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 |
|---|---|---|---|---|---|
| M&G Investment Management Ltd | 16,189 | $130.0K | 0.00% | +16,189 | New |
| Triton Wealth Management, PLLC | 12,964 | $122.0K | 0.07% | −1,986−13.3% | Reduced |
| Quantitative Systematic Strategies LLC | 14,659 | $121.0K | 0.04% | +14,659 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,300 | $118.0K | 0.00% | 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 |
| Zebra Capital Management LLC | 13,813 | $114.0K | 0.13% | 00.0% | Unchanged |
| Eaton Vance Management | 13,634 | $112.0K | 0.00% | +11,398+509.7% | Added |
| XTX Topco Ltd | 12,582 | $104.0K | 0.04% | +12,582 | New |
| Jump Financial, LLC | 12,600 | $104.0K | 0.01% | +12,600 | New |
| Teachers Retirement System of the State of Kentucky | 12,354 | $102.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 11,932 | $98.0K | 0.01% | +11,459+2,422.6% | Added |
| ProShare Advisors LLC | 11,478 | $95.0K | 0.00% | −350−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,010 | $91.0K | 0.00% | +10+0.1% | Added |
| HighVista Strategies LLC | 10,300 | $85.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Daiwa Securities Group Inc. | 8,882 | $73.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,897 | $49.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,677 | $47.0K | 0.00% | +345+6.5% | Added |
| Ameritas Investment Partners, Inc. | 3,231 | $27.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,543 | $21.0K | 0.00% | −11,561−82.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,422 | $20.0K | 0.00% | −3,939−61.9% | Reduced |
| 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 |
| Advisor Group Holdings, Inc. | 2,165 | $18.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,948 | $16.0K | 0.00% | +356+22.4% | Added |
| Delta Asset Management LLC | 1,725 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,530 | $13.0K | 0.00% | −13−0.8% | Reduced |
| American Portfolios Advisors | 1,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 1,027 | $8.47K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 940 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 636 | $5.00K | 0.00% | −1,272−66.7% | Reduced |
| US Bancorp | 443 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 400 | $3.00K | 0.00% | +400 | New |
| 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 |
| Raffa Wealth Management, LLC | 205 | $1.69K | 0.00% | 00.0% | Unchanged |
| 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 |
| FMR LLC | 30 | $0 | 0.00% | +30 | New |
| 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 |