SummitTX Capital’s Whitestone REIT WSR Stock Holding History

SummitTX Capital’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	–	Sell	-10,000	Closed	-$139K	–	998
2025 Q4	$139K	Buy	+10,000	New	+$129K	﹤0.01%	656

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

SummitTX Capital's WSR Position: Q1 2026 in Review

SummitTX Capital sold out of Whitestone REIT (WSR) in Q1 2026, closing a stake of 10,000 shares — an estimated $139K sold.

SummitTX Capital first reported a position in WSR in Q4 2025 and held it in 1 quarter. The position peaked at $139K in Q4 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

SummitTX Capital reported no remaining Whitestone REIT position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 10,000 Whitestone REIT shares in Q1 2026, an estimated $139K.
SummitTX Capital first reported a position in Whitestone REIT in Q4 2025 and held it in 1 quarter.
SummitTX Capital's Whitestone REIT position peaked at $139K in Q4 2025.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.