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
Q2 		– Sell
-67
Closed -$1.08K – 3197
2026
Q1 		$1.08K Buy
+67
New +$1.01K ﹤0.01% 2584

Other funds holding WSR

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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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

Root Financial Partners's WSR Position: Q2 2026 in Review

Root Financial Partners sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 67 shares — an estimated $1.08K sold.

Root Financial Partners first reported a position in WSR in Q1 2026 and held it in 1 quarter. The position peaked at $1.08K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Root Financial Partners reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 67 Whitestone REIT shares in Q2 2026, an estimated $1.08K.
  • Root Financial Partners first reported a position in Whitestone REIT in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Whitestone REIT position peaked at $1.08K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.