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 |
|---|---|---|---|---|---|
| Zebra Capital Management LLC | 13,813 | $135.0K | 0.16% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 13,087 | $132.0K | 0.06% | +123+0.9% | Added |
| Metropolitan Life Insurance Co | 13,104 | $128.2K | 0.00% | +10,561+415.3% | Added |
| Alliancebernstein L.P. | 13,030 | $127.0K | 0.00% | −6,840−34.4% | Reduced |
| PEAK6 Investments LLC | 12,933 | $126.0K | 0.00% | −13,612−51.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,354 | $121.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 11,728 | $115.0K | 0.00% | +2,846+32.0% | Added |
| Qube Research & Technologies Ltd | 11,217 | $110.0K | 0.00% | +11,217 | New |
| Cambridge Investment Research Advisors, Inc. | 11,010 | $108.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 10,565 | $103.0K | 0.01% | +10,565 | New |
| HighVista Strategies LLC | 10,300 | $100.0K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,000 | $98.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,600 | $94.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9,624 | $79.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,897 | $58.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 5,805 | $57.0K | 0.00% | +128+2.3% | Added |
| Group One Trading, L.P. | 4,245 | $42.0K | 0.00% | −1,555−26.8% | Reduced |
| The PNC Financial Services Group, Inc. | 3,771 | $36.0K | 0.00% | +1,823+93.6% | 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 |
| 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 |
| Zions Bancorporation, N.A. | 3,000 | $29.0K | 0.00% | +3,000 | New |
| Quadrant Capital Group LLC | 2,716 | $27.0K | 0.00% | +1,186+77.5% | Added |
| Rockefeller Capital Management L.P. | 2,539 | $24.0K | 0.00% | +139+5.8% | Added |
| Tower Research Capital LLC (TRC) | 2,279 | $22.0K | 0.00% | −143−5.9% | Reduced |
| 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 |
| Charter Oak Capital Management, LLC | 2,080 | $20.0K | 0.00% | +2,080 | New |
| Delta Asset Management LLC | 1,725 | $17.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,549 | $15.0K | 0.00% | +332+27.3% | Added |
| American Portfolios Advisors | 1,500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,415 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,190 | $12.0K | 0.00% | +250+26.6% | Added |
| Sutton Wealth Advisors Inc. | 1,028 | $10.1K | 0.00% | +1+0.1% | 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 |
| Versant Capital Management, Inc | 672 | $7.00K | 0.00% | +36+5.7% | Added |
| US Bancorp | 443 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.00K | 0.00% | +20+6.8% | Added |
| Raffa Wealth Management, LLC | 205 | $2.00K | 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 |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |