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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 61,529 | $602.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 62,625 | $612.0K | 0.00% | −10,680−14.6% | Reduced |
| Royal Bank of Canada | 65,362 | $640.0K | 0.00% | +1,423+2.2% | Added |
| Deutsche Bank AG | 66,807 | $653.0K | 0.00% | +42,465+174.5% | Added |
| SG Americas Securities, LLC | 67,320 | $658.0K | 0.00% | −55,837−45.3% | Reduced |
| First Trust Advisors LP | 69,187 | $677.0K | 0.00% | +69,187 | New |
| Loveless Wealth Management LLC | 69,365 | $678.0K | 0.41% | −1,000−1.4% | Reduced |
| Voya Investment Management LLC | 70,204 | $687.0K | 0.00% | +1,564+2.3% | Added |
| Comerica Bank | 77,019 | $739.0K | 0.00% | +39,448+105.0% | Added |
| Legal & General Group Plc | 86,107 | $842.0K | 0.00% | +6,019+7.5% | Added |
| Public Sector Pension Investment Board | 87,962 | $860.0K | 0.01% | +5,880+7.2% | Added |
| Bank of America Corp | 89,295 | $873.0K | 0.00% | −65,600−42.4% | Reduced |
| New York State Teachers Retirement System | 94,057 | $920.0K | 0.00% | −10,595−10.1% | Reduced |
| Garner Asset Management Corp | 94,559 | $925.0K | 0.43% | +38,105+67.5% | Added |
| Globeflex Capital L P | 96,225 | $941.0K | 0.21% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 105,800 | $1.03M | 0.00% | −152,300−59.0% | Reduced |
| Cornercap Investment Counsel Inc | 109,374 | $1.07M | 0.12% | −6,815−5.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 113,983 | $1.11M | 0.41% | +113,983 | New |
| Independent Financial Group, LLC | 128,900 | $1.26M | 0.13% | +128,900 | New |
| Anson Funds Management LP | 168,000 | $1.64M | 0.21% | +168,000 | New |
| Rhumbline Advisers | 170,012 | $1.66M | 0.00% | −11,665−6.4% | Reduced |
| Barclays PLC | 183,851 | $1.80M | 0.00% | −2,431−1.3% | Reduced |
| Wells Fargo & Company | 212,305 | $2.08M | 0.00% | +14,728+7.5% | Added |
| Ameriprise Financial Inc | 225,613 | $2.21M | 0.00% | +11,725+5.5% | Added |
| Jacobs Levy Equity Management, Inc | 226,732 | $2.22M | 0.01% | −14,864−6.2% | Reduced |
| Bank of Montreal | 230,723 | $2.29M | 0.00% | +7,814+3.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 273,500 | $2.67M | 0.12% | +273,500 | New |
| Invesco Ltd. | 280,491 | $2.74M | 0.00% | +42,843+18.0% | Added |
| Principal Financial Group Inc | 297,242 | $2.91M | 0.00% | +21,163+7.7% | Added |
| AQR Capital Management LLC | 301,989 | $2.95M | 0.01% | −16,776−5.3% | Reduced |
| Renaissance Technologies LLC | 328,084 | $3.21M | 0.00% | −281,350−46.2% | Reduced |
| Morgan Stanley | 331,054 | $3.24M | 0.00% | −9,667−2.8% | Reduced |
| Acadian Asset Management LLC | 342,175 | $3.34M | 0.01% | +155,370+83.2% | Added |
| Charles Schwab Investment Management Inc | 353,860 | $3.46M | 0.00% | −270,477−43.3% | Reduced |
| Goldman Sachs Group Inc | 404,398 | $3.96M | 0.00% | −101,420−20.1% | Reduced |
| Millennium Management LLC | 423,775 | $4.14M | 0.01% | +176,522+71.4% | Added |
| Two Sigma Advisers, LP | 461,000 | $4.51M | 0.01% | +213,900+86.6% | Added |
| Bank of New York Mellon Corp | 475,971 | $4.65M | 0.00% | +15,087+3.3% | Added |
| Northern Trust Corp | 477,054 | $4.67M | 0.00% | +19,459+4.3% | Added |
| Nuveen Asset Management, LLC | 535,648 | $5.28M | 0.00% | +342,204+176.9% | Added |
| Two Sigma Investments, LP | 558,230 | $5.46M | 0.01% | +144,356+34.9% | Added |
| Dimensional Fund Advisors LP | 630,473 | $6.17M | 0.00% | +23,465+3.9% | Added |
| Parametric Portfolio Associates LLC | 674,764 | $6.60M | 0.00% | +164,257+32.2% | Added |
| Prudential Financial Inc | 757,320 | $7.41M | 0.01% | +502,064+196.7% | Added |
| Geode Capital Management, LLC | 761,033 | $7.44M | 0.00% | +30,979+4.2% | Added |
| State Street Corp | 1,639,080 | $16.0M | 0.00% | +69,245+4.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 2,269,195 | $22.2M | 3.84% | +2,269,195 | New |
| Vanguard Group Inc | 2,484,982 | $24.3M | 0.00% | +103,187+4.3% | Added |
| BlackRock Inc. | 7,277,456 | $71.2M | 0.00% | +202,612+2.9% | Added |
| Sofos Investments, Inc. | 6 | – | – | +6 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −561,575−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −387,705−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −133,126−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −86,004−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −73,467−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −67,088−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −33,817−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,208−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,593−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −25,543−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −23,336−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −19,422−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −16,189−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −14,659−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,582−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,478−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,103−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |