GW&K Investment Management, LLC WSR WHITESTONE REIT

Ownership history in GW&K Investment Management, LLC  ·  6 quarters on record

AI Ownership Summary

GW&K Investment Management, LLC reported WHITESTONE REIT (WSR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows WSR at 0.15% 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 GW&K Investment Management, LLC'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
2026 Q1

WSR was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 GW&K Investment Management, LLC held WSR — position size vs. price
% of Fund (quarterly)    WSR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,035,745 -71,165 -6.4% 0.15% $17K 2026-05-13
2025 Q4 ADDED 1,106,910 +506,664 +84.4% 0.13% $15.4M 2026-02-11
2025 Q3 REDUCED 600,246 -14,837 -2.4% 0.07% $7.4M 2025-11-12
2025 Q2 REDUCED 615,083 -3,850 -0.6% 0.07% $7.7M 2025-08-11
2025 Q1 ADDED 618,933 +15,217 +2.5% 0.08% $9.0M 2025-05-05
2024 Q4 INITIATED 603,716 0.07% $8.6M 2025-02-05

FAQ About GW&K Investment Management, LLC and WSR

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

How long has GW&K Investment Management, LLC reported owning WSR?

GW&K Investment Management, LLC reported WSR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WSR position in GW&K Investment Management, LLC's portfolio?

The largest reported portfolio weight for WSR was 0.15% in 2026 Q1.

What is the latest reported WSR position on this page?

The most recent filing on this page is 2026 Q1, when GW&K Investment Management, LLC reported 1,035,745 shares, equal to 0.15% of portfolio, with an estimated market value of $17K.

What does the chart on this WSR ownership page compare?

The chart compares GW&K Investment Management, LLC'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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