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, Q4 2021
Institutional positions in Whitestone REIT as of Dec 31, 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
- 154
- +5 vs. Q3 2021
- Shares held
- 28.6M
- +1.29M (+4.7%) vs. Q3 2021
- Total value
- $288.7M
- +$22.1M (+8.3%) vs. Q3 2021
- New holders
- 22
- 64 more added
- Sold out
- 17
- 36 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,555,899 | $76.5M | 0.00% | +278,443+3.8% | Added |
| Vanguard Group Inc | 2,870,698 | $29.1M | 0.00% | +385,716+15.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 2,269,195 | $23.0M | 3.25% | 00.0% | Unchanged |
| State Street Corp | 1,764,546 | $17.9M | 0.00% | +125,466+7.7% | Added |
| Geode Capital Management, LLC | 809,629 | $8.20M | 0.00% | +48,596+6.4% | Added |
| Acadian Asset Management LLC | 710,628 | $7.20M | 0.03% | +368,453+107.7% | Added |
| Prudential Financial Inc | 686,354 | $6.95M | 0.01% | −70,966−9.4% | Reduced |
| Dimensional Fund Advisors LP | 655,991 | $6.64M | 0.00% | +25,518+4.0% | Added |
| Goldman Sachs Group Inc | 623,774 | $6.32M | 0.00% | +219,376+54.2% | Added |
| Parametric Portfolio Associates LLC | 618,605 | $6.27M | 0.00% | −56,159−8.3% | Reduced |
| Bank of New York Mellon Corp | 604,548 | $6.13M | 0.00% | +128,577+27.0% | Added |
| Invesco Ltd. | 501,782 | $5.08M | 0.00% | +221,291+78.9% | Added |
| Northern Trust Corp | 494,401 | $5.01M | 0.00% | +17,347+3.6% | Added |
| Nuveen Asset Management, LLC | 539,364 | $4.97M | 0.00% | +3,716+0.7% | Added |
| Two Sigma Advisers, LP | 466,800 | $4.73M | 0.01% | +5,800+1.3% | Added |
| Two Sigma Investments, LP | 449,360 | $4.55M | 0.01% | −108,870−19.5% | Reduced |
| Ameriprise Financial Inc | 411,686 | $4.17M | 0.00% | +186,073+82.5% | Added |
| Renaissance Technologies LLC | 356,584 | $3.61M | 0.00% | +28,500+8.7% | Added |
| AQR Capital Management LLC | 332,259 | $3.37M | 0.01% | +30,270+10.0% | Added |
| Principal Financial Group Inc | 308,156 | $3.12M | 0.00% | +10,914+3.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 283,785 | $2.88M | 0.11% | +10,285+3.8% | Added |
| Morgan Stanley | 244,666 | $2.48M | 0.00% | −86,388−26.1% | Reduced |
| Millennium Management LLC | 241,989 | $2.45M | 0.00% | −181,786−42.9% | Reduced |
| Wells Fargo & Company | 241,627 | $2.45M | 0.00% | +29,322+13.8% | Added |
| Jacobs Levy Equity Management, Inc | 231,427 | $2.34M | 0.02% | +4,695+2.1% | Added |
| Charles Schwab Investment Management Inc | 218,731 | $2.22M | 0.00% | −135,129−38.2% | Reduced |
| Anson Funds Management LP | 199,000 | $2.02M | 0.28% | +31,000+18.5% | Added |
| Independent Financial Group, LLC | 142,914 | $1.45M | 0.12% | +14,014+10.9% | Added |
| Rhumbline Advisers | 132,282 | $1.34M | 0.00% | −37,730−22.2% | Reduced |
| Barclays PLC | 131,433 | $1.33M | 0.00% | −52,418−28.5% | Reduced |
| Cornercap Investment Counsel Inc | 99,003 | $1.00M | 0.15% | −10,371−9.5% | Reduced |
| Bank of America Corp | 97,603 | $989.0K | 0.00% | +8,308+9.3% | Added |
| Legal & General Group Plc | 96,868 | $981.0K | 0.00% | +10,761+12.5% | Added |
| Globeflex Capital L P | 96,225 | $975.0K | 0.20% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 95,059 | $963.0K | 0.00% | +1,002+1.1% | Added |
| Garner Asset Management Corp | 94,159 | $954.0K | 0.40% | −400−0.4% | Reduced |
| Public Sector Pension Investment Board | 94,032 | $953.0K | 0.01% | +6,070+6.9% | Added |
| First Eagle Investment Management, LLC | 92,565 | $938.0K | 0.00% | +92,565 | New |
| Man Group plc | 88,173 | $893.0K | 0.00% | +69,887+382.2% | Added |
| First Trust Advisors LP | 83,242 | $843.0K | 0.00% | +14,055+20.3% | Added |
| Asset Management One Co.,Ltd. | 82,665 | $830.0K | 0.00% | +20,040+32.0% | Added |
| Voya Investment Management LLC | 69,922 | $708.0K | 0.00% | −282−0.4% | Reduced |
| Loveless Wealth Management LLC | 68,965 | $699.0K | 0.38% | −400−0.6% | Reduced |
| Royal Bank of Canada | 68,470 | $693.0K | 0.00% | +3,108+4.8% | Added |
| Gsa Capital Partners LLP | 67,310 | $682.0K | 0.09% | +19,137+39.7% | Added |
| UBS Group AG | 63,328 | $642.0K | 0.00% | +24,195+61.8% | Added |
| Panagora Asset Management Inc | 61,529 | $623.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 60,285 | $610.0K | 0.00% | +2,352+4.1% | Added |
| JPMorgan Chase & Co | 57,790 | $585.0K | 0.00% | +7,638+15.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,055 | $578.0K | 0.00% | +2,478+4.5% | Added |
| State of Alaska, Department of Revenue | 56,115 | $568.0K | 0.01% | +1,654+3.0% | Added |
| Public Employees Retirement System of Ohio | 50,923 | $516.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 49,592 | $502.0K | 0.06% | −8,010−13.9% | Reduced |
| SG Americas Securities, LLC | 49,257 | $499.0K | 0.00% | −18,063−26.8% | Reduced |
| Citadel Advisors LLC | 48,028 | $487.0K | 0.00% | +8,234+20.7% | Added |
| Russell Investments Group, Ltd. | 46,300 | $469.0K | 0.00% | +46,300 | New |
| Price T Rowe Associates Inc | 45,140 | $457.0K | 0.00% | −4,853−9.7% | Reduced |
| Diversified Trust Co | 44,696 | $453.0K | 0.01% | +17,437+64.0% | Added |
| Allspring Global Investments Holdings, LLC | 42,100 | $426.0K | 0.00% | +42,100 | New |
| Yousif Capital Management, LLC | 41,516 | $421.0K | 0.00% | +41,516 | New |
| Nisa Investment Advisors, LLC | 40,750 | $416.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 39,085 | $411.0K | 0.00% | −37,934−49.3% | Reduced |
| SEI Investments Co | 39,613 | $402.0K | 0.00% | +39,613 | New |
| Gyon Technologies Capital Management, LP | 39,051 | $396.0K | 0.07% | +39,051 | New |
| Nomura Asset Management Co Ltd | 37,900 | $383.9K | 0.00% | +6,400+20.3% | Added |
| Thrivent Financial for Lutherans | 37,571 | $381.0K | 0.00% | +2,384+6.8% | Added |
| Commonwealth Equity Services, LLC | 37,342 | $378.0K | 0.00% | +432+1.2% | Added |
| Great West Life Assurance Co | 36,755 | $372.0K | 0.00% | +348+1.0% | Added |
| LPL Financial LLC | 35,440 | $359.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 35,051 | $355.0K | 0.00% | +12,581+56.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,893 | $353.0K | 0.00% | +1,887+5.7% | Added |
| Clarus Group, Inc. | 37,173 | $344.0K | 0.23% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 33,579 | $340.0K | 0.09% | +1,457+4.5% | Added |
| Texas Permanent School Fund | 33,430 | $339.0K | 0.00% | +1,228+3.8% | Added |
| Truist Financial Corp | 33,210 | $336.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 32,696 | $331.0K | 0.00% | −5,837−15.1% | Reduced |
| BNP Paribas Arbitrage, SA | 30,649 | $310.5K | 0.00% | −14,946−32.8% | Reduced |
| Ridgewood Investments LLC | 29,688 | $301.0K | 0.19% | −1,021−3.3% | Reduced |
| Deutsche Bank AG | 28,652 | $290.0K | 0.00% | −38,155−57.1% | Reduced |
| American International Group, Inc. | 27,978 | $283.0K | 0.00% | +747+2.7% | Added |
| State of Tennessee, Treasury Department | 26,642 | $270.0K | 0.00% | +1,125+4.4% | Added |
| Squarepoint Ops LLC | 25,631 | $260.0K | 0.00% | −11,118−30.3% | Reduced |
| Manufacturers Life Insurance Company, The | 25,362 | $257.0K | 0.00% | −48−0.2% | Reduced |
| California State Teachers Retirement System | 25,190 | $255.0K | 0.00% | +2,480+10.9% | Added |
| New York State Common Retirement Fund | 24,563 | $249.0K | 0.00% | +36+0.1% | Added |
| Tiaa, FSB | 23,915 | $242.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 23,500 | $238.0K | 0.00% | +23,500 | New |
| CenterBook Partners LP | 23,271 | $236.0K | 0.14% | +23,271 | New |
| Louisiana State Employees Retirement System | 22,300 | $226.0K | 0.00% | +1,300+6.2% | Added |
| Amalgamated Bank | 21,577 | $219.0K | 0.00% | +1,635+8.2% | Added |
| HighTower Advisors, LLC | 21,513 | $218.0K | 0.00% | −30,752−58.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,905 | $212.0K | 0.07% | −300−1.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $205.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 18,764 | $190.0K | 0.00% | −211,959−91.9% | Reduced |
| Maryland State Retirement & Pension System | 18,405 | $186.0K | 0.00% | +2,599+16.4% | Added |
| Corient Capital Partners, LLC | 17,399 | $176.0K | 0.01% | +185+1.1% | Added |
| Stephens Inc | 17,037 | $173.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,747 | $170.0K | 0.00% | +794+5.0% | Added |
| State Board of Administration of Florida Retirement System | 16,589 | $168.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 14,982 | $151.8K | 0.00% | +1,878+14.3% | Added |