Westwood Real Estate Income Fund Celebrates 25-Year Anniversary
Westwood Holdings Group Inc (WHG)
US:NYSE Investor Relations:
westwoodgroup.com/corporate/investor-relations
Company Research
Source: GlobeNewswire
DALLAS, March 30, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) today announced the 25th anniversary of the Westwood Real Estate Income Fund, marking a quarter-century of disciplined investing, durable income generation and successful active management of publicly-traded real estate securities. Since its inception in 2001, the Fund has navigated multiple real estate and economic cycles while maintaining a philosophy grounded in detailed fundamental analysis, valuation discipline, and rigorous risk management. Furthermore, the fund’s distinctive focus on investing in preferred securities issued by REITs has enhanced its ability to consistently generate elevated yields compared to reference rates over the past 25 years. “This milestone reflects more than longevity—it reflects our team’s dedication to delivering durable income and staying disciplined through changing market environments,” said John Palmer, lead portfolio manager on the fund. The Fund continues to inve
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News
- Money manager's new fund could be first listing on Texas Stock Exchange [Yahoo! Finance]Yahoo! Finance
- Westwood Real Estate Income Fund Celebrates 25-Year Anniversary [Yahoo! Finance]Yahoo! Finance
- Westwood Holdings Group (WHG) had its "buy (b)" rating reaffirmed by <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW) [Yahoo! Finance]Yahoo! Finance
- Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)GlobeNewswire
WHG
Sec Filings
- 3/16/26 - Form 4
- 3/16/26 - Form 4/A
- 3/16/26 - Form 4/A
- WHG's page on the SEC website