SPS
WSR

Susquehanna Portfolio Strategies’s Whitestone REIT WSR Stock Holding History

Susquehanna Portfolio Strategies’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 		$616K Buy
38,149
+7,372
+24% +$111K 0.01% 723
2025
Q4 		$427K Sell
30,777
-3,109
-9% -$40.1K 0.01% 810
2025
Q3 		$416K Sell
33,886
-21,749
-39% -$274K 0.01% 862
2025
Q2 		$694K Buy
+55,635
New +$708K 0.02% 583
2024
Q2 		– Sell
-30,406
Closed -$382K – 759
2024
Q1 		$382K Sell
30,406
-19,506
-39% -$241K 0.01% 630
2023
Q4 		$613K Buy
+49,912
New +$535K 0.01% 713

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

Susquehanna Portfolio Strategies's WSR Position: Q1 2026 in Review

Susquehanna Portfolio Strategies increased its Whitestone REIT (WSR) stake by 24% in Q1 2026, buying an estimated $111K and bringing the position to 38,149 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #723.

Susquehanna Portfolio Strategies first reported a position in WSR in Q4 2023 and has held it in 6 quarters since. The position peaked at $694K in Q2 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Susquehanna Portfolio Strategies held 38,149 shares of Whitestone REIT worth $616K as of Q1 2026.
  • Susquehanna Portfolio Strategies bought 7,372 Whitestone REIT shares in Q1 2026, an estimated $111K.
  • Whitestone REIT made up 0.01% of Susquehanna Portfolio Strategies's portfolio in Q1 2026, its #723 holding.
  • Susquehanna Portfolio Strategies first reported a position in Whitestone REIT in Q4 2023 and has held it in 6 quarters since.
  • Susquehanna Portfolio Strategies's Whitestone REIT position peaked at $694K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q1 2026, filed 15 May 2026.