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, Q3 2022
Institutional positions in Whitestone REIT as of Sep 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
- 161
- −13 vs. Q2 2022
- Shares held
- 30.5M
- −1.07M (−3.4%) vs. Q2 2022
- Total value
- $258.4M
- −$80.7M (−23.8%) vs. Q2 2022
- New holders
- 18
- 64 more added
- Sold out
- 31
- 49 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,629,789 | $64.5M | 0.00% | −178,769−2.3% | Reduced |
| Vanguard Group Inc | 3,007,033 | $25.4M | 0.00% | −32,399−1.1% | Reduced |
| Conversant Capital LLC | 2,222,955 | $18.8M | 4.88% | +25,402+1.2% | Added |
| State Street Corp | 1,762,806 | $14.9M | 0.00% | −9,426−0.5% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 1,605,518 | $13.6M | 0.91% | −10,000−0.6% | Reduced |
| Geode Capital Management, LLC | 853,247 | $7.22M | 0.00% | +16,696+2.0% | Added |
| Hazelview Securities Inc. | 717,717 | $6.42M | 0.97% | −195,268−21.4% | Reduced |
| Morgan Stanley | 713,856 | $6.04M | 0.00% | −48,808−6.4% | Reduced |
| Nuveen Asset Management, LLC | 685,837 | $5.80M | 0.00% | −79,669−10.4% | Reduced |
| Dimensional Fund Advisors LP | 624,432 | $5.28M | 0.00% | −34,177−5.2% | Reduced |
| Bank of New York Mellon Corp | 616,852 | $5.22M | 0.00% | +10,778+1.8% | Added |
| Millennium Management LLC | 597,007 | $5.05M | 0.01% | +567,896+1,950.8% | Added |
| Renaissance Technologies LLC | 570,284 | $4.83M | 0.01% | −65,665−10.3% | Reduced |
| Northern Trust Corp | 546,903 | $4.63M | 0.00% | +10,226+1.9% | Added |
| AQR Capital Management LLC | 450,926 | $3.81M | 0.01% | +196,009+76.9% | Added |
| Kennedy Capital Management, Inc. | 438,707 | $3.71M | 0.11% | +21,997+5.3% | Added |
| Ameriprise Financial Inc | 396,713 | $3.36M | 0.00% | +3,687+0.9% | Added |
| Charles Schwab Investment Management Inc | 337,485 | $2.85M | 0.00% | +5,291+1.6% | Added |
| Nordea Investment Management AB | 317,495 | $2.73M | 0.00% | −5,864−1.8% | Reduced |
| First Eagle Investment Management, LLC | 287,208 | $2.43M | 0.01% | +53,000+22.6% | Added |
| Principal Financial Group Inc | 287,007 | $2.43M | 0.00% | +1,274+0.4% | Added |
| Two Sigma Advisers, LP | 257,500 | $2.18M | 0.01% | −20,400−7.3% | Reduced |
| Boothbay Fund Management, LLC | 251,211 | $2.13M | 0.07% | +45,943+22.4% | Added |
| Invesco Ltd. | 204,567 | $1.73M | 0.00% | −5,306−2.5% | Reduced |
| Goldman Sachs Group Inc | 196,438 | $1.66M | 0.00% | +1,303+0.7% | Added |
| Two Sigma Investments, LP | 175,410 | $1.48M | 0.01% | −139,989−44.4% | Reduced |
| Wells Fargo & Company | 175,252 | $1.48M | 0.00% | −5,906−3.3% | Reduced |
| CenterBook Partners LP | 172,883 | $1.46M | 0.28% | +75,735+78.0% | Added |
| JPMorgan Chase & Co | 170,353 | $1.44M | 0.00% | +34,675+25.6% | Added |
| Prudential Financial Inc | 164,269 | $1.39M | 0.00% | −18,535−10.1% | Reduced |
| Rhumbline Advisers | 151,989 | $1.29M | 0.00% | +2,626+1.8% | Added |
| State Board of Administration of Florida Retirement System | 144,731 | $1.22M | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 140,407 | $1.19M | 0.01% | −140,711−50.1% | Reduced |
| Swiss National Bank | 110,000 | $931.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 108,145 | $915.0K | 0.00% | +889+0.8% | Added |
| New York State Teachers Retirement System | 104,159 | $881.0K | 0.00% | +4,300+4.3% | Added |
| Globeflex Capital L P | 96,225 | $814.0K | 0.14% | 00.0% | Unchanged |
| Garner Asset Management Corp | 94,262 | $797.0K | 0.42% | −6,337−6.3% | Reduced |
| Barclays PLC | 92,309 | $781.0K | 0.00% | −18,106−16.4% | Reduced |
| Cornercap Investment Counsel Inc | 90,979 | $770.0K | 0.15% | 00.0% | Unchanged |
| AXA S.A. | 87,009 | $736.1K | 0.00% | +87,009 | New |
| Public Sector Pension Investment Board | 85,520 | $723.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 76,991 | $651.3K | 0.00% | +39,217+103.8% | Added |
| Asset Management One Co.,Ltd. | 74,737 | $632.0K | 0.00% | −44−0.1% | Reduced |
| Dakota Wealth Management | 74,680 | $632.0K | 0.05% | +74,680 | New |
| Royal Bank of Canada | 65,754 | $557.0K | 0.00% | +2,453+3.9% | Added |
| Victory Capital Management Inc | 64,776 | $548.0K | 0.00% | +29,451+83.4% | Added |
| Federated Hermes, Inc. | 64,272 | $544.0K | 0.00% | +25,756+66.9% | Added |
| Everence Capital Management Inc | 58,810 | $498.0K | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 58,640 | $496.0K | 0.00% | −1,436−2.4% | Reduced |
| Cubist Systematic Strategies, LLC | 57,383 | $485.0K | 0.00% | −56,047−49.4% | Reduced |
| Great West Life Assurance Co | 56,491 | $478.0K | 0.00% | +199+0.4% | Added |
| Credit Suisse AG | 56,471 | $478.0K | 0.00% | +2,102+3.9% | Added |
| Teacher Retirement System of Texas | 55,744 | $472.0K | 0.00% | +55,744 | New |
| Advisory Research Inc | 55,249 | $467.0K | 0.05% | +366+0.7% | Added |
| State of Alaska, Department of Revenue | 55,056 | $464.0K | 0.01% | −1,949−3.4% | Reduced |
| Bank of America Corp | 53,108 | $449.0K | 0.00% | +210.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 52,427 | $444.0K | 0.00% | +595+1.1% | Added |
| Jump Financial, LLC | 51,600 | $436.0K | 0.02% | +51,600 | New |
| Schonfeld Strategic Advisors LLC | 50,500 | $427.0K | 0.00% | +5,000+11.0% | Added |
| Oliver Luxxe Assets LLC | 49,726 | $421.0K | 0.13% | +1,727+3.6% | Added |
| Price T Rowe Associates Inc | 49,340 | $418.0K | 0.00% | +2,772+6.0% | Added |
| STRS Ohio | 48,216 | $407.0K | 0.00% | −12,637−20.8% | Reduced |
| Thrivent Financial for Lutherans | 47,972 | $406.0K | 0.00% | +2,584+5.7% | Added |
| Stifel Financial Corp | 45,231 | $383.0K | 0.00% | +7,340+19.4% | Added |
| Nomura Asset Management Co Ltd | 43,900 | $371.4K | 0.00% | +2,000+4.8% | Added |
| Nisa Investment Advisors, LLC | 43,168 | $370.0K | 0.00% | +2,300+5.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,283 | $358.0K | 0.00% | +169+0.4% | Added |
| Yousif Capital Management, LLC | 37,593 | $318.0K | 0.00% | −663−1.7% | Reduced |
| Clarus Group, Inc. | 37,173 | $314.0K | 0.29% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 36,889 | $312.0K | 0.00% | +4,133+12.6% | Added |
| Comerica Bank | 35,415 | $308.0K | 0.00% | −3,865−9.8% | Reduced |
| LPL Financial LLC | 33,898 | $287.0K | 0.00% | −196−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 33,868 | $286.0K | 0.00% | −425−1.2% | Reduced |
| Larson Financial Group LLC | 33,695 | $285.0K | 0.04% | +31,675+1,568.1% | Added |
| Texas Permanent School Fund | 33,378 | $282.0K | 0.00% | −130.0% | Reduced |
| BNP Paribas Arbitrage, SA | 33,205 | $280.9K | 0.00% | +16,486+98.6% | Added |
| Virginia Retirement Systems Et Al | 33,100 | $280.0K | 0.00% | +33,100 | New |
| Lido Advisors, LLC | 32,676 | $276.0K | 0.01% | +32,676 | New |
| Panagora Asset Management Inc | 31,552 | $267.0K | 0.00% | −1,035−3.2% | Reduced |
| State of Tennessee, Treasury Department | 30,575 | $258.0K | 0.00% | +1,498+5.2% | Added |
| New York State Common Retirement Fund | 29,625 | $251.0K | 0.00% | +105+0.4% | Added |
| Ridgewood Investments LLC | 29,388 | $249.0K | 0.21% | 00.0% | Unchanged |
| Algert Global LLC | 27,274 | $231.0K | 0.01% | +14,024+105.8% | Added |
| American International Group, Inc. | 25,595 | $217.0K | 0.00% | +295+1.2% | Added |
| MetLife Investment Management | 24,790 | $209.7K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 23,850 | $202.0K | 0.13% | 00.0% | Unchanged |
| Tiaa, FSB | 23,915 | $202.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 23,800 | $201.0K | 0.00% | −1,200−4.8% | Reduced |
| Susquehanna International Group, LLP | 23,087 | $195.0K | 0.00% | +23,087 | New |
| Stephens Inc | 22,402 | $190.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 22,467 | $190.0K | 0.01% | +7,411+49.2% | Added |
| Citigroup Inc | 22,350 | $189.0K | 0.00% | +1,534+7.4% | Added |
| Louisiana State Employees Retirement System | 22,200 | $188.0K | 0.01% | −100−0.4% | Reduced |
| Corient Capital Partners, LLC | 17,363 | $187.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 21,351 | $180.0K | 0.00% | −1,153−5.1% | Reduced |
| HRT Financial LP | 21,123 | $178.0K | 0.00% | −18,505−46.7% | Reduced |
| Amalgamated Bank | 20,939 | $177.0K | 0.00% | +153+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $171.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,171 | $171.0K | 0.00% | +5,350+36.1% | Added |