CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WSR — Whitestone REIT
CIK 884546
SAN FRANCISCO, CA
Position in WSR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,074,878
+$997,462 QoQ
Shares Held
438,073
+0.1% QoQ
Ownership
0.852%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,405,276,704 across 26 REIT - Retail names. WSR ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,272,265 | $796,905,590 | |
| 2 | O |
Realty Income Corp
|
12,188,656 | $745,701,974 | |
| 3 | KIM |
Kimco Realty Corp
|
10,906,924 | $245,078,582 | |
| 4 | REG |
Regency Centers Corp
|
2,652,808 | $200,711,453 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,258,358 | $180,240,710 | |
| 6 | ADC |
Agree Realty Corp
|
2,109,853 | $159,040,719 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,491,186 | $158,378,865 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,977,152 | $125,129,698 |
All Filings in WSR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,074,878 | 438,073 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,077,416 | 437,539 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,245,905 | 427,191 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,268,032 | 422,118 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,260,087 | 429,656 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $6,246,008 | 440,791 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,770,666 | 426,509 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,460,220 | 184,840 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,187,427 | 174,297 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,104,932 | 171,272 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,509,463 | 156,746 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,427,995 | 147,216 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,250,602 | 135,935 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,253,113 | 129,991 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,855,123 | 337,485 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,571,085 | 332,194 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,883,981 | 217,659 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,215,745 | 218,731 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,460,750 | 353,860 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,150,780 | 624,337 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,734,802 | 488,124 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,267,875 | 410,022 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,575,078 | 262,513 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,975,571 | 271,743 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $1,548,741 | 249,797 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||