SignatureFD’s Whitestone REIT WSR Stock Holding History

SignatureFD’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	$226	Hold	14	–	–	﹤0.01%	3363
2025 Q4	$194	Hold	14	–	–	﹤0.01%	3301
2025 Q3	$172	Buy	+14	New	+$176	﹤0.01%	3290
2025 Q1	–	Sell	-29	Closed	-$411	–	3467
2024 Q4	$411	Buy	+29	New	+$414	﹤0.01%	3157
2023 Q3	–	Sell	-23	Closed	-$223	–	3318
2023 Q2	$223	Buy	+23	New	+$207	﹤0.01%	3129
2022 Q3	–	Sell	-507	Closed	-$5K	–	3379
2022 Q2	$5K	Sell	507 -124	-20%	-$1.49K	﹤0.01%	2474
2022 Q1	$8K	Buy	631 +133	+27%	+$1.52K	﹤0.01%	2298
2021 Q4	$5K	Buy	+498	New	+$4.85K	﹤0.01%	2437
2021 Q3	–	Sell	-1,179	Closed	-$10K	–	3232
2021 Q2	$10K	Hold	1,179	–	–	﹤0.01%	2007
2021 Q1	$11K	Buy	+1,179	New	+$10.6K	﹤0.01%	1834

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 $59B AUM 32.99% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

SignatureFD's WSR Position: Q1 2026 in Review

SignatureFD held its Whitestone REIT (WSR) position steady in Q1 2026 at 14 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

SignatureFD first reported a position in WSR in Q1 2021 and has held it in 10 quarters since. The position peaked at $11K in Q1 2021. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

SignatureFD held 14 shares of Whitestone REIT worth $226 as of Q1 2026.
SignatureFD left its Whitestone REIT share count unchanged in Q1 2026.
Whitestone REIT made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #3363 holding.
SignatureFD first reported a position in Whitestone REIT in Q1 2021 and has held it in 10 quarters since.
SignatureFD's Whitestone REIT position peaked at $11K in Q1 2021.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.