RA
WSR

Rise Advisors’s Whitestone REIT WSR Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-10
Closed -$126 – 1442
2025
Q3 		$126 Hold
10
– – ﹤0.01% 1479
2025
Q2 		$127 Hold
10
– – ﹤0.01% 1493
2025
Q1 		$147 Sell
10
-1,344
-99% -$18.5K ﹤0.01% 1441
2024
Q4 		$19.2K Buy
1,354
+12
+0.9% +$171 0.01% 688
2024
Q3 		$18.2K Buy
1,342
+13
+1% +$174 0.01% 753
2024
Q2 		$17.7K Buy
1,329
+13
+1% +$160 0.01% 708
2024
Q1 		$16.5K Buy
+1,316
New +$16.3K 0.01% 791

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rise Advisors's WSR Position: Q4 2025 in Review

Rise Advisors sold out of Whitestone REIT (WSR) in Q4 2025, closing a stake of 10 shares — an estimated $126 sold.

Rise Advisors first reported a position in WSR in Q1 2024 and held it in 7 quarters. The position peaked at $19.2K in Q4 2024. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.

  • Rise Advisors reported no remaining Whitestone REIT position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 10 Whitestone REIT shares in Q4 2025, an estimated $126.
  • Rise Advisors first reported a position in Whitestone REIT in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Whitestone REIT position peaked at $19.2K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.