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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 40,700 | $539.0K | 0.01% | +40,700 | New |
| Yousif Capital Management, LLC | 41,266 | $547.0K | 0.01% | −250−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 41,697 | $552.0K | 0.00% | −403−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 43,750 | $580.0K | 0.00% | +3,000+7.4% | Added |
| Price T Rowe Associates Inc | 46,261 | $613.0K | 0.00% | +1,121+2.5% | Added |
| Oliver Luxxe Assets LLC | 47,717 | $632.0K | 0.16% | +14,138+42.1% | Added |
| Public Employees Retirement System of Ohio | 50,923 | $675.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 52,826 | $700.0K | 0.01% | +20,130+61.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 53,761 | $712.0K | 0.00% | −3,294−5.8% | Reduced |
| JPMorgan Chase & Co | 54,696 | $725.0K | 0.00% | −3,094−5.4% | Reduced |
| State of Alaska, Department of Revenue | 55,655 | $736.0K | 0.01% | −460−0.8% | Reduced |
| STRS Ohio | 60,989 | $808.0K | 0.00% | +704+1.2% | Added |
| Caxton Associates LP | 63,301 | $839.0K | 0.08% | +52,736+499.2% | Added |
| Royal Bank of Canada | 64,323 | $852.0K | 0.00% | −4,147−6.1% | Reduced |
| Asset Management One Co.,Ltd. | 66,897 | $886.0K | 0.00% | −15,768−19.1% | Reduced |
| Loveless Wealth Management LLC | 68,930 | $913.0K | 0.52% | −35−0.1% | Reduced |
| First Trust Advisors LP | 79,325 | $1.05M | 0.00% | −3,917−4.7% | Reduced |
| Prelude Capital Management, LLC | 86,000 | $1.14M | 0.05% | +86,000 | New |
| Bank of America Corp | 86,221 | $1.14M | 0.00% | −11,382−11.7% | Reduced |
| Public Sector Pension Investment Board | 86,412 | $1.15M | 0.01% | −7,620−8.1% | Reduced |
| Garner Asset Management Corp | 94,459 | $1.25M | 0.50% | +300+0.3% | Added |
| New York State Teachers Retirement System | 95,859 | $1.27M | 0.00% | +800+0.8% | Added |
| Globeflex Capital L P | 96,225 | $1.27M | 0.26% | 00.0% | Unchanged |
| Legal & General Group Plc | 96,362 | $1.28M | 0.00% | −506−0.5% | Reduced |
| Cornercap Investment Counsel Inc | 99,196 | $1.31M | 0.15% | +193+0.2% | Added |
| EAM Investors, LLC | 109,104 | $1.45M | 0.27% | +109,104 | New |
| Barclays PLC | 129,304 | $1.71M | 0.00% | −2,129−1.6% | Reduced |
| Rhumbline Advisers | 136,068 | $1.80M | 0.00% | +3,786+2.9% | Added |
| Independent Financial Group, LLC | 142,964 | $1.89M | 0.15% | +500.0% | Added |
| EAM Global Investors LLC | 158,576 | $2.10M | 0.39% | +158,576 | New |
| Citadel Advisors LLC | 158,769 | $2.10M | 0.00% | +110,741+230.6% | Added |
| First Eagle Investment Management, LLC | 183,635 | $2.43M | 0.01% | +91,070+98.4% | Added |
| Two Sigma Investments, LP | 184,465 | $2.44M | 0.01% | −264,895−58.9% | Reduced |
| Goldman Sachs Group Inc | 189,880 | $2.52M | 0.00% | −433,894−69.6% | Reduced |
| Two Sigma Advisers, LP | 196,000 | $2.60M | 0.01% | −270,800−58.0% | Reduced |
| Boothbay Fund Management, LLC | 198,641 | $2.63M | 0.09% | +198,641 | New |
| Morgan Stanley | 211,212 | $2.80M | 0.00% | −33,454−13.7% | Reduced |
| Charles Schwab Investment Management Inc | 217,659 | $2.88M | 0.00% | −1,072−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 225,329 | $2.99M | 0.02% | −6,098−2.6% | Reduced |
| Wells Fargo & Company | 228,390 | $3.03M | 0.00% | −13,237−5.5% | Reduced |
| AQR Capital Management LLC | 266,725 | $3.53M | 0.01% | −65,534−19.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 291,125 | $3.86M | 0.14% | +7,340+2.6% | Added |
| Principal Financial Group Inc | 305,320 | $4.04M | 0.00% | −2,836−0.9% | Reduced |
| Anson Funds Management LP | 319,000 | $4.23M | 0.57% | +120,000+60.3% | Added |
| Kennedy Capital Management, Inc. | 367,444 | $4.87M | 0.12% | +367,444 | New |
| Prudential Financial Inc | 381,804 | $5.06M | 0.01% | −304,550−44.4% | Reduced |
| Ameriprise Financial Inc | 395,758 | $5.24M | 0.00% | −15,928−3.9% | Reduced |
| Renaissance Technologies LLC | 417,984 | $5.54M | 0.01% | +61,400+17.2% | Added |
| Acadian Asset Management LLC | 467,750 | $6.20M | 0.03% | −242,878−34.2% | Reduced |
| Northern Trust Corp | 488,755 | $6.48M | 0.00% | −5,646−1.1% | Reduced |
| Nuveen Asset Management, LLC | 573,493 | $7.39M | 0.00% | +34,129+6.3% | Added |
| Parametric Portfolio Associates LLC | 606,127 | $8.03M | 0.00% | −12,478−2.0% | Reduced |
| Bank of New York Mellon Corp | 637,677 | $8.45M | 0.00% | +33,129+5.5% | Added |
| Dimensional Fund Advisors LP | 663,546 | $8.79M | 0.00% | +7,555+1.2% | Added |
| Colony Capital, Inc. | 800,970 | $10.6M | 1.42% | +800,970 | New |
| Geode Capital Management, LLC | 807,056 | $10.7M | 0.00% | −2,573−0.3% | Reduced |
| Hazelview Securities Inc. | 912,500 | $11.7M | 1.52% | +912,500 | New |
| Invesco Ltd. | 1,313,640 | $17.4M | 0.00% | +811,858+161.8% | Added |
| Conversant Capital LLC | 1,561,930 | $20.7M | 4.48% | +1,561,930 | New |
| State Street Corp | 1,595,397 | $21.1M | 0.00% | −169,149−9.6% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 2,069,783 | $27.4M | 3.71% | −199,412−8.8% | Reduced |
| Vanguard Group Inc | 2,997,884 | $39.7M | 0.00% | +127,186+4.4% | Added |
| BlackRock Inc. | 7,522,326 | $99.7M | 0.00% | −33,573−0.4% | Reduced |
| IFP Advisors, Inc | 450 | – | – | +450 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −241,989−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −88,173−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −67,310−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −61,529−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −46,300−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −44,696−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −39,051−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −23,271−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,632−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −13,483−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,449−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −5,031−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,318−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −39−100.0% | Sold out |