Whitestone REIT
WSRDelisted- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001175535
Whitestone REIT was delisted in 2026; its insiders filed their last Form 4 on Jul 15, 2026; 217 institutions reported holding it in 13F filings for Q2 2026, worth $796.8M in total; no superinvestor held it.
13F holders, Q2 2026
Institutional positions in Whitestone REIT as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 217
- +1 vs. Q1 2026
- Shares held
- 41.1M
- +7.25M (+21.4%) vs. Q1 2026
- Total value
- $783.5M
- +$237.5M (+43.5%) vs. Q1 2026
- New holders
- 43
- 68 more added
- Sold out
- 42
- 72 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 217 | $796.8M |
| Q1 2026 | 221 | $546.8M |
| Q4 2025 | 211 | $467.6M |
| Q3 2025 | 207 | $421.2M |
| Q2 2025 | 200 | $407.4M |
| Q1 2025 | 202 | $474.3M |
| Q4 2024 | 195 | $460.0M |
| Q3 2024 | 182 | $419.6M |
| Q2 2024 | 165 | $415.9M |
| Q1 2024 | 161 | $411.6M |
| Q4 2023 | 164 | $410.2M |
| Q3 2023 | 160 | $288.5M |
| Q2 2023 | 155 | $281.3M |
| Q1 2023 | 164 | $266.9M |
| Q4 2022 | 159 | $290.0M |
| Q3 2022 | 161 | $259.2M |
| Q2 2022 | 177 | $342.4M |
| Q1 2022 | 164 | $417.6M |
| Q4 2021 | 154 | $290.4M |
| Q3 2021 | 150 | $266.6M |
| Q2 2021 | 151 | $203.7M |
| Q1 2021 | 127 | $220.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,272,745 | $156.9M | 0.00% | +239,570+3.0% | Added |
| Highland Capital Management Fund Advisors, L.P. | 3,050,205 | $57.8M | 3.87% | +2,174,950+248.5% | Added |
| Vanguard Portfolio Management LLC | 2,875,464 | $54.5M | 0.00% | −132,461−4.4% | Reduced |
| Vanguard Capital Management LLC | 2,116,495 | $40.1M | 0.00% | +14,410+0.7% | Added |
| State Street Corp | 1,941,309 | $36.8M | 0.00% | +90,865+4.9% | Added |
| Glazer Capital, LLC | 1,883,574 | $35.7M | 0.88% | +1,883,574 | New |
| Geode Capital Management, LLC | 1,419,392 | $26.9M | 0.00% | +220,671+18.4% | Added |
| Water Island Capital LLC | 1,227,709 | $23.3M | 2.46% | +1,227,709 | New |
| Vivaldi Asset Management, LLC | 1,085,310 | $20.6M | 1.20% | +1,085,310 | New |
| Qube Research & Technologies Ltd | 899,685 | $17.1M | 0.02% | +602,709+202.9% | Added |
| Millennium Management LLC | 769,812 | $14.6M | 0.01% | +769,812 | New |
| First Eagle Investment Management, LLC | 697,240 | $13.2M | 0.02% | −44,875−6.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 682,965 | $12.9M | 0.07% | +682,965 | New |
| Dimensional Fund Advisors LP | 648,901 | $12.3M | 0.00% | +8,159+1.3% | Added |
| Morgan Stanley | 641,319 | $12.2M | 0.00% | −13,248−2.0% | Reduced |
| Alpine Associates Management Inc. | 639,008 | $12.1M | 0.76% | +639,008 | New |
| FMR LLC | 587,118 | $11.1M | 0.00% | +327,715+126.3% | Added |
| Northern Trust Corp | 575,211 | $10.9M | 0.00% | +33,222+6.1% | Added |
| FIL Ltd | 498,521 | $9.45M | 0.01% | +498,521 | New |
| Charles Schwab Investment Management Inc | 450,663 | $8.54M | 0.00% | +12,590+2.9% | Added |
| Bank of New York Mellon Corp | 416,238 | $7.89M | 0.00% | +8,680+2.1% | Added |
| CSM Advisors, LLC | 409,155 | $7.76M | 0.17% | −158,919−28.0% | Reduced |
| Irenic Capital Management LP | 408,245 | $7.74M | 0.56% | −857,146−67.7% | Reduced |
| Emmett Investment Management, LP | 117,689 | $7.42M | 5.20% | −514,311−81.4% | Reduced |
| CNH Partners LLC | 380,455 | $7.21M | 0.10% | +380,455 | New |
| Bank of America Corp | 373,951 | $7.09M | 0.00% | +211,207+129.8% | Added |
| Goldman Sachs Group Inc | 365,715 | $6.93M | 0.00% | −83,466−18.6% | Reduced |
| Balyasny Asset Management LLC | 355,674 | $6.74M | 0.01% | +355,674 | New |
| Vestcor Inc | 337,318 | $6.40M | 0.16% | +328,279+3,631.8% | Added |
| Vanguard Fiduciary Trust Co | 300,617 | $5.70M | 0.00% | +11,474+4.0% | Added |
| Two Sigma Investments, LP | 285,126 | $5.41M | 0.00% | −52,469−15.5% | Reduced |
| Transmarket Holdings LP | 245,178 | $4.65M | 3.41% | +245,178 | New |
| Kennedy Capital Management, Inc. | 221,186 | $4.19M | 0.07% | −4,312−1.9% | Reduced |
| Polar Asset Management Partners Inc. | 219,890 | $4.17M | 0.08% | +219,890 | New |
| Principal Financial Group Inc | 218,601 | $4.14M | 0.00% | +335+0.2% | Added |
| JPMorgan Chase & Co | 216,581 | $4.11M | 0.00% | −53,996−20.0% | Reduced |
| Gabelli Funds LLC | 210,524 | $3.99M | 0.03% | +157,150+294.4% | Added |
| Invesco Ltd. | 208,831 | $3.96M | 0.00% | −44,341−17.5% | Reduced |
| ExodusPoint Capital Management, LP | 192,807 | $3.66M | 0.03% | +192,807 | New |
| Wells Fargo & Company | 182,065 | $3.45M | 0.00% | +18,538+11.3% | Added |
| First Trust Advisors LP | 158,558 | $3.01M | 0.00% | +7,613+5.0% | Added |
| Public Sector Pension Investment Board | 155,364 | $2.95M | 0.01% | −5,275−3.3% | Reduced |
| Exchange Traded Concepts, LLC | 149,527 | $2.84M | 0.01% | +1,840+1.2% | Added |
| UBS Asset Management Americas Inc | 117,895 | $2.24M | 0.00% | +8,686+8.0% | Added |
| Rhumbline Advisers | 115,842 | $2.20M | 0.00% | −14,101−10.9% | Reduced |
| JCP Investment Management, LLC | 114,881 | $2.18M | 1.16% | +114,881 | New |
| Envestnet Asset Management Inc | 111,228 | $2.11M | 0.00% | −225,726−67.0% | Reduced |
| SG Americas Securities, LLC | 109,926 | $2.08M | 0.00% | +102,162+1,315.8% | Added |
| Nuveen, LLC | 105,833 | $2.01M | 0.00% | +16,992+19.1% | Added |
| Ameriprise Financial Inc | 104,079 | $1.97M | 0.00% | −64,023−38.1% | Reduced |
| Legal & General Group Plc | 102,319 | $1.94M | 0.00% | +71+0.1% | Added |
| Abc Arbitrage SA | 95,817 | $1.82M | 0.20% | +95,817 | New |
| UBS Group AG | 89,990 | $1.71M | 0.00% | +66,839+288.7% | Added |
| Alpine Global Management, LLC | 87,710 | $1.66M | 0.27% | +87,710 | New |
| Swiss National Bank | 87,700 | $1.66M | 0.00% | −2,900−3.2% | Reduced |
| Quantinno Capital Management LP | 80,584 | $1.53M | 0.00% | +9,709+13.7% | Added |
| Kestra Advisory Services, LLC | 78,600 | $1.49M | 0.00% | −16,190−17.1% | Reduced |
| Nomura Asset Management Co Ltd | 72,200 | $1.37M | 0.00% | +3,000+4.3% | Added |
| VARCOV Co. | 71,843 | $1.36M | 0.52% | +71,843 | New |
| Price T Rowe Associates Inc | 66,593 | $1.26M | 0.00% | +3,669+5.8% | Added |
| New York State Teachers Retirement System | 65,034 | $1.23M | 0.00% | −6,768−9.4% | Reduced |
| Larson Financial Group LLC | 64,440 | $1.22M | 0.03% | −210,786−76.6% | Reduced |
| Great West Life Assurance Co | 64,216 | $1.22M | 0.00% | +3,372+5.5% | Added |
| Asset Management One Co.,Ltd. | 63,051 | $1.20M | 0.00% | −1,974−3.0% | Reduced |
| Renaissance Technologies LLC | 60,100 | $1.14M | 0.00% | +6,289+11.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 59,133 | $1.12M | 0.02% | +59,133 | New |
| Russell Investments Group, Ltd. | 55,160 | $1.05M | 0.00% | +16,466+42.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 55,151 | $1.05M | 0.15% | +5,951+12.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 53,388 | $1.01M | 0.00% | −810−1.5% | Reduced |
| California State Teachers Retirement System | 53,382 | $1.01M | 0.00% | +10,173+23.5% | Added |
| Franklin Resources Inc | 52,024 | $986.4K | 0.00% | +13,831+36.2% | Added |
| Public Employees Retirement System of Ohio | 51,844 | $983.0K | 0.00% | −30,021−36.7% | Reduced |
| Intech Investment Management LLC | 49,875 | $945.6K | 0.01% | −25,804−34.1% | Reduced |
| Deutsche Bank AG | 47,363 | $898.0K | 0.00% | +13,482+39.8% | Added |
| HRT Financial LP | 47,175 | $894.0K | 0.00% | +47,175 | New |
| Prudential Financial Inc | 46,013 | $872.4K | 0.00% | −31,200−40.4% | Reduced |
| Stephens Inc | 45,728 | $867.0K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 52,382 | $846.0K | 0.00% | +3,204+6.5% | Added |
| Boothbay Fund Management, LLC | 44,217 | $838.4K | 0.02% | +44,217 | New |
| Citigroup Inc | 41,883 | $794.1K | 0.00% | +10,371+32.9% | Added |
| Toroso Investments, LLC | 40,293 | $764.0K | 0.00% | +40,293 | New |
| State of Alaska, Department of Revenue | 40,234 | $761.0K | 0.01% | −7,053−14.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,033 | $759.0K | 0.00% | +4,703+13.3% | Added |
| Citadel Advisors LLC | 39,442 | $747.8K | 0.00% | −1,839−4.5% | Reduced |
| Menard Financial Group LLC | 38,919 | $737.9K | 0.40% | +38,919 | New |
| AQR Capital Management LLC | 38,801 | $735.7K | 0.00% | −32,064−45.2% | Reduced |
| Thrivent Financial for Lutherans | 37,111 | $704.0K | 0.00% | +4,882+15.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,086 | $703.2K | 0.00% | +12,358+50.0% | Added |
| Vanguard Asset Management, Ltd | 34,098 | $646.5K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 32,100 | $608.6K | 0.08% | +32,100 | New |
| Arrowstreet Capital, Limited Partnership | 31,044 | $588.6K | 0.00% | +31,044 | New |
| MetLife Investment Management | 28,415 | $538.7K | 0.00% | +2,958+11.6% | Added |
| HighTower Advisors, LLC | 26,279 | $498.2K | 0.00% | −16,434−38.5% | Reduced |
| PFG Investments, LLC | 26,100 | $494.9K | 0.02% | +26,100 | New |
| Illinois Municipal Retirement Fund | 24,146 | $457.8K | 0.01% | +2,930+13.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,646 | $410.4K | 0.01% | −112,414−83.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,296 | $403.8K | 0.00% | +124+0.6% | Added |
| D. E. Shaw & Co., Inc. | 20,764 | $393.7K | 0.00% | +1,544+8.0% | Added |
| One68 Global Capital, LLC | 20,000 | $379.2K | 0.80% | +20,000 | New |
| Jupiter Topco LLC | 19,815 | $375.6K | 0.00% | +19,815 | New |