TIAA Trust, National Association
WSR

TIAA Trust, National Association’s Whitestone REIT WSR Stock Holding History

TIAA Trust, National Association’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 		– Sell
-10,862
Closed -$151K – 677
2025
Q4 		$151K Sell
10,862
-13,153
-55% -$170K ﹤0.01% 667
2025
Q3 		$295K Hold
24,015
– – ﹤0.01% 593
2025
Q2 		$300K Hold
24,015
– – ﹤0.01% 558
2025
Q1 		$350K Hold
24,015
– – ﹤0.01% 506
2024
Q4 		$340K Hold
24,015
– – ﹤0.01% 516
2024
Q3 		$325K Buy
24,015
+100
+0.4% +$1.34K ﹤0.01% 524
2024
Q2 		$318K Hold
23,915
– – ﹤0.01% 506
2024
Q1 		$300K Hold
23,915
– – ﹤0.01% 521
2023
Q4 		$294K Hold
23,915
– – ﹤0.01% 499
2023
Q3 		$230K Buy
+23,915
New +$238K ﹤0.01% 530

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

TIAA Trust, National Association's WSR Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Whitestone REIT (WSR) in Q1 2026, closing a stake of 10,862 shares — an estimated $151K sold.

TIAA Trust, National Association first reported a position in WSR in Q3 2023 and held it in 10 quarters. The position peaked at $350K in Q1 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Whitestone REIT position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 10,862 Whitestone REIT shares in Q1 2026, an estimated $151K.
  • TIAA Trust, National Association first reported a position in Whitestone REIT in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Whitestone REIT position peaked at $350K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.