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Whitestone REIT shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

All positions including Whitestone REIT held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Whitestone REIT by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $94k 5.8k 16.15
2025-12-31 $81k 5.8k 13.89
2020-12-31 $87k 7.6k 11.36

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Top funds holding Whitestone REIT

BlackRock
Vanguard Group
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

View all funds holding Whitestone REIT