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
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 $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

Pinnacle Wealth Planning Services's WSR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Whitestone REIT (WSR) position steady in Q1 2026 at 5,847 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #830.

Pinnacle Wealth Planning Services first reported a position in WSR in Q4 2020 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,847 shares of Whitestone REIT worth $94.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Whitestone REIT share count unchanged in Q1 2026.
  • Whitestone REIT made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #830 holding.
  • Pinnacle Wealth Planning Services first reported a position in Whitestone REIT in Q4 2020 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.