Position in WSR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$631,626
+$107,835 QoQ
Shares Held
39,110
+3.7% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 61.3909486064945.ToString("F0")%
Shared 0.ToString("F0")%
None 38.609051393505496.ToString("F0")%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $14,567,546 across 10 REIT - Retail names. WSR ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
|
103,528 | $3,153,462 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
82,268 | $3,078,468 | |
| 3 | CBL |
Cbl & Associates Properties Inc
|
65,381 | $2,512,591 | |
| 4 | UE |
Urban Edge Properties
|
111,157 | $2,220,916 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
59,200 | $1,400,080 | |
| 6 | WSR |
Whitestone REIT
This page
|
39,110 | $631,626 | |
| 7 | ALX |
Alexanders Inc
|
2,551 | $602,546 | |
| 8 | SPG |
Simon Property Group Inc.
|
2,282 | $425,661 |
All Filings in WSR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $631,626 | 39,110 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $523,791 | 37,710 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $463,078 | 37,710 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $523,909 | 41,980 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $550,453 | 37,780 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||