First Eagle Investment's WSR Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 742,115 shares of Whitestone REIT (WSR) worth $11.99 M, representing 0.02% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 18 quarters.
Based on 13F filings, First Eagle Investment has maintained a strategic position in WSR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 242,000 shares. Largest reduction occurred in Q2 2025, reducing 287,500 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 |
|---|---|---|---|---|
| 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 |
First Eagle Investment's Whitestone REIT Investment FAQs
First Eagle Investment first purchased Whitestone REIT (WSR) in Q4 2021, acquiring 92,565 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 18 quarters since Q4 2021.
First Eagle Investment's largest addition to Whitestone REIT (WSR) was in Q3 2023, adding 905,006 shares worth $8.72 M.
According to the latest 13F filing for Q1 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 742,115 shares of Whitestone REIT (WSR), valued at approximately $11.99 M.
As of the Q1 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.