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 |
|---|---|---|---|---|---|
| FMR LLC | 30 | $0 | 0.00% | +30 | New |
| Ellevest, Inc. | 129 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | +61+225.9% | Added |
| Sageworth Trust Co | 170 | $1.00K | 0.00% | +170 | New |
| Parallel Advisors, LLC | 115 | $1.00K | 0.00% | +115 | New |
| Raffa Wealth Management, LLC | 205 | $1.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 295 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 288 | $2.00K | 0.00% | +288 | New |
| Creative Financial Designs Inc | 400 | $3.00K | 0.00% | +400 | New |
| US Bancorp | 443 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 636 | $5.00K | 0.00% | −1,272−66.7% | Reduced |
| TCI Wealth Advisors, Inc. | 940 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,027 | $8.47K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,179 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,060 | $10.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,217 | $10.0K | 0.00% | +742+156.2% | Added |
| Sound Income Strategies, LLC | 1,415 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,500 | $12.0K | 0.00% | +1,500 | New |
| American Portfolios Advisors | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,530 | $13.0K | 0.00% | −13−0.8% | Reduced |
| Delta Asset Management LLC | 1,725 | $14.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,948 | $16.0K | 0.00% | +356+22.4% | Added |
| Advisor Group Holdings, Inc. | 2,165 | $18.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,295 | $19.0K | 0.00% | +129+6.0% | Added |
| Rockefeller Capital Management L.P. | 2,400 | $19.0K | 0.00% | +2,400 | New |
| Tower Research Capital LLC (TRC) | 2,422 | $20.0K | 0.00% | −3,939−61.9% | Reduced |
| Metropolitan Life Insurance Co | 2,543 | $21.0K | 0.00% | −11,561−82.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,231 | $27.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,677 | $47.0K | 0.00% | +345+6.5% | Added |
| Group One Trading, L.P. | 5,800 | $48.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,897 | $49.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,882 | $73.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,600 | $79.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9,624 | $79.0K | 0.00% | +2,174+29.2% | Added |
| Ausdal Financial Partners, Inc. | 10,000 | $83.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,103 | $83.0K | 0.01% | +10,103 | New |
| HighVista Strategies LLC | 10,300 | $85.0K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,010 | $91.0K | 0.00% | +10+0.1% | Added |
| ProShare Advisors LLC | 11,478 | $95.0K | 0.00% | −350−3.0% | Reduced |
| Point72 Hong Kong Ltd | 11,932 | $98.0K | 0.01% | +11,459+2,422.6% | Added |
| Teachers Retirement System of the State of Kentucky | 12,354 | $102.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,582 | $104.0K | 0.04% | +12,582 | New |
| Jump Financial, LLC | 12,600 | $104.0K | 0.01% | +12,600 | New |
| Eaton Vance Management | 13,634 | $112.0K | 0.00% | +11,398+509.7% | Added |
| Zebra Capital Management LLC | 13,813 | $114.0K | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,900 | $115.0K | 0.01% | +13,900 | New |
| Pinz Capital Management, LP | 13,900 | $115.0K | 0.03% | +13,900 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,300 | $118.0K | 0.00% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 14,659 | $121.0K | 0.04% | +14,659 | New |
| Triton Wealth Management, PLLC | 12,964 | $122.0K | 0.07% | −1,986−13.3% | Reduced |
| M&G Investment Management Ltd | 16,189 | $130.0K | 0.00% | +16,189 | New |
| Oregon Public Employees Retirement Fund | 16,053 | $132.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,589 | $137.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 17,037 | $141.0K | 0.00% | +4,537+36.3% | Added |
| Citadel Advisors LLC | 17,251 | $142.0K | 0.00% | +17,251 | New |
| Corient Capital Partners, LLC | 17,587 | $145.0K | 0.01% | +3,131+21.7% | Added |
| BNP Paribas Arbitrage, SA | 17,694 | $146.0K | 0.00% | −2,389−11.9% | Reduced |
| IndexIQ Advisors LLC | 17,776 | $147.0K | 0.00% | +2,206+14.2% | Added |
| Louisiana State Employees Retirement System | 18,000 | $149.0K | 0.00% | −100−0.6% | Reduced |
| Paloma Partners Management Co | 19,422 | $160.0K | 0.00% | +19,422 | New |
| Amalgamated Bank | 19,780 | $163.0K | 0.00% | +19,780 | New |
| Alliancebernstein L.P. | 19,870 | $164.0K | 0.00% | −33,870−63.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,505 | $177.0K | 0.08% | +10,500+95.4% | Added |
| Diversified Trust Co | 22,777 | $188.0K | 0.01% | +22,777 | New |
| Quilter Plc | 23,316 | $192.0K | 0.01% | +23,316 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 23,336 | $193.0K | 0.00% | +23,336 | New |
| State of Tennessee, Treasury Department | 24,297 | $200.0K | 0.00% | −3,568−12.8% | Reduced |
| Deutsche Bank AG | 24,342 | $201.0K | 0.00% | −1,503−5.8% | Reduced |
| Russell Investments Group, Ltd. | 24,500 | $202.0K | 0.00% | −71,371−74.4% | Reduced |
| UBS Group AG | 25,265 | $208.0K | 0.00% | −8,099−24.3% | Reduced |
| Guggenheim Capital LLC | 25,543 | $211.0K | 0.00% | +8,189+47.2% | Added |
| American International Group, Inc. | 26,002 | $215.0K | 0.00% | −537−2.0% | Reduced |
| 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 |
| Manufacturers Life Insurance Company, The | 27,432 | $226.0K | 0.00% | +2,139+8.5% | Added |
| Citigroup Inc | 28,237 | $233.0K | 0.00% | +18,300+184.2% | Added |
| 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 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,643 | $253.0K | 0.00% | −151−0.5% | Reduced |
| Nomura Asset Management Co Ltd | 31,500 | $259.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 31,707 | $262.0K | 0.17% | −397−1.2% | 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 |
| Thrivent Financial for Lutherans | 32,643 | $269.0K | 0.00% | −158−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 33,208 | $274.0K | 0.00% | +33,208 | New |
| Clal Insurance Enterprises Holdings Ltd | 33,817 | $279.0K | 0.00% | +22,541+199.9% | Added |
| LPL Financial LLC | 36,130 | $298.0K | 0.00% | −6,875−16.0% | Reduced |
| Clarus Group, Inc. | 37,173 | $301.0K | 0.23% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,903 | $304.0K | 0.00% | +60.0% | 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 |
| State of Alaska, Department of Revenue | 44,369 | $365.0K | 0.00% | +1,962+4.6% | Added |
| Price T Rowe Associates Inc | 49,097 | $405.0K | 0.00% | −12,611−20.4% | Reduced |
| Public Employees Retirement System of Ohio | 50,923 | $420.0K | 0.00% | +50,923 | New |
| Gsa Capital Partners LLP | 53,287 | $440.0K | 0.05% | +28,915+118.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,577 | $450.0K | 0.00% | −4,138−7.0% | Reduced |
| STRS Ohio | 54,699 | $451.0K | 0.00% | −2,172−3.8% | Reduced |
| California State Teachers Retirement System | 55,206 | $455.0K | 0.00% | −5,030−8.4% | Reduced |
| Garner Asset Management Corp | 56,454 | $466.0K | 0.23% | +4,600+8.9% | Added |
| Panagora Asset Management Inc | 61,529 | $508.0K | 0.00% | −4,630−7.0% | Reduced |