Osaic Holdings
WSR

Osaic Holdings’s Whitestone REIT WSR Stock Holding History

Osaic Holdings’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 		$16.9K Sell
1,047
-2,180
-68% -$32.8K ﹤0.01% 5959
2025
Q4 		$44.8K Sell
3,227
-624
-16% -$8.04K ﹤0.01% 5305
2025
Q3 		$47.7K Buy
3,851
+830
+27% +$10.5K ﹤0.01% 5335
2025
Q2 		$37.7K Buy
3,021
+766
+34% +$9.75K ﹤0.01% 5246
2025
Q1 		$32.9K Buy
2,255
+1,428
+173% +$19.7K ﹤0.01% 5011
2024
Q4 		$11.7K Sell
827
-655
-44% -$9.35K ﹤0.01% 5681
2024
Q3 		$20K Sell
1,482
-12,923
-90% -$173K ﹤0.01% 5384
2024
Q2 		$192K Sell
14,405
-6,975
-33% -$85.7K ﹤0.01% 3594
2024
Q1 		$268K Sell
21,380
-6,285
-23% -$77.7K ﹤0.01% 3434
2023
Q4 		$340K Buy
27,665
+21,633
+359% +$232K ﹤0.01% 3491
2023
Q3 		$58.1K Buy
6,032
+2,667
+79% +$26.6K ﹤0.01% 4888
2023
Q2 		$32.6K Hold
3,365
– – ﹤0.01% 5234
2023
Q1 		$30.8K Sell
3,365
-1,750
-34% -$16.9K ﹤0.01% 5302
2022
Q4 		$48.5K Buy
5,115
+1,368
+37% +$12.6K ﹤0.01% 4958
2022
Q3 		$31K Sell
3,747
-366
-9% -$3.76K ﹤0.01% 5284
2022
Q2 		$44K Sell
4,113
-5,039
-55% -$60.6K ﹤0.01% 5060
2022
Q1 		$66K Buy
9,152
+5,525
+152% +$63.4K ﹤0.01% 4897
2021
Q4 		$36K Buy
3,627
+570
+19% +$5.55K ﹤0.01% 5394
2021
Q3 		$30K Buy
3,057
+892
+41% +$8.17K ﹤0.01% 5492
2021
Q2 		$18K Hold
2,165
– – ﹤0.01% 5737
2021
Q1 		$21K Hold
2,165
– – ﹤0.01% 5446
2020
Q4 		$17K Sell
2,165
-5,372
-71% -$38.6K ﹤0.01% 5267
2020
Q3 		$45K Sell
7,537
-8,503
-53% -$55.3K ﹤0.01% 4383
2020
Q2 		$116K Sell
16,040
-1,263
-7% -$8.03K ﹤0.01% 3584
2020
Q1 		$108K Buy
+17,303
New +$204K ﹤0.01% 3414

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

Osaic Holdings's WSR Position: Q1 2026 in Review

Osaic Holdings reduced its Whitestone REIT (WSR) stake by 68% in Q1 2026, selling an estimated $32.8K and leaving 1,047 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5959.

Osaic Holdings first reported a position in WSR in Q1 2020 and has held it in 25 quarters since. The position peaked at $340K in Q4 2023. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Osaic Holdings held 1,047 shares of Whitestone REIT worth $16.9K as of Q1 2026.
  • Osaic Holdings sold 2,180 Whitestone REIT shares in Q1 2026, an estimated $32.8K.
  • Whitestone REIT made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5959 holding.
  • Osaic Holdings first reported a position in Whitestone REIT in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Whitestone REIT position peaked at $340K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.