RIL
WSR

Rothschild Investment LLC’s Whitestone REIT WSR Stock Holding History

Rothschild Investment LLC’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 		$1.38K Sell
73
-35
-32% -$658 ﹤0.01% 2914
2026
Q1 		$1.74K Hold
108
– – ﹤0.01% 2618
2025
Q4 		$1.5K Buy
108
+3
+3% +$39 ﹤0.01% 2509
2025
Q3 		$1.29K Buy
105
+15
+17% +$189 ﹤0.01% 2482
2025
Q2 		$1.12K Sell
90
-50
-36% -$636 ﹤0.01% 2406
2025
Q1 		$2.04K Buy
140
+40
+40% +$551 ﹤0.01% 1888
2024
Q4 		$1.42K Hold
100
– – ﹤0.01% 2014
2024
Q3 		$1.35K Buy
100
+50
+100% +$671 ﹤0.01% 1953
2024
Q2 		$666 Buy
50
+40
+400% +$492 ﹤0.01% 1861
2024
Q1 		$126 Buy
+10
New +$124 ﹤0.01% 2062

Other funds holding WSR

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rothschild Investment LLC's WSR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Whitestone REIT (WSR) stake by 32% in Q2 2026, selling an estimated $658 and leaving 73 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Rothschild Investment LLC first reported a position in WSR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.04K in Q1 2025. 73 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Rothschild Investment LLC held 73 shares of Whitestone REIT worth $1.38K as of Q2 2026.
  • Rothschild Investment LLC sold 35 Whitestone REIT shares in Q2 2026, an estimated $658.
  • Whitestone REIT made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2914 holding.
  • Rothschild Investment LLC first reported a position in Whitestone REIT in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Whitestone REIT position peaked at $2.04K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.