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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.

Q3 2021 vs. Q2 2021

How the institutions holding Whitestone REIT changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of WSR: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders15111500
Shares24.7M204.1K27.3M+2.79M (+11.4%)
Value$203.6M$1.68M$266.6M+$64.7M (+32.0%)

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Whitestone REIT at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to WSR in Q3 2021
InstitutionSharesValue% of portfolio
Highland Capital Management Fund Advisors, L.P.2,269,195$22.2M3.84%
U.S. Capital Wealth Advisors, LLC273,500$2.67M0.12%
Anson Funds Management LP168,000$1.64M0.21%
Independent Financial Group, LLC128,900$1.26M0.13%
Jackson Creek Investment Advisors LLC113,983$1.11M0.41%
First Trust Advisors LP69,187$677.0K0.00%
Algert Global LLC57,602$563.0K0.07%
HighTower Advisors, LLC52,265$512.0K0.00%
Arrowstreet Capital, Limited Partnership52,175$510.0K0.00%
Truist Financial Corp33,210$325.0K0.00%
Oliver Luxxe Assets LLC32,122$314.0K0.09%
Susquehanna Fundamental Investments, LLC29,699$290.0K0.01%
Tiaa, FSB23,915$234.0K0.00%
Maryland State Retirement & Pension System15,806$156.0K0.00%
ETF Managers Group, LLC15,557$154.0K0.00%
MetLife Investment Management15,478$151.4K0.00%
Qube Research & Technologies Ltd11,217$110.0K0.00%
Caxton Associates LP10,565$103.0K0.01%
O'Shaughnessy Asset Management, LLC3,241$32.0K0.00%
Zions Bancorporation, N.A.3,000$29.0K0.00%
Spire Wealth Management2,100$21.0K0.00%
Charter Oak Capital Management, LLC2,080$20.0K0.00%
Allworth Financial LP175$2.00K0.00%
Fifth Third Bancorp35$00.00%
Harbour Investments, Inc.24$00.00%
Sofos Investments, Inc.6––

Sold out (26)

Institutions that held Whitestone REIT at the end of Q2 2021 and filed for Q3 2021 without it.

Not filed for Q3 2021 yet (1)

Institutions that held Whitestone REIT at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Usca Ria LLC204,146$1.68M