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 |
|---|---|---|---|---|---|
| Sageworth Trust Co | 39 | $0 | 0.00% | −131−77.1% | Reduced |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| FMR LLC | 120 | $1.00K | 0.00% | −885−88.1% | Reduced |
| Parallel Advisors, LLC | 115 | $1.00K | 0.00% | −62−35.0% | Reduced |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 126 | $1.00K | 0.00% | +126 | New |
| Allworth Financial LP | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 183 | $2.00K | 0.00% | −55−23.1% | Reduced |
| Snowden Capital Advisors LLC | 202 | $2.00K | 0.00% | +202 | New |
| Raffa Wealth Management, LLC | 205 | $2.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $3.00K | 0.00% | +302 | New |
| US Bancorp | 443 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 498 | $5.00K | 0.00% | +498 | New |
| Outfitter Financial LLC | 500 | $5.00K | 0.00% | +500 | New |
| Versant Capital Management, Inc | 672 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,028 | $10.4K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,060 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,190 | $12.0K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 1,315 | $13.0K | 0.00% | +1,315 | New |
| Sound Income Strategies, LLC | 1,415 | $14.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,725 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,080 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,227 | $23.0K | 0.00% | +2,192+6,262.9% | Added |
| Chilton Capital Management LLC | 2,288 | $23.0K | 0.00% | +2,288 | New |
| Rockefeller Capital Management L.P. | 2,455 | $24.0K | 0.00% | −84−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,231 | $33.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,317 | $34.0K | 0.00% | −928−21.9% | Reduced |
| State of Wyoming | 3,318 | $34.0K | 0.02% | +3,318 | New |
| The PNC Financial Services Group, Inc. | 3,604 | $35.0K | 0.00% | −167−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,627 | $36.0K | 0.00% | +570+18.6% | Added |
| Quadrant Capital Group LLC | 3,927 | $40.0K | 0.00% | +1,211+44.6% | Added |
| Eaton Vance Management | 5,031 | $51.0K | 0.00% | +627+14.2% | Added |
| PEAK6 Investments LLC | 5,279 | $53.0K | 0.00% | −7,654−59.2% | Reduced |
| KBC Group NV | 5,897 | $60.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,307 | $64.0K | 0.00% | +502+8.6% | Added |
| MetLife Investment Management | 7,228 | $73.2K | 0.00% | −8,250−53.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,424 | $95.0K | 0.00% | +7,145+313.5% | Added |
| Ausdal Financial Partners, Inc. | 10,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 10,565 | $107.0K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,654 | $108.0K | 0.01% | +10,654 | New |
| ProShare Advisors LLC | 11,491 | $117.0K | 0.00% | +11,491 | New |
| Teachers Retirement System of the State of Kentucky | 12,354 | $125.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,449 | $126.0K | 0.01% | +12,449 | New |
| Daiwa Securities Group Inc. | 12,937 | $131.0K | 0.00% | +1,209+10.3% | Added |
| Susquehanna Fundamental Investments, LLC | 12,999 | $132.0K | 0.00% | −16,700−56.2% | Reduced |
| Triton Wealth Management, PLLC | 13,211 | $136.0K | 0.07% | +124+0.9% | Added |
| AXA S.A. | 13,400 | $136.0K | 0.00% | +13,400 | New |
| Alliancebernstein L.P. | 13,483 | $137.0K | 0.00% | +453+3.5% | Added |
| Jane Street Group, LLC | 13,632 | $138.0K | 0.00% | +13,632 | New |
| Zebra Capital Management LLC | 13,813 | $140.0K | 0.22% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 14,775 | $150.0K | 0.01% | −888−5.7% | Reduced |
| Metropolitan Life Insurance Co | 14,982 | $151.8K | 0.00% | +1,878+14.3% | Added |
| State Board of Administration of Florida Retirement System | 16,589 | $168.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,747 | $170.0K | 0.00% | +794+5.0% | Added |
| Stephens Inc | 17,037 | $173.0K | 0.00% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 17,399 | $176.0K | 0.01% | +185+1.1% | Added |
| Maryland State Retirement & Pension System | 18,405 | $186.0K | 0.00% | +2,599+16.4% | Added |
| Bank of Montreal | 18,764 | $190.0K | 0.00% | −211,959−91.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $205.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 20,905 | $212.0K | 0.07% | −300−1.4% | Reduced |
| HighTower Advisors, LLC | 21,513 | $218.0K | 0.00% | −30,752−58.8% | Reduced |
| Amalgamated Bank | 21,577 | $219.0K | 0.00% | +1,635+8.2% | Added |
| Louisiana State Employees Retirement System | 22,300 | $226.0K | 0.00% | +1,300+6.2% | Added |
| CenterBook Partners LP | 23,271 | $236.0K | 0.14% | +23,271 | New |
| Canada Pension Plan Investment Board | 23,500 | $238.0K | 0.00% | +23,500 | New |
| Tiaa, FSB | 23,915 | $242.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 24,563 | $249.0K | 0.00% | +36+0.1% | Added |
| California State Teachers Retirement System | 25,190 | $255.0K | 0.00% | +2,480+10.9% | Added |
| Manufacturers Life Insurance Company, The | 25,362 | $257.0K | 0.00% | −48−0.2% | Reduced |
| Squarepoint Ops LLC | 25,631 | $260.0K | 0.00% | −11,118−30.3% | Reduced |
| State of Tennessee, Treasury Department | 26,642 | $270.0K | 0.00% | +1,125+4.4% | Added |
| American International Group, Inc. | 27,978 | $283.0K | 0.00% | +747+2.7% | Added |
| Deutsche Bank AG | 28,652 | $290.0K | 0.00% | −38,155−57.1% | Reduced |
| Ridgewood Investments LLC | 29,688 | $301.0K | 0.19% | −1,021−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 30,649 | $310.5K | 0.00% | −14,946−32.8% | Reduced |
| Cubist Systematic Strategies, LLC | 32,696 | $331.0K | 0.00% | −5,837−15.1% | Reduced |
| Truist Financial Corp | 33,210 | $336.0K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 33,430 | $339.0K | 0.00% | +1,228+3.8% | Added |
| Oliver Luxxe Assets LLC | 33,579 | $340.0K | 0.09% | +1,457+4.5% | Added |
| Clarus Group, Inc. | 37,173 | $344.0K | 0.23% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,893 | $353.0K | 0.00% | +1,887+5.7% | Added |
| Citigroup Inc | 35,051 | $355.0K | 0.00% | +12,581+56.0% | Added |
| LPL Financial LLC | 35,440 | $359.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 36,755 | $372.0K | 0.00% | +348+1.0% | Added |
| Commonwealth Equity Services, LLC | 37,342 | $378.0K | 0.00% | +432+1.2% | Added |
| Thrivent Financial for Lutherans | 37,571 | $381.0K | 0.00% | +2,384+6.8% | Added |
| Nomura Asset Management Co Ltd | 37,900 | $383.9K | 0.00% | +6,400+20.3% | Added |
| Gyon Technologies Capital Management, LP | 39,051 | $396.0K | 0.07% | +39,051 | New |
| SEI Investments Co | 39,613 | $402.0K | 0.00% | +39,613 | New |
| Comerica Bank | 39,085 | $411.0K | 0.00% | −37,934−49.3% | Reduced |
| Nisa Investment Advisors, LLC | 40,750 | $416.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 41,516 | $421.0K | 0.00% | +41,516 | New |
| Allspring Global Investments Holdings, LLC | 42,100 | $426.0K | 0.00% | +42,100 | New |
| Diversified Trust Co | 44,696 | $453.0K | 0.01% | +17,437+64.0% | Added |
| Price T Rowe Associates Inc | 45,140 | $457.0K | 0.00% | −4,853−9.7% | Reduced |
| Russell Investments Group, Ltd. | 46,300 | $469.0K | 0.00% | +46,300 | New |
| Citadel Advisors LLC | 48,028 | $487.0K | 0.00% | +8,234+20.7% | Added |