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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
Group One Trading, L.P.5,800$56.0K0.00%––
Mutual of America Capital Management LLC5,332$52.0K0.00%––
Ameritas Investment Partners, Inc.3,231$31.0K0.00%––
Eaton Vance Management2,236$22.0K0.00%––
Meeder Asset Management Inc2,166$21.0K0.00%––
Advisor Group Holdings, Inc.2,165$21.0K0.00%––
Versant Capital Management, Inc1,908$19.0K0.01%––
Delta Asset Management LLC1,725$17.0K0.00%––
The PNC Financial Services Group, Inc.1,592$16.0K0.00%––
Quadrant Capital Group LLC1,543$15.0K0.00%––
Wealthcare Advisory Partners LLC1,597$15.0K0.00%––
American Portfolios Advisors1,500$14.6K0.00%––
Sound Income Strategies, LLC1,415$13.7K0.00%––
Signaturefd, LLC1,179$11.0K0.00%––
Fieldpoint Private Securities, LLC1,060$10.0K0.00%––
Sutton Wealth Advisors Inc.1,027$9.96K0.00%––
TCI Wealth Advisors, Inc.940$9.00K0.00%––
Certified Advisory Corp800$8.00K0.00%––
Point72 Hong Kong Ltd473$5.00K0.00%––
US Bancorp443$4.00K0.00%––
Berman Capital Advisors, LLC475$4.00K0.00%––
Parkside Financial Bank & Trust295$3.00K0.00%––
Valeo Financial Advisors, LLC292$3.00K0.00%––
Raffa Wealth Management, LLC205$1.99K0.00%––
Ellevest, Inc.129$1.00K0.00%––
Glassman Wealth Services27$00.00%––
Meridian Wealth Partners, LLC26$00.00%––