Whitestone REIT shares owned by Creative Planning
Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Whitestone REIT
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Quarterly reported holdings in Whitestone REIT by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $146k | 12k | 12.28 |
| 2025-06-30 | $144k | 12k | 12.48 |
| 2025-03-31 | $193k | 13k | 14.57 |
| 2024-12-31 | $166k | 12k | 14.17 |
| 2024-09-30 | $155k | 11k | 13.53 |
| 2024-06-30 | $145k | 11k | 13.31 |
| 2023-06-30 | $113k | 12k | 9.70 |
| 2017-06-30 | $37k | 3.1k | 12.13 |
| 2016-06-30 | $4.0k | 295 | 13.56 |
| 2015-12-31 | $0 | 4 | 0.00 |
| 2015-09-30 | $6.0k | 515 | 11.65 |
| 2015-03-31 | $16k | 1.0k | 15.94 |