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Whitestone REIT shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Whitestone REIT by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $163k 10k 16.15
2023-12-31 $292k 24k 12.29
2023-09-30 $279k 29k 9.63
2023-06-30 $280k 29k 9.70
2023-03-31 $234k 25k 9.20
2022-12-31 $308k 32k 9.64
2022-06-30 $40k 3.7k 10.87

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Top funds holding Whitestone REIT

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Irenic Capital Management
Geode Capital Management
Jennifer Ranahan
Highland Capital Management Fund Advisors
First Eagle Investment Management
Chilton Capital Management
Morgan Stanley
Dimensional Fund Advisors
CSM Advisors
Northern Trust
Goldman Sachs Group

View all funds holding Whitestone REIT