UBS AM
WSR

UBS AM’s Whitestone REIT WSR Stock Holding History

UBS AM’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 		$1.76M Buy
109,209
+107,090
+5,054% +$1.61M ﹤0.01% 2100
2025
Q4 		$29.4K Buy
+2,119
New +$27.3K ﹤0.01% 2688
2025
Q3 		– Sell
-160,852
Closed -$2.01M – 2633
2025
Q2 		$2.01M Buy
160,852
+106,467
+196% +$1.35M ﹤0.01% 2140
2025
Q1 		$792K Sell
54,385
-63,765
-54% -$878K ﹤0.01% 2395
2024
Q4 		$1.67M Buy
118,150
+22,962
+24% +$328K ﹤0.01% 2133
2024
Q3 		$1.29M Buy
95,188
+29,326
+45% +$394K ﹤0.01% 2264
2024
Q2 		$877K Buy
65,862
+10,116
+18% +$124K ﹤0.01% 2444
2024
Q1 		$700K Hold
55,746
– – ﹤0.01% 2180
2023
Q4 		$685K Sell
55,746
-1,045
-2% -$11.2K ﹤0.01% 2215
2023
Q3 		$547K Buy
56,791
+17,823
+46% +$178K ﹤0.01% 2258
2023
Q2 		$359K Hold
38,968
– – ﹤0.01% 2420
2023
Q1 		$359K Buy
+38,968
New +$377K ﹤0.01% 2420
2020
Q4 		– Sell
-42,866
Closed -$257K – 2589
2020
Q3 		$257K Buy
42,866
+15,351
+56% +$99.9K ﹤0.01% 2340
2020
Q2 		$200K Sell
27,515
-8,726
-24% -$55.5K ﹤0.01% 2389
2020
Q1 		$225K Sell
36,241
-5,519
-13% -$65K ﹤0.01% 2236
2019
Q4 		$569K Buy
41,760
+1,002
+2% +$13.8K ﹤0.01% 2186
2019
Q3 		$561K Buy
40,758
+2,956
+8% +$37.9K ﹤0.01% 2237
2019
Q2 		$480K Sell
37,802
-6,981
-16% -$87.5K ﹤0.01% 2230
2019
Q1 		$538K Hold
44,783
– – ﹤0.01% 2079
2018
Q4 		$549K Hold
44,783
– – ﹤0.01% 1948
2018
Q3 		$622K Hold
44,783
– – ﹤0.01% 1988
2018
Q2 		$559K Buy
44,783
+18,000
+67% +$208K ﹤0.01% 2055
2018
Q1 		$278K Buy
26,783
+10,000
+60% +$122K ﹤0.01% 2247
2017
Q4 		$242K Buy
+16,783
New +$237K ﹤0.01% 2210
2017
Q1 		– Sell
-861
Closed -$12K – 2498
2016
Q4 		$12K Buy
+861
New +$11.6K ﹤0.01% 2377

Other funds holding WSR

BlackRock
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
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
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
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

UBS AM's WSR Position: Q1 2026 in Review

UBS AM increased its Whitestone REIT (WSR) stake by 5,054% in Q1 2026, buying an estimated $1.61M and bringing the position to 109,209 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

UBS AM first reported a position in WSR in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.01M in Q2 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • UBS AM held 109,209 shares of Whitestone REIT worth $1.76M as of Q1 2026.
  • UBS AM bought 107,090 Whitestone REIT shares in Q1 2026, an estimated $1.61M.
  • Whitestone REIT made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2100 holding.
  • UBS AM first reported a position in Whitestone REIT in Q4 2016 and has held it in 25 quarters since.
  • UBS AM's Whitestone REIT position peaked at $2.01M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.