First Eagle Investment's WSR Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 697,240 shares of Whitestone REIT (WSR) worth $13.22 M, representing 0.02% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in WSR, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 242,000 shares. Largest reduction occurred in Q4 2021, reducing 883,571 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Whitestone REIT (WSR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Whitestone REIT (WSR) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -44,875 | Reduce 6.05% | 697,240 | $18.96 |
| Q1 2026 | +29,066 | Add 4.08% | 742,115 | $16.15 |
| Q4 2025 | -700 | Reduce 0.10% | 713,049 | $13.89 |
| Q3 2025 | -97,291 | Reduce 12.00% | 713,749 | $12.28 |
| Q2 2025 | -287,500 | Reduce 26.17% | 811,040 | $12.48 |
| Q1 2025 | -94,300 | Reduce 7.91% | 1.1 M | $14.57 |
| Q4 2024 | +18,118 | Add 1.54% | 1.19 M | $14.17 |
| Q3 2024 | +65,000 | Add 5.86% | 1.17 M | $13.53 |
| Q2 2024 | +41,200 | Add 3.86% | 1.11 M | $13.31 |
| Q1 2024 | +97,700 | Add 10.06% | 1.07 M | $12.55 |
| Q4 2023 | +65,816 | Add 7.27% | 970,822 | $12.29 |
| Q3 2023 | +242,000 | Add 36.50% | 905,006 | $9.63 |
| Q2 2023 | +124,550 | Add 23.13% | 663,006 | $9.70 |
| Q1 2023 | +145,000 | Add 36.85% | 538,456 | $9.20 |
| Q4 2022 | +106,248 | Add 36.99% | 393,456 | $9.64 |
| Q3 2022 | +53,000 | Add 22.63% | 287,208 | $8.46 |
| Q2 2022 | +50,573 | Add 27.54% | 234,208 | $10.75 |
| Q1 2022 | +91,070 | Add 98.38% | 183,635 | $13.25 |
| Q4 2021 | +92,565 | New Buy | 92,565 | $10.13 |
| Q1 1970 | +976,136 | Add 0.00% | 976,136 | $13.54 |
First Eagle Investment's Whitestone REIT Investment FAQs
First Eagle Investment first purchased Whitestone REIT (WSR) in Q1 1970, acquiring 976,136 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Whitestone REIT (WSR) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to Whitestone REIT (WSR) was in Q1 1970, adding 976,136 shares worth $13.22 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 697,240 shares of Whitestone REIT (WSR), valued at approximately $13.22 M.
As of the Q2 2026 filing, Whitestone REIT (WSR) represents approximately 0.02% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Whitestone REIT (WSR) was 1,192,840 shares, as reported at the end of Q4 2024.