Transamerica Financial Advisors’s Whitestone REIT WSR Stock Holding History

Transamerica Financial Advisors’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	$113	Hold	7	–	–	﹤0.01%	1724
2025 Q4	$97	Buy	+7	New	+$90	﹤0.01%	1669
2015 Q4	–	Sell	-500	Closed	-$6K	–	874
2015 Q3	$6K	Hold	500	–	–	﹤0.01%	643
2015 Q2	$7K	Hold	500	–	–	﹤0.01%	667
2015 Q1	$8K	Hold	500	–	–	﹤0.01%	650
2014 Q4	$8K	Hold	500	–	–	﹤0.01%	525
2014 Q3	$7K	Hold	500	–	–	﹤0.01%	503
2014 Q2	$8K	Hold	500	–	–	﹤0.01%	517
2014 Q1	$8K	Buy	+500	New	+$7K	﹤0.01%	483

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 $59B AUM 32.99% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Transamerica Financial Advisors's WSR Position: Q1 2026 in Review

Transamerica Financial Advisors held its Whitestone REIT (WSR) position steady in Q1 2026 at 7 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Transamerica Financial Advisors first reported a position in WSR in Q1 2014 and has held it in 9 quarters since. The position peaked at $8K in Q1 2015. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Transamerica Financial Advisors held 7 shares of Whitestone REIT worth $113 as of Q1 2026.
Transamerica Financial Advisors left its Whitestone REIT share count unchanged in Q1 2026.
Whitestone REIT made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1724 holding.
Transamerica Financial Advisors first reported a position in Whitestone REIT in Q1 2014 and has held it in 9 quarters since.
Transamerica Financial Advisors's Whitestone REIT position peaked at $8K in Q1 2015.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.