financial Group previously reported a position in WSR as recently as Q4 2024.

Menard Financial Group first reported a position in WSR in Q4 2024 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Menard Financial Group held 38,919 shares of Whitestone REIT worth $738K as of Q2 2026.
  • Whitestone REIT was a new Menard Financial Group position in Q2 2026.
  • Whitestone REIT made up 0.4% of Menard Financial Group's portfolio in Q2 2026, its #50 holding.
  • Menard Financial Group first reported a position in Whitestone REIT in Q4 2024 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.