Rockefeller Capital Management
WSR

Rockefeller Capital Management’s Whitestone REIT WSR Stock Holding History

Rockefeller Capital Management’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 		$162K Sell
8,549
-24
-0.3% -$451 ﹤0.01% 2712
2026
Q1 		$138K Buy
8,573
+2,265
+36% +$34.1K ﹤0.01% 2688
2025
Q4 		$87.6K Sell
6,308
-6,290
-50% -$81.1K ﹤0.01% 2779
2025
Q3 		$155K Buy
+12,598
New +$159K ﹤0.01% 2357
2023
Q1 		– Sell
-2,580
Closed -$24K – 3903
2022
Q4 		$24K Buy
2,580
+33
+1% +$304 ﹤0.01% 2739
2022
Q3 		$21K Sell
2,547
-244
-9% -$2.5K ﹤0.01% 2759
2022
Q2 		$30K Buy
2,791
+312
+13% +$3.75K ﹤0.01% 2522
2022
Q1 		$32K Buy
2,479
+24
+1% +$275 ﹤0.01% 2523
2021
Q4 		$24K Sell
2,455
-84
-3% -$818 ﹤0.01% 2567
2021
Q3 		$24K Buy
2,539
+139
+6% +$1.27K ﹤0.01% 2509
2021
Q2 		$19K Buy
+2,400
New +$21.6K ﹤0.01% 2514

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

Rockefeller Capital Management's WSR Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Whitestone REIT (WSR) stake by 0.28% in Q2 2026, selling an estimated $451 and leaving 8,549 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Rockefeller Capital Management first reported a position in WSR in Q2 2021 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Rockefeller Capital Management held 8,549 shares of Whitestone REIT worth $162K as of Q2 2026.
  • Rockefeller Capital Management sold 24 Whitestone REIT shares in Q2 2026, an estimated $451.
  • Whitestone REIT made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2712 holding.
  • Rockefeller Capital Management first reported a position in Whitestone REIT in Q2 2021 and has held it in 11 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.