TWD
WSR

True Wealth Design’s Whitestone REIT WSR Stock Holding History

True Wealth Design’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 		– Sell
-26
Closed -$420 – 2907
2026
Q1 		$420 Hold
26
– – ﹤0.01% 2110
2025
Q4 		$362 Sell
26
-16
-38% -$206 ﹤0.01% 2060
2025
Q3 		$516 Buy
42
+26
+163% +$327 ﹤0.01% 1997
2025
Q2 		$200 Sell
16
-11
-41% -$140 ﹤0.01% 2074
2025
Q1 		$394 Buy
+27
New +$372 ﹤0.01% 1650

Other funds holding WSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

True Wealth Design's WSR Position: Q2 2026 in Review

True Wealth Design sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 26 shares — an estimated $420 sold.

True Wealth Design first reported a position in WSR in Q1 2025 and held it in 5 quarters. The position peaked at $516 in Q3 2025. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • True Wealth Design reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 26 Whitestone REIT shares in Q2 2026, an estimated $420.
  • True Wealth Design first reported a position in Whitestone REIT in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Whitestone REIT position peaked at $516 in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.