A detailed history of Copeland Capital Management, LLC transactions in Whitestone Reit stock. As of the latest transaction made, Copeland Capital Management, LLC holds 2,794 shares of WSR stock, worth $34,198. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,794
Previous 4,127 32.3%
Holding current value
$34,198
Previous $60,000 43.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

SELL
$12.06 - $14.62 $16,075 - $19,488
-1,333 Reduced 32.3%
2,794 $34,000
Q1 2025

Apr 24, 2025

BUY
$13.25 - $14.58 $2,835 - $3,120
214 Added 5.47%
4,127 $60,000
Q4 2024

Jan 24, 2025

BUY
$13.24 - $15.22 $51,808 - $59,555
3,913 New
3,913 $55,000

Others Institutions Holding WSR

About Whitestone REIT


  • Ticker WSR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 49,369,900
  • Market Cap $604M
  • Description
  • Whitestone is a community-centered shopping center REIT that acquires, owns, manages, develops and redevelops high-quality open-air neighborhood centers primarily in the largest, fastest-growing and most affluent markets in the Sunbelt. Whitestone seeks to create communities that thrive through creating local connections between consumers in the...
More about WSR
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