Sound Income Strategies’s Whitestone REIT WSR Stock Holding History

Sound Income Strategies’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	–	Sell	-650	Closed	-$10.6K	–	2401
2026 Q1	$10.6K	Hold	650	–	–	﹤0.01%	1476
2025 Q4	$9.19K	Hold	650	–	–	﹤0.01%	1521
2025 Q3	$7.55K	Hold	650	–	–	﹤0.01%	1074
2025 Q2	$8.11K	Sell	650 -415	-39%	-$5.28K	﹤0.01%	987
2025 Q1	$15.5K	Hold	1,065	–	–	﹤0.01%	779
2024 Q4	$15.1K	Hold	1,065	–	–	﹤0.01%	738
2024 Q3	$14.4K	Hold	1,065	–	–	﹤0.01%	708
2024 Q2	$14.2K	Hold	1,065	–	–	﹤0.01%	701
2024 Q1	$13.4K	Hold	1,065	–	–	﹤0.01%	677
2023 Q4	$13.1K	Hold	1,065	–	–	﹤0.01%	675
2023 Q3	$10.3K	Hold	1,065	–	–	﹤0.01%	584
2023 Q2	$10.3K	Hold	1,065	–	–	﹤0.01%	567
2023 Q1	$9.8K	Hold	1,065	–	–	﹤0.01%	559
2022 Q4	$10.3K	Hold	1,065	–	–	﹤0.01%	513
2022 Q3	$9K	Hold	1,065	–	–	﹤0.01%	493
2022 Q2	$11K	Hold	1,065	–	–	﹤0.01%	459
2022 Q1	$14K	Sell	1,065 -350	-25%	-$4.01K	﹤0.01%	411
2021 Q4	$14K	Hold	1,415	–	–	﹤0.01%	431
2021 Q3	$14K	Hold	1,415	–	–	﹤0.01%	412
2021 Q2	$12K	Hold	1,415	–	–	﹤0.01%	453
2021 Q1	$13.7K	Hold	1,415	–	–	﹤0.01%	418
2020 Q4	$11K	Hold	1,415	–	–	﹤0.01%	439
2020 Q3	$8K	Hold	1,415	–	–	﹤0.01%	470
2020 Q2	$10K	Hold	1,415	–	–	﹤0.01%	394
2020 Q1	$9K	Buy	+1,415	New	+$16.7K	﹤0.01%	364

Other funds holding WSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sound Income Strategies's WSR Position: Q2 2026 in Review

Sound Income Strategies sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 650 shares — an estimated $10.6K sold.

Sound Income Strategies first reported a position in WSR in Q1 2020 and held it in 25 quarters. The position peaked at $15.5K in Q1 2025. 88 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Sound Income Strategies reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 650 Whitestone REIT shares in Q2 2026, an estimated $10.6K.
Sound Income Strategies first reported a position in Whitestone REIT in Q1 2020 and held it in 25 quarters.
Sound Income Strategies's Whitestone REIT position peaked at $15.5K in Q1 2025.
88 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.