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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 30 | $0 | 0.00% | +30 | New |
| Glassman Wealth Services | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 76 | $1.00K | 0.00% | +76 | New |
| Wipfli Financial Advisors LLC, | 158 | $1.00K | 0.00% | +158 | New |
| Raffa Wealth Management, LLC | 205 | $1.73K | 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 |
| Fifth Third Bancorp | 498 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 442 | $4.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 672 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 696 | $6.00K | 0.00% | +237+51.6% | Added |
| Sutton Wealth Advisors Inc. | 1,028 | $8.70K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,065 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,362 | $12.0K | 0.00% | −430−24.0% | Reduced |
| Allworth Financial LP | 1,469 | $12.0K | 0.00% | +1,294+739.4% | Added |
| American Portfolios Advisors | 1,500 | $12.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,431 | $20.0K | 0.00% | −350−12.6% | Reduced |
| Private Trust Co NA | 2,375 | $20.0K | 0.00% | +2,375 | New |
| Rockefeller Capital Management L.P. | 2,547 | $21.0K | 0.00% | −244−8.7% | Reduced |
| Group One Trading, L.P. | 2,863 | $24.0K | 0.00% | +500+21.2% | Added |
| PEAK6 Investments LLC | 3,125 | $26.0K | 0.00% | −34−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,231 | $27.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,747 | $31.0K | 0.00% | −366−8.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,696 | $32.0K | 0.00% | −506−12.0% | Reduced |
| Point72 Hong Kong Ltd | 3,865 | $33.0K | 0.00% | +3,661+1,794.6% | Added |
| Metropolitan Life Insurance Co | 4,372 | $37.0K | 0.00% | −604−12.1% | Reduced |
| Spartan Fund Management Inc. | 4,762 | $40.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,577 | $47.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,101 | $52.0K | 0.01% | +2,174+55.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,932 | $76.0K | 0.00% | +4,539+103.3% | Added |
| UBS Group AG | 8,947 | $76.0K | 0.00% | +5,556+163.8% | Added |
| Mutual of America Capital Management LLC | 9,233 | $78.0K | 0.00% | +1,475+19.0% | Added |
| Allspring Global Investments Holdings, LLC | 9,409 | $79.0K | 0.00% | +5,468+138.7% | Added |
| Quantbot Technologies LP | 9,915 | $83.0K | 0.01% | +124+1.3% | Added |
| Ausdal Financial Partners, Inc. | 10,015 | $85.0K | 0.01% | +15+0.2% | Added |
| Mariner, LLC | 10,433 | $88.0K | 0.00% | +10,433 | New |
| Quantedge Capital Pte Ltd | 10,600 | $90.0K | 0.03% | −28,900−73.2% | Reduced |
| LSV Asset Management | 10,900 | $92.0K | 0.00% | +10,900 | New |
| State of Wyoming | 11,024 | $93.0K | 0.05% | +8,008+265.5% | Added |
| FMR LLC | 11,377 | $96.0K | 0.00% | +956+9.2% | Added |
| M&G Investment Management Ltd | 12,502 | $100.0K | 0.00% | +12,502 | New |
| Vestcor Inc | 12,434 | $105.0K | 0.00% | −4,743−27.6% | Reduced |
| Evergreen Capital Management LLC | 12,422 | $105.0K | 0.01% | +12,422 | New |
| Bank of Montreal | 10,574 | $106.0K | 0.00% | −36−0.3% | Reduced |
| Arizona State Retirement System | 12,688 | $107.0K | 0.00% | +35+0.3% | Added |
| Journey Strategic Wealth LLC | 12,773 | $108.0K | 0.01% | +2,135+20.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $110.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 13,095 | $111.0K | 0.00% | −207−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 13,191 | $112.0K | 0.00% | +9,972+309.8% | Added |
| Teachers Retirement System of the State of Kentucky | 13,192 | $112.0K | 0.00% | +13,192 | New |
| Truist Financial Corp | 13,589 | $115.0K | 0.00% | −19,621−59.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,611 | $115.1K | 0.01% | +13,611 | New |
| Graham Capital Management, L.P. | 15,231 | $128.0K | 0.01% | −21,834−58.9% | Reduced |
| Oregon Public Employees Retirement Fund | 15,190 | $129.0K | 0.00% | +139+0.9% | Added |
| Qube Research & Technologies Ltd | 16,907 | $143.0K | 0.00% | −4,476−20.9% | Reduced |
| Manufacturers Life Insurance Company, The | 19,190 | $162.3K | 0.00% | −385−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 19,609 | $166.0K | 0.00% | −31,314−61.5% | Reduced |
| 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 |
| Amalgamated Bank | 20,939 | $177.0K | 0.00% | +153+0.7% | Added |
| HRT Financial LP | 21,123 | $178.0K | 0.00% | −18,505−46.7% | Reduced |
| Deutsche Bank AG | 21,351 | $180.0K | 0.00% | −1,153−5.1% | Reduced |
| Corient Capital Partners, LLC | 17,363 | $187.0K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,200 | $188.0K | 0.01% | −100−0.4% | Reduced |
| Citigroup Inc | 22,350 | $189.0K | 0.00% | +1,534+7.4% | Added |
| 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 |
| Susquehanna International Group, LLP | 23,087 | $195.0K | 0.00% | +23,087 | New |
| Squarepoint Ops LLC | 23,800 | $201.0K | 0.00% | −1,200−4.8% | Reduced |
| Worth Venture Partners, LLC | 23,850 | $202.0K | 0.13% | 00.0% | Unchanged |
| Tiaa, FSB | 23,915 | $202.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 24,790 | $209.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 25,595 | $217.0K | 0.00% | +295+1.2% | Added |
| Algert Global LLC | 27,274 | $231.0K | 0.01% | +14,024+105.8% | Added |
| Ridgewood Investments LLC | 29,388 | $249.0K | 0.21% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 29,625 | $251.0K | 0.00% | +105+0.4% | Added |
| State of Tennessee, Treasury Department | 30,575 | $258.0K | 0.00% | +1,498+5.2% | Added |
| Panagora Asset Management Inc | 31,552 | $267.0K | 0.00% | −1,035−3.2% | Reduced |
| Lido Advisors, LLC | 32,676 | $276.0K | 0.01% | +32,676 | New |
| Virginia Retirement Systems Et Al | 33,100 | $280.0K | 0.00% | +33,100 | New |
| BNP Paribas Arbitrage, SA | 33,205 | $280.9K | 0.00% | +16,486+98.6% | Added |
| Texas Permanent School Fund | 33,378 | $282.0K | 0.00% | −130.0% | Reduced |
| Larson Financial Group LLC | 33,695 | $285.0K | 0.04% | +31,675+1,568.1% | Added |
| Commonwealth Equity Services, LLC | 33,868 | $286.0K | 0.00% | −425−1.2% | Reduced |
| LPL Financial LLC | 33,898 | $287.0K | 0.00% | −196−0.6% | Reduced |
| Comerica Bank | 35,415 | $308.0K | 0.00% | −3,865−9.8% | Reduced |
| Alliancebernstein L.P. | 36,889 | $312.0K | 0.00% | +4,133+12.6% | Added |
| Clarus Group, Inc. | 37,173 | $314.0K | 0.29% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 37,593 | $318.0K | 0.00% | −663−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,283 | $358.0K | 0.00% | +169+0.4% | Added |
| Nisa Investment Advisors, LLC | 43,168 | $370.0K | 0.00% | +2,300+5.6% | Added |
| Nomura Asset Management Co Ltd | 43,900 | $371.4K | 0.00% | +2,000+4.8% | Added |
| Stifel Financial Corp | 45,231 | $383.0K | 0.00% | +7,340+19.4% | Added |
| Thrivent Financial for Lutherans | 47,972 | $406.0K | 0.00% | +2,584+5.7% | Added |
| STRS Ohio | 48,216 | $407.0K | 0.00% | −12,637−20.8% | Reduced |
| Price T Rowe Associates Inc | 49,340 | $418.0K | 0.00% | +2,772+6.0% | Added |
| Oliver Luxxe Assets LLC | 49,726 | $421.0K | 0.13% | +1,727+3.6% | Added |