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 |
|---|---|---|---|---|---|
| IndexIQ Advisors LLC | 14,775 | $150.0K | 0.01% | −888−5.7% | Reduced |
| Zebra Capital Management LLC | 13,813 | $140.0K | 0.22% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,632 | $138.0K | 0.00% | +13,632 | New |
| Alliancebernstein L.P. | 13,483 | $137.0K | 0.00% | +453+3.5% | Added |
| 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 |
| Susquehanna Fundamental Investments, LLC | 12,999 | $132.0K | 0.00% | −16,700−56.2% | Reduced |
| Daiwa Securities Group Inc. | 12,937 | $131.0K | 0.00% | +1,209+10.3% | Added |
| Virtu Financial LLC | 12,449 | $126.0K | 0.01% | +12,449 | New |
| Teachers Retirement System of the State of Kentucky | 12,354 | $125.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,491 | $117.0K | 0.00% | +11,491 | New |
| Journey Strategic Wealth LLC | 10,654 | $108.0K | 0.01% | +10,654 | New |
| Caxton Associates LP | 10,565 | $107.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,424 | $95.0K | 0.00% | +7,145+313.5% | Added |
| MetLife Investment Management | 7,228 | $73.2K | 0.00% | −8,250−53.3% | Reduced |
| Mutual of America Capital Management LLC | 6,307 | $64.0K | 0.00% | +502+8.6% | Added |
| KBC Group NV | 5,897 | $60.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,279 | $53.0K | 0.00% | −7,654−59.2% | Reduced |
| Eaton Vance Management | 5,031 | $51.0K | 0.00% | +627+14.2% | Added |
| Quadrant Capital Group LLC | 3,927 | $40.0K | 0.00% | +1,211+44.6% | Added |
| Advisor Group Holdings, Inc. | 3,627 | $36.0K | 0.00% | +570+18.6% | Added |
| The PNC Financial Services Group, Inc. | 3,604 | $35.0K | 0.00% | −167−4.4% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 3,231 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,455 | $24.0K | 0.00% | −84−3.3% | Reduced |
| 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 |
| 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 |
| Delta Asset Management LLC | 1,725 | $17.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,415 | $14.0K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 1,315 | $13.0K | 0.00% | +1,315 | New |
| TCI Wealth Advisors, Inc. | 1,190 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,060 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,028 | $10.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 672 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 498 | $5.00K | 0.00% | +498 | New |
| Outfitter Financial LLC | 500 | $5.00K | 0.00% | +500 | New |
| US Bancorp | 443 | $4.00K | 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 |
| Raffa Wealth Management, LLC | 205 | $2.08K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sageworth Trust Co | 39 | $0 | 0.00% | −131−77.1% | Reduced |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| 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 |