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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 4,404 | $0 | 0.00% | −9,230−67.7% | Reduced |
| Fifth Third Bancorp | 35 | $0 | 0.00% | +35 | New |
| Harbour Investments, Inc. | 24 | $0 | 0.00% | +24 | New |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 170 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 238 | $2.00K | 0.00% | +109+84.5% | Added |
| Parallel Advisors, LLC | 177 | $2.00K | 0.00% | +62+53.9% | Added |
| Allworth Financial LP | 175 | $2.00K | 0.00% | +175 | New |
| Raffa Wealth Management, LLC | 205 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.00K | 0.00% | +20+6.8% | Added |
| US Bancorp | 443 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 672 | $7.00K | 0.00% | +36+5.7% | Added |
| Fieldpoint Private Securities, LLC | 1,060 | $10.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,005 | $10.0K | 0.00% | +975+3,250.0% | Added |
| Sutton Wealth Advisors Inc. | 1,028 | $10.1K | 0.00% | +1+0.1% | Added |
| TCI Wealth Advisors, Inc. | 1,190 | $12.0K | 0.00% | +250+26.6% | Added |
| Sound Income Strategies, LLC | 1,415 | $14.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,549 | $15.0K | 0.00% | +332+27.3% | Added |
| Delta Asset Management LLC | 1,725 | $17.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,080 | $20.0K | 0.00% | +2,080 | New |
| Meeder Asset Management Inc | 2,162 | $21.0K | 0.00% | −133−5.8% | Reduced |
| Spire Wealth Management | 2,100 | $21.0K | 0.00% | +2,100 | New |
| Tower Research Capital LLC (TRC) | 2,279 | $22.0K | 0.00% | −143−5.9% | Reduced |
| Rockefeller Capital Management L.P. | 2,539 | $24.0K | 0.00% | +139+5.8% | Added |
| Quadrant Capital Group LLC | 2,716 | $27.0K | 0.00% | +1,186+77.5% | Added |
| Zions Bancorporation, N.A. | 3,000 | $29.0K | 0.00% | +3,000 | New |
| Point72 Hong Kong Ltd | 3,019 | $30.0K | 0.00% | −8,913−74.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,057 | $30.0K | 0.00% | +892+41.2% | Added |
| Ameritas Investment Partners, Inc. | 3,231 | $32.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,241 | $32.0K | 0.00% | +3,241 | New |
| The PNC Financial Services Group, Inc. | 3,771 | $36.0K | 0.00% | +1,823+93.6% | Added |
| Group One Trading, L.P. | 4,245 | $42.0K | 0.00% | −1,555−26.8% | Reduced |
| Mutual of America Capital Management LLC | 5,805 | $57.0K | 0.00% | +128+2.3% | Added |
| KBC Group NV | 5,897 | $58.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9,624 | $79.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,600 | $94.0K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,000 | $98.0K | 0.01% | 00.0% | Unchanged |
| HighVista Strategies LLC | 10,300 | $100.0K | 0.07% | 00.0% | Unchanged |
| Caxton Associates LP | 10,565 | $103.0K | 0.01% | +10,565 | New |
| Cambridge Investment Research Advisors, Inc. | 11,010 | $108.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,217 | $110.0K | 0.00% | +11,217 | New |
| Daiwa Securities Group Inc. | 11,728 | $115.0K | 0.00% | +2,846+32.0% | Added |
| Teachers Retirement System of the State of Kentucky | 12,354 | $121.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 12,933 | $126.0K | 0.00% | −13,612−51.3% | Reduced |
| Alliancebernstein L.P. | 13,030 | $127.0K | 0.00% | −6,840−34.4% | Reduced |
| Metropolitan Life Insurance Co | 13,104 | $128.2K | 0.00% | +10,561+415.3% | Added |
| Triton Wealth Management, PLLC | 13,087 | $132.0K | 0.06% | +123+0.9% | Added |
| Zebra Capital Management LLC | 13,813 | $135.0K | 0.16% | 00.0% | Unchanged |
| MetLife Investment Management | 15,478 | $151.4K | 0.00% | +15,478 | New |
| IndexIQ Advisors LLC | 15,663 | $153.0K | 0.01% | −2,113−11.9% | Reduced |
| ETF Managers Group, LLC | 15,557 | $154.0K | 0.00% | +15,557 | New |
| 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 |
| State Board of Administration of Florida Retirement System | 16,589 | $162.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 17,037 | $167.0K | 0.00% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 17,214 | $168.0K | 0.01% | −373−2.1% | Reduced |
| 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 |
| Amalgamated Bank | 19,942 | $195.0K | 0.00% | +162+0.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $198.0K | 0.00% | +5,940+41.5% | Added |
| Louisiana State Employees Retirement System | 21,000 | $205.0K | 0.00% | +3,000+16.7% | Added |
| Campbell & CO Investment Adviser LLC | 21,205 | $207.0K | 0.07% | −300−1.4% | Reduced |
| Citigroup Inc | 22,470 | $220.0K | 0.00% | −5,767−20.4% | Reduced |
| California State Teachers Retirement System | 22,710 | $222.0K | 0.00% | −32,496−58.9% | Reduced |
| Tiaa, FSB | 23,915 | $234.0K | 0.00% | +23,915 | New |
| New York State Common Retirement Fund | 24,527 | $240.0K | 0.00% | −7,810−24.2% | Reduced |
| Manufacturers Life Insurance Company, The | 25,410 | $249.0K | 0.00% | −2,022−7.4% | Reduced |
| State of Tennessee, Treasury Department | 25,517 | $250.0K | 0.00% | +1,220+5.0% | Added |
| American International Group, Inc. | 27,231 | $266.0K | 0.00% | +1,229+4.7% | Added |
| Diversified Trust Co | 27,259 | $267.0K | 0.01% | +4,482+19.7% | Added |
| Susquehanna Fundamental Investments, LLC | 29,699 | $290.0K | 0.01% | +29,699 | New |
| Ridgewood Investments LLC | 30,709 | $300.0K | 0.20% | −998−3.1% | Reduced |
| Nomura Asset Management Co Ltd | 31,500 | $308.1K | 0.00% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 32,122 | $314.0K | 0.09% | +32,122 | New |
| Texas Permanent School Fund | 32,202 | $315.0K | 0.00% | +2,445+8.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,006 | $323.0K | 0.00% | +2,363+7.7% | Added |
| Truist Financial Corp | 33,210 | $325.0K | 0.00% | +33,210 | New |
| Thrivent Financial for Lutherans | 35,187 | $344.0K | 0.00% | +2,544+7.8% | Added |
| LPL Financial LLC | 35,440 | $347.0K | 0.00% | −690−1.9% | Reduced |
| 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 |
| Commonwealth Equity Services, LLC | 36,910 | $360.0K | 0.00% | +70.0% | Added |
| Clarus Group, Inc. | 37,173 | $364.0K | 0.25% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 38,533 | $377.0K | 0.00% | −48,923−55.9% | Reduced |
| UBS Group AG | 39,133 | $382.0K | 0.00% | +13,868+54.9% | Added |
| Citadel Advisors LLC | 39,794 | $389.0K | 0.00% | +22,543+130.7% | Added |
| HSBC Holdings PLC | 40,170 | $391.0K | 0.00% | −25,648−39.0% | Reduced |
| Nisa Investment Advisors, LLC | 40,750 | $399.0K | 0.00% | −1,654−3.9% | Reduced |
| BNP Paribas Arbitrage, SA | 45,595 | $445.9K | 0.00% | +27,901+157.7% | Added |
| Gsa Capital Partners LLP | 48,173 | $471.0K | 0.05% | −5,114−9.6% | Reduced |
| Price T Rowe Associates Inc | 49,993 | $489.0K | 0.00% | +896+1.8% | Added |
| JPMorgan Chase & Co | 50,152 | $490.0K | 0.00% | −44,673−47.1% | Reduced |
| Public Employees Retirement System of Ohio | 50,923 | $498.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 52,175 | $510.0K | 0.00% | +52,175 | New |
| HighTower Advisors, LLC | 52,265 | $512.0K | 0.00% | +52,265 | New |
| State of Alaska, Department of Revenue | 54,461 | $532.0K | 0.01% | +10,092+22.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,577 | $534.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 57,602 | $563.0K | 0.07% | +57,602 | New |
| STRS Ohio | 57,933 | $566.0K | 0.00% | +3,234+5.9% | Added |