Principal Financial Group
WSR

Principal Financial Group’s Whitestone REIT WSR Stock Holding History

Principal Financial Group’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 		$3.52M Buy
218,266
+4,249
+2% +$64K ﹤0.01% 1717
2025
Q4 		$2.97M Sell
214,017
-2,778
-1% -$35.8K ﹤0.01% 1765
2025
Q3 		$2.66M Sell
216,795
-30,309
-12% -$382K ﹤0.01% 1765
2025
Q2 		$3.08M Sell
247,104
-9,377
-4% -$119K ﹤0.01% 1718
2025
Q1 		$3.74M Buy
256,481
+6,497
+3% +$89.4K ﹤0.01% 1641
2024
Q4 		$3.54M Buy
249,984
+12,177
+5% +$174K ﹤0.01% 1686
2024
Q3 		$3.22M Sell
237,807
-17,122
-7% -$230K ﹤0.01% 1686
2024
Q2 		$3.39M Sell
254,929
-7,938
-3% -$97.6K ﹤0.01% 1668
2024
Q1 		$3.3M Buy
262,867
+17,094
+7% +$211K ﹤0.01% 1695
2023
Q4 		$3.02M Sell
245,773
-8,476
-3% -$90.8K ﹤0.01% 1705
2023
Q3 		$2.45M Sell
254,249
-10,367
-4% -$103K ﹤0.01% 1731
2023
Q2 		$2.57M Sell
264,616
-28,953
-10% -$261K ﹤0.01% 1716
2023
Q1 		$2.7M Sell
293,569
-6,551
-2% -$63.4K ﹤0.01% 1711
2022
Q4 		$2.89M Buy
300,120
+13,113
+5% +$121K ﹤0.01% 1698
2022
Q3 		$2.43M Buy
287,007
+1,274
+0.4% +$13.1K ﹤0.01% 1684
2022
Q2 		$3.07M Sell
285,733
-19,587
-6% -$235K ﹤0.01% 1711
2022
Q1 		$4.04M Sell
305,320
-2,836
-0.9% -$32.5K ﹤0.01% 1730
2021
Q4 		$3.12M Buy
308,156
+10,914
+4% +$106K ﹤0.01% 1789
2021
Q3 		$2.91M Buy
297,242
+21,163
+8% +$194K ﹤0.01% 1808
2021
Q2 		$2.28M Buy
276,079
+1,635
+0.6% +$14.7K ﹤0.01% 1875
2021
Q1 		$2.66M Buy
274,444
+565
+0.2% +$5.06K ﹤0.01% 1803
2020
Q4 		$2.18M Sell
273,879
-10,836
-4% -$77.9K ﹤0.01% 1783
2020
Q3 		$1.71M Sell
284,715
-29,996
-10% -$195K ﹤0.01% 1764
2020
Q2 		$2.29M Buy
314,711
+6,431
+2% +$40.9K ﹤0.01% 1670
2020
Q1 		$1.91M Sell
308,280
-12,751
-4% -$150K ﹤0.01% 1610
2019
Q4 		$4.37M Buy
321,031
+3,695
+1% +$50.7K ﹤0.01% 1572
2019
Q3 		$4.37M Sell
317,336
-2,108
-0.7% -$27.1K ﹤0.01% 1557
2019
Q2 		$4.05M Sell
319,444
-206
-0.1% -$2.58K ﹤0.01% 1586
2019
Q1 		$3.84M Sell
319,650
-3,251
-1% -$43K ﹤0.01% 1625
2018
Q4 		$3.96M Buy
322,901
+1,994
+0.6% +$27K ﹤0.01% 1578
2018
Q3 		$4.45M Buy
320,907
+10,879
+4% +$143K ﹤0.01% 1632
2018
Q2 		$3.87M Buy
310,028
+9,398
+3% +$108K ﹤0.01% 1655
2018
Q1 		$3.12M Buy
300,630
+12,362
+4% +$151K ﹤0.01% 1683
2017
Q4 		$4.15M Sell
288,268
-2,248
-0.8% -$31.8K ﹤0.01% 1616
2017
Q3 		$3.79M Buy
+290,516
New +$3.72M ﹤0.01% 1634
2017
Q2 		– Sell
-19,220
Closed -$266K – 2292
2017
Q1 		$266K Hold
19,220
– – ﹤0.01% 2037
2016
Q4 		$276K Buy
+19,220
New +$259K ﹤0.01% 2030

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

Principal Financial Group's WSR Position: Q1 2026 in Review

Principal Financial Group increased its Whitestone REIT (WSR) stake by 2% in Q1 2026, buying an estimated $64K and bringing the position to 218,266 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Principal Financial Group first reported a position in WSR in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.45M in Q3 2018. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Principal Financial Group held 218,266 shares of Whitestone REIT worth $3.52M as of Q1 2026.
  • Principal Financial Group bought 4,249 Whitestone REIT shares in Q1 2026, an estimated $64K.
  • Whitestone REIT made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1717 holding.
  • Principal Financial Group first reported a position in Whitestone REIT in Q4 2016 and has held it in 37 quarters since.
  • Principal Financial Group's Whitestone REIT position peaked at $4.45M in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.