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, Q1 2022
Institutional positions in Whitestone REIT as of Mar 31, 2022. 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
- 164
- +10 vs. Q4 2021
- Shares held
- 31.6M
- +3.02M (+10.6%) vs. Q4 2021
- Total value
- $417.6M
- +$128.9M (+44.7%) vs. Q4 2021
- New holders
- 32
- 47 more added
- Sold out
- 22
- 59 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,522,326 | $99.7M | 0.00% | −33,573−0.4% | Reduced |
| Vanguard Group Inc | 2,997,884 | $39.7M | 0.00% | +127,186+4.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 2,069,783 | $27.4M | 3.71% | −199,412−8.8% | Reduced |
| State Street Corp | 1,595,397 | $21.1M | 0.00% | −169,149−9.6% | Reduced |
| Conversant Capital LLC | 1,561,930 | $20.7M | 4.48% | +1,561,930 | New |
| Invesco Ltd. | 1,313,640 | $17.4M | 0.00% | +811,858+161.8% | Added |
| Hazelview Securities Inc. | 912,500 | $11.7M | 1.52% | +912,500 | New |
| Geode Capital Management, LLC | 807,056 | $10.7M | 0.00% | −2,573−0.3% | Reduced |
| Colony Capital, Inc. | 800,970 | $10.6M | 1.42% | +800,970 | New |
| Dimensional Fund Advisors LP | 663,546 | $8.79M | 0.00% | +7,555+1.2% | Added |
| Bank of New York Mellon Corp | 637,677 | $8.45M | 0.00% | +33,129+5.5% | Added |
| Parametric Portfolio Associates LLC | 606,127 | $8.03M | 0.00% | −12,478−2.0% | Reduced |
| Nuveen Asset Management, LLC | 573,493 | $7.39M | 0.00% | +34,129+6.3% | Added |
| Northern Trust Corp | 488,755 | $6.48M | 0.00% | −5,646−1.1% | Reduced |
| Acadian Asset Management LLC | 467,750 | $6.20M | 0.03% | −242,878−34.2% | Reduced |
| Renaissance Technologies LLC | 417,984 | $5.54M | 0.01% | +61,400+17.2% | Added |
| Ameriprise Financial Inc | 395,758 | $5.24M | 0.00% | −15,928−3.9% | Reduced |
| Prudential Financial Inc | 381,804 | $5.06M | 0.01% | −304,550−44.4% | Reduced |
| Kennedy Capital Management, Inc. | 367,444 | $4.87M | 0.12% | +367,444 | New |
| Anson Funds Management LP | 319,000 | $4.23M | 0.57% | +120,000+60.3% | Added |
| Principal Financial Group Inc | 305,320 | $4.04M | 0.00% | −2,836−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 291,125 | $3.86M | 0.14% | +7,340+2.6% | Added |
| AQR Capital Management LLC | 266,725 | $3.53M | 0.01% | −65,534−19.7% | Reduced |
| Wells Fargo & Company | 228,390 | $3.03M | 0.00% | −13,237−5.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 225,329 | $2.99M | 0.02% | −6,098−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 217,659 | $2.88M | 0.00% | −1,072−0.5% | Reduced |
| Morgan Stanley | 211,212 | $2.80M | 0.00% | −33,454−13.7% | Reduced |
| Boothbay Fund Management, LLC | 198,641 | $2.63M | 0.09% | +198,641 | New |
| Two Sigma Advisers, LP | 196,000 | $2.60M | 0.01% | −270,800−58.0% | Reduced |
| Goldman Sachs Group Inc | 189,880 | $2.52M | 0.00% | −433,894−69.6% | Reduced |
| Two Sigma Investments, LP | 184,465 | $2.44M | 0.01% | −264,895−58.9% | Reduced |
| First Eagle Investment Management, LLC | 183,635 | $2.43M | 0.01% | +91,070+98.4% | Added |
| Citadel Advisors LLC | 158,769 | $2.10M | 0.00% | +110,741+230.6% | Added |
| EAM Global Investors LLC | 158,576 | $2.10M | 0.39% | +158,576 | New |
| Independent Financial Group, LLC | 142,964 | $1.89M | 0.15% | +500.0% | Added |
| Rhumbline Advisers | 136,068 | $1.80M | 0.00% | +3,786+2.9% | Added |
| Barclays PLC | 129,304 | $1.71M | 0.00% | −2,129−1.6% | Reduced |
| EAM Investors, LLC | 109,104 | $1.45M | 0.27% | +109,104 | New |
| Cornercap Investment Counsel Inc | 99,196 | $1.31M | 0.15% | +193+0.2% | Added |
| Legal & General Group Plc | 96,362 | $1.28M | 0.00% | −506−0.5% | Reduced |
| Globeflex Capital L P | 96,225 | $1.27M | 0.26% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 95,859 | $1.27M | 0.00% | +800+0.8% | Added |
| Garner Asset Management Corp | 94,459 | $1.25M | 0.50% | +300+0.3% | Added |
| Public Sector Pension Investment Board | 86,412 | $1.15M | 0.01% | −7,620−8.1% | Reduced |
| Bank of America Corp | 86,221 | $1.14M | 0.00% | −11,382−11.7% | Reduced |
| Prelude Capital Management, LLC | 86,000 | $1.14M | 0.05% | +86,000 | New |
| First Trust Advisors LP | 79,325 | $1.05M | 0.00% | −3,917−4.7% | Reduced |
| Loveless Wealth Management LLC | 68,930 | $913.0K | 0.52% | −35−0.1% | Reduced |
| Asset Management One Co.,Ltd. | 66,897 | $886.0K | 0.00% | −15,768−19.1% | Reduced |
| Royal Bank of Canada | 64,323 | $852.0K | 0.00% | −4,147−6.1% | Reduced |
| Caxton Associates LP | 63,301 | $839.0K | 0.08% | +52,736+499.2% | Added |
| STRS Ohio | 60,989 | $808.0K | 0.00% | +704+1.2% | Added |
| State of Alaska, Department of Revenue | 55,655 | $736.0K | 0.01% | −460−0.8% | Reduced |
| JPMorgan Chase & Co | 54,696 | $725.0K | 0.00% | −3,094−5.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 53,761 | $712.0K | 0.00% | −3,294−5.8% | Reduced |
| Cubist Systematic Strategies, LLC | 52,826 | $700.0K | 0.01% | +20,130+61.6% | Added |
| Public Employees Retirement System of Ohio | 50,923 | $675.0K | 0.00% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 47,717 | $632.0K | 0.16% | +14,138+42.1% | Added |
| Price T Rowe Associates Inc | 46,261 | $613.0K | 0.00% | +1,121+2.5% | Added |
| Nisa Investment Advisors, LLC | 43,750 | $580.0K | 0.00% | +3,000+7.4% | Added |
| Allspring Global Investments Holdings, LLC | 41,697 | $552.0K | 0.00% | −403−1.0% | Reduced |
| Yousif Capital Management, LLC | 41,266 | $547.0K | 0.01% | −250−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 40,700 | $539.0K | 0.01% | +40,700 | New |
| Nomura Asset Management Co Ltd | 39,900 | $528.7K | 0.00% | +2,000+5.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,800 | $527.0K | 0.01% | +4,907+14.1% | Added |
| Comerica Bank | 38,575 | $521.0K | 0.00% | −510−1.3% | Reduced |
| Citigroup Inc | 38,536 | $511.0K | 0.00% | +3,485+9.9% | Added |
| Great West Life Assurance Co | 37,279 | $506.0K | 0.00% | +524+1.4% | Added |
| Voya Investment Management LLC | 37,774 | $501.0K | 0.00% | −32,148−46.0% | Reduced |
| Thrivent Financial for Lutherans | 37,583 | $498.0K | 0.00% | +120.0% | Added |
| Clarus Group, Inc. | 37,173 | $493.0K | 0.34% | 00.0% | Unchanged |
| LPL Financial LLC | 34,081 | $452.0K | 0.00% | −1,359−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 33,777 | $447.0K | 0.00% | −3,565−9.5% | Reduced |
| Truist Financial Corp | 33,210 | $440.0K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 32,730 | $434.0K | 0.01% | −700−2.1% | Reduced |
| Advisory Research Inc | 31,027 | $411.0K | 0.03% | +31,027 | New |
| Belvedere Trading LLC | 30,670 | $409.0K | 0.29% | +30,670 | New |
| State of Tennessee, Treasury Department | 29,928 | $397.0K | 0.00% | +3,286+12.3% | Added |
| New York State Common Retirement Fund | 29,630 | $393.0K | 0.00% | +5,067+20.6% | Added |
| Ridgewood Investments LLC | 29,388 | $389.0K | 0.26% | −300−1.0% | Reduced |
| Simplex Trading, LLC | 29,015 | $384.0K | 0.01% | +29,015 | New |
| SG Americas Securities, LLC | 28,913 | $383.0K | 0.00% | −20,344−41.3% | Reduced |
| HighTower Advisors, LLC | 28,297 | $377.0K | 0.00% | +6,784+31.5% | Added |
| Midwest Wealth Management Inc. | 27,515 | $365.0K | 0.22% | +27,515 | New |
| American International Group, Inc. | 26,363 | $349.0K | 0.00% | −1,615−5.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 26,090 | $346.0K | 0.01% | +13,091+100.7% | Added |
| Deutsche Bank AG | 25,692 | $340.0K | 0.00% | −2,960−10.3% | Reduced |
| BNP Paribas Arbitrage, SA | 24,857 | $329.4K | 0.00% | −5,792−18.9% | Reduced |
| MetLife Investment Management | 24,790 | $328.5K | 0.00% | +17,562+243.0% | Added |
| SEI Investments Co | 23,990 | $317.0K | 0.00% | −15,623−39.4% | Reduced |
| Tiaa, FSB | 23,915 | $317.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,400 | $302.0K | 0.01% | +100+0.4% | Added |
| Stephens Inc | 22,402 | $297.0K | 0.00% | +5,365+31.5% | Added |
| Squarepoint Ops LLC | 21,242 | $281.0K | 0.00% | −4,389−17.1% | Reduced |
| Amalgamated Bank | 20,534 | $272.0K | 0.00% | −1,043−4.8% | Reduced |
| Worth Venture Partners, LLC | 20,500 | $272.0K | 0.13% | +20,500 | New |
| Amalgamated Financial Corp. | 20,534 | $272.0K | 0.00% | +20,534 | New |
| Manufacturers Life Insurance Company, The | 20,327 | $269.3K | 0.00% | −5,035−19.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $268.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 19,712 | $261.0K | 0.00% | −5,478−21.7% | Reduced |