Y-Intercept (HK)’s Whitestone REIT WSR Stock Holding History

Y-Intercept (HK)’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	$1.12M	Buy	+59,133	New	+$1.11M	0.02%	999
2026 Q1	–	Sell	-15,733	Closed	-$219K	–	2113
2025 Q4	$219K	Sell	15,733 -8,516	-35%	-$110K	﹤0.01%	1420
2025 Q3	$298K	Sell	24,249 -60,696	-71%	-$764K	0.01%	1380
2025 Q2	$1.06M	Buy	+84,945	New	+$1.08M	0.03%	907
2025 Q1	–	Sell	-23,222	Closed	-$329K	–	1656
2024 Q4	$329K	Buy	+23,222	New	+$331K	0.02%	902
2022 Q4	–	Sell	-13,611	Closed	-$115K	–	1398
2022 Q3	$115K	Buy	+13,611	New	+$140K	0.01%	876

Other funds holding WSR

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Y-Intercept (HK)'s WSR Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Whitestone REIT (WSR) in Q2 2026: 59,133 shares worth $1.12M. The stake represents 0.02% of the portfolio and ranks #999 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in WSR as recently as Q4 2025.

Y-Intercept (HK) first reported a position in WSR in Q3 2022 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Y-Intercept (HK) held 59,133 shares of Whitestone REIT worth $1.12M as of Q2 2026.
Whitestone REIT was a new Y-Intercept (HK) position in Q2 2026.
Whitestone REIT made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #999 holding.
Y-Intercept (HK) first reported a position in Whitestone REIT in Q3 2022 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.