Stephens Inc’s Whitestone REIT WSR Stock Holding History

Stephens Inc’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	$867K	Hold	45,728	–	–	0.01%	719
2026 Q1	$739K	Buy	45,728 +6,368	+16%	+$95.9K	0.01%	732
2025 Q4	$547K	Hold	39,360	–	–	0.01%	815
2025 Q3	$483K	Hold	39,360	–	–	0.01%	863
2025 Q2	$491K	Hold	39,360	–	–	0.01%	846
2025 Q1	$573K	Buy	39,360 +5,831	+17%	+$80.3K	0.01%	764
2024 Q4	$475K	Hold	33,529	–	–	0.01%	858
2024 Q3	$454K	Hold	33,529	–	–	0.01%	880
2024 Q2	$446K	Hold	33,529	–	–	0.01%	842
2024 Q1	$421K	Buy	33,529 +4,824	+17%	+$59.6K	0.01%	885
2023 Q4	$353K	Hold	28,705	–	–	0.01%	873
2023 Q3	$276K	Hold	28,705	–	–	0.01%	926
2023 Q2	$278K	Hold	28,705	–	–	0.01%	944
2023 Q1	$264K	Buy	28,705 +6,303	+28%	+$61K	0.01%	930
2022 Q4	$216K	Hold	22,402	–	–	﹤0.01%	979
2022 Q3	$190K	Hold	22,402	–	–	﹤0.01%	1037
2022 Q2	$241K	Hold	22,402	–	–	﹤0.01%	1004
2022 Q1	$297K	Buy	22,402 +5,365	+31%	+$61.5K	﹤0.01%	1016
2021 Q4	$173K	Hold	17,037	–	–	﹤0.01%	1230
2021 Q3	$167K	Hold	17,037	–	–	﹤0.01%	1238
2021 Q2	$141K	Buy	17,037 +4,537	+36%	+$40.8K	﹤0.01%	1240
2021 Q1	$121K	Buy	+12,500	New	+$112K	﹤0.01%	1209

Other funds holding WSR

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Stephens Inc's WSR Position: Q2 2026 in Review

Stephens Inc held its Whitestone REIT (WSR) position steady in Q2 2026 at 45,728 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #719.

Stephens Inc first reported a position in WSR in Q1 2021 and has held it in 22 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Stephens Inc held 45,728 shares of Whitestone REIT worth $867K as of Q2 2026.
Stephens Inc left its Whitestone REIT share count unchanged in Q2 2026.
Whitestone REIT made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #719 holding.
Stephens Inc first reported a position in Whitestone REIT in Q1 2021 and has held it in 22 quarters since.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.