Whitestone REIT shares owned by LPL Financial
Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Whitestone REIT
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Quarterly reported holdings in Whitestone REIT by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $484k | 39k | 12.28 |
| 2025-06-30 | $426k | 34k | 12.48 |
| 2025-03-31 | $450k | 31k | 14.57 |
| 2024-12-31 | $423k | 30k | 14.17 |
| 2024-09-30 | $401k | 30k | 13.53 |
| 2024-06-30 | $377k | 28k | 13.31 |
| 2024-03-31 | $456k | 36k | 12.55 |
| 2023-09-30 | $424k | 44k | 9.63 |
| 2023-06-30 | $329k | 34k | 9.70 |
| 2023-03-31 | $271k | 30k | 9.20 |
| 2022-12-31 | $276k | 29k | 9.64 |
| 2022-09-30 | $287k | 34k | 8.47 |
| 2022-06-30 | $367k | 34k | 10.76 |
| 2022-03-31 | $452k | 34k | 13.26 |
| 2021-12-31 | $359k | 35k | 10.13 |
| 2021-09-30 | $347k | 35k | 9.79 |
| 2021-06-30 | $298k | 36k | 8.25 |
| 2021-03-31 | $417k | 43k | 9.70 |
| 2020-12-31 | $365k | 46k | 7.97 |
| 2020-09-30 | $280k | 47k | 5.99 |
| 2020-06-30 | $360k | 50k | 7.28 |
| 2020-03-31 | $282k | 46k | 6.19 |
| 2019-12-31 | $687k | 50k | 13.62 |
| 2019-09-30 | $845k | 61k | 13.76 |
| 2019-06-30 | $575k | 45k | 12.69 |
| 2019-03-31 | $562k | 47k | 12.02 |
| 2018-12-31 | $620k | 51k | 12.26 |
| 2018-09-30 | $697k | 50k | 13.89 |
| 2018-06-30 | $641k | 51k | 12.47 |
| 2018-03-31 | $491k | 47k | 10.39 |
| 2017-12-31 | $664k | 46k | 14.40 |
| 2017-09-30 | $602k | 46k | 13.06 |
| 2017-06-30 | $561k | 46k | 12.24 |
| 2017-03-31 | $519k | 38k | 13.73 |
| 2016-12-31 | $650k | 45k | 14.33 |
| 2016-09-30 | $585k | 44k | 13.24 |
| 2016-06-30 | $533k | 35k | 15.45 |
| 2016-03-31 | $1.0M | 80k | 12.52 |
| 2015-12-31 | $885k | 74k | 11.99 |
| 2015-09-30 | $438k | 37k | 11.73 |
| 2015-06-30 | $257k | 20k | 13.16 |
| 2015-03-31 | $234k | 15k | 16.01 |
| 2014-12-31 | $240k | 16k | 15.11 |
| 2014-09-30 | $197k | 14k | 13.91 |