Naviter Wealth, LLC
- SEC CIK
- 0001855567
- Latest filing
- Aug 7, 2026
WSR holding history
Whitestone REIT in every 13F filed by Naviter Wealth, LLC, 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 (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −11,462−100.0% | Sold out | Holders |
| Q2 2025 | 11,462 | $143.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 11,462 | $166.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 11,462 | $162.4K | <0.1% | −2,099−15.5% | Reduced | Holders |
| Q3 2024 | 13,561 | $183.5K | <0.1% | +13,561 | New | Holders |