Mercer Global Advisors
WSR

Mercer Global Advisors’s Whitestone REIT WSR Stock Holding History

Mercer Global Advisors’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 		$246K Buy
12,970
+722
+6% +$13.6K ﹤0.01% 3037
2026
Q1 		$198K Buy
12,248
+1,574
+15% +$23.7K ﹤0.01% 2843
2025
Q4 		$148K Sell
10,674
-4,596
-30% -$59.2K ﹤0.01% 2641
2025
Q3 		$188K Buy
+15,270
New +$192K ﹤0.01% 2408

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

Mercer Global Advisors's WSR Position: Q2 2026 in Review

Mercer Global Advisors increased its Whitestone REIT (WSR) stake by 5.9% in Q2 2026, buying an estimated $13.6K and bringing the position to 12,970 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Mercer Global Advisors first reported a position in WSR in Q3 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Mercer Global Advisors held 12,970 shares of Whitestone REIT worth $246K as of Q2 2026.
  • Mercer Global Advisors bought 722 Whitestone REIT shares in Q2 2026, an estimated $13.6K.
  • Whitestone REIT made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3037 holding.
  • Mercer Global Advisors first reported a position in Whitestone REIT in Q3 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.