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, Q2 2021
Institutional positions in Whitestone REIT as of Jun 30, 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
- 151
- +24 vs. Q1 2021
- Shares held
- 24.7M
- +1.93M (+8.5%) vs. Q1 2021
- Total value
- $203.6M
- −$17.0M (−7.7%) vs. Q1 2021
- New holders
- 34
- 45 more added
- Sold out
- 10
- 43 more reduced
Compare with Q1 2021: 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 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,074,844 | $58.4M | 0.00% | +501,819+7.6% | Added |
| Vanguard Group Inc | 2,381,795 | $19.6M | 0.00% | −1,958,213−45.1% | Reduced |
| State Street Corp | 1,569,835 | $13.0M | 0.00% | +29,064+1.9% | Added |
| Geode Capital Management, LLC | 730,054 | $6.02M | 0.00% | −128,921−15.0% | Reduced |
| Charles Schwab Investment Management Inc | 624,337 | $5.15M | 0.00% | +136,213+27.9% | Added |
| Renaissance Technologies LLC | 609,434 | $5.03M | 0.01% | +170,950+39.0% | Added |
| Dimensional Fund Advisors LP | 607,008 | $5.01M | 0.00% | −10,243−1.7% | Reduced |
| Balyasny Asset Management LLC | 561,575 | $4.63M | 0.03% | +239,656+74.4% | Added |
| Parametric Portfolio Associates LLC | 510,507 | $4.21M | 0.00% | +78,004+18.0% | Added |
| Goldman Sachs Group Inc | 505,818 | $4.17M | 0.00% | +225,264+80.3% | Added |
| Bank of New York Mellon Corp | 460,884 | $3.80M | 0.00% | −10,509−2.2% | Reduced |
| Northern Trust Corp | 457,595 | $3.78M | 0.00% | +1700.0% | Added |
| Two Sigma Investments, LP | 413,874 | $3.41M | 0.01% | +413,874 | New |
| D. E. Shaw & Co., Inc. | 387,705 | $3.20M | 0.00% | +387,705 | New |
| Morgan Stanley | 340,721 | $2.81M | 0.00% | +126,232+58.9% | Added |
| AQR Capital Management LLC | 318,765 | $2.63M | 0.00% | −5,054−1.6% | Reduced |
| Principal Financial Group Inc | 276,079 | $2.28M | 0.00% | +1,635+0.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 258,100 | $2.13M | 0.00% | +258,100 | New |
| Prudential Financial Inc | 255,256 | $2.11M | 0.00% | +127,593+99.9% | Added |
| Millennium Management LLC | 247,253 | $2.04M | 0.00% | +247,253 | New |
| Two Sigma Advisers, LP | 247,100 | $2.04M | 0.01% | +247,100 | New |
| Jacobs Levy Equity Management, Inc | 241,596 | $1.99M | 0.01% | +215,393+822.0% | Added |
| Invesco Ltd. | 237,648 | $1.96M | 0.00% | +6,040+2.6% | Added |
| Bank of Montreal | 222,909 | $1.87M | 0.00% | +68,325+44.2% | Added |
| Ameriprise Financial Inc | 213,888 | $1.76M | 0.00% | −11,428−5.1% | Reduced |
| Usca Ria LLC | 204,146 | $1.68M | 0.10% | +81,580+66.6% | Added |
| Wells Fargo & Company | 197,577 | $1.63M | 0.00% | −29,005−12.8% | Reduced |
| Nuveen Asset Management, LLC | 193,444 | $1.60M | 0.00% | −21,353−9.9% | Reduced |
| Hill Winds Capital LP | 190,000 | $1.57M | 0.83% | +190,000 | New |
| Acadian Asset Management LLC | 186,805 | $1.54M | 0.01% | +158,038+549.4% | Added |
| Barclays PLC | 186,282 | $1.54M | 0.00% | −28,043−13.1% | Reduced |
| Rhumbline Advisers | 181,677 | $1.50M | 0.00% | −23,695−11.5% | Reduced |
| Bank of America Corp | 154,895 | $1.28M | 0.00% | +893+0.6% | Added |
| Susquehanna International Group, LLP | 133,126 | $1.10M | 0.00% | +133,126 | New |
| SG Americas Securities, LLC | 123,157 | $1.02M | 0.01% | +123,157 | New |
| Cornercap Investment Counsel Inc | 116,189 | $959.0K | 0.11% | +1,850+1.6% | Added |
| Man Group plc | 106,986 | $883.0K | 0.00% | −15,400−12.6% | Reduced |
| New York State Teachers Retirement System | 104,652 | $863.0K | 0.00% | −4,300−3.9% | Reduced |
| Globeflex Capital L P | 96,225 | $794.0K | 0.14% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 94,825 | $783.0K | 0.00% | −267,715−73.8% | Reduced |
| Cubist Systematic Strategies, LLC | 87,456 | $722.0K | 0.01% | +77,603+787.6% | Added |
| HRT Financial LP | 86,004 | $709.0K | 0.01% | +69,852+432.5% | Added |
| Public Sector Pension Investment Board | 82,082 | $677.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 80,088 | $661.0K | 0.00% | −28,313−26.1% | Reduced |
| Ergoteles LLC | 73,467 | $606.0K | 0.01% | +73,467 | New |
| Asset Management One Co.,Ltd. | 73,305 | $604.0K | 0.00% | −18,827−20.4% | Reduced |
| Loveless Wealth Management LLC | 70,365 | $581.0K | 0.35% | −925−1.3% | Reduced |
| Voya Investment Management LLC | 68,640 | $566.0K | 0.00% | −2,347−3.3% | Reduced |
| Tudor Investment Corp Et Al | 67,088 | $553.0K | 0.01% | +67,088 | New |
| HSBC Holdings PLC | 65,818 | $546.0K | 0.00% | +60+0.1% | Added |
| Royal Bank of Canada | 63,939 | $528.0K | 0.00% | +6,827+12.0% | Added |
| Panagora Asset Management Inc | 61,529 | $508.0K | 0.00% | −4,630−7.0% | Reduced |
| Garner Asset Management Corp | 56,454 | $466.0K | 0.23% | +4,600+8.9% | Added |
| California State Teachers Retirement System | 55,206 | $455.0K | 0.00% | −5,030−8.4% | Reduced |
| STRS Ohio | 54,699 | $451.0K | 0.00% | −2,172−3.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,577 | $450.0K | 0.00% | −4,138−7.0% | Reduced |
| Gsa Capital Partners LLP | 53,287 | $440.0K | 0.05% | +28,915+118.6% | Added |
| Public Employees Retirement System of Ohio | 50,923 | $420.0K | 0.00% | +50,923 | New |
| Price T Rowe Associates Inc | 49,097 | $405.0K | 0.00% | −12,611−20.4% | Reduced |
| State of Alaska, Department of Revenue | 44,369 | $365.0K | 0.00% | +1,962+4.6% | Added |
| Nisa Investment Advisors, LLC | 42,404 | $350.0K | 0.00% | −2,650−5.9% | Reduced |
| Comerica Bank | 37,571 | $350.0K | 0.00% | −2,865−7.1% | Reduced |
| Commonwealth Equity Services, LLC | 36,903 | $304.0K | 0.00% | +60.0% | Added |
| Clarus Group, Inc. | 37,173 | $301.0K | 0.23% | 00.0% | Unchanged |
| LPL Financial LLC | 36,130 | $298.0K | 0.00% | −6,875−16.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 33,817 | $279.0K | 0.00% | +22,541+199.9% | Added |
| ExodusPoint Capital Management, LP | 33,208 | $274.0K | 0.00% | +33,208 | New |
| Thrivent Financial for Lutherans | 32,643 | $269.0K | 0.00% | −158−0.5% | Reduced |
| Great West Life Assurance Co | 32,390 | $267.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 32,337 | $267.0K | 0.00% | +337+1.1% | Added |
| Ridgewood Investments LLC | 31,707 | $262.0K | 0.17% | −397−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 31,500 | $259.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,643 | $253.0K | 0.00% | −151−0.5% | Reduced |
| Texas Permanent School Fund | 29,757 | $245.0K | 0.00% | −75−0.3% | Reduced |
| Squarepoint Ops LLC | 29,650 | $245.0K | 0.00% | +29,650 | New |
| Citigroup Inc | 28,237 | $233.0K | 0.00% | +18,300+184.2% | Added |
| Manufacturers Life Insurance Company, The | 27,432 | $226.0K | 0.00% | +2,139+8.5% | Added |
| Jane Street Group, LLC | 26,593 | $219.0K | 0.00% | +15,263+134.7% | Added |
| PEAK6 Investments LLC | 26,545 | $219.0K | 0.01% | +26,545 | New |
| American International Group, Inc. | 26,002 | $215.0K | 0.00% | −537−2.0% | Reduced |
| Guggenheim Capital LLC | 25,543 | $211.0K | 0.00% | +8,189+47.2% | Added |
| UBS Group AG | 25,265 | $208.0K | 0.00% | −8,099−24.3% | Reduced |
| Russell Investments Group, Ltd. | 24,500 | $202.0K | 0.00% | −71,371−74.4% | Reduced |
| Deutsche Bank AG | 24,342 | $201.0K | 0.00% | −1,503−5.8% | Reduced |
| State of Tennessee, Treasury Department | 24,297 | $200.0K | 0.00% | −3,568−12.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 23,336 | $193.0K | 0.00% | +23,336 | New |
| Quilter Plc | 23,316 | $192.0K | 0.01% | +23,316 | New |
| Diversified Trust Co | 22,777 | $188.0K | 0.01% | +22,777 | New |
| Campbell & CO Investment Adviser LLC | 21,505 | $177.0K | 0.08% | +10,500+95.4% | Added |
| Alliancebernstein L.P. | 19,870 | $164.0K | 0.00% | −33,870−63.0% | Reduced |
| Amalgamated Bank | 19,780 | $163.0K | 0.00% | +19,780 | New |
| Paloma Partners Management Co | 19,422 | $160.0K | 0.00% | +19,422 | New |
| Louisiana State Employees Retirement System | 18,000 | $149.0K | 0.00% | −100−0.6% | Reduced |
| IndexIQ Advisors LLC | 17,776 | $147.0K | 0.00% | +2,206+14.2% | Added |
| BNP Paribas Arbitrage, SA | 17,694 | $146.0K | 0.00% | −2,389−11.9% | Reduced |
| Corient Capital Partners, LLC | 17,587 | $145.0K | 0.01% | +3,131+21.7% | Added |
| Citadel Advisors LLC | 17,251 | $142.0K | 0.00% | +17,251 | New |
| Stephens Inc | 17,037 | $141.0K | 0.00% | +4,537+36.3% | Added |
| State Board of Administration of Florida Retirement System | 16,589 | $137.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,053 | $132.0K | 0.00% | 00.0% | Unchanged |