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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 63,939 | $528.0K | 0.00% | +6,827+12.0% | Added |
| HSBC Holdings PLC | 65,818 | $546.0K | 0.00% | +60+0.1% | Added |
| Tudor Investment Corp Et Al | 67,088 | $553.0K | 0.01% | +67,088 | New |
| Voya Investment Management LLC | 68,640 | $566.0K | 0.00% | −2,347−3.3% | Reduced |
| Loveless Wealth Management LLC | 70,365 | $581.0K | 0.35% | −925−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 73,305 | $604.0K | 0.00% | −18,827−20.4% | Reduced |
| Ergoteles LLC | 73,467 | $606.0K | 0.01% | +73,467 | New |
| Legal & General Group Plc | 80,088 | $661.0K | 0.00% | −28,313−26.1% | Reduced |
| Public Sector Pension Investment Board | 82,082 | $677.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 86,004 | $709.0K | 0.01% | +69,852+432.5% | Added |
| Cubist Systematic Strategies, LLC | 87,456 | $722.0K | 0.01% | +77,603+787.6% | Added |
| JPMorgan Chase & Co | 94,825 | $783.0K | 0.00% | −267,715−73.8% | Reduced |
| Globeflex Capital L P | 96,225 | $794.0K | 0.14% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 104,652 | $863.0K | 0.00% | −4,300−3.9% | Reduced |
| Man Group plc | 106,986 | $883.0K | 0.00% | −15,400−12.6% | Reduced |
| Cornercap Investment Counsel Inc | 116,189 | $959.0K | 0.11% | +1,850+1.6% | Added |
| SG Americas Securities, LLC | 123,157 | $1.02M | 0.01% | +123,157 | New |
| Susquehanna International Group, LLP | 133,126 | $1.10M | 0.00% | +133,126 | New |
| Bank of America Corp | 154,895 | $1.28M | 0.00% | +893+0.6% | Added |
| Rhumbline Advisers | 181,677 | $1.50M | 0.00% | −23,695−11.5% | Reduced |
| Barclays PLC | 186,282 | $1.54M | 0.00% | −28,043−13.1% | Reduced |
| Acadian Asset Management LLC | 186,805 | $1.54M | 0.01% | +158,038+549.4% | Added |
| Hill Winds Capital LP | 190,000 | $1.57M | 0.83% | +190,000 | New |
| Nuveen Asset Management, LLC | 193,444 | $1.60M | 0.00% | −21,353−9.9% | Reduced |
| Wells Fargo & Company | 197,577 | $1.63M | 0.00% | −29,005−12.8% | Reduced |
| Usca Ria LLC | 204,146 | $1.68M | 0.10% | +81,580+66.6% | Added |
| Ameriprise Financial Inc | 213,888 | $1.76M | 0.00% | −11,428−5.1% | Reduced |
| Bank of Montreal | 222,909 | $1.87M | 0.00% | +68,325+44.2% | Added |
| Invesco Ltd. | 237,648 | $1.96M | 0.00% | +6,040+2.6% | Added |
| Jacobs Levy Equity Management, Inc | 241,596 | $1.99M | 0.01% | +215,393+822.0% | Added |
| Two Sigma Advisers, LP | 247,100 | $2.04M | 0.01% | +247,100 | New |
| Millennium Management LLC | 247,253 | $2.04M | 0.00% | +247,253 | New |
| Prudential Financial Inc | 255,256 | $2.11M | 0.00% | +127,593+99.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 258,100 | $2.13M | 0.00% | +258,100 | New |
| Principal Financial Group Inc | 276,079 | $2.28M | 0.00% | +1,635+0.6% | Added |
| AQR Capital Management LLC | 318,765 | $2.63M | 0.00% | −5,054−1.6% | Reduced |
| Morgan Stanley | 340,721 | $2.81M | 0.00% | +126,232+58.9% | Added |
| D. E. Shaw & Co., Inc. | 387,705 | $3.20M | 0.00% | +387,705 | New |
| Two Sigma Investments, LP | 413,874 | $3.41M | 0.01% | +413,874 | New |
| Northern Trust Corp | 457,595 | $3.78M | 0.00% | +1700.0% | Added |
| Bank of New York Mellon Corp | 460,884 | $3.80M | 0.00% | −10,509−2.2% | Reduced |
| Goldman Sachs Group Inc | 505,818 | $4.17M | 0.00% | +225,264+80.3% | Added |
| Parametric Portfolio Associates LLC | 510,507 | $4.21M | 0.00% | +78,004+18.0% | Added |
| Balyasny Asset Management LLC | 561,575 | $4.63M | 0.03% | +239,656+74.4% | Added |
| Dimensional Fund Advisors LP | 607,008 | $5.01M | 0.00% | −10,243−1.7% | Reduced |
| Renaissance Technologies LLC | 609,434 | $5.03M | 0.01% | +170,950+39.0% | Added |
| Charles Schwab Investment Management Inc | 624,337 | $5.15M | 0.00% | +136,213+27.9% | Added |
| Geode Capital Management, LLC | 730,054 | $6.02M | 0.00% | −128,921−15.0% | Reduced |
| State Street Corp | 1,569,835 | $13.0M | 0.00% | +29,064+1.9% | Added |
| Vanguard Group Inc | 2,381,795 | $19.6M | 0.00% | −1,958,213−45.1% | Reduced |
| BlackRock Inc. | 7,074,844 | $58.4M | 0.00% | +501,819+7.6% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −106,500−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −81,700−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −69,093−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −23,915−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −6,647−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,597−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |