PWA
WSR

Physician Wealth Advisors’s Whitestone REIT WSR Stock Holding History

Physician Wealth 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 		$1.49K Buy
92
+46
+100% +$693 ﹤0.01% 1479
2025
Q4 		$639 Buy
+46
New +$593 ﹤0.01% 1766
2025
Q3 		– Sell
-71
Closed -$887 – 2065
2025
Q2 		$887 Buy
+71
New +$904 ﹤0.01% 1505

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

Physician Wealth Advisors's WSR Position: Q1 2026 in Review

Physician Wealth Advisors increased its Whitestone REIT (WSR) stake by 100% in Q1 2026, buying an estimated $693 and bringing the position to 92 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Physician Wealth Advisors first reported a position in WSR in Q2 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Physician Wealth Advisors held 92 shares of Whitestone REIT worth $1.49K as of Q1 2026.
  • Physician Wealth Advisors bought 46 Whitestone REIT shares in Q1 2026, an estimated $693.
  • Whitestone REIT made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1479 holding.
  • Physician Wealth Advisors first reported a position in Whitestone REIT in Q2 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.