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
Q2 		$2.24M Buy
117,895
+8,686
+8% +$163K ﹤0.01% 2001
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 $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

UBS AM's WSR Position: Q2 2026 in Review

UBS AM increased its Whitestone REIT (WSR) stake by 8% in Q2 2026, buying an estimated $163K and bringing the position to 117,895 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

UBS AM first reported a position in WSR in Q4 2016 and has held it in 26 quarters since. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • UBS AM held 117,895 shares of Whitestone REIT worth $2.24M as of Q2 2026.
  • UBS AM bought 8,686 Whitestone REIT shares in Q2 2026, an estimated $163K.
  • Whitestone REIT made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2001 holding.
  • UBS AM first reported a position in Whitestone REIT in Q4 2016 and has held it in 26 quarters since.
  • 217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.