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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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. 12 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.
  • 12 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.