As of the latest SEC filings, WHITESTONE REIT (WSR) is held by 188 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $43,490,964.85 in market value, representing 0.05% of its portfolio.
Funds holding WHITESTONE REIT (WSR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WSR
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $43,490,964.85 | 2,692,939 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.05% | $32,289,082.46 | 1,704,809 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $24,945,564.55 | 1,544,617 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $18,167,764.85 | 1,124,939 | Mar 31, 2026 | May 28, 2026 |
|
HGLB
Highland Global Allocation Fund
|
CEF | Independent / Boutique | 5.19% | $14,135,368.25 | 875,255 | Mar 31, 2026 | Jun 1, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.53% | $11,880,910.48 | 627,292 | Apr 30, 2026 | Jun 25, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,522,981.06 | 449,999 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $8,148,417.90 | 504,546 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.05% | $6,584,161.20 | 407,688 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,285,450.80 | 389,192 | Mar 31, 2026 | May 28, 2026 |
|
FMADX
Fidelity SAI Merger Arbitrage Fund
|
MF | Fidelity | 1.05% | $5,990,153.80 | 316,270 | Apr 30, 2026 | Jun 26, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.05% | $5,709,330.42 | 301,443 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.06% | $5,572,153.75 | 345,025 | Mar 31, 2026 | May 28, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $4,428,115.18 | 233,797 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,642,531.62 | 239,798 | Feb 28, 2026 | Apr 24, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.09% | $3,597,654.75 | 222,765 | Mar 31, 2026 | May 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $3,583,071.30 | 221,862 | Mar 31, 2026 | May 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,403,273.93 | 224,047 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,318,255.50 | 218,450 | Feb 28, 2026 | Apr 24, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.04% | $3,280,313.30 | 173,195 | Apr 30, 2026 | Jun 24, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.05% | $3,148,846.25 | 194,975 | Mar 31, 2026 | May 28, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 0.07% | $2,756,186.68 | 145,522 | Apr 30, 2026 | Jun 24, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.04% | $2,341,994.20 | 154,180 | Feb 28, 2026 | Apr 28, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 1.02% | $2,305,670.90 | 142,766 | Mar 31, 2026 | May 28, 2026 |
|
XSLV
Invesco S&P SmallCap Low Volatility ETF
|
ETF | Invesco | 0.96% | $2,303,107.80 | 151,620 | Feb 28, 2026 | Apr 28, 2026 |
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