PWPS
WSR

Pinnacle Wealth Planning Services’s Whitestone REIT WSR Stock Holding History

Pinnacle Wealth Planning Services’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 		$111K Buy
5,850
+3
+0.1% +$56 0.01% 811
2026
Q1 		$94.4K Hold
5,847
– – 0.01% 830
2025
Q4 		$81.2K Buy
+5,847
New +$75.4K 0.01% 902
2021
Q1 		– Sell
-7,616
Closed -$61K – 1967
2020
Q4 		$61K Buy
+7,616
New +$54.8K 0.01% 707

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

Pinnacle Wealth Planning Services's WSR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Whitestone REIT (WSR) stake by 0.05% in Q2 2026, buying an estimated $56 and bringing the position to 5,850 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #811.

Pinnacle Wealth Planning Services first reported a position in WSR in Q4 2020 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,850 shares of Whitestone REIT worth $111K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Whitestone REIT shares in Q2 2026, an estimated $56.
  • Whitestone REIT made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #811 holding.
  • Pinnacle Wealth Planning Services first reported a position in Whitestone REIT in Q4 2020 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.