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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 217 | $783.5M |
| Q1 2026 | 221 | $546.8M |
| Q4 2025 | 211 | $466.0M |
| Q3 2025 | 207 | $402.0M |
| Q2 2025 | 200 | $406.3M |
| Q1 2025 | 202 | $473.4M |
| Q4 2024 | 195 | $460.0M |
| Q3 2024 | 182 | $416.5M |
| Q2 2024 | 165 | $411.6M |
| Q1 2024 | 161 | $385.7M |
| Q4 2023 | 164 | $396.0M |
| Q3 2023 | 160 | $288.5M |
| Q2 2023 | 155 | $281.3M |
| Q1 2023 | 164 | $265.7M |
| Q4 2022 | 159 | $290.0M |
| Q3 2022 | 161 | $258.4M |
| Q2 2022 | 177 | $339.8M |
| Q1 2022 | 164 | $417.6M |
| Q4 2021 | 154 | $288.7M |
| Q3 2021 | 150 | $266.6M |
| Q2 2021 | 151 | $203.6M |
| Q1 2021 | 127 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Man Group plc | 122,386 | $1.19M | 0.01% | – | – |
| Usca Ria LLC | 122,566 | $1.19M | 0.08% | – | – |
| Prudential Financial Inc | 127,663 | $1.24M | 0.00% | – | – |
| Bank of Montreal | 154,584 | $1.49M | 0.00% | – | – |
| Bank of America Corp | 154,002 | $1.49M | 0.00% | – | – |
| Rhumbline Advisers | 205,372 | $1.99M | 0.00% | – | – |
| Barclays PLC | 214,325 | $2.08M | 0.00% | – | – |
| Morgan Stanley | 214,489 | $2.08M | 0.00% | – | – |
| Nuveen Asset Management, LLC | 214,797 | $2.08M | 0.00% | – | – |
| Ameriprise Financial Inc | 225,316 | $2.19M | 0.00% | – | – |
| Wells Fargo & Company | 226,582 | $2.20M | 0.00% | – | – |
| Invesco Ltd. | 231,608 | $2.25M | 0.00% | – | – |
| Principal Financial Group Inc | 274,444 | $2.66M | 0.00% | – | – |
| Goldman Sachs Group Inc | 280,554 | $2.72M | 0.00% | – | – |
| Balyasny Asset Management LLC | 321,919 | $3.12M | 0.02% | – | – |
| AQR Capital Management LLC | 323,819 | $3.14M | 0.01% | – | – |
| JPMorgan Chase & Co | 362,540 | $3.52M | 0.00% | – | – |
| Parametric Portfolio Associates LLC | 432,503 | $4.20M | 0.00% | – | – |
| Renaissance Technologies LLC | 438,484 | $4.25M | 0.01% | – | – |
| Northern Trust Corp | 457,425 | $4.44M | 0.00% | – | – |
| Bank of New York Mellon Corp | 471,393 | $4.57M | 0.00% | – | – |
| Charles Schwab Investment Management Inc | 488,124 | $4.74M | 0.00% | – | – |
| Dimensional Fund Advisors LP | 617,251 | $5.99M | 0.00% | – | – |
| Geode Capital Management, LLC | 858,975 | $8.33M | 0.00% | – | – |
| State Street Corp | 1,540,771 | $14.9M | 0.00% | – | – |
| Vanguard Group Inc | 4,340,008 | $42.1M | 0.00% | – | – |
| BlackRock Inc. | 6,573,025 | $63.8M | 0.00% | – | – |