WSR β€” WHITESTONE REIT

Ownership history in Irenic Capital Management LP  Β·  1 quarter on record

AI Ownership Summary

Irenic Capital Management LP reported WHITESTONE REIT (WSR) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.3% in 2025 Q4. The latest visible filing shows WSR at 0.30% 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 Irenic Capital Management LP'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 Q4

WSR was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 Irenic Capital Management LP held WSR β€” position size vs. price
% of Fund (quarterly)    WSR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 322,176 β€” β€” 0.30% $4.5M 2026-02-14 (Est.) $15.08

🏒 Other funds also holding WSR

As of 2026 Q1 β€” sorted by position size

Ridgewood Investments LLC 3Y 7Y 0.12%

FAQ About Irenic Capital Management LP and WSR

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

How long has Irenic Capital Management LP reported owning WSR?

Irenic Capital Management LP reported WSR across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported WSR position in Irenic Capital Management LP's portfolio?

The largest reported portfolio weight for WSR was 0.30% in 2025 Q4.

What is the latest reported WSR position on this page?

The most recent filing on this page is 2025 Q4, when Irenic Capital Management LP reported 322,176 shares, equal to 0.30% of portfolio, with an estimated market value of $4.5M.

What does the chart on this WSR ownership page compare?

The chart compares Irenic Capital Management LP'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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