A detailed history of Creative Planning transactions in Whitestone Reit stock. As of the latest transaction made, Creative Planning holds 11,540 shares of WSR stock, worth $149,443. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,540
Previous 13,229 12.77%
Holding current value
$149,443
Previous $192,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025

SELL
$12.06 - $14.62 $20,369 - $24,693
-1,689 Reduced 12.77%
11,540 $144,000
Q1 2025

May 15, 2025

BUY
$13.25 - $14.58 $20,418 - $22,467
1,541 Added 13.18%
13,229 $192,000
Q4 2024

Feb 14, 2025

BUY
$13.24 - $15.22 $3,415 - $3,926
258 Added 2.26%
11,688 $165,000
Q3 2024

Oct 11, 2024

BUY
$12.84 - $14.31 $6,689 - $7,455
521 Added 4.78%
11,430 $154,000
Q2 2024

Aug 15, 2024

BUY
$10.81 - $13.49 $117,926 - $147,162
10,909 New
10,909 $145,000
Q2 2023

Jul 21, 2023

BUY
$8.22 - $9.82 $95,384 - $113,951
11,604 New
11,604 $112,000

Others Institutions Holding WSR

About Whitestone REIT


  • Ticker WSR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 49,369,900
  • Market Cap $639M
  • 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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