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
Q2 		$18.2K Hold
962
– – ﹤0.01% 2066
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 $6.73T AUM 46.02% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Smartleaf Asset Management's WSR Position: Q2 2026 in Review

Smartleaf Asset Management held its Whitestone REIT (WSR) position steady in Q2 2026 at 962 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Smartleaf Asset Management first reported a position in WSR in Q2 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Smartleaf Asset Management held 962 shares of Whitestone REIT worth $18.2K as of Q2 2026.
  • Smartleaf Asset Management left its Whitestone REIT share count unchanged in Q2 2026.
  • Whitestone REIT made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2066 holding.
  • Smartleaf Asset Management first reported a position in Whitestone REIT in Q2 2024 and has held it in 9 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.