Sumitomo Mitsui Trust Group
WSR

Sumitomo Mitsui Trust Group’s Whitestone REIT WSR Stock Holding History

Sumitomo Mitsui Trust Group’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 		$875K Buy
54,198
+445
+0.8% +$6.7K ﹤0.01% 874
2025
Q4 		$747K Sell
53,753
-607
-1% -$7.83K ﹤0.01% 889
2025
Q3 		$668K Buy
54,360
+8,721
+19% +$110K ﹤0.01% 898
2025
Q2 		$570K Sell
45,639
-1,602
-3% -$20.4K ﹤0.01% 907
2025
Q1 		$688K Sell
47,241
-442
-0.9% -$6.08K ﹤0.01% 893
2024
Q4 		$676K Sell
47,683
-271
-0.6% -$3.87K ﹤0.01% 916
2024
Q3 		$649K Sell
47,954
-3,139
-6% -$42.1K ﹤0.01% 937
2024
Q2 		$680K Sell
51,093
-1,339
-3% -$16.5K ﹤0.01% 936
2024
Q1 		$658K Hold
52,432
– – ﹤0.01% 998
2023
Q4 		$644K Buy
52,432
+1,139
+2% +$12.2K ﹤0.01% 1019
2023
Q3 		$494K Sell
51,293
-405
-0.8% -$4.03K ﹤0.01% 1053
2023
Q2 		$501K Sell
51,698
-2,444
-5% -$22K ﹤0.01% 1056
2023
Q1 		$498K Buy
54,142
+1,288
+2% +$12.5K ﹤0.01% 1064
2022
Q4 		$510K Buy
52,854
+427
+0.8% +$3.93K ﹤0.01% 1103
2022
Q3 		$444K Buy
52,427
+595
+1% +$6.11K ﹤0.01% 1127
2022
Q2 		$557K Sell
51,832
-1,929
-4% -$23.2K ﹤0.01% 1118
2022
Q1 		$712K Sell
53,761
-3,294
-6% -$37.8K ﹤0.01% 1084
2021
Q4 		$578K Buy
57,055
+2,478
+5% +$24.1K ﹤0.01% 1081
2021
Q3 		$534K Hold
54,577
– – ﹤0.01% 1096
2021
Q2 		$450K Sell
54,577
-4,138
-7% -$37.2K ﹤0.01% 1113
2021
Q1 		$570K Sell
58,715
-5,942
-9% -$53.2K ﹤0.01% 1068
2020
Q4 		$515K Sell
64,657
-29,815
-32% -$214K ﹤0.01% 1066
2020
Q3 		$567K Sell
94,472
-1,103
-1% -$7.18K ﹤0.01% 1026
2020
Q2 		$691K Buy
95,575
+18,423
+24% +$117K ﹤0.01% 997
2020
Q1 		$475K Buy
77,152
+9,451
+14% +$111K ﹤0.01% 1003
2019
Q4 		$916K Buy
67,701
+14,169
+26% +$195K ﹤0.01% 970
2019
Q3 		$737K Buy
53,532
+8,671
+19% +$111K ﹤0.01% 969
2019
Q2 		$569K Buy
44,861
+20,163
+82% +$253K ﹤0.01% 923
2019
Q1 		$297K Sell
24,698
-15,778
-39% -$209K ﹤0.01% 933
2018
Q4 		$505K Sell
40,476
-1,923
-5% -$26.1K ﹤0.01% 866
2018
Q3 		$588K Buy
42,399
+7,420
+21% +$97.9K ﹤0.01% 842
2018
Q2 		$437K Buy
34,979
+2,136
+7% +$24.6K ﹤0.01% 857
2018
Q1 		$341K Buy
32,843
+3
+0% +$37 ﹤0.01% 864
2017
Q4 		$473K Sell
32,840
-7,215
-18% -$102K ﹤0.01% 852
2017
Q3 		$523K Buy
40,055
+7,746
+24% +$99.1K ﹤0.01% 848
2017
Q2 		$396K Buy
32,309
+5,489
+20% +$68.6K ﹤0.01% 846
2017
Q1 		$371K Sell
26,820
-76
-0.3% -$1.05K ﹤0.01% 834
2016
Q4 		$387K Buy
26,896
+6,374
+31% +$85.7K ﹤0.01% 829
2016
Q3 		$285K Hold
20,522
– – ﹤0.01% 838
2016
Q2 		$309K Hold
20,522
– – ﹤0.01% 821
2016
Q1 		$258K Buy
20,522
+1
+0% +$11 ﹤0.01% 853
2015
Q4 		$250K Sell
20,521
-280
-1% -$3.37K ﹤0.01% 842
2015
Q3 		$240K Buy
20,801
+7,637
+58% +$94.1K ﹤0.01% 838
2015
Q2 		$171K Sell
13,164
-135
-1% -$1.97K ﹤0.01% 890
2015
Q1 		$211K Sell
13,299
-789
-6% -$12.4K ﹤0.01% 870
2014
Q4 		$216K Sell
14,088
-494
-3% -$7.27K ﹤0.01% 867
2014
Q3 		$203K Hold
14,582
– – ﹤0.01% 832
2014
Q2 		$217K Sell
14,582
-150
-1% -$2.13K ﹤0.01% 789
2014
Q1 		$213K Sell
14,732
-592
-4% -$8.29K ﹤0.01% 775
2013
Q4 		$203K Buy
15,324
+4,514
+42% +$60.9K ﹤0.01% 777
2013
Q3 		$159K Hold
10,810
– – ﹤0.01% 769
2013
Q2 		$169K Buy
+10,810
New +$176K ﹤0.01% 742

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

Sumitomo Mitsui Trust Group's WSR Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Whitestone REIT (WSR) stake by 0.83% in Q1 2026, buying an estimated $6.7K and bringing the position to 54,198 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Sumitomo Mitsui Trust Group first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. The position peaked at $916K in Q4 2019. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 54,198 shares of Whitestone REIT worth $875K as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 445 Whitestone REIT shares in Q1 2026, an estimated $6.7K.
  • Whitestone REIT made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #874 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Whitestone REIT position peaked at $916K in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.