NW
WSR

Naviter Wealth’s Whitestone REIT WSR Stock Holding History

Naviter Wealth’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
2025
Q3 		– Sell
-11,462
Closed -$143K – 285
2025
Q2 		$143K Hold
11,462
– – 0.02% 266
2025
Q1 		$167K Hold
11,462
– – 0.02% 257
2024
Q4 		$162K Sell
11,462
-2,099
-15% -$30K 0.02% 265
2024
Q3 		$183K Buy
+13,561
New +$182K 0.03% 230

Other funds holding WSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Emmett Investment Management New York $143M AUM 32.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Naviter Wealth's WSR Position: Q3 2025 in Review

Naviter Wealth sold out of Whitestone REIT (WSR) in Q3 2025, closing a stake of 11,462 shares — an estimated $143K sold.

Naviter Wealth first reported a position in WSR in Q3 2024 and held it in 4 quarters. The position peaked at $183K in Q3 2024. 207 funds tracked by Wall St. Rank hold WSR as of Q3 2025.

  • Naviter Wealth reported no remaining Whitestone REIT position as of Q3 2025 after selling out during the quarter.
  • Naviter Wealth sold 11,462 Whitestone REIT shares in Q3 2025, an estimated $143K.
  • Naviter Wealth first reported a position in Whitestone REIT in Q3 2024 and held it in 4 quarters.
  • Naviter Wealth's Whitestone REIT position peaked at $183K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2025.

Based on Naviter Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.