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Whitestone REIT

WSRDelisted Jul 14, 2026
Industry
Real Estate Investment Trusts
SEC CIK
0001175535

Whitestone REIT was delisted on Jul 14, 2026; its insiders filed their last Form 4 on Jul 15, 2026; 217 institutions reported holding it in 13F filings for Q2 2026, worth $783.5M in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Whitestone REIT as of Mar 31, 2021. 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
127
No complete 13F data for Q4 2020
Shares held
22.7M
No complete 13F data for Q4 2020
Total value
$220.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 127 institutions
Q1 2021: 127 institutionsQ2 2021: 151 institutionsQ3 2021: 150 institutionsQ4 2021: 154 institutionsQ1 2022: 164 institutionsQ2 2022: 177 institutionsQ3 2022: 161 institutionsQ4 2022: 159 institutionsQ1 2023: 164 institutionsQ2 2023: 155 institutionsQ3 2023: 160 institutionsQ4 2023: 164 institutionsQ1 2024: 161 institutionsQ2 2024: 165 institutionsQ3 2024: 182 institutionsQ4 2024: 195 institutionsQ1 2025: 202 institutionsQ2 2025: 200 institutionsQ3 2025: 207 institutionsQ4 2025: 211 institutionsQ1 2026: 221 institutionsQ2 2026: 217 institutions
Value heldQ1 2021: $220.6M
Q1 2021: $220.6MQ2 2021: $203.6MQ3 2021: $266.6MQ4 2021: $288.7MQ1 2022: $417.6MQ2 2022: $339.8MQ3 2022: $258.4MQ4 2022: $290.0MQ1 2023: $265.7MQ2 2023: $281.3MQ3 2023: $288.5MQ4 2023: $396.0MQ1 2024: $385.7MQ2 2024: $411.6MQ3 2024: $416.5MQ4 2024: $460.0MQ1 2025: $473.4MQ2 2025: $406.3MQ3 2025: $402.0MQ4 2025: $466.0MQ1 2026: $546.8MQ2 2026: $783.5M
Institutions holding WSR and their total value by quarter
QuarterHoldersValue
Q2 2026217$783.5M
Q1 2026221$546.8M
Q4 2025211$466.0M
Q3 2025207$402.0M
Q2 2025200$406.3M
Q1 2025202$473.4M
Q4 2024195$460.0M
Q3 2024182$416.5M
Q2 2024165$411.6M
Q1 2024161$385.7M
Q4 2023164$396.0M
Q3 2023160$288.5M
Q2 2023155$281.3M
Q1 2023164$265.7M
Q4 2022159$290.0M
Q3 2022161$258.4M
Q2 2022177$339.8M
Q1 2022164$417.6M
Q4 2021154$288.7M
Q3 2021150$266.6M
Q2 2021151$203.6M
Q1 2021127$220.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Whitestone REIT.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WSR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.6,573,025$63.8M0.00%––
Vanguard Group Inc4,340,008$42.1M0.00%––
State Street Corp1,540,771$14.9M0.00%––
Geode Capital Management, LLC858,975$8.33M0.00%––
Dimensional Fund Advisors LP617,251$5.99M0.00%––
Charles Schwab Investment Management Inc488,124$4.74M0.00%––
Bank of New York Mellon Corp471,393$4.57M0.00%––
Northern Trust Corp457,425$4.44M0.00%––
Renaissance Technologies LLC438,484$4.25M0.01%––
Parametric Portfolio Associates LLC432,503$4.20M0.00%––
JPMorgan Chase & Co362,540$3.52M0.00%––
AQR Capital Management LLC323,819$3.14M0.01%––
Balyasny Asset Management LLC321,919$3.12M0.02%––
Goldman Sachs Group Inc280,554$2.72M0.00%––
Principal Financial Group Inc274,444$2.66M0.00%––
Invesco Ltd.231,608$2.25M0.00%––
Wells Fargo & Company226,582$2.20M0.00%––
Ameriprise Financial Inc225,316$2.19M0.00%––
Nuveen Asset Management, LLC214,797$2.08M0.00%––
Morgan Stanley214,489$2.08M0.00%––
Barclays PLC214,325$2.08M0.00%––
Rhumbline Advisers205,372$1.99M0.00%––
Bank of America Corp154,002$1.49M0.00%––
Bank of Montreal154,584$1.49M0.00%––
Prudential Financial Inc127,663$1.24M0.00%––
Usca Ria LLC122,566$1.19M0.08%––
Man Group plc122,386$1.19M0.01%––
Cornercap Investment Counsel Inc114,339$1.11M0.12%––
New York State Teachers Retirement System108,952$1.06M0.00%––
Legal & General Group Plc108,401$1.05M0.00%––
Arrowstreet Capital, Limited Partnership106,500$1.03M0.00%––
Globeflex Capital L P96,225$933.0K0.17%––
Russell Investments Group, Ltd.95,871$928.0K0.00%––
Asset Management One Co.,Ltd.92,132$893.0K0.00%––
Public Sector Pension Investment Board82,082$796.0K0.01%––
California Public Employees Retirement System81,700$792.0K0.00%––
Loveless Wealth Management LLC71,290$692.0K0.46%––
Voya Investment Management LLC70,987$689.0K0.00%––
Federated Hermes, Inc.69,093$670.0K0.00%––
Panagora Asset Management Inc66,159$642.0K0.00%––
HSBC Holdings PLC65,758$638.0K0.00%––
Price T Rowe Associates Inc61,708$599.0K0.00%––
California State Teachers Retirement System60,236$584.0K0.00%––
Sumitomo Mitsui Trust Holdings, Inc.58,715$570.0K0.00%––
Royal Bank of Canada57,112$553.0K0.00%––
STRS Ohio56,871$551.0K0.00%––
Alliancebernstein L.P.53,740$521.0K0.00%––
Garner Asset Management Corp51,854$503.0K0.27%––
Nisa Investment Advisors, LLC45,054$437.0K0.00%––
LPL Financial LLC43,005$417.0K0.00%––
State of Alaska, Department of Revenue42,407$411.0K0.00%––
Comerica Bank40,436$395.0K0.00%––
Clarus Group, Inc.37,173$358.0K0.30%––
Commonwealth Equity Services, LLC36,897$357.0K0.00%––
UBS Group AG33,364$324.0K0.00%––
Thrivent Financial for Lutherans32,801$318.0K0.00%––
Great West Life Assurance Co32,390$314.0K0.00%––
Ridgewood Investments LLC32,104$311.0K0.19%––
New York State Common Retirement Fund32,000$310.0K0.00%––
Nomura Asset Management Co Ltd31,500$305.6K0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys30,794$299.0K0.00%––
Texas Permanent School Fund29,832$289.0K0.00%––
Acadian Asset Management LLC28,767$279.0K0.00%––
State of Tennessee, Treasury Department27,865$270.0K0.00%––
American International Group, Inc.26,539$257.0K0.00%––
Jacobs Levy Equity Management, Inc26,203$254.0K0.00%––
Deutsche Bank AG25,845$251.0K0.00%––
Manufacturers Life Insurance Company, The25,293$245.0K0.00%––
Gsa Capital Partners LLP24,372$236.0K0.04%––
Tiaa, FSB23,915$232.0K0.00%––
BNP Paribas Arbitrage, SA20,083$194.8K0.00%––
Louisiana State Employees Retirement System18,100$176.0K0.00%––
Guggenheim Capital LLC17,354$168.0K0.00%––
State Board of Administration of Florida Retirement System16,589$161.0K0.00%––
Oregon Public Employees Retirement Fund16,053$156.0K0.00%––
HRT Financial LP16,152$156.0K0.00%––
AXA S.A.15,700$152.0K0.00%––
IndexIQ Advisors LLC15,570$151.0K0.01%––
Triton Wealth Management, PLLC14,950$144.0K0.10%––
Corient Capital Partners, LLC14,456$140.0K0.01%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14,300$139.0K0.00%––
Metropolitan Life Insurance Co14,104$136.8K0.00%––
Zebra Capital Management LLC13,813$134.0K0.15%––
Stephens Inc12,500$121.0K0.00%––
Teachers Retirement System of the State of Kentucky12,354$120.0K0.00%––
ProShare Advisors LLC11,828$115.0K0.00%––
Jane Street Group, LLC11,330$110.0K0.00%––
Clal Insurance Enterprises Holdings Ltd11,276$109.0K0.00%––
Campbell & CO Investment Adviser LLC11,005$107.0K0.07%––
Cambridge Investment Research Advisors, Inc.11,000$107.0K0.00%––
HighVista Strategies LLC10,300$100.0K0.07%––
Ausdal Financial Partners, Inc.10,000$97.0K0.02%––
Citigroup Inc9,937$96.0K0.00%––
Cubist Systematic Strategies, LLC9,853$96.0K0.00%––
Ensign Peak Advisors, Inc9,600$93.0K0.00%––
Daiwa Securities Group Inc.8,882$86.0K0.00%––
Simplex Trading, LLC7,450$72.0K0.00%––
MetLife Investment Management6,647$64.5K0.00%––
Tower Research Capital LLC (TRC)6,361$62.0K0.00%––
KBC Group NV5,897$57.0K0.00%––