Position in WSR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$738,507
+$191,797 QoQ
Shares Held
45,728
+16.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026STEPHENS INC /AR/ holds $3,187,680 across 7 REIT - Retail names. WSR ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
12,785 | $782,186 | |
| 2 | WSR |
Whitestone REIT
This page
|
45,728 | $738,507 | |
| 3 | FRT |
Federal Realty Investment Trust
|
4,525 | $480,600 | |
| 4 | SPG |
Simon Property Group Inc.
|
2,545 | $474,718 | |
| 5 | NNN |
Nnn REIT, Inc.
|
6,805 | $286,014 | |
| 6 | KRG |
Kite Realty Group Trust
|
9,164 | $224,976 | |
| 7 | KIM |
Kimco Realty Corp
|
8,931 | $200,679 |
All Filings in WSR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $738,507 | 45,728 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $546,710 | 39,360 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $483,340 | 39,360 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $491,212 | 39,360 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $573,475 | 39,360 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $475,105 | 33,529 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $453,647 | 33,529 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $446,270 | 33,529 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $420,788 | 33,529 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $352,784 | 28,705 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $276,429 | 28,705 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $278,438 | 28,705 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $264,086 | 28,705 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $215,955 | 22,402 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $189,520 | 22,402 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $240,821 | 22,402 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $296,826 | 22,402 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $172,584 | 17,037 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $166,621 | 17,037 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $140,555 | 17,037 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $121,250 | 12,500 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||