VIA
WSR

Virtus Investment Advisers’s Whitestone REIT WSR Stock Holding History

Virtus Investment Advisers’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 		$187K Sell
11,609
-444
-4% -$6.69K 0.05% 409
2025
Q4 		$167K Buy
+12,053
New +$155K 0.05% 377

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

Virtus Investment Advisers's WSR Position: Q1 2026 in Review

Virtus Investment Advisers reduced its Whitestone REIT (WSR) stake by 3.7% in Q1 2026, selling an estimated $6.69K and leaving 11,609 shares worth $187K. The position accounts for 0.05% of the portfolio, ranked #409.

Virtus Investment Advisers first reported a position in WSR in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Virtus Investment Advisers held 11,609 shares of Whitestone REIT worth $187K as of Q1 2026.
  • Virtus Investment Advisers sold 444 Whitestone REIT shares in Q1 2026, an estimated $6.69K.
  • Whitestone REIT made up 0.05% of Virtus Investment Advisers's portfolio in Q1 2026, its #409 holding.
  • Virtus Investment Advisers first reported a position in Whitestone REIT in Q4 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.