SI
WSR

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
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
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

Stephens Inc's WSR Position: Q1 2026 in Review

Stephens Inc increased its Whitestone REIT (WSR) stake by 16% in Q1 2026, buying an estimated $95.9K and bringing the position to 45,728 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #732.

Stephens Inc first reported a position in WSR in Q1 2021 and has held it in 21 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Stephens Inc held 45,728 shares of Whitestone REIT worth $739K as of Q1 2026.
  • Stephens Inc bought 6,368 Whitestone REIT shares in Q1 2026, an estimated $95.9K.
  • Whitestone REIT made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #732 holding.
  • Stephens Inc first reported a position in Whitestone REIT in Q1 2021 and has held it in 21 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.