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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 49,257 | $499.0K | 0.00% | −18,063−26.8% | Reduced |
| Algert Global LLC | 49,592 | $502.0K | 0.06% | −8,010−13.9% | Reduced |
| Public Employees Retirement System of Ohio | 50,923 | $516.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 56,115 | $568.0K | 0.01% | +1,654+3.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,055 | $578.0K | 0.00% | +2,478+4.5% | Added |
| JPMorgan Chase & Co | 57,790 | $585.0K | 0.00% | +7,638+15.2% | Added |
| STRS Ohio | 60,285 | $610.0K | 0.00% | +2,352+4.1% | Added |
| Panagora Asset Management Inc | 61,529 | $623.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 63,328 | $642.0K | 0.00% | +24,195+61.8% | Added |
| Gsa Capital Partners LLP | 67,310 | $682.0K | 0.09% | +19,137+39.7% | Added |
| Royal Bank of Canada | 68,470 | $693.0K | 0.00% | +3,108+4.8% | Added |
| Loveless Wealth Management LLC | 68,965 | $699.0K | 0.38% | −400−0.6% | Reduced |
| Voya Investment Management LLC | 69,922 | $708.0K | 0.00% | −282−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 82,665 | $830.0K | 0.00% | +20,040+32.0% | Added |
| First Trust Advisors LP | 83,242 | $843.0K | 0.00% | +14,055+20.3% | Added |
| Man Group plc | 88,173 | $893.0K | 0.00% | +69,887+382.2% | Added |
| First Eagle Investment Management, LLC | 92,565 | $938.0K | 0.00% | +92,565 | New |
| Public Sector Pension Investment Board | 94,032 | $953.0K | 0.01% | +6,070+6.9% | Added |
| Garner Asset Management Corp | 94,159 | $954.0K | 0.40% | −400−0.4% | Reduced |
| New York State Teachers Retirement System | 95,059 | $963.0K | 0.00% | +1,002+1.1% | Added |
| Globeflex Capital L P | 96,225 | $975.0K | 0.20% | 00.0% | Unchanged |
| Legal & General Group Plc | 96,868 | $981.0K | 0.00% | +10,761+12.5% | Added |
| Bank of America Corp | 97,603 | $989.0K | 0.00% | +8,308+9.3% | Added |
| Cornercap Investment Counsel Inc | 99,003 | $1.00M | 0.15% | −10,371−9.5% | Reduced |
| Barclays PLC | 131,433 | $1.33M | 0.00% | −52,418−28.5% | Reduced |
| Rhumbline Advisers | 132,282 | $1.34M | 0.00% | −37,730−22.2% | Reduced |
| Independent Financial Group, LLC | 142,914 | $1.45M | 0.12% | +14,014+10.9% | Added |
| Anson Funds Management LP | 199,000 | $2.02M | 0.28% | +31,000+18.5% | Added |
| Charles Schwab Investment Management Inc | 218,731 | $2.22M | 0.00% | −135,129−38.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 231,427 | $2.34M | 0.02% | +4,695+2.1% | Added |
| Wells Fargo & Company | 241,627 | $2.45M | 0.00% | +29,322+13.8% | Added |
| Millennium Management LLC | 241,989 | $2.45M | 0.00% | −181,786−42.9% | Reduced |
| Morgan Stanley | 244,666 | $2.48M | 0.00% | −86,388−26.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 283,785 | $2.88M | 0.11% | +10,285+3.8% | Added |
| Principal Financial Group Inc | 308,156 | $3.12M | 0.00% | +10,914+3.7% | Added |
| AQR Capital Management LLC | 332,259 | $3.37M | 0.01% | +30,270+10.0% | Added |
| Renaissance Technologies LLC | 356,584 | $3.61M | 0.00% | +28,500+8.7% | Added |
| Ameriprise Financial Inc | 411,686 | $4.17M | 0.00% | +186,073+82.5% | Added |
| Two Sigma Investments, LP | 449,360 | $4.55M | 0.01% | −108,870−19.5% | Reduced |
| Two Sigma Advisers, LP | 466,800 | $4.73M | 0.01% | +5,800+1.3% | Added |
| Nuveen Asset Management, LLC | 539,364 | $4.97M | 0.00% | +3,716+0.7% | Added |
| Northern Trust Corp | 494,401 | $5.01M | 0.00% | +17,347+3.6% | Added |
| Invesco Ltd. | 501,782 | $5.08M | 0.00% | +221,291+78.9% | Added |
| Bank of New York Mellon Corp | 604,548 | $6.13M | 0.00% | +128,577+27.0% | Added |
| Parametric Portfolio Associates LLC | 618,605 | $6.27M | 0.00% | −56,159−8.3% | Reduced |
| Goldman Sachs Group Inc | 623,774 | $6.32M | 0.00% | +219,376+54.2% | Added |
| Dimensional Fund Advisors LP | 655,991 | $6.64M | 0.00% | +25,518+4.0% | Added |
| Prudential Financial Inc | 686,354 | $6.95M | 0.01% | −70,966−9.4% | Reduced |
| Acadian Asset Management LLC | 710,628 | $7.20M | 0.03% | +368,453+107.7% | Added |
| Geode Capital Management, LLC | 809,629 | $8.20M | 0.00% | +48,596+6.4% | Added |
| State Street Corp | 1,764,546 | $17.9M | 0.00% | +125,466+7.7% | Added |
| Highland Capital Management Fund Advisors, L.P. | 2,269,195 | $23.0M | 3.25% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,870,698 | $29.1M | 0.00% | +385,716+15.5% | Added |
| BlackRock Inc. | 7,555,899 | $76.5M | 0.00% | +278,443+3.8% | Added |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −113,983−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −105,800−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −52,175−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −40,170−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −18,316−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −15,557−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,217−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,624−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,241−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |