Wells Fargo’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.64M | Sell |
163,527
-33,103
| -17% | -$499K | ﹤0.01% | 3057 |
|
|
2025
Q4 | $2.73M | Buy |
196,630
+15,984
| +9% | +$206K | ﹤0.01% | 3192 |
|
|
2025
Q3 | $2.22M | Buy |
180,646
+5,460
| +3% | +$68.8K | ﹤0.01% | 3236 |
|
|
2025
Q2 | $2.19M | Buy |
175,186
+10
| +0% | +$127 | ﹤0.01% | 3157 |
|
|
2025
Q1 | $2.55M | Sell |
175,176
-5,662
| -3% | -$78K | ﹤0.01% | 2964 |
|
|
2024
Q4 | $2.56M | Buy |
180,838
+5,976
| +3% | +$85.3K | ﹤0.01% | 3010 |
|
|
2024
Q3 | $2.37M | Sell |
174,862
-1,012
| -0.6% | -$13.6K | ﹤0.01% | 2930 |
|
|
2024
Q2 | $2.34M | Buy |
175,874
+7,089
| +4% | +$87.1K | ﹤0.01% | 2855 |
|
|
2024
Q1 | $2.12M | Buy |
168,785
+2,336
| +1% | +$28.9K | ﹤0.01% | 2925 |
|
|
2023
Q4 | $2.05M | Buy |
166,449
+1,054
| +0.6% | +$11.3K | ﹤0.01% | 2892 |
|
|
2023
Q3 | $1.59M | Sell |
165,395
-15,786
| -9% | -$157K | ﹤0.01% | 2971 |
|
|
2023
Q2 | $1.76M | Buy |
181,181
+1,239
| +0.7% | +$11.2K | ﹤0.01% | 3025 |
|
|
2023
Q1 | $1.66M | Buy |
179,942
+6,322
| +4% | +$61.2K | ﹤0.01% | 3023 |
|
|
2022
Q4 | $1.67M | Sell |
173,620
-1,632
| -0.9% | -$15K | ﹤0.01% | 2913 |
|
|
2022
Q3 | $1.48M | Sell |
175,252
-5,906
| -3% | -$60.6K | ﹤0.01% | 2962 |
|
|
2022
Q2 | $1.95M | Sell |
181,158
-47,232
| -21% | -$568K | ﹤0.01% | 2816 |
|
|
2022
Q1 | $3.03M | Sell |
228,390
-13,237
| -5% | -$152K | ﹤0.01% | 2897 |
|
|
2021
Q4 | $2.45M | Buy |
241,627
+29,322
| +14% | +$286K | ﹤0.01% | 3284 |
|
|
2021
Q3 | $2.08M | Buy |
212,305
+14,728
| +7% | +$135K | ﹤0.01% | 3642 |
|
|
2021
Q2 | $1.63M | Sell |
197,577
-29,005
| -13% | -$261K | ﹤0.01% | 3866 |
|
|
2021
Q1 | $2.2M | Sell |
226,582
-63,450
| -22% | -$568K | ﹤0.01% | 3609 |
|
|
2020
Q4 | $2.31M | Sell |
290,032
-9,540
| -3% | -$68.6K | ﹤0.01% | 3391 |
|
|
2020
Q3 | $1.8M | Sell |
299,572
-15,715
| -5% | -$102K | ﹤0.01% | 3402 |
|
|
2020
Q2 | $2.29M | Buy |
315,287
+134,172
| +74% | +$853K | ﹤0.01% | 3165 |
|
|
2020
Q1 | $1.12M | Buy |
181,115
+20,439
| +13% | +$241K | ﹤0.01% | 3476 |
|
|
2019
Q4 | $2.19M | Sell |
160,676
-8,568
| -5% | -$118K | ﹤0.01% | 3278 |
|
|
2019
Q3 | $2.33M | Buy |
169,244
+4,966
| +3% | +$63.7K | ﹤0.01% | 3199 |
|
|
2019
Q2 | $2.09M | Buy |
164,278
+13,336
| +9% | +$167K | ﹤0.01% | 3326 |
|
|
2019
Q1 | $1.81M | Buy |
150,942
+4,981
| +3% | +$65.9K | ﹤0.01% | 3438 |
|
|
2018
Q4 | $1.79M | Buy |
145,961
+583
| +0.4% | +$7.91K | ﹤0.01% | 3366 |
|
|
2018
Q3 | $2.02M | Buy |
145,378
+7,669
| +6% | +$101K | ﹤0.01% | 3399 |
|
|
2018
Q2 | $1.72M | Buy |
137,709
+4,741
| +4% | +$54.7K | ﹤0.01% | 3577 |
|
|
2018
Q1 | $1.38M | Buy |
132,968
+5,036
| +4% | +$61.4K | ﹤0.01% | 3664 |
|
|
2017
Q4 | $1.84M | Buy |
127,932
+13,254
| +12% | +$187K | ﹤0.01% | 3425 |
|
|
2017
Q3 | $1.5M | Buy |
114,678
+18,186
| +19% | +$233K | ﹤0.01% | 3539 |
|
|
2017
Q2 | $1.18M | Buy |
96,492
+11,840
| +14% | +$148K | ﹤0.01% | 3619 |
|
|
2017
Q1 | $1.17M | Sell |
84,652
-1,993
| -2% | -$27.5K | ﹤0.01% | 3631 |
|
|
2016
Q4 | $1.25M | Buy |
86,645
+14,849
| +21% | +$200K | ﹤0.01% | 3533 |
|
|
2016
Q3 | $997K | Sell |
71,796
-13,667
| -16% | -$204K | ﹤0.01% | 3491 |
|
|
2016
Q2 | $1.29M | Buy |
85,463
+29,616
| +53% | +$405K | ﹤0.01% | 3291 |
|
|
2016
Q1 | $702K | Buy |
55,847
+7,487
| +15% | +$84K | ﹤0.01% | 3641 |
|
|
2015
Q4 | $581K | Buy |
48,360
+3,505
| +8% | +$42.2K | ﹤0.01% | 3837 |
|
|
2015
Q3 | $517K | Buy |
44,855
+17,944
| +67% | +$221K | ﹤0.01% | 3919 |
|
|
2015
Q2 | $351K | Sell |
26,911
-43,822
| -62% | -$638K | ﹤0.01% | 4287 |
|
|
2015
Q1 | $1.12M | Sell |
70,733
-32,546
| -32% | -$511K | ﹤0.01% | 3453 |
|
|
2014
Q4 | $1.56M | Buy |
103,279
+2,551
| +3% | +$37.5K | ﹤0.01% | 3187 |
|
|
2014
Q3 | $1.4M | Buy |
100,728
+5,349
| +6% | +$79.8K | ﹤0.01% | 3237 |
|
|
2014
Q2 | $1.42M | Buy |
95,379
+14,518
| +18% | +$207K | ﹤0.01% | 3242 |
|
|
2014
Q1 | $1.17M | Buy |
80,861
+27,602
| +52% | +$386K | ﹤0.01% | 3382 |
|
|
2013
Q4 | $711K | Sell |
53,259
-58,769
| -52% | -$793K | ﹤0.01% | 3622 |
|
|
2013
Q3 | $1.65M | Sell |
112,028
-2,922
| -3% | -$45.1K | ﹤0.01% | 3005 |
|
|
2013
Q2 | $1.81M | Buy |
+114,950
| New | +$1.87M | ﹤0.01% | 2886 |
|
Other funds holding WSR
VPM
VCM
ICM
GKIM
NAM
CCM
Wells Fargo's WSR Position: Q1 2026 in Review
Wells Fargo reduced its Whitestone REIT (WSR) stake by 17% in Q1 2026, selling an estimated $499K and leaving 163,527 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #3057.
Wells Fargo first reported a position in WSR in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.03M in Q1 2022. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.
- Wells Fargo held 163,527 shares of Whitestone REIT worth $2.64M as of Q1 2026.
- Wells Fargo sold 33,103 Whitestone REIT shares in Q1 2026, an estimated $499K.
- Whitestone REIT made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3057 holding.
- Wells Fargo first reported a position in Whitestone REIT in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's Whitestone REIT position peaked at $3.03M in Q1 2022.
- 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.