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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
Glassman Wealth Services27$00.00%––
Meridian Wealth Partners, LLC26$00.00%––
Ellevest, Inc.129$1.00K0.00%––
Raffa Wealth Management, LLC205$1.99K0.00%––
Parkside Financial Bank & Trust295$3.00K0.00%––
Valeo Financial Advisors, LLC292$3.00K0.00%––
US Bancorp443$4.00K0.00%––
Berman Capital Advisors, LLC475$4.00K0.00%––
Point72 Hong Kong Ltd473$5.00K0.00%––
Certified Advisory Corp800$8.00K0.00%––
TCI Wealth Advisors, Inc.940$9.00K0.00%––
Sutton Wealth Advisors Inc.1,027$9.96K0.00%––
Fieldpoint Private Securities, LLC1,060$10.0K0.00%––
Signaturefd, LLC1,179$11.0K0.00%––
Sound Income Strategies, LLC1,415$13.7K0.00%––
American Portfolios Advisors1,500$14.6K0.00%––
Quadrant Capital Group LLC1,543$15.0K0.00%––
Wealthcare Advisory Partners LLC1,597$15.0K0.00%––
The PNC Financial Services Group, Inc.1,592$16.0K0.00%––
Delta Asset Management LLC1,725$17.0K0.00%––
Versant Capital Management, Inc1,908$19.0K0.01%––
Meeder Asset Management Inc2,166$21.0K0.00%––
Advisor Group Holdings, Inc.2,165$21.0K0.00%––
Eaton Vance Management2,236$22.0K0.00%––
Ameritas Investment Partners, Inc.3,231$31.0K0.00%––
Mutual of America Capital Management LLC5,332$52.0K0.00%––
Group One Trading, L.P.5,800$56.0K0.00%––
KBC Group NV5,897$57.0K0.00%––
Tower Research Capital LLC (TRC)6,361$62.0K0.00%––
MetLife Investment Management6,647$64.5K0.00%––
Simplex Trading, LLC7,450$72.0K0.00%––
Daiwa Securities Group Inc.8,882$86.0K0.00%––
Ensign Peak Advisors, Inc9,600$93.0K0.00%––
Citigroup Inc9,937$96.0K0.00%––
Cubist Systematic Strategies, LLC9,853$96.0K0.00%––
Ausdal Financial Partners, Inc.10,000$97.0K0.02%––
HighVista Strategies LLC10,300$100.0K0.07%––
Campbell & CO Investment Adviser LLC11,005$107.0K0.07%––
Cambridge Investment Research Advisors, Inc.11,000$107.0K0.00%––
Clal Insurance Enterprises Holdings Ltd11,276$109.0K0.00%––
Jane Street Group, LLC11,330$110.0K0.00%––
ProShare Advisors LLC11,828$115.0K0.00%––
Teachers Retirement System of the State of Kentucky12,354$120.0K0.00%––
Stephens Inc12,500$121.0K0.00%––
Zebra Capital Management LLC13,813$134.0K0.15%––
Metropolitan Life Insurance Co14,104$136.8K0.00%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14,300$139.0K0.00%––
Corient Capital Partners, LLC14,456$140.0K0.01%––
Triton Wealth Management, PLLC14,950$144.0K0.10%––
IndexIQ Advisors LLC15,570$151.0K0.01%––
AXA S.A.15,700$152.0K0.00%––
Oregon Public Employees Retirement Fund16,053$156.0K0.00%––
HRT Financial LP16,152$156.0K0.00%––
State Board of Administration of Florida Retirement System16,589$161.0K0.00%––
Guggenheim Capital LLC17,354$168.0K0.00%––
Louisiana State Employees Retirement System18,100$176.0K0.00%––
BNP Paribas Arbitrage, SA20,083$194.8K0.00%––
Tiaa, FSB23,915$232.0K0.00%––
Gsa Capital Partners LLP24,372$236.0K0.04%––
Manufacturers Life Insurance Company, The25,293$245.0K0.00%––
Deutsche Bank AG25,845$251.0K0.00%––
Jacobs Levy Equity Management, Inc26,203$254.0K0.00%––
American International Group, Inc.26,539$257.0K0.00%––
State of Tennessee, Treasury Department27,865$270.0K0.00%––
Acadian Asset Management LLC28,767$279.0K0.00%––
Texas Permanent School Fund29,832$289.0K0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys30,794$299.0K0.00%––
Nomura Asset Management Co Ltd31,500$305.6K0.00%––
New York State Common Retirement Fund32,000$310.0K0.00%––
Ridgewood Investments LLC32,104$311.0K0.19%––
Great West Life Assurance Co32,390$314.0K0.00%––
Thrivent Financial for Lutherans32,801$318.0K0.00%––
UBS Group AG33,364$324.0K0.00%––
Commonwealth Equity Services, LLC36,897$357.0K0.00%––
Clarus Group, Inc.37,173$358.0K0.30%––
Comerica Bank40,436$395.0K0.00%––
State of Alaska, Department of Revenue42,407$411.0K0.00%––
LPL Financial LLC43,005$417.0K0.00%––
Nisa Investment Advisors, LLC45,054$437.0K0.00%––
Garner Asset Management Corp51,854$503.0K0.27%––
Alliancebernstein L.P.53,740$521.0K0.00%––
STRS Ohio56,871$551.0K0.00%––
Royal Bank of Canada57,112$553.0K0.00%––
Sumitomo Mitsui Trust Holdings, Inc.58,715$570.0K0.00%––
California State Teachers Retirement System60,236$584.0K0.00%––
Price T Rowe Associates Inc61,708$599.0K0.00%––
HSBC Holdings PLC65,758$638.0K0.00%––
Panagora Asset Management Inc66,159$642.0K0.00%––
Federated Hermes, Inc.69,093$670.0K0.00%––
Voya Investment Management LLC70,987$689.0K0.00%––
Loveless Wealth Management LLC71,290$692.0K0.46%––
California Public Employees Retirement System81,700$792.0K0.00%––
Public Sector Pension Investment Board82,082$796.0K0.01%––
Asset Management One Co.,Ltd.92,132$893.0K0.00%––
Russell Investments Group, Ltd.95,871$928.0K0.00%––
Globeflex Capital L P96,225$933.0K0.17%––
Arrowstreet Capital, Limited Partnership106,500$1.03M0.00%––
Legal & General Group Plc108,401$1.05M0.00%––
New York State Teachers Retirement System108,952$1.06M0.00%––
Cornercap Investment Counsel Inc114,339$1.11M0.12%––