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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 21,961 | $236.0K | 0.00% | +21,961 | New |
| Qube Research & Technologies Ltd | 21,383 | $230.0K | 0.00% | +21,383 | New |
| Natixis Advisors, L.P. | 20,980 | $226.0K | 0.00% | +20,980 | New |
| 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 |
| Amalgamated Bank | 20,786 | $223.0K | 0.00% | +252+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $218.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,575 | $210.4K | 0.00% | −752−3.7% | Reduced |
| Maryland State Retirement & Pension System | 18,881 | $203.0K | 0.01% | +476+2.6% | Added |
| Corient Capital Partners, LLC | 17,363 | $187.0K | 0.01% | −28−0.2% | Reduced |
| Vestcor Inc | 17,177 | $185.0K | 0.01% | +17,177 | New |
| BNP Paribas Arbitrage, SA | 16,719 | $179.7K | 0.00% | −8,138−32.7% | Reduced |
| Oregon Public Employees Retirement Fund | 15,051 | $162.0K | 0.00% | −2,400−13.8% | Reduced |
| Simplex Trading, LLC | 15,056 | $161.0K | 0.01% | −13,959−48.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,821 | $159.0K | 0.00% | +14,821 | New |
| HighTower Advisors, LLC | 13,874 | $151.0K | 0.00% | −14,423−51.0% | Reduced |
| Zebra Capital Management LLC | 13,813 | $148.0K | 0.43% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 13,637 | $147.0K | 0.00% | +13,637 | New |
| Daiwa Securities Group Inc. | 13,302 | $143.0K | 0.00% | −739−5.3% | Reduced |
| Algert Global LLC | 13,250 | $142.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $140.0K | 0.01% | +13,026 | New |
| Arizona State Retirement System | 12,653 | $136.0K | 0.00% | +12,653 | New |
| HSBC Holdings PLC | 12,047 | $130.0K | 0.00% | +12,047 | New |
| State of Wisconsin Investment Board | 11,261 | $121.0K | 0.00% | +11,261 | New |
| Bank of Montreal | 10,610 | $117.0K | 0.00% | −7,872−42.6% | Reduced |
| Journey Strategic Wealth LLC | 10,638 | $114.0K | 0.02% | −2,135−16.7% | Reduced |
| FMR LLC | 10,421 | $112.0K | 0.00% | +142+1.4% | Added |
| Bank of Nova Scotia | 10,179 | $109.0K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,791 | $105.0K | 0.01% | +9,791 | New |
| Mutual of America Capital Management LLC | 7,758 | $83.0K | 0.00% | +1,106+16.6% | Added |
| KBC Group NV | 5,577 | $60.0K | 0.00% | −3,817−40.6% | Reduced |
| Metropolitan Life Insurance Co | 4,976 | $53.5K | 0.00% | −658−11.7% | Reduced |
| Spartan Fund Management Inc. | 4,762 | $51.0K | 0.01% | +4,762 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,393 | $47.0K | 0.00% | +4,393 | New |
| The PNC Financial Services Group, Inc. | 4,202 | $46.0K | 0.00% | +564+15.5% | Added |
| Advisor Group Holdings, Inc. | 4,113 | $44.0K | 0.00% | −5,039−55.1% | Reduced |
| Chilton Capital Management LLC | 4,000 | $43.0K | 0.00% | +4,000 | New |
| 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 |
| 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 |
| Tower Research Capital LLC (TRC) | 3,219 | $35.0K | 0.00% | +753+30.5% | Added |
| 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 |
| State of Wyoming | 3,016 | $32.0K | 0.02% | +3,016 | New |
| Rockefeller Capital Management L.P. | 2,791 | $30.0K | 0.00% | +312+12.6% | Added |
| Russell Investments Group, Ltd. | 2,781 | $29.0K | 0.00% | +2,781 | New |
| 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 |
| Spire Wealth Management | 2,100 | $23.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Meeder Asset Management Inc | 1,792 | $19.0K | 0.00% | −223−11.1% | Reduced |
| American Portfolios Advisors | 1,500 | $16.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,190 | $13.0K | 0.00% | −201−14.5% | Reduced |
| Sutton Wealth Advisors Inc. | 1,028 | $11.1K | 0.00% | −9−0.9% | Reduced |
| Sound Income Strategies, LLC | 1,065 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 900 | $10.0K | 0.00% | +900 | New |
| Lindbrook Capital, LLC | 838 | $9.00K | 0.00% | +54+6.9% | Added |
| Fieldpoint Private Securities, LLC | 775 | $8.00K | 0.00% | −285−26.9% | Reduced |
| Versant Capital Management, Inc | 672 | $7.00K | 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 |
| Parkside Financial Bank & Trust | 315 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 205 | $2.20K | 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 |
| Ellevest, Inc. | 54 | $1.00K | 0.00% | −435−89.0% | Reduced |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | +35 | New |
| 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 |