Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in WSR — Whitestone REIT
CIK 1510434
Seattle, WA
Position in WSR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$410,408
-$1,754,660 QoQ
Shares Held
21,646
-83.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 42 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $3,684,370 across 6 REIT - Retail names. WSR ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
24,347 | $1,132,865 | |
| 2 | REG |
Regency Centers Corp
|
9,852 | $785,597 | |
| 3 | FRT |
Federal Realty Investment Trust
|
5,537 | $683,486 | |
| 4 | WSR |
Whitestone REIT
This page
|
21,646 | $410,408 | |
| 5 | O |
Realty Income Corp
|
6,417 | $397,596 | |
| 6 | SPG |
Simon Property Group Inc.
|
1,227 | $274,418 |
All Filings in WSR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,408 | 21,646 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,165,068 | 134,060 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $1,682,495 | 121,130 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,471,905 | 119,862 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,407,070 | 112,746 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,624,977 | 111,529 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,513,143 | 106,785 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||