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 |
|---|---|---|---|---|---|
| Bank of Montreal | 18,482 | $250.0K | 0.00% | −282−1.5% | Reduced |
| Maryland State Retirement & Pension System | 18,405 | $244.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 18,414 | $243.0K | 0.00% | −44,914−70.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,605 | $233.0K | 0.06% | −3,300−15.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,451 | $231.0K | 0.00% | +704+4.2% | Added |
| Corient Capital Partners, LLC | 17,391 | $230.0K | 0.02% | −80.0% | Reduced |
| State Board of Administration of Florida Retirement System | 16,589 | $220.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 14,041 | $186.0K | 0.00% | +1,104+8.5% | Added |
| IndexIQ Advisors LLC | 13,993 | $185.0K | 0.01% | −782−5.3% | Reduced |
| Zebra Capital Management LLC | 13,813 | $183.0K | 0.42% | 00.0% | Unchanged |
| Algert Global LLC | 13,250 | $176.0K | 0.01% | −36,342−73.3% | Reduced |
| Journey Strategic Wealth LLC | 12,773 | $169.0K | 0.02% | +2,119+19.9% | Added |
| 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 |
| FORA Capital, LLC | 11,922 | $157.0K | 0.03% | +11,922 | New |
| Everence Capital Management Inc | 11,640 | $154.0K | 0.01% | +11,640 | New |
| FMR LLC | 10,279 | $137.0K | 0.00% | +10,159+8,465.8% | Added |
| Triton Wealth Management, PLLC | 13,211 | $136.0K | 0.07% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,179 | $135.0K | 0.00% | +10,179 | New |
| ProShare Advisors LLC | 10,234 | $134.0K | 0.00% | −1,257−10.9% | Reduced |
| Ausdal Financial Partners, Inc. | 10,000 | $133.0K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,601 | $129.0K | 0.00% | +10,601 | New |
| KBC Group NV | 9,394 | $124.0K | 0.00% | +3,497+59.3% | Added |
| Mutual of America Capital Management LLC | 6,652 | $88.0K | 0.00% | +345+5.5% | Added |
| Metropolitan Life Insurance Co | 5,634 | $74.7K | 0.00% | −9,348−62.4% | Reduced |
| Advisor Group Holdings, Inc. | 9,152 | $66.0K | 0.00% | +5,525+152.3% | Added |
| Point72 Hong Kong Ltd | 4,052 | $54.0K | 0.00% | +4,052 | New |
| Quadrant Capital Group LLC | 3,927 | $52.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,638 | $49.0K | 0.00% | +34+0.9% | Added |
| Dorsey Wright & Associates | 3,562 | $47.0K | 0.01% | +3,562 | New |
| Group One Trading, L.P. | 3,363 | $45.0K | 0.00% | +46+1.4% | Added |
| Ameritas Investment Partners, Inc. | 3,231 | $43.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 2,905 | $38.0K | 0.00% | +2,905 | New |
| Federated Hermes, Inc. | 2,807 | $37.0K | 0.00% | +2,807 | New |
| Northwestern Mutual Wealth Management Co | 2,552 | $34.0K | 0.00% | +2,552 | 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 |
| Lazard Asset Management LLC | 2,276 | $30.0K | 0.00% | +2,276 | 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 |
| Meeder Asset Management Inc | 2,015 | $27.0K | 0.00% | +2,015 | New |
| American Portfolios Advisors | 1,500 | $19.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,391 | $19.0K | 0.00% | +201+16.9% | 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 |
| Sutton Wealth Advisors Inc. | 1,037 | $13.7K | 0.00% | +9+0.9% | Added |
| Lindbrook Capital, LLC | 784 | $10.0K | 0.00% | +784 | New |
| Versant Capital Management, Inc | 672 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 712 | $9.00K | 0.00% | +712 | New |
| Signaturefd, LLC | 631 | $8.00K | 0.00% | +133+26.7% | Added |
| Fifth Third Bancorp | 498 | $7.00K | 0.00% | −1,729−77.6% | Reduced |
| Ellevest, Inc. | 489 | $6.00K | 0.00% | +306+167.2% | Added |
| Hanseatic Management Services Inc | 442 | $6.00K | 0.01% | +442 | New |
| Parkside Financial Bank & Trust | 315 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 264 | $3.00K | 0.00% | −179−40.4% | Reduced |
| Raffa Wealth Management, LLC | 205 | $2.72K | 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 |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 21 | $0 | 0.00% | −105−83.3% | Reduced |
| Toronto Dominion Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |