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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 50,500 | $427.0K | 0.00% | +5,000+11.0% | Added |
| Jump Financial, LLC | 51,600 | $436.0K | 0.02% | +51,600 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 52,427 | $444.0K | 0.00% | +595+1.1% | Added |
| Bank of America Corp | 53,108 | $449.0K | 0.00% | +210.0% | Added |
| State of Alaska, Department of Revenue | 55,056 | $464.0K | 0.01% | −1,949−3.4% | Reduced |
| Advisory Research Inc | 55,249 | $467.0K | 0.05% | +366+0.7% | Added |
| Teacher Retirement System of Texas | 55,744 | $472.0K | 0.00% | +55,744 | New |
| 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 |
| Cubist Systematic Strategies, LLC | 57,383 | $485.0K | 0.00% | −56,047−49.4% | Reduced |
| California State Teachers Retirement System | 58,640 | $496.0K | 0.00% | −1,436−2.4% | Reduced |
| Everence Capital Management Inc | 58,810 | $498.0K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 64,272 | $544.0K | 0.00% | +25,756+66.9% | Added |
| Victory Capital Management Inc | 64,776 | $548.0K | 0.00% | +29,451+83.4% | Added |
| Royal Bank of Canada | 65,754 | $557.0K | 0.00% | +2,453+3.9% | 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 |
| Voya Investment Management LLC | 76,991 | $651.3K | 0.00% | +39,217+103.8% | Added |
| Public Sector Pension Investment Board | 85,520 | $723.0K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 87,009 | $736.1K | 0.00% | +87,009 | New |
| Cornercap Investment Counsel Inc | 90,979 | $770.0K | 0.15% | 00.0% | Unchanged |
| Barclays PLC | 92,309 | $781.0K | 0.00% | −18,106−16.4% | Reduced |
| Garner Asset Management Corp | 94,262 | $797.0K | 0.42% | −6,337−6.3% | Reduced |
| Globeflex Capital L P | 96,225 | $814.0K | 0.14% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 104,159 | $881.0K | 0.00% | +4,300+4.3% | Added |
| Legal & General Group Plc | 108,145 | $915.0K | 0.00% | +889+0.8% | Added |
| Swiss National Bank | 110,000 | $931.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 140,407 | $1.19M | 0.01% | −140,711−50.1% | Reduced |
| State Board of Administration of Florida Retirement System | 144,731 | $1.22M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 151,989 | $1.29M | 0.00% | +2,626+1.8% | Added |
| Prudential Financial Inc | 164,269 | $1.39M | 0.00% | −18,535−10.1% | Reduced |
| JPMorgan Chase & Co | 170,353 | $1.44M | 0.00% | +34,675+25.6% | Added |
| CenterBook Partners LP | 172,883 | $1.46M | 0.28% | +75,735+78.0% | Added |
| Wells Fargo & Company | 175,252 | $1.48M | 0.00% | −5,906−3.3% | Reduced |
| Two Sigma Investments, LP | 175,410 | $1.48M | 0.01% | −139,989−44.4% | Reduced |
| Goldman Sachs Group Inc | 196,438 | $1.66M | 0.00% | +1,303+0.7% | Added |
| Invesco Ltd. | 204,567 | $1.73M | 0.00% | −5,306−2.5% | Reduced |
| Boothbay Fund Management, LLC | 251,211 | $2.13M | 0.07% | +45,943+22.4% | Added |
| Two Sigma Advisers, LP | 257,500 | $2.18M | 0.01% | −20,400−7.3% | Reduced |
| Principal Financial Group Inc | 287,007 | $2.43M | 0.00% | +1,274+0.4% | Added |
| First Eagle Investment Management, LLC | 287,208 | $2.43M | 0.01% | +53,000+22.6% | Added |
| Nordea Investment Management AB | 317,495 | $2.73M | 0.00% | −5,864−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 337,485 | $2.85M | 0.00% | +5,291+1.6% | Added |
| Ameriprise Financial Inc | 396,713 | $3.36M | 0.00% | +3,687+0.9% | Added |
| Kennedy Capital Management, Inc. | 438,707 | $3.71M | 0.11% | +21,997+5.3% | Added |
| AQR Capital Management LLC | 450,926 | $3.81M | 0.01% | +196,009+76.9% | Added |
| Northern Trust Corp | 546,903 | $4.63M | 0.00% | +10,226+1.9% | Added |
| Renaissance Technologies LLC | 570,284 | $4.83M | 0.01% | −65,665−10.3% | Reduced |
| Millennium Management LLC | 597,007 | $5.05M | 0.01% | +567,896+1,950.8% | Added |
| Bank of New York Mellon Corp | 616,852 | $5.22M | 0.00% | +10,778+1.8% | Added |
| Dimensional Fund Advisors LP | 624,432 | $5.28M | 0.00% | −34,177−5.2% | Reduced |
| Nuveen Asset Management, LLC | 685,837 | $5.80M | 0.00% | −79,669−10.4% | Reduced |
| Morgan Stanley | 713,856 | $6.04M | 0.00% | −48,808−6.4% | Reduced |
| Hazelview Securities Inc. | 717,717 | $6.42M | 0.97% | −195,268−21.4% | Reduced |
| Geode Capital Management, LLC | 853,247 | $7.22M | 0.00% | +16,696+2.0% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,605,518 | $13.6M | 0.91% | −10,000−0.6% | Reduced |
| State Street Corp | 1,762,806 | $14.9M | 0.00% | −9,426−0.5% | Reduced |
| Conversant Capital LLC | 2,222,955 | $18.8M | 4.88% | +25,402+1.2% | Added |
| Vanguard Group Inc | 3,007,033 | $25.4M | 0.00% | −32,399−1.1% | Reduced |
| BlackRock Inc. | 7,629,789 | $64.5M | 0.00% | −178,769−2.3% | Reduced |
| IFP Advisors, Inc | 750 | – | – | +300+66.7% | Added |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −575,464−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −272,705−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −106,436−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −77,602−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −72,875−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −66,434−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −36,448−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −28,178−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −25,393−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −22,890−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −21,961−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −20,980−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,845−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −18,881−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,874−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −13,813−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −13,637−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,047−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −10,179−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Loveless Wealth Management LLC | – | – | – | – | Not filed |
| Dorsey Wright & Associates | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |