SLAM
WSR

Swiss Life Asset Management’s Whitestone REIT WSR Stock Holding History

Swiss Life Asset Management’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
Q2 		$217K Buy
11,459
+789
+7% +$14.8K ﹤0.01% 1481
2026
Q1 		$172K Buy
+10,670
New +$161K ﹤0.01% 1416

Other funds holding WSR

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swiss Life Asset Management's WSR Position: Q2 2026 in Review

Swiss Life Asset Management increased its Whitestone REIT (WSR) stake by 7.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 11,459 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Swiss Life Asset Management first reported a position in WSR in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Swiss Life Asset Management held 11,459 shares of Whitestone REIT worth $217K as of Q2 2026.
  • Swiss Life Asset Management bought 789 Whitestone REIT shares in Q2 2026, an estimated $14.8K.
  • Whitestone REIT made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1481 holding.
  • Swiss Life Asset Management first reported a position in Whitestone REIT in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.