UB
WSR

UMB Bank’s Whitestone REIT WSR Stock Holding History

UMB Bank’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 		$904 Hold
56
– – ﹤0.01% 2220
2025
Q4 		$778 Hold
56
– – ﹤0.01% 2225
2025
Q3 		$688 Hold
56
– – ﹤0.01% 2113
2025
Q2 		$699 Sell
56
-205
-79% -$2.61K ﹤0.01% 2064
2025
Q1 		$3.8K Buy
261
+120
+85% +$1.65K ﹤0.01% 1829
2024
Q4 		$2K Hold
141
– – ﹤0.01% 1933
2024
Q3 		$1.91K Buy
141
+77
+120% +$1.03K ﹤0.01% 1996
2024
Q2 		$852 Buy
+64
New +$787 ﹤0.01% 2006

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

UMB Bank's WSR Position: Q1 2026 in Review

UMB Bank held its Whitestone REIT (WSR) position steady in Q1 2026 at 56 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

UMB Bank first reported a position in WSR in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.8K in Q1 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • UMB Bank held 56 shares of Whitestone REIT worth $904 as of Q1 2026.
  • UMB Bank left its Whitestone REIT share count unchanged in Q1 2026.
  • Whitestone REIT made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #2220 holding.
  • UMB Bank first reported a position in Whitestone REIT in Q2 2024 and has held it in 8 quarters since.
  • UMB Bank's Whitestone REIT position peaked at $3.8K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.