Whitestone REIT

WSRDelisted Jul 14, 2026

Industry: Real Estate Investment Trusts
SEC CIK: 0001175535

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Whitestone REIT changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of WSR: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	150	1	154	+5
Shares	27.3M	1.55K	28.6M	+1.29M (+4.7%)
Value	$266.6M	$15.0K	$288.7M	+$22.1M (+8.3%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Whitestone REIT at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to WSR in Q4 2021
Institution	Shares	Value	% of portfolio
First Eagle Investment Management, LLC	92,565	$938.0K	0.00%
Russell Investments Group, Ltd.	46,300	$469.0K	0.00%
Allspring Global Investments Holdings, LLC	42,100	$426.0K	0.00%
Yousif Capital Management, LLC	41,516	$421.0K	0.00%
SEI Investments Co	39,613	$402.0K	0.00%
Gyon Technologies Capital Management, LP	39,051	$396.0K	0.07%
Canada Pension Plan Investment Board	23,500	$238.0K	0.00%
CenterBook Partners LP	23,271	$236.0K	0.14%
Jane Street Group, LLC	13,632	$138.0K	0.00%
AXA S.A.	13,400	$136.0K	0.00%
Virtu Financial LLC	12,449	$126.0K	0.01%
ProShare Advisors LLC	11,491	$117.0K	0.00%
Journey Strategic Wealth LLC	10,654	$108.0K	0.01%
State of Wyoming	3,318	$34.0K	0.02%
Chilton Capital Management LLC	2,288	$23.0K	0.00%
TAP Consulting, LLC	1,315	$13.0K	0.00%
Signaturefd, LLC	498	$5.00K	0.00%
Outfitter Financial LLC	500	$5.00K	0.00%
EverSource Wealth Advisors, LLC	302	$3.00K	0.00%
Snowden Capital Advisors LLC	202	$2.00K	0.00%
Sageworth Trust Co of South Dakota	126	$1.00K	0.00%
Toronto Dominion Bank	5	$0	0.00%

Sold out (17)

Institutions that held Whitestone REIT at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WSR in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Jackson Creek Investment Advisors LLC	113,983	$1.11M
Healthcare of Ontario Pension Plan Trust Fund	105,800	$1.03M
Arrowstreet Capital, Limited Partnership	52,175	$510.0K
HSBC Holdings PLC	40,170	$391.0K
Quilter Plc	18,316	$179.0K
ETF Managers Group, LLC	15,557	$154.0K
Qube Research & Technologies Ltd	11,217	$110.0K
Cambridge Investment Research Advisors, Inc.	11,010	$108.0K
HighVista Strategies LLC	10,300	$100.0K
Ensign Peak Advisors, Inc	9,600	$94.0K
Simplex Trading, LLC	9,624	$79.0K
O'Shaughnessy Asset Management, LLC	3,241	$32.0K
Point72 Hong Kong Ltd	3,019	$30.0K
Zions Bancorporation, N.A.	3,000	$29.0K
Meeder Asset Management Inc	2,162	$21.0K
Harbour Investments, Inc.	24	$0
Sofos Investments, Inc.	6	–

Not filed for Q4 2021 yet (1)

Institutions that held Whitestone REIT at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Berman Capital Advisors, LLC	1,549	$15.0K