Nisa Investment Advisors
WSR

Nisa Investment Advisors’s Whitestone REIT WSR Stock Holding History

Nisa Investment 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
Q1 		$270K Sell
16,714
-2,238
-12% -$33.7K ﹤0.01% 1122
2025
Q4 		$263K Sell
18,952
-2,220
-10% -$28.6K ﹤0.01% 1164
2025
Q3 		$260K Sell
21,172
-12,349
-37% -$155K ﹤0.01% 1191
2025
Q2 		$418K Sell
33,521
-2,931
-8% -$37.3K ﹤0.01% 1041
2025
Q1 		$531K Sell
36,452
-3,174
-8% -$43.7K ﹤0.01% 981
2024
Q4 		$562K Sell
39,626
-1,508
-4% -$21.5K ﹤0.01% 1034
2024
Q3 		$557K Sell
41,134
-2,573
-6% -$34.5K ﹤0.01% 1015
2024
Q2 		$582K Buy
43,707
+3,730
+9% +$45.9K ﹤0.01% 1032
2024
Q1 		$502K Buy
39,977
+81
+0.2% +$1K ﹤0.01% 1078
2023
Q4 		$490K Sell
39,896
-3,348
-8% -$35.9K ﹤0.01% 1064
2023
Q3 		$416K Buy
43,244
+494
+1% +$4.92K ﹤0.01% 1115
2023
Q2 		$415K Buy
42,750
+750
+2% +$6.76K ﹤0.01% 1128
2023
Q1 		$386K Sell
42,000
-1,168
-3% -$11.3K ﹤0.01% 1136
2022
Q4 		$416K Hold
43,168
– – ﹤0.01% 1172
2022
Q3 		$370K Buy
43,168
+2,300
+6% +$23.6K ﹤0.01% 1125
2022
Q2 		$439K Sell
40,868
-2,882
-7% -$34.6K ﹤0.01% 1106
2022
Q1 		$580K Buy
43,750
+3,000
+7% +$34.4K ﹤0.01% 1032
2021
Q4 		$416K Hold
40,750
– – ﹤0.01% 1070
2021
Q3 		$399 Sell
40,750
-1,654
-4% -$15.2K ﹤0.01% 1186
2021
Q2 		$350 Sell
42,404
-2,650
-6% -$23.8K ﹤0.01% 1237
2021
Q1 		$437 Sell
45,054
-14,400
-24% -$129K ﹤0.01% 1206
2020
Q4 		$474K Sell
59,454
-13,680
-19% -$98.4K ﹤0.01% 1174
2020
Q3 		$439K Buy
73,134
+6,109
+9% +$39.8K ﹤0.01% 1081
2020
Q2 		$487K Buy
67,025
+20,006
+43% +$127K ﹤0.01% 1029
2020
Q1 		$292K Buy
47,019
+12,125
+35% +$143K ﹤0.01% 1088
2019
Q4 		$475K Buy
34,894
+12,272
+54% +$168K ﹤0.01% 1112
2019
Q3 		$311K Buy
22,622
+674
+3% +$8.65K ﹤0.01% 1224
2019
Q2 		$279K Sell
21,948
-40,467
-65% -$507K ﹤0.01% 1252
2019
Q1 		$750K Buy
62,415
+22,760
+57% +$301K 0.01% 935
2018
Q4 		$486K Buy
39,655
+21,100
+114% +$286K 0.01% 1005
2018
Q3 		$258K Buy
18,555
+11,000
+146% +$145K ﹤0.01% 1254
2018
Q2 		$94K Sell
7,555
-25,000
-77% -$288K ﹤0.01% 1374
2018
Q1 		$400K Sell
32,555
-275
-0.8% -$3.35K ﹤0.01% 1084
2017
Q4 		$473K Hold
32,830
– – ﹤0.01% 1061
2017
Q3 		$428K Buy
32,830
+31,500
+2,368% +$403K ﹤0.01% 1074
2017
Q2 		$16K Hold
1,330
– – ﹤0.01% 1558
2017
Q1 		$18K Sell
1,330
-1,170
-47% -$16.1K ﹤0.01% 1531
2016
Q4 		$36K Hold
2,500
– – ﹤0.01% 1483
2016
Q3 		$35K Hold
2,500
– – ﹤0.01% 1469
2016
Q2 		$38K Hold
2,500
– – ﹤0.01% 1429
2016
Q1 		$31K Buy
+2,500
New +$28.1K ﹤0.01% 1468
2014
Q4 		– Sell
-10,000
Closed -$139K – 1312
2014
Q3 		$139K Buy
+10,000
New +$149K ﹤0.01% 1283

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Nisa Investment Advisors's WSR Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Whitestone REIT (WSR) stake by 12% in Q1 2026, selling an estimated $33.7K and leaving 16,714 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Nisa Investment Advisors first reported a position in WSR in Q3 2014 and has held it in 42 quarters since. The position peaked at $750K in Q1 2019. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Nisa Investment Advisors held 16,714 shares of Whitestone REIT worth $270K as of Q1 2026.
  • Nisa Investment Advisors sold 2,238 Whitestone REIT shares in Q1 2026, an estimated $33.7K.
  • Whitestone REIT made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1122 holding.
  • Nisa Investment Advisors first reported a position in Whitestone REIT in Q3 2014 and has held it in 42 quarters since.
  • Nisa Investment Advisors's Whitestone REIT position peaked at $750K in Q1 2019.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.