Sumitomo Mitsui DS Asset Management’s Whitestone REIT WSR Stock Holding History

Sumitomo Mitsui DS 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 Q1	$195K	Hold	12,068	–	–	﹤0.01%	750
2025 Q4	$168K	Hold	12,068	–	–	﹤0.01%	754
2025 Q3	$148K	Hold	12,068	–	–	﹤0.01%	747
2025 Q2	$151K	Hold	12,068	–	–	﹤0.01%	746
2025 Q1	$176K	Hold	12,068	–	–	﹤0.01%	755
2024 Q4	$171K	Hold	12,068	–	–	﹤0.01%	765
2024 Q3	$163K	Hold	12,068	–	–	﹤0.01%	766
2024 Q2	$161K	Buy	+12,068	New	+$148K	﹤0.01%	762

Other funds holding WSR

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 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 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 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

Sumitomo Mitsui DS Asset Management's WSR Position: Q1 2026 in Review

Sumitomo Mitsui DS Asset Management held its Whitestone REIT (WSR) position steady in Q1 2026 at 12,068 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Sumitomo Mitsui DS Asset Management first reported a position in WSR in Q2 2024 and has held it in 8 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Sumitomo Mitsui DS Asset Management held 12,068 shares of Whitestone REIT worth $195K as of Q1 2026.
Sumitomo Mitsui DS Asset Management left its Whitestone REIT share count unchanged in Q1 2026.
Whitestone REIT made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q1 2026, its #750 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Whitestone REIT in Q2 2024 and has held it in 8 quarters since.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.