True Wealth Design, LLC Whitestone Reit Transaction History
True Wealth Design, LLC
- $341 Billion
- Q4 2025
A detailed history of True Wealth Design, LLC transactions in Whitestone Reit stock. As of the latest transaction made, True Wealth Design, LLC holds 26 shares of WSR stock, worth $347. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 42
38.1%
Holding current value
$347
Previous $516,000
29.84%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding WSR
# of Institutions
218Shares Held
33.3MCall Options Held
15.8KPut Options Held
0-
Black Rock Inc. New York, NY7.71MShares$103 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.25MShares$70.1 Million0.0% of portfolio
-
State Street Corp Boston, MA1.83MShares$24.4 Million0.0% of portfolio
-
Emmett Investment Management, LP New York, NY1.26MShares$16.9 Million12.09% of portfolio
-
Geode Capital Management, LLC Boston, MA1.18MShares$15.8 Million0.0% of portfolio
About Whitestone REIT
- Ticker WSR
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 49,369,900
- Market Cap $659M
- 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...