Swiss National Bank’s Whitestone REIT WSR Stock Holding History

Swiss National Bank’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	$1.46M	Hold	90,600	–	–	﹤0.01%	1997
2025 Q4	$1.26M	Buy	90,600 +7,700	+9%	+$99.3K	﹤0.01%	2075
2025 Q3	$1.02M	Hold	82,900	–	–	﹤0.01%	2158
2025 Q2	$1.03M	Hold	82,900	–	–	﹤0.01%	2125
2025 Q1	$1.21M	Hold	82,900	–	–	﹤0.01%	2045
2024 Q4	$1.17M	Hold	82,900	–	–	﹤0.01%	2127
2024 Q3	$1.12M	Sell	82,900 -5,500	-6%	-$73.8K	﹤0.01%	2160
2024 Q2	$1.18M	Sell	88,400 -4,300	-5%	-$52.9K	﹤0.01%	2086
2024 Q1	$1.16M	Hold	92,700	–	–	﹤0.01%	2137
2023 Q4	$1.14M	Sell	92,700 -10,500	-10%	-$113K	﹤0.01%	2168
2023 Q3	$994K	Buy	103,200 +1,900	+2%	+$18.9K	﹤0.01%	2254
2023 Q2	$983K	Hold	101,300	–	–	﹤0.01%	2302
2023 Q1	$932K	Sell	101,300 -11,900	-11%	-$115K	﹤0.01%	2292
2022 Q4	$1.09M	Buy	113,200 +3,200	+3%	+$29.5K	﹤0.01%	2298
2022 Q3	$931K	Hold	110,000	–	–	﹤0.01%	2375
2022 Q2	$1.18M	Buy	+110,000	New	+$1.32M	﹤0.01%	2271
2020 Q4	–	Sell	-83,500	Closed	-$501K	–	2517
2020 Q3	$501K	Hold	83,500	–	–	﹤0.01%	2359
2020 Q2	$607K	Buy	83,500 +12,600	+18%	+$80.1K	﹤0.01%	2332
2020 Q1	$440K	Buy	70,900 +1,600	+2%	+$18.8K	﹤0.01%	2235
2019 Q4	$944K	Buy	69,300 +2,700	+4%	+$37.1K	﹤0.01%	2171
2019 Q3	$916K	Hold	66,600	–	–	﹤0.01%	2102
2019 Q2	$845K	Buy	66,600 +1,400	+2%	+$17.6K	﹤0.01%	2209
2019 Q1	$784K	Buy	65,200 +2,000	+3%	+$26.4K	﹤0.01%	2196
2018 Q4	$775K	Sell	63,200 -2,500	-4%	-$33.9K	﹤0.01%	2141
2018 Q3	$912K	Hold	65,700	–	–	﹤0.01%	2196
2018 Q2	$820K	Hold	65,700	–	–	﹤0.01%	2282
2018 Q1	$683K	Hold	65,700	–	–	﹤0.01%	2287
2017 Q4	$947K	Buy	+65,700	New	+$928K	﹤0.01%	2122

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 $59.9B AUM 27.01% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Swiss National Bank's WSR Position: Q1 2026 in Review

Swiss National Bank held its Whitestone REIT (WSR) position steady in Q1 2026 at 90,600 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Swiss National Bank first reported a position in WSR in Q4 2017 and has held it in 28 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Swiss National Bank held 90,600 shares of Whitestone REIT worth $1.46M as of Q1 2026.
Swiss National Bank left its Whitestone REIT share count unchanged in Q1 2026.
Whitestone REIT made up ﹤0.01% of Swiss National Bank's portfolio in Q1 2026, its #1997 holding.
Swiss National Bank first reported a position in Whitestone REIT in Q4 2017 and has held it in 28 quarters since.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.