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
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 $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

Rockefeller Capital Management's WSR Position: Q1 2026 in Review

Rockefeller Capital Management increased its Whitestone REIT (WSR) stake by 36% in Q1 2026, buying an estimated $34.1K and bringing the position to 8,573 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Rockefeller Capital Management first reported a position in WSR in Q2 2021 and has held it in 10 quarters since. The position peaked at $155K in Q3 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Rockefeller Capital Management held 8,573 shares of Whitestone REIT worth $138K as of Q1 2026.
  • Rockefeller Capital Management bought 2,265 Whitestone REIT shares in Q1 2026, an estimated $34.1K.
  • Whitestone REIT made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2688 holding.
  • Rockefeller Capital Management first reported a position in Whitestone REIT in Q2 2021 and has held it in 10 quarters since.
  • Rockefeller Capital Management's Whitestone REIT position peaked at $155K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.