Simplex Trading’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,715
| Closed | -$47.9K | – | 10278 |
|
|
2025
Q3 | $45K | Buy |
3,715
+3,701
| +26,436% | +$46.6K | ﹤0.01% | 6578 |
|
|
2025
Q2 | $0 | Buy |
+14
| New | +$178 | ﹤0.01% | 9869 |
|
|
2024
Q3 | – | Sell |
-402
| Closed | -$5.39K | – | 9724 |
|
|
2024
Q2 | $5K | Buy |
+402
| New | +$4.94K | ﹤0.01% | 7921 |
|
|
2024
Q1 | – | Sell |
-2,449
| Closed | -$30.3K | – | 10045 |
|
|
2023
Q4 | $30K | Buy |
+2,449
| New | +$26.2K | ﹤0.01% | 6567 |
|
|
2023
Q1 | – | Sell |
-14,195
| Closed | -$137K | – | 10272 |
|
|
2022
Q4 | $136K | Sell |
14,195
-8,272
| -37% | -$76.1K | ﹤0.01% | 4708 |
|
|
2022
Q3 | $190K | Buy |
22,467
+7,411
| +49% | +$76.1K | ﹤0.01% | 4685 |
|
|
2022
Q2 | $161K | Sell |
15,056
-13,959
| -48% | -$168K | ﹤0.01% | 4905 |
|
|
2022
Q1 | $384K | Buy |
+29,015
| New | +$333K | ﹤0.01% | 4209 |
|
|
2021
Q4 | – | Sell |
-9,624
| Closed | -$93.7K | – | 11585 |
|
|
2021
Q3 | $79K | Hold |
9,624
| – | – | ﹤0.01% | 6951 |
|
|
2021
Q2 | $79K | Buy |
9,624
+2,174
| +29% | +$19.5K | ﹤0.01% | 7067 |
|
|
2021
Q1 | $72K | Buy |
7,450
+7,242
| +3,482% | +$64.8K | ﹤0.01% | 6178 |
|
|
2020
Q4 | $1K | Sell |
208
-11,881
| -98% | -$85.4K | ﹤0.01% | 8175 |
|
|
2020
Q3 | $72K | Buy |
12,089
+10,868
| +890% | +$70.7K | ﹤0.01% | 5254 |
|
|
2020
Q2 | $8K | Sell |
1,221
-1,116
| -48% | -$7.09K | ﹤0.01% | 6777 |
|
|
2020
Q1 | $14K | Buy |
+2,337
| New | +$27.5K | ﹤0.01% | 6249 |
|
|
2019
Q4 | – | Sell |
-3,888
| Closed | -$53.4K | – | 8056 |
|
|
2019
Q3 | $53K | Buy |
+3,888
| New | +$49.9K | ﹤0.01% | 4973 |
|
|
2018
Q4 | – | Sell |
-567
| Closed | -$7.69K | – | 7927 |
|
|
2018
Q3 | $7K | Buy |
+567
| New | +$7.48K | ﹤0.01% | 6627 |
|
|
2017
Q3 | – | Sell |
-2,868
| Closed | -$36.7K | – | 6756 |
|
|
2017
Q2 | $35K | Buy |
2,868
+1,752
| +157% | +$21.9K | ﹤0.01% | 2733 |
|
|
2017
Q1 | $15K | Buy |
+1,116
| New | +$15.4K | ﹤0.01% | 3598 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$2.69K | – | 6629 |
|
|
2016
Q3 | $2K | Buy |
200
+3
| +2% | +$45 | ﹤0.01% | 5077 |
|
|
2016
Q2 | $2K | Buy |
+197
| New | +$2.69K | ﹤0.01% | 5042 |
|
Other funds holding WSR
VPM
VCM
ICM
GKIM
NAM
CCM
Simplex Trading's WSR Position: Q4 2025 in Review
Simplex Trading sold out of Whitestone REIT (WSR) in Q4 2025, closing a stake of 3,715 shares — an estimated $47.9K sold.
Simplex Trading first reported a position in WSR in Q2 2016 and held it in 21 quarters. The position peaked at $384K in Q1 2022. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.
- Simplex Trading reported no remaining Whitestone REIT position as of Q4 2025 after selling out during the quarter.
- Simplex Trading sold 3,715 Whitestone REIT shares in Q4 2025, an estimated $47.9K.
- Simplex Trading first reported a position in Whitestone REIT in Q2 2016 and held it in 21 quarters.
- Simplex Trading's Whitestone REIT position peaked at $384K in Q1 2022.
- 211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.
Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.