WSR β€” WHITESTONE REIT

Ownership history in Arax Advisory Partners  Β·  5 quarters on record

AI Ownership Summary

Arax Advisory Partners reported WHITESTONE REIT (WSR) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows WSR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WSR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arax Advisory Partners's position in WHITESTONE REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WSR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arax Advisory Partners held WSR β€” position size vs. price
% of Fund (quarterly)    WSR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,155 +3,089 +4680.3% 0.00% $39K 2025-11-14 $13.19
2025 Q2 REDUCED 66 -469 -87.7% 0.00% $824 2025-08-12 $11.96
2024 Q4 UNCHANGED 535 β€” 0% 0.00% $8K 2025-02-05 $12.96
2024 Q3 UNCHANGED 535 β€” 0% 0.00% $7K 2024-11-06 $13.57
2024 Q2 INITIATED 535 β€” β€” 0.00% $7K 2024-08-06 $12.53

🏒 Other funds also holding WSR

As of 2026 Q1 β€” sorted by position size

Ridgewood Investments LLC 3Y 7Y 0.12% GAMMA Investing LLC 0.0%

FAQ About Arax Advisory Partners and WSR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arax Advisory Partners reported owning WSR?

Arax Advisory Partners reported WSR across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported WSR position in Arax Advisory Partners's portfolio?

The largest reported portfolio weight for WSR was 0.00% in 2024 Q2.

What is the latest reported WSR position on this page?

The most recent filing on this page is 2025 Q3, when Arax Advisory Partners reported 3,155 shares, equal to 0.00% of portfolio, with an estimated market value of $39K.

What does the chart on this WSR ownership page compare?

The chart compares Arax Advisory Partners's quarterly WSR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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