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Whitestone REIT shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

All positions including Whitestone REIT held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Whitestone REIT by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $444k 32k 13.89

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Top funds holding Whitestone REIT

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Jennifer Ranahan
Highland Capital Management Fund Advisors
First Eagle Investment Management
Dimensional Fund Advisors
Chilton Capital Management
CSM Advisors
Northern Trust
Goldman Sachs Group
Charles Schwab Investment Management
Bank of New York Mellon
Qube Research & Technologies

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