A detailed history of True Wealth Design, LLC transactions in Whitestone Reit stock. As of the latest transaction made, True Wealth Design, LLC holds 42 shares of WSR stock, worth $543. This represents 0.0% of its overall portfolio holdings.

Number of Shares
42
Previous 16 162.5%
Holding current value
$543
Previous $200,000 158.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$11.8 - $13.18 $306 - $342
26 Added 162.5%
42 $516,000
Q2 2025

Aug 06, 2025

SELL
$12.06 - $14.62 $132 - $160
-11 Reduced 40.74%
16 $200,000
Q1 2025

May 13, 2025

BUY
$13.25 - $14.58 $357 - $393
27 New
27 $394,000

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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