Position in WSR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,174,395
+$1,238,830 QoQ
Shares Held
568,074
-0.6% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CSM Advisors, LLC holds $29,726,456 across 2 REIT - Retail names. WSR ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
110,181 | $20,552,061 | |
| 2 | WSR |
Whitestone REIT
This page
|
568,074 | $9,174,395 |
All Filings in WSR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,174,395 | 568,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,935,565 | 571,315 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,927,062 | 564,093 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,252,964 | 581,167 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||