TCOV
WSR

Trust Company of Vermont’s Whitestone REIT WSR Stock Holding History

Trust Company of Vermont’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
Q3 		– Sell
-1,900
Closed -$23.7K – 1189
2025
Q2 		$23.7K Buy
+1,900
New +$24.2K ﹤0.01% 684

Other funds holding WSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Trust Company of Vermont's WSR Position: Q3 2025 in Review

Trust Company of Vermont sold out of Whitestone REIT (WSR) in Q3 2025, closing a stake of 1,900 shares — an estimated $23.7K sold.

Trust Company of Vermont first reported a position in WSR in Q2 2025 and held it in 1 quarter. The position peaked at $23.7K in Q2 2025. 207 funds tracked by Wall St. Rank hold WSR as of Q3 2025.

  • Trust Company of Vermont reported no remaining Whitestone REIT position as of Q3 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 1,900 Whitestone REIT shares in Q3 2025, an estimated $23.7K.
  • Trust Company of Vermont first reported a position in Whitestone REIT in Q2 2025 and held it in 1 quarter.
  • Trust Company of Vermont's Whitestone REIT position peaked at $23.7K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Whitestone REIT as of Q3 2025.

Based on Trust Company of Vermont's 13F filing for Q3 2025, filed 14 Oct 2025.