Safe Harbor Family Capital »

Whitestone REIT shares owned by Safe Harbor Family Capital

Quarter-by-quarter ownership of Whitestone REIT (WSR) shares owned by Safe Harbor Family Capital from 13F filings

Historical chart of Safe Harbor Family Capital investment in Whitestone REIT

Tip: Access up to 7 years of quarterly data

All positions including Whitestone REIT held by Safe Harbor Family Capital 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 Safe Harbor Family Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 15k 13.89

More positions owned by Safe Harbor Family Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Fundamental Us L (FNDX)
Alps Etf Tr Alerian Energy (ENFR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Safe Harbor Family Capital

Top funds holding Whitestone REIT

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

View all funds holding Whitestone REIT