SS
WSR

Sunbelt Securities’s Whitestone REIT WSR Stock Holding History

Sunbelt Securities’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 		$4.62K Buy
286
+48
+20% +$723 ﹤0.01% 1705
2025
Q4 		$3.31K Hold
238
– – ﹤0.01% 1738
2025
Q3 		$2.92K Buy
+238
New +$3K ﹤0.01% 1758

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

Sunbelt Securities's WSR Position: Q1 2026 in Review

Sunbelt Securities increased its Whitestone REIT (WSR) stake by 20% in Q1 2026, buying an estimated $723 and bringing the position to 286 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Sunbelt Securities first reported a position in WSR in Q3 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Sunbelt Securities held 286 shares of Whitestone REIT worth $4.62K as of Q1 2026.
  • Sunbelt Securities bought 48 Whitestone REIT shares in Q1 2026, an estimated $723.
  • Whitestone REIT made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1705 holding.
  • Sunbelt Securities first reported a position in Whitestone REIT in Q3 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.