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Covestor Ltd

SEC CIK
0001909846
Latest filing
Aug 7, 2026

WSR holding history

Whitestone REIT in every 13F filed by Covestor Ltd, 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)
122
Value
$2.00K
% of portfolio
<0.1%
Quarters held
12
Since Q2 2023
Holdings of WSR by Covestor Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026122$2.00K<0.1%+14+13.0%AddedHolders
Q1 2026108$2.00K<0.1%−5,311−98.0%ReducedHolders
Q4 20255,419$75.0K<0.1%−274−4.8%ReducedHolders
Q3 20255,693$70.0K<0.1%+4,703+475.1%AddedHolders
Q2 2025990$13.0K<0.1%+464+88.2%AddedHolders
Q1 2025526$8.00K<0.1%00.0%UnchangedHolders
Q4 2024526$7.00K<0.1%00.0%UnchangedHolders
Q3 2024526$7.00K<0.1%+333+172.5%AddedHolders
Q2 2024193$3.00K<0.1%+193NewHolders
Q1 20240$00.0%−1−100.0%Sold outHolders
Q4 20231$00.0%00.0%UnchangedHolders
Q3 20231$00.0%−4−80.0%ReducedHolders
Q2 20235$00.0%+5NewHolders