Third Avenue Management’s Whitestone REIT WSR Stock Holding History

Third Avenue 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
2025 Q2	–	Sell	-80,000	Closed	-$1.17M	–	63
2025 Q1	$1.17M	Hold	80,000	–	–	0.23%	52
2024 Q4	$1.13M	Hold	80,000	–	–	0.22%	50
2024 Q3	$1.08M	Hold	80,000	–	–	0.18%	51
2024 Q2	$1.06M	Hold	80,000	–	–	0.18%	50
2024 Q1	$1M	Hold	80,000	–	–	0.16%	52
2023 Q4	$983K	Hold	80,000	–	–	0.16%	54
2023 Q3	$774K	Hold	80,000	–	–	0.13%	55
2023 Q2	$776K	Buy	+80,000	New	+$721K	0.13%	54

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIM

Emmett Investment Management New York $131M AUM 25.7% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Third Avenue Management's WSR Position: Q2 2025 in Review

Third Avenue Management sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 80,000 shares — an estimated $1.17M sold.

Third Avenue Management first reported a position in WSR in Q2 2023 and held it in 8 quarters. The position peaked at $1.17M in Q1 2025. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

Third Avenue Management reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
Third Avenue Management sold 80,000 Whitestone REIT shares in Q2 2025, an estimated $1.17M.
Third Avenue Management first reported a position in Whitestone REIT in Q2 2023 and held it in 8 quarters.
Third Avenue Management's Whitestone REIT position peaked at $1.17M in Q1 2025.
200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on Third Avenue Management's 13F filing for Q2 2025, filed 13 Aug 2025.