Raymond James Financial
WSR

Raymond James Financial’s Whitestone REIT WSR Stock Holding History

Raymond James Financial’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 		$1.84M Sell
113,661
-881
-0.8% -$13.3K ﹤0.01% 3423
2025
Q4 		$1.59M Sell
114,542
-13,487
-11% -$174K ﹤0.01% 3449
2025
Q3 		$1.57M Buy
128,029
+998
+0.8% +$12.6K ﹤0.01% 3354
2025
Q2 		$1.59M Buy
127,031
+15,370
+14% +$196K ﹤0.01% 3272
2025
Q1 		$1.63M Sell
111,661
-1,218
-1% -$16.8K ﹤0.01% 3141
2024
Q4 		$1.6M Buy
+112,879
New +$1.61M ﹤0.01% 3130

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

Raymond James Financial's WSR Position: Q1 2026 in Review

Raymond James Financial reduced its Whitestone REIT (WSR) stake by 0.77% in Q1 2026, selling an estimated $13.3K and leaving 113,661 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3423.

Raymond James Financial first reported a position in WSR in Q4 2024 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Raymond James Financial held 113,661 shares of Whitestone REIT worth $1.84M as of Q1 2026.
  • Raymond James Financial sold 881 Whitestone REIT shares in Q1 2026, an estimated $13.3K.
  • Whitestone REIT made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3423 holding.
  • Raymond James Financial first reported a position in Whitestone REIT in Q4 2024 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.