SAM
WSR

Smartleaf Asset Management’s Whitestone REIT WSR Stock Holding History

Smartleaf Asset Management’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 		$15.5K Sell
962
-277
-22% -$4.17K ﹤0.01% 2095
2025
Q4 		$17.2K Buy
1,239
+73
+6% +$941 ﹤0.01% 2109
2025
Q3 		$14.3K Buy
1,166
+398
+52% +$5.01K ﹤0.01% 1961
2025
Q2 		$9.62K Sell
768
-462
-38% -$5.88K ﹤0.01% 1838
2025
Q1 		$17.9K Buy
1,230
+98
+9% +$1.35K ﹤0.01% 1664
2024
Q4 		$16K Buy
1,132
+344
+44% +$4.91K ﹤0.01% 1777
2024
Q3 		$10.6K Buy
788
+618
+364% +$8.29K ﹤0.01% 1718
2024
Q2 		$2.21K Buy
+170
New +$2.09K ﹤0.01% 2193

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

Smartleaf Asset Management's WSR Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Whitestone REIT (WSR) stake by 22% in Q1 2026, selling an estimated $4.17K and leaving 962 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Smartleaf Asset Management first reported a position in WSR in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.9K in Q1 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Smartleaf Asset Management held 962 shares of Whitestone REIT worth $15.5K as of Q1 2026.
  • Smartleaf Asset Management sold 277 Whitestone REIT shares in Q1 2026, an estimated $4.17K.
  • Whitestone REIT made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2095 holding.
  • Smartleaf Asset Management first reported a position in Whitestone REIT in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Whitestone REIT position peaked at $17.9K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.