Position in WSR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,688
+$5,688 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 53 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $302,334 across 7 REIT - Retail names. WSR ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,182 | $135,196 | |
| 2 | FRT |
Federal Realty Investment Trust
|
1,005 | $124,057 | |
| 3 | SPG |
Simon Property Group Inc.
|
76 | $16,997 | |
| 4 | BFS |
Saul Centers, Inc.
|
261 | $9,758 | |
| 5 | WSR |
Whitestone REIT
This page
|
300 | $5,688 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
160 | $5,337 | |
| 7 | ADC |
Agree Realty Corp
|
70 | $5,301 |
All Filings in WSR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,688 | 300 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | — | 300 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | — | 300 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | — | 300 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | — | 300 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | — | 300 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | — | 300 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | — | 300 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||