FIRST TRUST ADVISORS LP

Position in WSR — Whitestone REIT

CIK 1125816 Wheaton, IL

Position in WSR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,437,761

+$352,928 QoQ

Shares Held

150,945

+0.6% QoQ

Ownership

0.294%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $267,510,897 across 24 REIT - Retail names. WSR ranks #18 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	869,560	$53,199,679
2	KIM	Kimco Realty Corp	1,925,442	$43,264,681
3	REG	Regency Centers Corp	547,897	$41,453,886
4	FRT	Federal Realty Investment Trust	382,058	$40,578,379
5	SPG	Simon Property Group Inc.	147,036	$27,426,625
6	CURB	Curbline Properties Corp.	308,144	$7,947,033
7	NTST	NETSTREIT Corp.	291,893	$5,496,345
8	GTY	Getty Realty Corp /Md/	152,330	$4,844,093

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,437,761	150,945	+0.6%	Shares	Sole	2026-05-13
2025-12-31	$2,084,833	150,096	+2.4%	Shares	Sole	2026-02-13
2025-09-30	$1,800,235	146,599	+1209.6%	Shares	Sole	2025-11-12
2024-12-31	$158,618	11,194	-91.9%	Shares	Sole	2025-02-13
2024-06-30	$1,844,672	138,593	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$1,742,730	138,863	+3.0%	Shares	Sole	2024-05-13
2023-12-31	$1,657,269	134,847	+2.2%	Shares	Sole	2024-02-13
2023-09-30	$1,270,899	131,973	+70.1%	Shares	Sole	2023-11-13
2022-06-30	$834,221	77,602	-2.2%	Shares	Sole	2022-08-12
2022-03-31	$1,051,056	79,325	-4.7%	Shares	Sole	2022-05-13
2021-12-31	$843,241	83,242	+20.3%	Shares	Sole	2022-02-08
2021-09-30	$676,648	69,187	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.