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WSR
Whitestone REIT
WSR
WSR
Delisted
WSR was delisted on the 13th of July, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 251 |
AW
251
Avion Wealth
The Woodlands,
Texas
| – | -$24K | -1,500 | Closed |
|
| 252 |
CSC
252
Caldwell Sutter Capital
Sausalito,
California
| – | -$24.2K | -1,500 | Closed |
|
| 253 |
SIS
253
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$10.6K | -650 | Closed |
|
| 254 |
MCM
254
MAI Capital Management
Independence,
Ohio
| – | -$2.76K | -171 | Closed |
|
| 255 |
TPWA
255
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$2.7K | -167 | Closed |
|
| 256 |
RFP
256
Root Financial Partners
Encinitas,
California
| – | -$1.08K | -67 | Closed |
|
| 257 |
TWD
257
True Wealth Design
Akron,
Ohio
| – | -$420 | -26 | Closed |
|
| 258 |
KG
258
Kilter Group
Rhinebeck,
New York
| – | -$162 | -10 | Closed |
|
| 259 |
EA
259
Evolution Advisers
Richmond,
Virginia
| – | +$113 | +6 | New |
|