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
Q2 		$195K Sell
10,304
-1,305
-11% -$24.5K 0.05% 421
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 $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

Virtus Investment Advisers's WSR Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Whitestone REIT (WSR) stake by 11% in Q2 2026, selling an estimated $24.5K and leaving 10,304 shares worth $195K. The position accounts for 0.05% of the portfolio, ranked #421.

Virtus Investment Advisers first reported a position in WSR in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

  • Virtus Investment Advisers held 10,304 shares of Whitestone REIT worth $195K as of Q2 2026.
  • Virtus Investment Advisers sold 1,305 Whitestone REIT shares in Q2 2026, an estimated $24.5K.
  • Whitestone REIT made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #421 holding.
  • Virtus Investment Advisers first reported a position in Whitestone REIT in Q4 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.