RFP
WSR

Root Financial Partners’s Whitestone REIT WSR Stock Holding History

Root Financial Partners’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 		$1.08K Buy
+67
New +$1.01K ﹤0.01% 2584

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

Root Financial Partners's WSR Position: Q1 2026 in Review

Root Financial Partners opened a new position in Whitestone REIT (WSR) in Q1 2026: 67 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #2584 among its holdings.

220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Root Financial Partners held 67 shares of Whitestone REIT worth $1.08K as of Q1 2026.
  • Whitestone REIT was a new Root Financial Partners position in Q1 2026.
  • Whitestone REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2584 holding.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.