SS
WSR

Steve Schonfeld’s Whitestone REIT WSR Stock Holding History

Steve Schonfeld’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 		$12.9M Buy
+682,965
New +$12.8M 0.05% 348
2025
Q1 		– Sell
-324,739
Closed -$4.6M – 2521
2024
Q4 		$4.6M Buy
+324,739
New +$4.63M 0.03% 525
2023
Q2 		– Sell
-30,000
Closed -$276K – 2548
2023
Q1 		$276K Sell
30,000
-20,500
-41% -$198K ﹤0.01% 1406
2022
Q4 		$487K Hold
50,500
– – ﹤0.01% 1538
2022
Q3 		$427K Buy
50,500
+5,000
+11% +$51.3K ﹤0.01% 1861
2022
Q2 		$489K Buy
45,500
+4,800
+12% +$57.7K ﹤0.01% 1382
2022
Q1 		$539K Buy
+40,700
New +$467K ﹤0.01% 1315

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

Steve Schonfeld's WSR Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Whitestone REIT (WSR) in Q2 2026: 682,965 shares worth $12.9M. The stake represents 0.05% of the portfolio and ranks #348 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in WSR as recently as Q4 2024.

Steve Schonfeld first reported a position in WSR in Q1 2022 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Steve Schonfeld held 682,965 shares of Whitestone REIT worth $12.9M as of Q2 2026.
  • Whitestone REIT was a new Steve Schonfeld position in Q2 2026.
  • Whitestone REIT made up 0.05% of Steve Schonfeld's portfolio in Q2 2026, its #348 holding.
  • Steve Schonfeld first reported a position in Whitestone REIT in Q1 2022 and has held it in 7 quarters since.
  • 215 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.