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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

WSR holding history

Whitestone REIT in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSR overviewAll 13F holders of WSRFull Q2 2026 holdings

Shares (Q2 2026)
45,728
Value
$867.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WSR by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,728$867.0K<0.1%00.0%UnchangedHolders
Q1 202645,728$738.5K<0.1%+6,368+16.2%AddedHolders
Q4 202539,360$546.7K<0.1%00.0%UnchangedHolders
Q3 202539,360$483.3K<0.1%00.0%UnchangedHolders
Q2 202539,360$491.2K<0.1%00.0%UnchangedHolders
Q1 202539,360$573.5K<0.1%+5,831+17.4%AddedHolders
Q4 202433,529$475.1K<0.1%00.0%UnchangedHolders
Q3 202433,529$453.6K<0.1%00.0%UnchangedHolders
Q2 202433,529$446.3K<0.1%00.0%UnchangedHolders
Q1 202433,529$420.8K<0.1%+4,824+16.8%AddedHolders
Q4 202328,705$352.8K<0.1%00.0%UnchangedHolders
Q3 202328,705$276.4K<0.1%00.0%UnchangedHolders
Q2 202328,705$278.4K<0.1%00.0%UnchangedHolders
Q1 202328,705$264.1K<0.1%+6,303+28.1%AddedHolders
Q4 202222,402$216.0K<0.1%00.0%UnchangedHolders
Q3 202222,402$190.0K<0.1%00.0%UnchangedHolders
Q2 202222,402$241.0K<0.1%00.0%UnchangedHolders
Q1 202222,402$297.0K<0.1%+5,365+31.5%AddedHolders
Q4 202117,037$173.0K<0.1%00.0%UnchangedHolders
Q3 202117,037$167.0K<0.1%00.0%UnchangedHolders
Q2 202117,037$141.0K<0.1%+4,537+36.3%AddedHolders
Q1 202112,500$121.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.