WSR · Whitestone REIT
$18.99
+0.00 (+0.00%)
At close · Jul 13
Market Cap
$975.97M
Shares
51.39M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding WSR
190 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | — | 2,692,939 | $43,490,965 | 0.05% | Long | 2026-03-31 | |
| VANGUARD REAL ESTATE INDEX FUND | — | 1,704,809 | $32,289,082 | 0.05% | Long | 2026-04-30 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,544,617 | $24,945,565 | 0.00% | Long | 2026-03-31 | |
| THE ARBITRAGE FUND | — | 1,079,000 | $20,587,320 | 2.44% | Long | 2026-05-31 | |
| iShares Russell 2000 ETF | — | 1,124,939 | $18,167,765 | 0.03% | Long | 2026-03-31 | |
| Highland Global Allocation Fund | HGLB | 875,255 | $14,135,368 | 5.19% | Long | 2026-03-31 | |
| First Eagle Small Cap Opportunity Fund | — | 627,292 | $11,880,910 | 0.53% | Long | 2026-04-30 | |
| Fidelity Small Cap Index Fund | — | 449,999 | $8,522,981 | 0.03% | Long | 2026-04-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 504,546 | $8,148,418 | 0.01% | Long | 2026-03-31 | |
| NexPoint Diversified Real Estate Trust | NXDT | 740,263 | $7,957,827 | 0.82% | Long | 2022-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | — | 407,688 | $6,584,161 | 0.05% | Long | 2026-03-31 | |
| iShares Russell 2000 Value ETF | — | 389,192 | $6,285,451 | 0.05% | Long | 2026-03-31 | |
| Fidelity SAI Merger Arbitrage Fund | — | 316,270 | $5,990,154 | 1.05% | Long | 2026-04-30 | |
| VANGUARD REAL ESTATE II INDEX FUND | — | 301,443 | $5,709,330 | 0.05% | Long | 2026-04-30 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 345,025 | $5,572,154 | 0.06% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 233,747 | $4,459,893 | 0.01% | Long | 2026-05-31 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | — | 233,797 | $4,428,115 | 0.06% | Long | 2026-04-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 231,592 | $4,418,775 | 0.03% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | — | 214,962 | $4,101,475 | 0.02% | Long | 2026-05-31 | |
| Fidelity Enhanced Small Cap ETF | — | 222,765 | $3,597,655 | 0.09% | Long | 2026-03-31 | |
| iShares S&P Small-Cap 600 Value ETF | — | 221,862 | $3,583,071 | 0.05% | Long | 2026-03-31 | |
| DFA Global Real Estate Securities Portfolio | — | 173,195 | $3,280,313 | 0.04% | Long | 2026-04-30 | |
| iShares S&P Small-Cap 600 Growth ETF | — | 194,975 | $3,148,846 | 0.05% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 154,929 | $2,956,045 | 0.05% | Long | 2026-05-31 | |
| iShares Core U.S. REIT ETF | — | 145,522 | $2,756,187 | 0.07% | Long | 2026-04-30 | |
| First Trust Dow Jones Select MicroCap Index Fund | — | 142,766 | $2,305,671 | 1.02% | Long | 2026-03-31 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | — | 134,676 | $2,175,017 | 0.09% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | — | 122,922 | $1,985,190 | 0.05% | Long | 2026-03-31 | |
| Invesco S&P SmallCap Low Volatility ETF | — | 102,609 | $1,957,780 | 0.84% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | — | 118,464 | $1,913,194 | 0.05% | Long | 2026-03-31 | |
| JPMorgan BetaBuilders MSCI US REIT ETF | — | 98,090 | $1,871,557 | 0.15% | Long | 2026-05-31 | |
| Schwab Small-Cap Index Fund | — | 98,537 | $1,866,291 | 0.03% | Long | 2026-04-30 | |
| iShares Micro-Cap ETF | — | 113,711 | $1,836,433 | 0.15% | Long | 2026-03-31 | |
| ETC 6 Meridian Small Cap Equity ETF | — | 94,596 | $1,804,892 | 1.42% | Long | 2026-05-31 | |
| Fidelity Real Estate Index Fund | — | 91,544 | $1,733,843 | 0.05% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 83,873 | $1,600,297 | 0.00% | Long | 2026-05-31 | |
| Dimensional Global Real Estate ETF | — | 81,887 | $1,550,940 | 0.04% | Long | 2026-04-30 | |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | — | 81,623 | $1,318,211 | 0.06% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 68,379 | $1,304,671 | 0.00% | Long | 2026-05-31 | |
| Columbia Small Cap Index Fund | — | 67,022 | $1,278,780 | 0.05% | Long | 2026-05-31 | |
| Master Small Cap Index Series | — | 71,356 | $1,152,399 | 0.02% | Long | 2026-03-31 | |
| Dimensional US Real Estate ETF | — | 60,733 | $1,150,283 | 0.07% | Long | 2026-04-30 | |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO | — | 71,212 | $1,150,074 | 0.32% | Long | 2026-03-31 | |
| JNL Small Cap Index Fund | — | 70,074 | $1,131,695 | 0.05% | Long | 2026-03-31 | |
| iShares FTSE NAREIT All Equity REIT Index Fund | — | 57,703 | $1,092,895 | 0.06% | Long | 2026-04-30 | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | — | 54,312 | $1,036,273 | 0.55% | Long | 2026-05-31 | |
| Nuveen Small Cap Blend Index Fund | — | 54,004 | $1,022,836 | 0.03% | Long | 2026-04-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 58,767 | $949,087 | 0.00% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | — | 49,311 | $940,854 | 0.05% | Long | 2026-05-31 | |
| Fidelity Small Cap Value Index Fund | — | 56,631 | $914,591 | 0.05% | Long | 2026-03-31 |
Showing 1–50 of 190 positions
Key facts
CIK
1175535
CUSIP
966084204
13F (30d)
59 filings
49 filers
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