LPL Financial LLC

Position in WSR — Whitestone REIT

CIK 1403438 FORT MILL, SC

Position in WSR

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$722,551

+$154,742 QoQ

Shares Held

44,740

+9.4% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Real Estate · as of Mar 31, 2026

LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. WSR ranks #16 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	2,452,994	$150,074,172
2	SPG	Simon Property Group Inc.	316,219	$58,984,330
3	KIM	Kimco Realty Corp	1,422,334	$31,959,844
4	PECO	Phillips Edison & Company, Inc.	345,513	$12,929,096
5	NNN	Nnn REIT, Inc.	231,055	$9,711,241
6	MAC	Macerich Co	499,358	$9,437,866
7	FRT	Federal Realty Investment Trust	77,534	$8,234,886
8	REG	Regency Centers Corp	107,237	$8,113,551

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$722,551	44,740	+9.4%	Shares	Sole	2026-05-06
2025-12-31	$567,809	40,879	+3.7%	Shares	Sole	2026-02-11
2025-09-30	$484,212	39,431	+15.4%	Shares	Sole	2025-11-12
2025-06-30	$426,354	34,163	+10.6%	Shares	Sole	2025-08-12
2025-03-31	$449,863	30,876	+3.4%	Shares	Sole	2025-05-07
2024-12-31	$422,931	29,847	+0.7%	Shares	Sole	2025-02-11
2024-09-30	$400,961	29,635	+4.7%	Shares	Sole	2024-11-08
2024-06-30	$376,779	28,308	-22.1%	Shares	Sole	2024-08-07
2024-03-31	$456,054	36,339	-11.5%	Shares	Sole	2024-05-10
2023-12-31	$504,713	41,067	-6.7%	Shares	Sole	2024-02-14
2023-09-30	$423,970	44,026	+29.9%	Shares	Sole	2023-11-13
2023-06-30	$328,742	33,891	+14.9%	Shares	Sole	2023-07-31
2023-03-31	$271,326	29,492	+3.2%	Shares	Sole	2023-05-10
2022-12-31	$275,597	28,589	-15.7%	Shares	Sole	2023-02-07
2022-09-30	$286,777	33,898	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$366,510	34,094	+0.0%	Shares	Sole	2022-08-12
2022-03-31	$451,573	34,081	-3.8%	Shares	Sole	2022-05-16
2021-12-31	$359,007	35,440	0.0%	Shares	Sole	2022-02-14
2021-09-30	$346,603	35,440	-1.9%	Shares	Sole	2021-11-15
2021-06-30	$298,072	36,130	-16.0%	Shares	Sole	2021-08-13
2021-03-31	$417,148	43,005	-6.1%	Shares	Sole	2021-05-14
2020-12-31	$365,065	45,805	-1.9%	Shares	Sole	2021-02-12
2020-09-30	$280,260	46,710	-5.5%	Shares	Sole	2020-11-09
2020-06-30	$359,523	49,453	+8.5%	Shares	Sole	2020-08-13
2020-03-31	$282,465	45,559	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.