SSG
WSR

Summit Securities Group’s Whitestone REIT WSR Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1,050
Closed -$13.1K – 1399
2025
Q2 		$13.1K Buy
+1,050
New +$13.4K ﹤0.01% 828
2024
Q4 		– Sell
-2,000
Closed -$27K – 934
2024
Q3 		$27K Hold
2,000
– – 0.01% 304
2024
Q2 		$27K Hold
2,000
– – 0.01% 357
2024
Q1 		$25K Sell
2,000
-500
-20% -$6.18K ﹤0.01% 297
2023
Q4 		$31K Buy
+2,500
New +$26.8K ﹤0.01% 439

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Summit Securities Group's WSR Position: Q3 2025 in Review

Summit Securities Group sold out of Whitestone REIT (WSR) in Q3 2025, closing a stake of 1,050 shares — an estimated $13.1K sold.

Summit Securities Group first reported a position in WSR in Q4 2023 and held it in 5 quarters. The position peaked at $31K in Q4 2023. 207 funds tracked by Wall St. Rank hold WSR as of Q3 2025.

  • Summit Securities Group reported no remaining Whitestone REIT position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,050 Whitestone REIT shares in Q3 2025, an estimated $13.1K.
  • Summit Securities Group first reported a position in Whitestone REIT in Q4 2023 and held it in 5 quarters.
  • Summit Securities Group's Whitestone REIT position peaked at $31K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.