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
Q2 		– Sell
-113,661
Closed -$1.84M – 5599
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 $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

Raymond James Financial's WSR Position: Q2 2026 in Review

Raymond James Financial sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 113,661 shares — an estimated $1.84M sold.

Raymond James Financial first reported a position in WSR in Q4 2024 and held it in 6 quarters. The position peaked at $1.84M in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Raymond James Financial reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 113,661 Whitestone REIT shares in Q2 2026, an estimated $1.84M.
  • Raymond James Financial first reported a position in Whitestone REIT in Q4 2024 and held it in 6 quarters.
  • Raymond James Financial's Whitestone REIT position peaked at $1.84M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.