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
2025
Q3 		– Sell
-300
Closed -$3K – 10215
2025
Q2 		$3K Hold
300
– – ﹤0.01% 8049
2025
Q1 		$4K Buy
+300
New +$4.13K ﹤0.01% 7749
2024
Q4 		– Sell
-10,100
Closed -$136K – 9775
2024
Q3 		$136K Buy
10,100
+100
+1% +$1.34K ﹤0.01% 4914
2024
Q2 		$133K Buy
10,000
+7,300
+270% +$89.7K ﹤0.01% 5067
2024
Q1 		$33K Buy
2,700
+100
+4% +$1.24K ﹤0.01% 6678
2023
Q4 		$31K Buy
2,600
+1,300
+100% +$13.9K ﹤0.01% 6551
2023
Q3 		$12K Sell
1,300
-1,800
-58% -$17.9K ﹤0.01% 7075
2023
Q2 		$30K Sell
3,100
-600
-16% -$5.41K ﹤0.01% 6367
2023
Q1 		$34K Buy
3,700
+1,900
+106% +$18.4K ﹤0.01% 6379
2022
Q4 		$17K Sell
1,800
-9,400
-84% -$86.5K ﹤0.01% 7052
2022
Q3 		$94K Buy
11,200
+100
+0.9% +$1.03K ﹤0.01% 5621
2022
Q2 		$119K Sell
11,100
-600
-5% -$7.21K ﹤0.01% 5335
2022
Q1 		$155K Sell
11,700
-2,700
-19% -$31K ﹤0.01% 5528
2021
Q4 		$145K Buy
14,400
+10,500
+269% +$102K ﹤0.01% 5657
2021
Q3 		$32K Hold
3,900
– – ﹤0.01% 8041
2021
Q2 		$32K Buy
3,900
+3,865
+11,043% +$34.7K ﹤0.01% 8180
2021
Q1 		$33K Sell
35
-290
-89% -$2.6K ﹤0.01% 7047
2020
Q4 		$259K Buy
325
+2
+0.6% +$14 ﹤0.01% 4271
2020
Q3 		$193K Buy
323
+309
+2,207% +$2.01K ﹤0.01% 4159
2020
Q2 		$10K Sell
14
-54
-79% -$343 ﹤0.01% 6671
2020
Q1 		$42K Buy
68
+58
+580% +$683 ﹤0.01% 5318
2019
Q4 		$13K Buy
10
+7
+233% +$96 ﹤0.01% 6257
2019
Q3 		$4K Sell
3
-6
-67% -$77 ﹤0.01% 6728
2019
Q2 		$11K Buy
9
+5
+125% +$63 ﹤0.01% 6068
2019
Q1 		$4K Buy
+4
New +$53 ﹤0.01% 6592
2017
Q4 		– Sell
-240
Closed -$11K – 6796
2017
Q3 		$11K Sell
240
-42
-15% -$537 ﹤0.01% 3715
2017
Q2 		$32K Buy
282
+210
+292% +$2.63K ﹤0.01% 2820
2017
Q1 		$7K Sell
72
-7
-9% -$97 ﹤0.01% 4341
2016
Q4 		$3K Buy
79
+52
+193% +$700 ﹤0.01% 4838
2016
Q3 		$4K Buy
+27
New +$403 ﹤0.01% 4530

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.