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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 37,774 | $406.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 37,891 | $407.0K | 0.00% | +37,891 | New |
| Yousif Capital Management, LLC | 38,256 | $411.0K | 0.01% | −3,010−7.3% | Reduced |
| Federated Hermes, Inc. | 38,516 | $414.0K | 0.00% | +35,709+1,272.1% | Added |
| Quantedge Capital Pte Ltd | 39,500 | $425.0K | 0.09% | +39,500 | New |
| HRT Financial LP | 39,628 | $426.0K | 0.00% | +39,628 | New |
| Comerica Bank | 39,280 | $428.0K | 0.00% | +705+1.8% | Added |
| Nisa Investment Advisors, LLC | 40,868 | $439.0K | 0.00% | −2,882−6.6% | Reduced |
| Nomura Asset Management Co Ltd | 41,900 | $450.4K | 0.00% | +2,000+5.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,114 | $453.0K | 0.00% | +2,314+5.8% | Added |
| Thrivent Financial for Lutherans | 45,388 | $488.0K | 0.00% | +7,805+20.8% | Added |
| Schonfeld Strategic Advisors LLC | 45,500 | $489.0K | 0.01% | +4,800+11.8% | Added |
| Price T Rowe Associates Inc | 46,568 | $501.0K | 0.00% | +307+0.7% | Added |
| Oliver Luxxe Assets LLC | 47,999 | $516.0K | 0.15% | +282+0.6% | Added |
| Public Employees Retirement System of Ohio | 50,923 | $547.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,832 | $557.0K | 0.00% | −1,929−3.6% | Reduced |
| Bank of America Corp | 53,087 | $570.0K | 0.00% | −33,134−38.4% | Reduced |
| Credit Suisse AG | 54,369 | $584.0K | 0.00% | +54,369 | New |
| Advisory Research Inc | 54,883 | $590.0K | 0.06% | +23,856+76.9% | Added |
| Great West Life Assurance Co | 56,292 | $604.0K | 0.00% | +19,013+51.0% | Added |
| State of Alaska, Department of Revenue | 57,005 | $611.0K | 0.01% | +1,350+2.4% | Added |
| Everence Capital Management Inc | 58,810 | $632.0K | 0.06% | +47,170+405.2% | Added |
| California State Teachers Retirement System | 60,076 | $646.0K | 0.00% | +40,364+204.8% | Added |
| STRS Ohio | 60,853 | $654.0K | 0.00% | −136−0.2% | Reduced |
| Royal Bank of Canada | 63,301 | $681.0K | 0.00% | −1,022−1.6% | Reduced |
| Prelude Capital Management, LLC | 66,434 | $714.0K | 0.03% | −19,566−22.8% | Reduced |
| Loveless Wealth Management LLC | 67,080 | $721.0K | 0.47% | −1,850−2.7% | Reduced |
| EAM Investors, LLC | 72,875 | $783.0K | 0.19% | −36,229−33.2% | Reduced |
| Asset Management One Co.,Ltd. | 74,781 | $803.0K | 0.00% | +7,884+11.8% | Added |
| First Trust Advisors LP | 77,602 | $834.0K | 0.00% | −1,723−2.2% | Reduced |
| Public Sector Pension Investment Board | 85,520 | $919.0K | 0.01% | −892−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 90,979 | $978.0K | 0.17% | −8,217−8.3% | Reduced |
| Globeflex Capital L P | 96,225 | $1.03M | 0.25% | 00.0% | Unchanged |
| CenterBook Partners LP | 97,148 | $1.04M | 0.22% | +97,148 | New |
| New York State Teachers Retirement System | 99,859 | $1.07M | 0.00% | +4,000+4.2% | Added |
| Garner Asset Management Corp | 100,599 | $1.08M | 0.48% | +6,140+6.5% | Added |
| EAM Global Investors LLC | 106,436 | $1.14M | 0.28% | −52,140−32.9% | Reduced |
| Legal & General Group Plc | 107,256 | $1.15M | 0.00% | +10,894+11.3% | Added |
| Swiss National Bank | 110,000 | $1.18M | 0.00% | +110,000 | New |
| Barclays PLC | 110,415 | $1.19M | 0.00% | −18,889−14.6% | Reduced |
| Cubist Systematic Strategies, LLC | 113,430 | $1.22M | 0.01% | +60,604+114.7% | Added |
| JPMorgan Chase & Co | 135,678 | $1.46M | 0.00% | +80,982+148.1% | Added |
| State Board of Administration of Florida Retirement System | 144,731 | $1.56M | 0.00% | +128,142+772.5% | Added |
| Rhumbline Advisers | 149,363 | $1.61M | 0.00% | +13,295+9.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 150,000 | $1.61M | 0.34% | +150,000 | New |
| Wells Fargo & Company | 181,158 | $1.95M | 0.00% | −47,232−20.7% | Reduced |
| Prudential Financial Inc | 182,804 | $1.97M | 0.00% | −199,000−52.1% | Reduced |
| Goldman Sachs Group Inc | 195,135 | $2.10M | 0.00% | +5,255+2.8% | Added |
| Boothbay Fund Management, LLC | 205,268 | $2.21M | 0.08% | +6,627+3.3% | Added |
| Invesco Ltd. | 209,873 | $2.26M | 0.00% | −1,103,767−84.0% | Reduced |
| First Eagle Investment Management, LLC | 234,208 | $2.52M | 0.01% | +50,573+27.5% | Added |
| AQR Capital Management LLC | 254,917 | $2.74M | 0.01% | −11,808−4.4% | Reduced |
| Acadian Asset Management LLC | 272,705 | $2.93M | 0.01% | −195,045−41.7% | Reduced |
| Two Sigma Advisers, LP | 277,900 | $2.99M | 0.01% | +81,900+41.8% | Added |
| Jacobs Levy Equity Management, Inc | 281,118 | $3.02M | 0.02% | +55,789+24.8% | Added |
| Principal Financial Group Inc | 285,733 | $3.07M | 0.00% | −19,587−6.4% | Reduced |
| Two Sigma Investments, LP | 315,399 | $3.39M | 0.01% | +130,934+71.0% | Added |
| Nordea Investment Management AB | 323,359 | $3.39M | 0.01% | +323,359 | New |
| Charles Schwab Investment Management Inc | 332,194 | $3.57M | 0.00% | +114,535+52.6% | Added |
| Ameriprise Financial Inc | 393,026 | $4.22M | 0.00% | −2,732−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 416,710 | $4.48M | 0.13% | +49,266+13.4% | Added |
| Northern Trust Corp | 536,677 | $5.77M | 0.00% | +47,922+9.8% | Added |
| Colony Capital, Inc. | 575,464 | $6.19M | 0.89% | −225,506−28.2% | Reduced |
| Bank of New York Mellon Corp | 606,074 | $6.51M | 0.00% | −31,603−5.0% | Reduced |
| Renaissance Technologies LLC | 635,949 | $6.84M | 0.01% | +217,965+52.1% | Added |
| Dimensional Fund Advisors LP | 658,609 | $7.08M | 0.00% | −4,937−0.7% | Reduced |
| Morgan Stanley | 762,664 | $8.20M | 0.00% | +551,452+261.1% | Added |
| Nuveen Asset Management, LLC | 765,506 | $8.23M | 0.00% | +192,013+33.5% | Added |
| Geode Capital Management, LLC | 836,551 | $8.99M | 0.00% | +29,495+3.7% | Added |
| Hazelview Securities Inc. | 912,985 | $9.70M | 1.30% | +485+0.1% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,615,518 | $17.4M | 1.55% | −454,265−21.9% | Reduced |
| State Street Corp | 1,772,232 | $19.1M | 0.00% | +176,835+11.1% | Added |
| Conversant Capital LLC | 2,197,553 | $23.6M | 5.39% | +635,623+40.7% | Added |
| Vanguard Group Inc | 3,039,432 | $32.7M | 0.00% | +41,548+1.4% | Added |
| BlackRock Inc. | 7,808,558 | $83.9M | 0.00% | +286,232+3.8% | Added |
| IFP Advisors, Inc | 450 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 220 | – | – | +220 | New |
| Anson Funds Management LP | 0 | $0 | 0.00% | −319,000−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −291,125−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −158,769−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −142,964−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −63,301−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,605−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,922−100.0% | Sold out |
| Triton Wealth Management, PLLC | 0 | $0 | 0.00% | −13,211−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,905−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Midwest Wealth Management Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |