SHFC
WSR

Safe Harbor Family Capital’s Whitestone REIT WSR Stock Holding History

Safe Harbor Family Capital’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 		$293K Buy
18,162
+2,820
+18% +$42.5K 0.23% 38
2025
Q4 		$213K Buy
+15,342
New +$198K 0.19% 46

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 $59.9B AUM 27.01% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Safe Harbor Family Capital's WSR Position: Q1 2026 in Review

Safe Harbor Family Capital increased its Whitestone REIT (WSR) stake by 18% in Q1 2026, buying an estimated $42.5K and bringing the position to 18,162 shares worth $293K. The position accounts for 0.23% of the portfolio, ranked #38.

Safe Harbor Family Capital first reported a position in WSR in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Safe Harbor Family Capital held 18,162 shares of Whitestone REIT worth $293K as of Q1 2026.
  • Safe Harbor Family Capital bought 2,820 Whitestone REIT shares in Q1 2026, an estimated $42.5K.
  • Whitestone REIT made up 0.23% of Safe Harbor Family Capital's portfolio in Q1 2026, its #38 holding.
  • Safe Harbor Family Capital first reported a position in Whitestone REIT in Q4 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Safe Harbor Family Capital's 13F filing for Q1 2026, filed 12 May 2026.