Simplex Trading
WSR

Simplex Trading’s Whitestone REIT WSR Stock Holding History

Simplex Trading’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 		$19.4K Sell
1,200
-700
-37% -$10.5K ﹤0.01% 6807
2025
Q4 		$26.4K Sell
1,900
-1,900
-50% -$24.5K ﹤0.01% 6219
2025
Q3 		$46K Buy
3,800
+2,700
+245% +$34K ﹤0.01% 6554
2025
Q2 		$13K Buy
1,100
+200
+22% +$2.54K ﹤0.01% 7145
2025
Q1 		$13K Sell
900
-6,700
-88% -$92.2K ﹤0.01% 6944
2024
Q4 		$107K Buy
7,600
+1,700
+29% +$24.3K ﹤0.01% 5116
2024
Q3 		$79K Buy
5,900
+5,200
+743% +$69.8K ﹤0.01% 5458
2024
Q2 		$9K Sell
700
-1,200
-63% -$14.8K ﹤0.01% 7537
2024
Q1 		$23K Buy
1,900
+500
+36% +$6.18K ﹤0.01% 6998
2023
Q4 		$17K Sell
1,400
-12,100
-90% -$130K ﹤0.01% 7066
2023
Q3 		$130K Sell
13,500
-13,100
-49% -$130K ﹤0.01% 4822
2023
Q2 		$258K Buy
26,600
+3,300
+14% +$29.7K ﹤0.01% 4018
2023
Q1 		$214K Buy
23,300
+10,000
+75% +$96.8K ﹤0.01% 4244
2022
Q4 		$128K Sell
13,300
-2,200
-14% -$20.2K ﹤0.01% 4780
2022
Q3 		$131K Sell
15,500
-30,600
-66% -$314K ﹤0.01% 5162
2022
Q2 		$495K Buy
46,100
+33,500
+266% +$403K ﹤0.01% 3458
2022
Q1 		$166K Sell
12,600
-12,000
-49% -$138K ﹤0.01% 5424
2021
Q4 		$249K Buy
24,600
+18,600
+310% +$181K ﹤0.01% 4850
2021
Q3 		$49K Sell
6,000
-2,000
-25% -$18.3K ﹤0.01% 7530
2021
Q2 		$66K Buy
8,000
+7,876
+6,352% +$70.8K ﹤0.01% 7295
2021
Q1 		$120K Buy
124
+40
+48% +$358 ﹤0.01% 5484
2020
Q4 		$66K Buy
84
+34
+68% +$245 ﹤0.01% 5877
2020
Q3 		$30K Sell
50
-150
-75% -$976 ﹤0.01% 6080
2020
Q2 		$145K Buy
200
+120
+150% +$763 ﹤0.01% 4382
2020
Q1 		$49K Sell
80
-19
-19% -$224 ﹤0.01% 5153
2019
Q4 		$134K Sell
99
-13
-12% -$178 ﹤0.01% 4193
2019
Q3 		$154K Buy
112
+49
+78% +$629 ﹤0.01% 3846
2019
Q2 		$79K Buy
63
+6
+11% +$75 ﹤0.01% 4436
2019
Q1 		$68K Buy
57
+37
+185% +$489 ﹤0.01% 4735
2018
Q4 		$24K Buy
20
+14
+233% +$190 ﹤0.01% 5199
2018
Q3 		$8K Sell
6
-88
-94% -$1.16K ﹤0.01% 6546
2018
Q2 		$117K Buy
+94
New +$1.08K ﹤0.01% 4111
2017
Q4 		– Sell
-204
Closed -$15K – 6795
2017
Q3 		$15K Sell
204
-353
-63% -$4.52K ﹤0.01% 3437
2017
Q2 		$15K Buy
557
+422
+313% +$5.28K ﹤0.01% 3602
2017
Q1 		$2K Buy
135
+43
+47% +$593 ﹤0.01% 5367
2016
Q4 		$3K Buy
+92
New +$1.24K ﹤0.01% 4837
2015
Q2 		– Sell
-9
Closed -$1K – 5953
2015
Q1 		$1K Buy
+9
New +$141 ﹤0.01% 4639

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 $59B AUM 32.99% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

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.