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.
Q3 2022 vs. Q2 2022
How the institutions holding Whitestone REIT changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 177 | 3 | 161 | −13 |
| Shares | 31.6M | 71.2K | 30.5M | −1.07M (−3.4%) |
| Value | $339.8M | $765.0K | $258.4M | −$80.7M (−23.8%) |
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Whitestone REIT at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| AXA S.A. | 87,009 | $736.1K | 0.00% |
| Dakota Wealth Management | 74,680 | $632.0K | 0.05% |
| Teacher Retirement System of Texas | 55,744 | $472.0K | 0.00% |
| Jump Financial, LLC | 51,600 | $436.0K | 0.02% |
| Virginia Retirement Systems Et Al | 33,100 | $280.0K | 0.00% |
| Lido Advisors, LLC | 32,676 | $276.0K | 0.01% |
| Susquehanna International Group, LLP | 23,087 | $195.0K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 13,611 | $115.1K | 0.01% |
| Teachers Retirement System of the State of Kentucky | 13,192 | $112.0K | 0.00% |
| Evergreen Capital Management LLC | 12,422 | $105.0K | 0.01% |
| M&G Investment Management Ltd | 12,502 | $100.0K | 0.00% |
| LSV Asset Management | 10,900 | $92.0K | 0.00% |
| Mariner, LLC | 10,433 | $88.0K | 0.00% |
| Private Trust Co NA | 2,375 | $20.0K | 0.00% |
| CWM, LLC | 76 | $1.00K | 0.00% |
| Wipfli Financial Advisors LLC, | 158 | $1.00K | 0.00% |
| Loomis Sayles & Co L P | 47 | $0 | 0.00% |
| Farmers & Merchants Investments Inc | 30 | $0 | 0.00% |
Sold out (31)
Institutions that held Whitestone REIT at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (3)
Institutions that held Whitestone REIT at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Loveless Wealth Management LLC | 67,080 | $721.0K |
| Dorsey Wright & Associates | 3,355 | $36.0K |
| Fieldpoint Private Securities, LLC | 775 | $8.00K |