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
Q2 		$26.5K Buy
1,398
+351
+34% +$6.59K ﹤0.01% 5946
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 $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

Osaic Holdings's WSR Position: Q2 2026 in Review

Osaic Holdings increased its Whitestone REIT (WSR) stake by 34% in Q2 2026, buying an estimated $6.59K and bringing the position to 1,398 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5946.

Osaic Holdings first reported a position in WSR in Q1 2020 and has held it in 26 quarters since. The position peaked at $340K in Q4 2023. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Osaic Holdings held 1,398 shares of Whitestone REIT worth $26.5K as of Q2 2026.
  • Osaic Holdings bought 351 Whitestone REIT shares in Q2 2026, an estimated $6.59K.
  • Whitestone REIT made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5946 holding.
  • Osaic Holdings first reported a position in Whitestone REIT in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Whitestone REIT position peaked at $340K in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.