Kestra Advisory Services »

Whitestone REIT shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

All positions including Whitestone REIT held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Whitestone REIT by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $90k 6.5k 13.89
2025-06-30 $1.2M 93k 12.48
2025-03-31 $1.3M 91k 14.57
2024-12-31 $1.3M 91k 14.17
2024-06-30 $1.2M 89k 13.31

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Kestra Advisory Services

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

View all funds holding Whitestone REIT