WSR WHITESTONE REIT
FollowCOM (common)
212 managers (221 13F filers) reported a position in WSR shares at 2026-03-31, 33,861,041 shares in all. 26 filers opened a position and 21 filers sold out during the quarter.
- Managers
- 212
- 13F filers
- 221
- New
- 26
- Added
- 85
- Reduced
- 58
- Sold out
- 21
- Shares held by filers
- 33,861,041
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 26 | $420 | <0.01% | 0 | 13F-HRTimeline |
| Silicon Valley Capital Partners | 18 | $293 | <0.01% | new | 13F-HRTimeline |
| SIGNATUREFD, LLC | 14 | $226 | <0.01% | 0 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 12 | $194 | <0.01% | +3 | 13F-HRTimeline |
| Kilter Group LLC | 10 | $162 | <0.01% | new | 13F-HRTimeline |
| Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso… | 7 | $113 | <0.01% | 0 | 13F-HRTimelineGroup |
| AdvisorNet Financial, Inc | 2 | $38 | <0.01% | 0 | 13F-HRTimeline |
| Ankerstar Wealth, LLC | 2 | $32 | <0.01% | 0 | 13F-HRTimeline |
| Dunhill Financial, LLC | 1 | $21 | <0.01% | 0 | 13F-HRTimeline |
| GHP Investment Advisors, Inc. | 1 | $17 | <0.01% | new | 13F-HRTimeline |
| Triumph Capital Management | 1 | $16 | <0.01% | 0 | 13F-HRTimeline |
| Hughes Financial Services, LLC | 1 | $16 | <0.01% | new | 13F-HRTimeline |