UBS Group
WSR

UBS Group’s Whitestone REIT WSR Stock Holding History

UBS Group’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 		$374K Sell
23,151
-61,170
-73% -$921K ﹤0.01% 6275
2025
Q4 		$1.17M Sell
84,321
-87
-0.1% -$1.12K ﹤0.01% 5437
2025
Q3 		$1.04M Buy
84,408
+1,091
+1% +$13.7K ﹤0.01% 5547
2025
Q2 		$1.04M Buy
83,317
+9,438
+13% +$120K ﹤0.01% 5423
2025
Q1 		$1.08M Buy
73,879
+21,344
+41% +$294K ﹤0.01% 5233
2024
Q4 		$744K Buy
52,535
+18,143
+53% +$259K ﹤0.01% 5547
2024
Q3 		$465K Sell
34,392
-5,762
-14% -$77.3K ﹤0.01% 5284
2024
Q2 		$534K Sell
40,154
-7,471
-16% -$91.8K ﹤0.01% 4949
2024
Q1 		$598K Sell
47,625
-7,891
-14% -$97.5K ﹤0.01% 5052
2023
Q4 		$682K Buy
55,516
+35,602
+179% +$381K ﹤0.01% 4828
2023
Q3 		$192K Sell
19,914
-22,166
-53% -$221K ﹤0.01% 5401
2023
Q2 		$408K Buy
42,080
+13,893
+49% +$125K ﹤0.01% 4995
2023
Q1 		$259K Buy
28,187
+1,173
+4% +$11.4K ﹤0.01% 5193
2022
Q4 		$260K Buy
27,014
+18,067
+202% +$166K ﹤0.01% 5238
2022
Q3 		$76K Buy
8,947
+5,556
+164% +$57K ﹤0.01% 5960
2022
Q2 		$36K Sell
3,391
-15,023
-82% -$181K ﹤0.01% 6199
2022
Q1 		$243K Sell
18,414
-44,914
-71% -$515K ﹤0.01% 5208
2021
Q4 		$642K Buy
63,328
+24,195
+62% +$236K ﹤0.01% 4775
2021
Q3 		$382K Buy
39,133
+13,868
+55% +$127K ﹤0.01% 4897
2021
Q2 		$208K Sell
25,265
-8,099
-24% -$72.8K ﹤0.01% 5308
2021
Q1 		$324K Sell
33,364
-2,759
-8% -$24.7K ﹤0.01% 5168
2020
Q4 		$288K Buy
36,123
+22,744
+170% +$164K ﹤0.01% 4998
2020
Q3 		$80K Sell
13,379
-9,003
-40% -$58.6K ﹤0.01% 5313
2020
Q2 		$162K Sell
22,382
-16,600
-43% -$106K ﹤0.01% 4950
2020
Q1 		$242K Sell
38,982
-67,277
-63% -$793K ﹤0.01% 4576
2019
Q4 		$1.45M Buy
106,259
+7,197
+7% +$98.8K ﹤0.01% 3866
2019
Q3 		$1.36M Buy
99,062
+187
+0.2% +$2.4K ﹤0.01% 3677
2019
Q2 		$1.25M Buy
98,875
+27,925
+39% +$350K ﹤0.01% 3560
2019
Q1 		$853K Buy
70,950
+26,385
+59% +$349K ﹤0.01% 3703
2018
Q4 		$547K Sell
44,565
-12,961
-23% -$176K ﹤0.01% 4193
2018
Q3 		$798K Buy
57,526
+4,527
+9% +$59.7K ﹤0.01% 4046
2018
Q2 		$662K Buy
52,999
+14,041
+36% +$162K ﹤0.01% 4112
2018
Q1 		$405K Sell
38,958
-12,750
-25% -$156K ﹤0.01% 4343
2017
Q4 		$745K Buy
51,708
+552
+1% +$7.8K ﹤0.01% 4013
2017
Q3 		$668K Buy
51,156
+42,351
+481% +$542K ﹤0.01% 4005
2017
Q2 		$108K Sell
8,805
-2,131
-19% -$26.6K ﹤0.01% 5119
2017
Q1 		$151K Sell
10,936
-7,056
-39% -$97.3K ﹤0.01% 4816
2016
Q4 		$259K Buy
17,992
+11,939
+197% +$161K ﹤0.01% 4604
2016
Q3 		$84K Buy
6,053
+2,413
+66% +$36.1K ﹤0.01% 5095
2016
Q2 		$54K Buy
3,640
+1,672
+85% +$22.9K ﹤0.01% 5467
2016
Q1 		$24K Buy
1,968
+987
+101% +$11.1K ﹤0.01% 6068
2015
Q4 		$12K Buy
+981
New +$11.8K ﹤0.01% 7185
2015
Q1 		– Sell
-4,010
Closed -$61K – 9451
2014
Q4 		$61K Buy
+4,010
New +$59K ﹤0.01% 6252

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 Group's WSR Position: Q1 2026 in Review

UBS Group reduced its Whitestone REIT (WSR) stake by 73% in Q1 2026, selling an estimated $921K and leaving 23,151 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #6275.

UBS Group first reported a position in WSR in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.45M in Q4 2019. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • UBS Group held 23,151 shares of Whitestone REIT worth $374K as of Q1 2026.
  • UBS Group sold 61,170 Whitestone REIT shares in Q1 2026, an estimated $921K.
  • Whitestone REIT made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6275 holding.
  • UBS Group first reported a position in Whitestone REIT in Q4 2014 and has held it in 43 quarters since.
  • UBS Group's Whitestone REIT position peaked at $1.45M in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.