RhumbLine Advisers
WSR

RhumbLine Advisers’s Whitestone REIT WSR Stock Holding History

RhumbLine Advisers’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 		$2.1M Buy
129,943
+2,257
+2% +$34K ﹤0.01% 1830
2025
Q4 		$1.77M Sell
127,686
-9,116
-7% -$118K ﹤0.01% 1934
2025
Q3 		$1.68M Sell
136,802
-5,145
-4% -$64.8K ﹤0.01% 2003
2025
Q2 		$1.77M Buy
141,947
+960
+0.7% +$12.2K ﹤0.01% 1950
2025
Q1 		$2.05M Sell
140,987
-5,590
-4% -$77K ﹤0.01% 1797
2024
Q4 		$2.08M Sell
146,577
-35,544
-20% -$507K ﹤0.01% 1860
2024
Q3 		$2.46M Buy
182,121
+27,736
+18% +$372K ﹤0.01% 1798
2024
Q2 		$2.05M Buy
154,385
+2,601
+2% +$32K ﹤0.01% 1867
2024
Q1 		$1.9M Sell
151,784
-3,195
-2% -$39.5K ﹤0.01% 1929
2023
Q4 		$1.9M Sell
154,979
-38,634
-20% -$414K ﹤0.01% 1932
2023
Q3 		$1.86M Buy
193,613
+1,461
+0.8% +$14.6K ﹤0.01% 1889
2023
Q2 		$1.86M Sell
192,152
-4,299
-2% -$38.7K ﹤0.01% 1946
2023
Q1 		$1.81M Buy
196,451
+8,210
+4% +$79.5K ﹤0.01% 1854
2022
Q4 		$1.81M Buy
188,241
+36,252
+24% +$334K ﹤0.01% 1833
2022
Q3 		$1.29M Buy
151,989
+2,626
+2% +$27K ﹤0.01% 2010
2022
Q2 		$1.61M Buy
149,363
+13,295
+10% +$160K ﹤0.01% 1891
2022
Q1 		$1.8M Buy
136,068
+3,786
+3% +$43.4K ﹤0.01% 1870
2021
Q4 		$1.34M Sell
132,282
-37,730
-22% -$368K ﹤0.01% 2084
2021
Q3 		$1.66M Sell
170,012
-11,665
-6% -$107K ﹤0.01% 1998
2021
Q2 		$1.5M Sell
181,677
-23,695
-12% -$213K ﹤0.01% 2077
2021
Q1 		$1.99M Buy
205,372
+1,138
+0.6% +$10.2K ﹤0.01% 1917
2020
Q4 		$1.63M Buy
204,234
+10,352
+5% +$74.4K ﹤0.01% 1941
2020
Q3 		$1.16M Buy
193,882
+24,517
+14% +$160K ﹤0.01% 1931
2020
Q2 		$1.23M Buy
169,365
+17,978
+12% +$114K ﹤0.01% 1957
2020
Q1 		$939K Buy
151,387
+14,786
+11% +$174K ﹤0.01% 1903
2019
Q4 		$1.86M Buy
136,601
+8,565
+7% +$118K ﹤0.01% 1827
2019
Q3 		$1.76M Buy
128,036
+7,862
+7% +$101K ﹤0.01% 1812
2019
Q2 		$1.52M Buy
120,174
+2,333
+2% +$29.3K ﹤0.01% 1882
2019
Q1 		$1.42M Buy
117,841
+1,079
+0.9% +$14.3K ﹤0.01% 1884
2018
Q4 		$1.43M Buy
116,762
+19,558
+20% +$265K ﹤0.01% 1837
2018
Q3 		$1.35M Sell
97,204
-1,263
-1% -$16.7K ﹤0.01% 1860
2018
Q2 		$1.23M Buy
98,467
+5,022
+5% +$57.9K ﹤0.01% 1922
2018
Q1 		$971K Buy
93,445
+2,276
+2% +$27.8K ﹤0.01% 1953
2017
Q4 		$1.31M Buy
91,169
+11,328
+14% +$160K ﹤0.01% 1825
2017
Q3 		$1.04M Buy
79,841
+31,516
+65% +$403K ﹤0.01% 1949
2017
Q2 		$592K Buy
48,325
+10,305
+27% +$129K ﹤0.01% 2216
2017
Q1 		$526K Buy
38,020
+4,090
+12% +$56.4K ﹤0.01% 2222
2016
Q4 		$488K Sell
33,930
-3,120
-8% -$42K ﹤0.01% 2240
2016
Q3 		$514K Buy
37,050
+1,200
+3% +$17.9K ﹤0.01% 2187
2016
Q2 		$541K Sell
35,850
-4,545
-11% -$62.1K ﹤0.01% 2146
2016
Q1 		$508K Buy
40,395
+3,815
+10% +$42.8K ﹤0.01% 2207
2015
Q4 		$439K Buy
36,580
+1,770
+5% +$21.3K ﹤0.01% 2320
2015
Q3 		$401K Buy
34,810
+5,119
+17% +$63K ﹤0.01% 2380
2015
Q2 		$387K Sell
29,691
-425
-1% -$6.19K ﹤0.01% 2496
2015
Q1 		$478K Buy
30,116
+1,600
+6% +$25.1K ﹤0.01% 2325
2014
Q4 		$431K Buy
28,516
+2,700
+10% +$39.7K ﹤0.01% 2358
2014
Q3 		$360K Sell
25,816
-300
-1% -$4.48K ﹤0.01% 2416
2014
Q2 		$389K Buy
26,116
+910
+4% +$13K ﹤0.01% 2436
2014
Q1 		$364K Sell
25,206
-730
-3% -$10.2K ﹤0.01% 2415
2013
Q4 		$347K Buy
25,936
+1,600
+7% +$21.6K ﹤0.01% 2497
2013
Q3 		$358K Sell
24,336
-171
-0.7% -$2.64K ﹤0.01% 2418
2013
Q2 		$386K Buy
+24,507
New +$400K ﹤0.01% 2463

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

RhumbLine Advisers's WSR Position: Q1 2026 in Review

RhumbLine Advisers increased its Whitestone REIT (WSR) stake by 1.8% in Q1 2026, buying an estimated $34K and bringing the position to 129,943 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

RhumbLine Advisers first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.46M in Q3 2024. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • RhumbLine Advisers held 129,943 shares of Whitestone REIT worth $2.1M as of Q1 2026.
  • RhumbLine Advisers bought 2,257 Whitestone REIT shares in Q1 2026, an estimated $34K.
  • Whitestone REIT made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #1830 holding.
  • RhumbLine Advisers first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
  • RhumbLine Advisers's Whitestone REIT position peaked at $2.46M in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.