TPWA
WSR

Twin Peaks Wealth Advisors’s Whitestone REIT WSR Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-167
Closed -$2.7K – 2230
2026
Q1 		$2.7K Buy
+167
New +$2.52K ﹤0.01% 1610

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

Twin Peaks Wealth Advisors's WSR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Whitestone REIT (WSR) in Q2 2026, closing a stake of 167 shares — an estimated $2.7K sold.

Twin Peaks Wealth Advisors first reported a position in WSR in Q1 2026 and held it in 1 quarter. The position peaked at $2.7K in Q1 2026. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Whitestone REIT position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 167 Whitestone REIT shares in Q2 2026, an estimated $2.7K.
  • Twin Peaks Wealth Advisors first reported a position in Whitestone REIT in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Whitestone REIT position peaked at $2.7K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.