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, Q2 2022
Institutional positions in Whitestone REIT as of Jun 30, 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
- 177
- +19 vs. Q1 2022
- Shares held
- 31.6M
- +770.3K (+2.5%) vs. Q1 2022
- Total value
- $339.8M
- −$68.4M (−16.8%) vs. Q1 2022
- New holders
- 35
- 56 more added
- Sold out
- 16
- 56 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,808,558 | $83.9M | 0.00% | +286,232+3.8% | Added |
| Vanguard Group Inc | 3,039,432 | $32.7M | 0.00% | +41,548+1.4% | Added |
| Conversant Capital LLC | 2,197,553 | $23.6M | 5.39% | +635,623+40.7% | Added |
| State Street Corp | 1,772,232 | $19.1M | 0.00% | +176,835+11.1% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,615,518 | $17.4M | 1.55% | −454,265−21.9% | Reduced |
| Hazelview Securities Inc. | 912,985 | $9.70M | 1.30% | +485+0.1% | Added |
| Geode Capital Management, LLC | 836,551 | $8.99M | 0.00% | +29,495+3.7% | Added |
| Nuveen Asset Management, LLC | 765,506 | $8.23M | 0.00% | +192,013+33.5% | Added |
| Morgan Stanley | 762,664 | $8.20M | 0.00% | +551,452+261.1% | Added |
| Dimensional Fund Advisors LP | 658,609 | $7.08M | 0.00% | −4,937−0.7% | Reduced |
| Renaissance Technologies LLC | 635,949 | $6.84M | 0.01% | +217,965+52.1% | Added |
| Bank of New York Mellon Corp | 606,074 | $6.51M | 0.00% | −31,603−5.0% | Reduced |
| Colony Capital, Inc. | 575,464 | $6.19M | 0.89% | −225,506−28.2% | Reduced |
| Northern Trust Corp | 536,677 | $5.77M | 0.00% | +47,922+9.8% | Added |
| Kennedy Capital Management, Inc. | 416,710 | $4.48M | 0.13% | +49,266+13.4% | Added |
| Ameriprise Financial Inc | 393,026 | $4.22M | 0.00% | −2,732−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 332,194 | $3.57M | 0.00% | +114,535+52.6% | Added |
| Nordea Investment Management AB | 323,359 | $3.39M | 0.01% | +323,359 | New |
| Two Sigma Investments, LP | 315,399 | $3.39M | 0.01% | +130,934+71.0% | Added |
| Principal Financial Group Inc | 285,733 | $3.07M | 0.00% | −19,587−6.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 281,118 | $3.02M | 0.02% | +55,789+24.8% | Added |
| Two Sigma Advisers, LP | 277,900 | $2.99M | 0.01% | +81,900+41.8% | Added |
| Acadian Asset Management LLC | 272,705 | $2.93M | 0.01% | −195,045−41.7% | Reduced |
| AQR Capital Management LLC | 254,917 | $2.74M | 0.01% | −11,808−4.4% | Reduced |
| First Eagle Investment Management, LLC | 234,208 | $2.52M | 0.01% | +50,573+27.5% | Added |
| Invesco Ltd. | 209,873 | $2.26M | 0.00% | −1,103,767−84.0% | Reduced |
| Boothbay Fund Management, LLC | 205,268 | $2.21M | 0.08% | +6,627+3.3% | Added |
| Goldman Sachs Group Inc | 195,135 | $2.10M | 0.00% | +5,255+2.8% | Added |
| Prudential Financial Inc | 182,804 | $1.97M | 0.00% | −199,000−52.1% | Reduced |
| Wells Fargo & Company | 181,158 | $1.95M | 0.00% | −47,232−20.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 150,000 | $1.61M | 0.34% | +150,000 | New |
| Rhumbline Advisers | 149,363 | $1.61M | 0.00% | +13,295+9.8% | Added |
| State Board of Administration of Florida Retirement System | 144,731 | $1.56M | 0.00% | +128,142+772.5% | Added |
| JPMorgan Chase & Co | 135,678 | $1.46M | 0.00% | +80,982+148.1% | Added |
| Cubist Systematic Strategies, LLC | 113,430 | $1.22M | 0.01% | +60,604+114.7% | Added |
| Barclays PLC | 110,415 | $1.19M | 0.00% | −18,889−14.6% | Reduced |
| Swiss National Bank | 110,000 | $1.18M | 0.00% | +110,000 | New |
| Legal & General Group Plc | 107,256 | $1.15M | 0.00% | +10,894+11.3% | Added |
| EAM Global Investors LLC | 106,436 | $1.14M | 0.28% | −52,140−32.9% | Reduced |
| Garner Asset Management Corp | 100,599 | $1.08M | 0.48% | +6,140+6.5% | Added |
| New York State Teachers Retirement System | 99,859 | $1.07M | 0.00% | +4,000+4.2% | Added |
| CenterBook Partners LP | 97,148 | $1.04M | 0.22% | +97,148 | New |
| Globeflex Capital L P | 96,225 | $1.03M | 0.25% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 90,979 | $978.0K | 0.17% | −8,217−8.3% | Reduced |
| Public Sector Pension Investment Board | 85,520 | $919.0K | 0.01% | −892−1.0% | Reduced |
| First Trust Advisors LP | 77,602 | $834.0K | 0.00% | −1,723−2.2% | Reduced |
| Asset Management One Co.,Ltd. | 74,781 | $803.0K | 0.00% | +7,884+11.8% | Added |
| EAM Investors, LLC | 72,875 | $783.0K | 0.19% | −36,229−33.2% | Reduced |
| Loveless Wealth Management LLC | 67,080 | $721.0K | 0.47% | −1,850−2.7% | Reduced |
| Prelude Capital Management, LLC | 66,434 | $714.0K | 0.03% | −19,566−22.8% | Reduced |
| Royal Bank of Canada | 63,301 | $681.0K | 0.00% | −1,022−1.6% | Reduced |
| STRS Ohio | 60,853 | $654.0K | 0.00% | −136−0.2% | Reduced |
| California State Teachers Retirement System | 60,076 | $646.0K | 0.00% | +40,364+204.8% | Added |
| Everence Capital Management Inc | 58,810 | $632.0K | 0.06% | +47,170+405.2% | Added |
| State of Alaska, Department of Revenue | 57,005 | $611.0K | 0.01% | +1,350+2.4% | Added |
| Great West Life Assurance Co | 56,292 | $604.0K | 0.00% | +19,013+51.0% | Added |
| Advisory Research Inc | 54,883 | $590.0K | 0.06% | +23,856+76.9% | Added |
| Credit Suisse AG | 54,369 | $584.0K | 0.00% | +54,369 | New |
| Bank of America Corp | 53,087 | $570.0K | 0.00% | −33,134−38.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,832 | $557.0K | 0.00% | −1,929−3.6% | Reduced |
| Public Employees Retirement System of Ohio | 50,923 | $547.0K | 0.00% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 47,999 | $516.0K | 0.15% | +282+0.6% | Added |
| Price T Rowe Associates Inc | 46,568 | $501.0K | 0.00% | +307+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 45,500 | $489.0K | 0.01% | +4,800+11.8% | Added |
| Thrivent Financial for Lutherans | 45,388 | $488.0K | 0.00% | +7,805+20.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,114 | $453.0K | 0.00% | +2,314+5.8% | Added |
| Nomura Asset Management Co Ltd | 41,900 | $450.4K | 0.00% | +2,000+5.0% | Added |
| Nisa Investment Advisors, LLC | 40,868 | $439.0K | 0.00% | −2,882−6.6% | Reduced |
| Comerica Bank | 39,280 | $428.0K | 0.00% | +705+1.8% | Added |
| HRT Financial LP | 39,628 | $426.0K | 0.00% | +39,628 | New |
| Quantedge Capital Pte Ltd | 39,500 | $425.0K | 0.09% | +39,500 | New |
| Federated Hermes, Inc. | 38,516 | $414.0K | 0.00% | +35,709+1,272.1% | Added |
| Yousif Capital Management, LLC | 38,256 | $411.0K | 0.01% | −3,010−7.3% | Reduced |
| Stifel Financial Corp | 37,891 | $407.0K | 0.00% | +37,891 | New |
| Voya Investment Management LLC | 37,774 | $406.0K | 0.00% | 00.0% | Unchanged |
| Clarus Group, Inc. | 37,173 | $400.0K | 0.34% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 37,065 | $398.0K | 0.02% | +24,671+199.1% | Added |
| Eqis Capital Management, Inc. | 36,448 | $391.8K | 0.04% | +36,448 | New |
| Victory Capital Management Inc | 35,325 | $380.0K | 0.00% | +24,724+233.2% | Added |
| Commonwealth Equity Services, LLC | 34,293 | $368.0K | 0.00% | +516+1.5% | Added |
| LPL Financial LLC | 34,094 | $367.0K | 0.00% | +130.0% | Added |
| Texas Permanent School Fund | 33,391 | $359.0K | 0.01% | +661+2.0% | Added |
| Truist Financial Corp | 33,210 | $357.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 32,756 | $352.0K | 0.00% | +32,756 | New |
| Panagora Asset Management Inc | 32,587 | $350.0K | 0.00% | +32,587 | New |
| New York State Common Retirement Fund | 29,520 | $317.0K | 0.00% | −110−0.4% | Reduced |
| Ridgewood Investments LLC | 29,388 | $316.0K | 0.25% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 29,077 | $313.0K | 0.00% | −851−2.8% | Reduced |
| Millennium Management LLC | 29,111 | $313.0K | 0.00% | +29,111 | New |
| SEI Investments Co | 28,178 | $302.0K | 0.00% | +4,188+17.5% | Added |
| Belvedere Trading LLC | 25,393 | $277.0K | 0.30% | −5,277−17.2% | Reduced |
| American International Group, Inc. | 25,300 | $272.0K | 0.00% | −1,063−4.0% | Reduced |
| Squarepoint Ops LLC | 25,000 | $269.0K | 0.00% | +3,758+17.7% | Added |
| MetLife Investment Management | 24,790 | $266.5K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 23,850 | $260.0K | 0.16% | +3,350+16.3% | Added |
| Tiaa, FSB | 23,915 | $257.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 22,890 | $246.0K | 0.01% | +22,890 | New |
| Louisiana State Employees Retirement System | 22,300 | $243.0K | 0.01% | −100−0.4% | Reduced |
| Deutsche Bank AG | 22,504 | $242.0K | 0.00% | −3,188−12.4% | Reduced |
| Stephens Inc | 22,402 | $241.0K | 0.00% | 00.0% | Unchanged |