RW Investment Management’s Whitestone REIT WSR Stock Holding History

RW Investment 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	$170K	Buy	+10,500	New	+$158K	0.02%	110
2025 Q3	$145K	Hold	11,821	–	–	0.02%	110
2025 Q2	$148K	Hold	11,821	–	–	0.02%	107
2025 Q1	$172K	Hold	11,821	–	–	0.02%	97
2024 Q4	$168K	Hold	11,821	–	–	0.02%	100
2024 Q3	$160K	Hold	11,821	–	–	0.02%	93
2024 Q2	$157K	Hold	11,821	–	–	0.02%	89
2024 Q1	$148K	Hold	11,821	–	–	0.02%	89
2023 Q4	$145K	Hold	11,821	–	–	0.02%	82
2023 Q3	$114K	Hold	11,821	–	–	0.02%	82
2023 Q2	$115K	Hold	11,821	–	–	0.02%	86
2023 Q1	$109K	Hold	11,821	–	–	0.03%	83
2022 Q4	$114K	Buy	+11,821	New	+$109K	0.04%	81

Other funds holding WSR

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 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 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 New York $59.9B AUM 27.01% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

RW Investment Management's WSR Position: Q1 2026 in Review

RW Investment Management opened a new position in Whitestone REIT (WSR) in Q1 2026: 10,500 shares worth $170K. The stake represents 0.02% of the portfolio and ranks #110 among its holdings. This is a return to the name: RW Investment Management previously reported a position in WSR as recently as Q3 2025.

RW Investment Management first reported a position in WSR in Q4 2022 and has held it in 13 quarters since. The position peaked at $172K in Q1 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

RW Investment Management held 10,500 shares of Whitestone REIT worth $170K as of Q1 2026.
Whitestone REIT was a new RW Investment Management position in Q1 2026.
Whitestone REIT made up 0.02% of RW Investment Management's portfolio in Q1 2026, its #110 holding.
RW Investment Management first reported a position in Whitestone REIT in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Whitestone REIT position peaked at $172K in Q1 2025.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.