Position in WSR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,444,899
+$789,163 QoQ
Shares Held
275,226
+4.6% QoQ
Ownership
0.536%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026Larson Financial Group LLC holds $6,384,419 across 23 REIT - Retail names. WSR ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSR |
Whitestone REIT
This page
|
275,226 | $4,444,899 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,001 | $559,776 | |
| 3 | O |
Realty Income Corp
|
7,222 | $441,841 | |
| 4 | REG |
Regency Centers Corp
|
4,661 | $352,651 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
3,226 | $120,716 | |
| 6 | ADC |
Agree Realty Corp
|
1,318 | $99,350 | |
| 7 | NNN |
Nnn REIT, Inc.
|
2,056 | $86,413 | |
| 8 | KRG |
Kite Realty Group Trust
|
2,724 | $66,874 |
All Filings in WSR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,444,899 | 275,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,655,736 | 263,192 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,235,644 | 263,489 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,118,814 | 249,905 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,179,115 | 218,196 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,857,777 | 201,678 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,393,335 | 176,891 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,258,680 | 169,698 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,053,920 | 163,659 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,880,566 | 153,016 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,362,442 | 141,479 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,290,720 | 133,064 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,107,174 | 120,345 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,169,968 | 121,366 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $285,059 | 33,695 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,715 | 2,020 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||