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, Q3 2021
Institutional positions in Whitestone REIT as of Sep 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
- 150
- 0 vs. Q2 2021
- Shares held
- 27.3M
- +2.79M (+11.4%) vs. Q2 2021
- Total value
- $266.6M
- +$64.7M (+32.0%) vs. Q2 2021
- New holders
- 26
- 60 more added
- Sold out
- 26
- 39 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,277,456 | $71.2M | 0.00% | +202,612+2.9% | Added |
| Vanguard Group Inc | 2,484,982 | $24.3M | 0.00% | +103,187+4.3% | Added |
| Highland Capital Management Fund Advisors, L.P. | 2,269,195 | $22.2M | 3.84% | +2,269,195 | New |
| State Street Corp | 1,639,080 | $16.0M | 0.00% | +69,245+4.4% | Added |
| Geode Capital Management, LLC | 761,033 | $7.44M | 0.00% | +30,979+4.2% | Added |
| Prudential Financial Inc | 757,320 | $7.41M | 0.01% | +502,064+196.7% | Added |
| Parametric Portfolio Associates LLC | 674,764 | $6.60M | 0.00% | +164,257+32.2% | Added |
| Dimensional Fund Advisors LP | 630,473 | $6.17M | 0.00% | +23,465+3.9% | Added |
| Two Sigma Investments, LP | 558,230 | $5.46M | 0.01% | +144,356+34.9% | Added |
| Nuveen Asset Management, LLC | 535,648 | $5.28M | 0.00% | +342,204+176.9% | Added |
| Northern Trust Corp | 477,054 | $4.67M | 0.00% | +19,459+4.3% | Added |
| Bank of New York Mellon Corp | 475,971 | $4.65M | 0.00% | +15,087+3.3% | Added |
| Two Sigma Advisers, LP | 461,000 | $4.51M | 0.01% | +213,900+86.6% | Added |
| Millennium Management LLC | 423,775 | $4.14M | 0.01% | +176,522+71.4% | Added |
| Goldman Sachs Group Inc | 404,398 | $3.96M | 0.00% | −101,420−20.1% | Reduced |
| Charles Schwab Investment Management Inc | 353,860 | $3.46M | 0.00% | −270,477−43.3% | Reduced |
| Acadian Asset Management LLC | 342,175 | $3.34M | 0.01% | +155,370+83.2% | Added |
| Morgan Stanley | 331,054 | $3.24M | 0.00% | −9,667−2.8% | Reduced |
| Renaissance Technologies LLC | 328,084 | $3.21M | 0.00% | −281,350−46.2% | Reduced |
| AQR Capital Management LLC | 301,989 | $2.95M | 0.01% | −16,776−5.3% | Reduced |
| Principal Financial Group Inc | 297,242 | $2.91M | 0.00% | +21,163+7.7% | Added |
| Invesco Ltd. | 280,491 | $2.74M | 0.00% | +42,843+18.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 273,500 | $2.67M | 0.12% | +273,500 | New |
| Bank of Montreal | 230,723 | $2.29M | 0.00% | +7,814+3.5% | Added |
| Jacobs Levy Equity Management, Inc | 226,732 | $2.22M | 0.01% | −14,864−6.2% | Reduced |
| Ameriprise Financial Inc | 225,613 | $2.21M | 0.00% | +11,725+5.5% | Added |
| Wells Fargo & Company | 212,305 | $2.08M | 0.00% | +14,728+7.5% | Added |
| Barclays PLC | 183,851 | $1.80M | 0.00% | −2,431−1.3% | Reduced |
| Rhumbline Advisers | 170,012 | $1.66M | 0.00% | −11,665−6.4% | Reduced |
| Anson Funds Management LP | 168,000 | $1.64M | 0.21% | +168,000 | New |
| Independent Financial Group, LLC | 128,900 | $1.26M | 0.13% | +128,900 | New |
| Jackson Creek Investment Advisors LLC | 113,983 | $1.11M | 0.41% | +113,983 | New |
| Cornercap Investment Counsel Inc | 109,374 | $1.07M | 0.12% | −6,815−5.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 105,800 | $1.03M | 0.00% | −152,300−59.0% | Reduced |
| Globeflex Capital L P | 96,225 | $941.0K | 0.21% | 00.0% | Unchanged |
| Garner Asset Management Corp | 94,559 | $925.0K | 0.43% | +38,105+67.5% | Added |
| New York State Teachers Retirement System | 94,057 | $920.0K | 0.00% | −10,595−10.1% | Reduced |
| Bank of America Corp | 89,295 | $873.0K | 0.00% | −65,600−42.4% | Reduced |
| Public Sector Pension Investment Board | 87,962 | $860.0K | 0.01% | +5,880+7.2% | Added |
| Legal & General Group Plc | 86,107 | $842.0K | 0.00% | +6,019+7.5% | Added |
| Comerica Bank | 77,019 | $739.0K | 0.00% | +39,448+105.0% | Added |
| Voya Investment Management LLC | 70,204 | $687.0K | 0.00% | +1,564+2.3% | Added |
| Loveless Wealth Management LLC | 69,365 | $678.0K | 0.41% | −1,000−1.4% | Reduced |
| First Trust Advisors LP | 69,187 | $677.0K | 0.00% | +69,187 | New |
| SG Americas Securities, LLC | 67,320 | $658.0K | 0.00% | −55,837−45.3% | Reduced |
| Deutsche Bank AG | 66,807 | $653.0K | 0.00% | +42,465+174.5% | Added |
| Royal Bank of Canada | 65,362 | $640.0K | 0.00% | +1,423+2.2% | Added |
| Asset Management One Co.,Ltd. | 62,625 | $612.0K | 0.00% | −10,680−14.6% | Reduced |
| Panagora Asset Management Inc | 61,529 | $602.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 57,933 | $566.0K | 0.00% | +3,234+5.9% | Added |
| Algert Global LLC | 57,602 | $563.0K | 0.07% | +57,602 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,577 | $534.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 54,461 | $532.0K | 0.01% | +10,092+22.7% | Added |
| HighTower Advisors, LLC | 52,265 | $512.0K | 0.00% | +52,265 | New |
| Arrowstreet Capital, Limited Partnership | 52,175 | $510.0K | 0.00% | +52,175 | New |
| Public Employees Retirement System of Ohio | 50,923 | $498.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 50,152 | $490.0K | 0.00% | −44,673−47.1% | Reduced |
| Price T Rowe Associates Inc | 49,993 | $489.0K | 0.00% | +896+1.8% | Added |
| Gsa Capital Partners LLP | 48,173 | $471.0K | 0.05% | −5,114−9.6% | Reduced |
| BNP Paribas Arbitrage, SA | 45,595 | $445.9K | 0.00% | +27,901+157.7% | Added |
| Nisa Investment Advisors, LLC | 40,750 | $399.0K | 0.00% | −1,654−3.9% | Reduced |
| HSBC Holdings PLC | 40,170 | $391.0K | 0.00% | −25,648−39.0% | Reduced |
| Citadel Advisors LLC | 39,794 | $389.0K | 0.00% | +22,543+130.7% | Added |
| UBS Group AG | 39,133 | $382.0K | 0.00% | +13,868+54.9% | Added |
| Cubist Systematic Strategies, LLC | 38,533 | $377.0K | 0.00% | −48,923−55.9% | Reduced |
| Clarus Group, Inc. | 37,173 | $364.0K | 0.25% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,910 | $360.0K | 0.00% | +70.0% | Added |
| Great West Life Assurance Co | 36,407 | $359.0K | 0.00% | +4,017+12.4% | Added |
| Squarepoint Ops LLC | 36,749 | $359.0K | 0.00% | +7,099+23.9% | Added |
| LPL Financial LLC | 35,440 | $347.0K | 0.00% | −690−1.9% | Reduced |
| Thrivent Financial for Lutherans | 35,187 | $344.0K | 0.00% | +2,544+7.8% | Added |
| Truist Financial Corp | 33,210 | $325.0K | 0.00% | +33,210 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,006 | $323.0K | 0.00% | +2,363+7.7% | Added |
| Texas Permanent School Fund | 32,202 | $315.0K | 0.00% | +2,445+8.2% | Added |
| Oliver Luxxe Assets LLC | 32,122 | $314.0K | 0.09% | +32,122 | New |
| Nomura Asset Management Co Ltd | 31,500 | $308.1K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 30,709 | $300.0K | 0.20% | −998−3.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,699 | $290.0K | 0.01% | +29,699 | New |
| Diversified Trust Co | 27,259 | $267.0K | 0.01% | +4,482+19.7% | Added |
| American International Group, Inc. | 27,231 | $266.0K | 0.00% | +1,229+4.7% | Added |
| State of Tennessee, Treasury Department | 25,517 | $250.0K | 0.00% | +1,220+5.0% | Added |
| Manufacturers Life Insurance Company, The | 25,410 | $249.0K | 0.00% | −2,022−7.4% | Reduced |
| New York State Common Retirement Fund | 24,527 | $240.0K | 0.00% | −7,810−24.2% | Reduced |
| Tiaa, FSB | 23,915 | $234.0K | 0.00% | +23,915 | New |
| California State Teachers Retirement System | 22,710 | $222.0K | 0.00% | −32,496−58.9% | Reduced |
| Citigroup Inc | 22,470 | $220.0K | 0.00% | −5,767−20.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,205 | $207.0K | 0.07% | −300−1.4% | Reduced |
| Louisiana State Employees Retirement System | 21,000 | $205.0K | 0.00% | +3,000+16.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $198.0K | 0.00% | +5,940+41.5% | Added |
| Amalgamated Bank | 19,942 | $195.0K | 0.00% | +162+0.8% | Added |
| Man Group plc | 18,286 | $179.0K | 0.00% | −88,700−82.9% | Reduced |
| Quilter Plc | 18,316 | $179.0K | 0.01% | −5,000−21.4% | Reduced |
| Corient Capital Partners, LLC | 17,214 | $168.0K | 0.01% | −373−2.1% | Reduced |
| Stephens Inc | 17,037 | $167.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,589 | $162.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,953 | $156.0K | 0.00% | −100−0.6% | Reduced |
| Maryland State Retirement & Pension System | 15,806 | $156.0K | 0.00% | +15,806 | New |
| ETF Managers Group, LLC | 15,557 | $154.0K | 0.00% | +15,557 | New |
| IndexIQ Advisors LLC | 15,663 | $153.0K | 0.01% | −2,113−11.9% | Reduced |
| MetLife Investment Management | 15,478 | $151.4K | 0.00% | +15,478 | New |