Position in WSR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,530,858
+$1,440,573 QoQ
Shares Held
94,790
+1358.3% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $36,493,255 across 14 REIT - Retail names. WSR ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
214,204 | $13,105,000 | |
| 2 | SPG |
Simon Property Group Inc.
|
43,635 | $8,139,236 | |
| 3 | KIM |
Kimco Realty Corp
|
208,754 | $4,690,702 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
90,594 | $3,390,027 | |
| 5 | NNN |
Nnn REIT, Inc.
|
44,929 | $1,888,365 | |
| 6 | WSR |
Whitestone REIT
This page
|
94,790 | $1,530,858 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
27,891 | $849,559 | |
| 8 | KRG |
Kite Realty Group Trust
|
28,114 | $690,198 |
All Filings in WSR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,530,858 | 94,790 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $90,285 | 6,500 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,159,516 | 92,910 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,324,558 | 90,910 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,288,194 | 90,910 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,182,859 | 88,870 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||