Prelude Capital Management’s Whitestone REIT WSR Stock Holding History

Prelude Capital Management’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	$969K	Sell	60,000 -12,600	-17%	-$190K	0.07%	323
2025 Q4	$1.01M	Sell	72,600 -6,949	-9%	-$89.6K	0.07%	304
2025 Q3	$977K	Buy	79,549 +20,400	+34%	+$257K	0.08%	311
2025 Q2	$738K	Buy	59,149 +6,723	+13%	+$85.6K	0.07%	337
2025 Q1	$764K	Buy	52,426 +900	+2%	+$12.4K	0.06%	375
2024 Q4	$730K	Buy	51,526 +18,289	+55%	+$261K	0.05%	469
2024 Q3	$450K	Sell	33,237 -25,177	-43%	-$338K	0.03%	674
2024 Q2	$777K	Buy	58,414 +4,936	+9%	+$60.7K	0.05%	371
2024 Q1	$671K	Sell	53,478 -11,691	-18%	-$144K	0.04%	512
2023 Q4	$801K	Buy	65,169 +1,719	+3%	+$18.4K	0.05%	353
2023 Q3	$611K	Buy	+63,450	New	+$632K	0.04%	410
2022 Q3	–	Sell	-66,434	Closed	-$714K	–	1965
2022 Q2	$714K	Sell	66,434 -19,566	-23%	-$235K	0.02%	651
2022 Q1	$1.14M	Buy	+86,000	New	+$986K	0.03%	537
2017 Q1	–	Sell	-700	Closed	-$10K	–	1815
2016 Q4	$10K	Buy	+700	New	+$9.42K	﹤0.01%	1381
2016 Q3	–	Sell	-300	Closed	-$5K	–	1850
2016 Q2	$5K	Buy	+300	New	+$4.1K	﹤0.01%	1466
2014 Q1	–	Sell	-2,600	Closed	-$35K	–	2134
2013 Q4	$35K	Buy	+2,600	New	+$35.1K	0.01%	1211

Other funds holding WSR

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 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 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 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

Prelude Capital Management's WSR Position: Q1 2026 in Review

Prelude Capital Management reduced its Whitestone REIT (WSR) stake by 17% in Q1 2026, selling an estimated $190K and leaving 60,000 shares worth $969K. The position accounts for 0.07% of the portfolio, ranked #323.

Prelude Capital Management first reported a position in WSR in Q4 2013 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2022. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Prelude Capital Management held 60,000 shares of Whitestone REIT worth $969K as of Q1 2026.
Prelude Capital Management sold 12,600 Whitestone REIT shares in Q1 2026, an estimated $190K.
Whitestone REIT made up 0.07% of Prelude Capital Management's portfolio in Q1 2026, its #323 holding.
Prelude Capital Management first reported a position in Whitestone REIT in Q4 2013 and has held it in 16 quarters since.
Prelude Capital Management's Whitestone REIT position peaked at $1.14M in Q1 2022.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.