WANY
WSR

Wealthspire Advisors (New York)’s Whitestone REIT WSR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-167
Closed -$2.05K – 2913
2025
Q3 		$2.05K Buy
+167
New +$2.1K ﹤0.01% 2608

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s WSR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Whitestone REIT (WSR) in Q4 2025, closing a stake of 167 shares — an estimated $2.05K sold.

Wealthspire Advisors (New York) first reported a position in WSR in Q3 2025 and held it in 1 quarter. The position peaked at $2.05K in Q3 2025. 211 funds tracked by Wall St. Rank hold WSR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Whitestone REIT position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 167 Whitestone REIT shares in Q4 2025, an estimated $2.05K.
  • Wealthspire Advisors (New York) first reported a position in Whitestone REIT in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Whitestone REIT position peaked at $2.05K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Whitestone REIT as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.