PA
WSR

Parallel Advisors’s Whitestone REIT WSR Stock Holding History

Parallel 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 		$2.41K Buy
149
+23
+18% +$346 ﹤0.01% 3308
2025
Q4 		$1.75K Buy
+126
New +$1.62K ﹤0.01% 3163
2025
Q2 		– Sell
-20
Closed -$291 – 3706
2025
Q1 		$291 Buy
+20
New +$275 ﹤0.01% 3329
2023
Q2 		– Sell
-115
Closed -$1.06K – 3537
2023
Q1 		$1.06K Buy
+115
New +$1.11K ﹤0.01% 2947
2022
Q2 		– Sell
-115
Closed -$2K – 3397
2022
Q1 		$2K Hold
115
– – ﹤0.01% 2642
2021
Q4 		$1K Sell
115
-62
-35% -$604 ﹤0.01% 2980
2021
Q3 		$2K Buy
177
+62
+54% +$568 ﹤0.01% 2749
2021
Q2 		$1K Buy
+115
New +$1.03K ﹤0.01% 2852
2020
Q2 		– Sell
-396
Closed -$2K – 2735
2020
Q1 		$2K Buy
+396
New +$4.67K ﹤0.01% 2186
2019
Q2 		– Sell
-425
Closed -$5K – 2450
2019
Q1 		$5K Sell
425
-189
-31% -$2.5K ﹤0.01% 1813
2018
Q4 		$7K Hold
614
– – ﹤0.01% 1484
2018
Q3 		$9K Buy
614
+189
+44% +$2.49K ﹤0.01% 1501
2018
Q2 		$5K Buy
+425
New +$4.9K ﹤0.01% 1626
2018
Q1 		– Sell
-411
Closed -$6K – 2201
2017
Q4 		$6K Hold
411
– – ﹤0.01% 1524
2017
Q3 		$6K Hold
411
– – ﹤0.01% 1532
2017
Q2 		$5K Sell
411
-4,589
-92% -$57.4K ﹤0.01% 1618
2017
Q1 		$61K Buy
5,000
+4,723
+1,705% +$65.2K 0.01% 597
2016
Q4 		$4K Buy
+277
New +$3.73K ﹤0.01% 1467

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

Parallel Advisors's WSR Position: Q1 2026 in Review

Parallel Advisors increased its Whitestone REIT (WSR) stake by 18% in Q1 2026, buying an estimated $346 and bringing the position to 149 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Parallel Advisors first reported a position in WSR in Q4 2016 and has held it in 18 quarters since. The position peaked at $61K in Q1 2017. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Parallel Advisors held 149 shares of Whitestone REIT worth $2.41K as of Q1 2026.
  • Parallel Advisors bought 23 Whitestone REIT shares in Q1 2026, an estimated $346.
  • Whitestone REIT made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #3308 holding.
  • Parallel Advisors first reported a position in Whitestone REIT in Q4 2016 and has held it in 18 quarters since.
  • Parallel Advisors's Whitestone REIT position peaked at $61K in Q1 2017.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.