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
Q2 		$1.23K Sell
65
-27
-29% -$507 ﹤0.01% 1743
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 $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

Physician Wealth Advisors's WSR Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Whitestone REIT (WSR) stake by 29% in Q2 2026, selling an estimated $507 and leaving 65 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Physician Wealth Advisors first reported a position in WSR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.49K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Physician Wealth Advisors held 65 shares of Whitestone REIT worth $1.23K as of Q2 2026.
  • Physician Wealth Advisors sold 27 Whitestone REIT shares in Q2 2026, an estimated $507.
  • Whitestone REIT made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1743 holding.
  • Physician Wealth Advisors first reported a position in Whitestone REIT in Q2 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Whitestone REIT position peaked at $1.49K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.