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 |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | +35 | New |
| Ellevest, Inc. | 54 | $1.00K | 0.00% | −435−89.0% | Reduced |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 204 | $2.00K | 0.00% | −3,848−95.0% | Reduced |
| Allworth Financial LP | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 205 | $2.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 507 | $5.00K | 0.00% | −124−19.7% | Reduced |
| Fifth Third Bancorp | 498 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 442 | $5.00K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 459 | $5.00K | 0.00% | +195+73.9% | Added |
| Versant Capital Management, Inc | 672 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 775 | $8.00K | 0.00% | −285−26.9% | Reduced |
| Lindbrook Capital, LLC | 838 | $9.00K | 0.00% | +54+6.9% | Added |
| Hillsdale Investment Management Inc. | 900 | $10.0K | 0.00% | +900 | New |
| Sound Income Strategies, LLC | 1,065 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,028 | $11.1K | 0.00% | −9−0.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,190 | $13.0K | 0.00% | −201−14.5% | Reduced |
| American Portfolios Advisors | 1,500 | $16.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,792 | $19.0K | 0.00% | −223−11.1% | Reduced |
| Charter Oak Capital Management, LLC | 2,080 | $22.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,020 | $22.0K | 0.00% | +2,020 | New |
| Spire Wealth Management | 2,100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,363 | $25.0K | 0.00% | −1,000−29.7% | Reduced |
| USA Financial Portformulas Corp | 2,282 | $25.0K | 0.03% | +2,282 | New |
| Russell Investments Group, Ltd. | 2,781 | $29.0K | 0.00% | +2,781 | New |
| Rockefeller Capital Management L.P. | 2,791 | $30.0K | 0.00% | +312+12.6% | Added |
| State of Wyoming | 3,016 | $32.0K | 0.02% | +3,016 | New |
| Ameritas Investment Partners, Inc. | 3,231 | $34.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,159 | $34.0K | 0.00% | +3,159 | New |
| Tower Research Capital LLC (TRC) | 3,219 | $35.0K | 0.00% | +753+30.5% | Added |
| UBS Group AG | 3,391 | $36.0K | 0.00% | −15,023−81.6% | Reduced |
| Dorsey Wright & Associates | 3,355 | $36.0K | 0.01% | −207−5.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,941 | $42.0K | 0.00% | −37,756−90.5% | Reduced |
| Quadrant Capital Group LLC | 3,927 | $42.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4,000 | $43.0K | 0.00% | +4,000 | New |
| Advisor Group Holdings, Inc. | 4,113 | $44.0K | 0.00% | −5,039−55.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,202 | $46.0K | 0.00% | +564+15.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,393 | $47.0K | 0.00% | +4,393 | New |
| Spartan Fund Management Inc. | 4,762 | $51.0K | 0.01% | +4,762 | New |
| Metropolitan Life Insurance Co | 4,976 | $53.5K | 0.00% | −658−11.7% | Reduced |
| KBC Group NV | 5,577 | $60.0K | 0.00% | −3,817−40.6% | Reduced |
| Mutual of America Capital Management LLC | 7,758 | $83.0K | 0.00% | +1,106+16.6% | Added |
| Quantbot Technologies LP | 9,791 | $105.0K | 0.01% | +9,791 | New |
| Ausdal Financial Partners, Inc. | 10,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,179 | $109.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 10,421 | $112.0K | 0.00% | +142+1.4% | Added |
| Journey Strategic Wealth LLC | 10,638 | $114.0K | 0.02% | −2,135−16.7% | Reduced |
| Bank of Montreal | 10,610 | $117.0K | 0.00% | −7,872−42.6% | Reduced |
| State of Wisconsin Investment Board | 11,261 | $121.0K | 0.00% | +11,261 | New |
| HSBC Holdings PLC | 12,047 | $130.0K | 0.00% | +12,047 | New |
| Arizona State Retirement System | 12,653 | $136.0K | 0.00% | +12,653 | New |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $140.0K | 0.01% | +13,026 | New |
| Algert Global LLC | 13,250 | $142.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 13,302 | $143.0K | 0.00% | −739−5.3% | Reduced |
| New York Life Investment Management LLC | 13,637 | $147.0K | 0.00% | +13,637 | New |
| Zebra Capital Management LLC | 13,813 | $148.0K | 0.43% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,874 | $151.0K | 0.00% | −14,423−51.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,821 | $159.0K | 0.00% | +14,821 | New |
| Simplex Trading, LLC | 15,056 | $161.0K | 0.01% | −13,959−48.1% | Reduced |
| Oregon Public Employees Retirement Fund | 15,051 | $162.0K | 0.00% | −2,400−13.8% | Reduced |
| BNP Paribas Arbitrage, SA | 16,719 | $179.7K | 0.00% | −8,138−32.7% | Reduced |
| Vestcor Inc | 17,177 | $185.0K | 0.01% | +17,177 | New |
| Corient Capital Partners, LLC | 17,363 | $187.0K | 0.01% | −28−0.2% | Reduced |
| Maryland State Retirement & Pension System | 18,881 | $203.0K | 0.01% | +476+2.6% | Added |
| Manufacturers Life Insurance Company, The | 19,575 | $210.4K | 0.00% | −752−3.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $218.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 20,786 | $223.0K | 0.00% | +252+1.2% | Added |
| Citigroup Inc | 20,816 | $224.0K | 0.00% | −17,720−46.0% | Reduced |
| SG Americas Securities, LLC | 20,845 | $224.0K | 0.00% | −8,068−27.9% | Reduced |
| Natixis Advisors, L.P. | 20,980 | $226.0K | 0.00% | +20,980 | New |
| Qube Research & Technologies Ltd | 21,383 | $230.0K | 0.00% | +21,383 | New |
| Assetmark, Inc | 21,961 | $236.0K | 0.00% | +21,961 | New |
| Stephens Inc | 22,402 | $241.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 22,504 | $242.0K | 0.00% | −3,188−12.4% | Reduced |
| Louisiana State Employees Retirement System | 22,300 | $243.0K | 0.01% | −100−0.4% | Reduced |
| Engineers Gate Manager LP | 22,890 | $246.0K | 0.01% | +22,890 | New |
| Tiaa, FSB | 23,915 | $257.0K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 23,850 | $260.0K | 0.16% | +3,350+16.3% | Added |
| MetLife Investment Management | 24,790 | $266.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 25,000 | $269.0K | 0.00% | +3,758+17.7% | Added |
| American International Group, Inc. | 25,300 | $272.0K | 0.00% | −1,063−4.0% | Reduced |
| Belvedere Trading LLC | 25,393 | $277.0K | 0.30% | −5,277−17.2% | Reduced |
| SEI Investments Co | 28,178 | $302.0K | 0.00% | +4,188+17.5% | Added |
| 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 |
| Ridgewood Investments LLC | 29,388 | $316.0K | 0.25% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 29,520 | $317.0K | 0.00% | −110−0.4% | Reduced |
| Panagora Asset Management Inc | 32,587 | $350.0K | 0.00% | +32,587 | New |
| Alliancebernstein L.P. | 32,756 | $352.0K | 0.00% | +32,756 | New |
| Truist Financial Corp | 33,210 | $357.0K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 33,391 | $359.0K | 0.01% | +661+2.0% | Added |
| LPL Financial LLC | 34,094 | $367.0K | 0.00% | +130.0% | Added |
| Commonwealth Equity Services, LLC | 34,293 | $368.0K | 0.00% | +516+1.5% | Added |
| Victory Capital Management Inc | 35,325 | $380.0K | 0.00% | +24,724+233.2% | Added |
| Eqis Capital Management, Inc. | 36,448 | $391.8K | 0.04% | +36,448 | New |
| Graham Capital Management, L.P. | 37,065 | $398.0K | 0.02% | +24,671+199.1% | Added |
| Clarus Group, Inc. | 37,173 | $400.0K | 0.34% | 00.0% | Unchanged |