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 |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 21 | $0 | 0.00% | −105−83.3% | Reduced |
| Toronto Dominion Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 200 | $2.00K | 0.00% | +200 | New |
| Raffa Wealth Management, LLC | 205 | $2.72K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 264 | $3.00K | 0.00% | −179−40.4% | Reduced |
| Parkside Financial Bank & Trust | 315 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 489 | $6.00K | 0.00% | +306+167.2% | Added |
| Hanseatic Management Services Inc | 442 | $6.00K | 0.01% | +442 | New |
| Fifth Third Bancorp | 498 | $7.00K | 0.00% | −1,729−77.6% | Reduced |
| Signaturefd, LLC | 631 | $8.00K | 0.00% | +133+26.7% | Added |
| Versant Capital Management, Inc | 672 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 712 | $9.00K | 0.00% | +712 | New |
| Lindbrook Capital, LLC | 784 | $10.0K | 0.00% | +784 | New |
| Sutton Wealth Advisors Inc. | 1,037 | $13.7K | 0.00% | +9+0.9% | Added |
| Sound Income Strategies, LLC | 1,065 | $14.0K | 0.00% | −350−24.7% | Reduced |
| Fieldpoint Private Securities, LLC | 1,060 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,391 | $19.0K | 0.00% | +201+16.9% | Added |
| American Portfolios Advisors | 1,500 | $19.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,015 | $27.0K | 0.00% | +2,015 | New |
| Charter Oak Capital Management, LLC | 2,080 | $28.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,276 | $30.0K | 0.00% | +2,276 | New |
| Tower Research Capital LLC (TRC) | 2,466 | $32.0K | 0.00% | −6,958−73.8% | Reduced |
| Rockefeller Capital Management L.P. | 2,479 | $32.0K | 0.00% | +24+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,552 | $34.0K | 0.00% | +2,552 | New |
| Federated Hermes, Inc. | 2,807 | $37.0K | 0.00% | +2,807 | New |
| 1832 Asset Management L.P. | 2,905 | $38.0K | 0.00% | +2,905 | New |
| Ameritas Investment Partners, Inc. | 3,231 | $43.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,363 | $45.0K | 0.00% | +46+1.4% | Added |
| Dorsey Wright & Associates | 3,562 | $47.0K | 0.01% | +3,562 | New |
| The PNC Financial Services Group, Inc. | 3,638 | $49.0K | 0.00% | +34+0.9% | Added |
| Quadrant Capital Group LLC | 3,927 | $52.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,052 | $54.0K | 0.00% | +4,052 | New |
| Advisor Group Holdings, Inc. | 9,152 | $66.0K | 0.00% | +5,525+152.3% | Added |
| Metropolitan Life Insurance Co | 5,634 | $74.7K | 0.00% | −9,348−62.4% | Reduced |
| Mutual of America Capital Management LLC | 6,652 | $88.0K | 0.00% | +345+5.5% | Added |
| KBC Group NV | 9,394 | $124.0K | 0.00% | +3,497+59.3% | Added |
| Victory Capital Management Inc | 10,601 | $129.0K | 0.00% | +10,601 | New |
| Ausdal Financial Partners, Inc. | 10,000 | $133.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,234 | $134.0K | 0.00% | −1,257−10.9% | Reduced |
| Bank of Nova Scotia | 10,179 | $135.0K | 0.00% | +10,179 | New |
| Triton Wealth Management, PLLC | 13,211 | $136.0K | 0.07% | 00.0% | Unchanged |
| FMR LLC | 10,279 | $137.0K | 0.00% | +10,159+8,465.8% | Added |
| Everence Capital Management Inc | 11,640 | $154.0K | 0.01% | +11,640 | New |
| FORA Capital, LLC | 11,922 | $157.0K | 0.03% | +11,922 | New |
| Teachers Retirement System of the State of Kentucky | 12,354 | $164.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,394 | $164.0K | 0.01% | +12,394 | New |
| Journey Strategic Wealth LLC | 12,773 | $169.0K | 0.02% | +2,119+19.9% | Added |
| Algert Global LLC | 13,250 | $176.0K | 0.01% | −36,342−73.3% | Reduced |
| Zebra Capital Management LLC | 13,813 | $183.0K | 0.42% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 13,993 | $185.0K | 0.01% | −782−5.3% | Reduced |
| Daiwa Securities Group Inc. | 14,041 | $186.0K | 0.00% | +1,104+8.5% | Added |
| State Board of Administration of Florida Retirement System | 16,589 | $220.0K | 0.00% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 17,391 | $230.0K | 0.02% | −80.0% | Reduced |
| Oregon Public Employees Retirement Fund | 17,451 | $231.0K | 0.00% | +704+4.2% | Added |
| Campbell & CO Investment Adviser LLC | 17,605 | $233.0K | 0.06% | −3,300−15.8% | Reduced |
| UBS Group AG | 18,414 | $243.0K | 0.00% | −44,914−70.9% | Reduced |
| Maryland State Retirement & Pension System | 18,405 | $244.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 18,482 | $250.0K | 0.00% | −282−1.5% | Reduced |
| California State Teachers Retirement System | 19,712 | $261.0K | 0.00% | −5,478−21.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $268.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 20,327 | $269.3K | 0.00% | −5,035−19.9% | 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 |
| Squarepoint Ops LLC | 21,242 | $281.0K | 0.00% | −4,389−17.1% | Reduced |
| Stephens Inc | 22,402 | $297.0K | 0.00% | +5,365+31.5% | Added |
| Louisiana State Employees Retirement System | 22,400 | $302.0K | 0.01% | +100+0.4% | 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 |
| MetLife Investment Management | 24,790 | $328.5K | 0.00% | +17,562+243.0% | Added |
| BNP Paribas Arbitrage, SA | 24,857 | $329.4K | 0.00% | −5,792−18.9% | Reduced |
| Deutsche Bank AG | 25,692 | $340.0K | 0.00% | −2,960−10.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 26,090 | $346.0K | 0.01% | +13,091+100.7% | Added |
| American International Group, Inc. | 26,363 | $349.0K | 0.00% | −1,615−5.8% | Reduced |
| Midwest Wealth Management Inc. | 27,515 | $365.0K | 0.22% | +27,515 | New |
| HighTower Advisors, LLC | 28,297 | $377.0K | 0.00% | +6,784+31.5% | Added |
| SG Americas Securities, LLC | 28,913 | $383.0K | 0.00% | −20,344−41.3% | Reduced |
| Simplex Trading, LLC | 29,015 | $384.0K | 0.01% | +29,015 | New |
| Ridgewood Investments LLC | 29,388 | $389.0K | 0.26% | −300−1.0% | Reduced |
| New York State Common Retirement Fund | 29,630 | $393.0K | 0.00% | +5,067+20.6% | Added |
| State of Tennessee, Treasury Department | 29,928 | $397.0K | 0.00% | +3,286+12.3% | Added |
| Belvedere Trading LLC | 30,670 | $409.0K | 0.29% | +30,670 | New |
| Advisory Research Inc | 31,027 | $411.0K | 0.03% | +31,027 | New |
| Texas Permanent School Fund | 32,730 | $434.0K | 0.01% | −700−2.1% | Reduced |
| Truist Financial Corp | 33,210 | $440.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 33,777 | $447.0K | 0.00% | −3,565−9.5% | Reduced |
| LPL Financial LLC | 34,081 | $452.0K | 0.00% | −1,359−3.8% | Reduced |
| Clarus Group, Inc. | 37,173 | $493.0K | 0.34% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 37,583 | $498.0K | 0.00% | +120.0% | Added |
| Voya Investment Management LLC | 37,774 | $501.0K | 0.00% | −32,148−46.0% | Reduced |
| Great West Life Assurance Co | 37,279 | $506.0K | 0.00% | +524+1.4% | Added |
| Citigroup Inc | 38,536 | $511.0K | 0.00% | +3,485+9.9% | Added |
| Comerica Bank | 38,575 | $521.0K | 0.00% | −510−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,800 | $527.0K | 0.01% | +4,907+14.1% | Added |
| Nomura Asset Management Co Ltd | 39,900 | $528.7K | 0.00% | +2,000+5.3% | Added |