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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 19,609 | $166.0K | 0.00% | −31,314−61.5% | Reduced |
| Manufacturers Life Insurance Company, The | 19,190 | $162.3K | 0.00% | −385−2.0% | Reduced |
| Qube Research & Technologies Ltd | 16,907 | $143.0K | 0.00% | −4,476−20.9% | Reduced |
| Oregon Public Employees Retirement Fund | 15,190 | $129.0K | 0.00% | +139+0.9% | Added |
| Graham Capital Management, L.P. | 15,231 | $128.0K | 0.01% | −21,834−58.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,611 | $115.1K | 0.01% | +13,611 | New |
| Truist Financial Corp | 13,589 | $115.0K | 0.00% | −19,621−59.1% | 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 |
| Daiwa Securities Group Inc. | 13,095 | $111.0K | 0.00% | −207−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $110.0K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 12,773 | $108.0K | 0.01% | +2,135+20.1% | Added |
| Arizona State Retirement System | 12,688 | $107.0K | 0.00% | +35+0.3% | Added |
| Bank of Montreal | 10,574 | $106.0K | 0.00% | −36−0.3% | Reduced |
| 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 |
| M&G Investment Management Ltd | 12,502 | $100.0K | 0.00% | +12,502 | New |
| FMR LLC | 11,377 | $96.0K | 0.00% | +956+9.2% | Added |
| State of Wyoming | 11,024 | $93.0K | 0.05% | +8,008+265.5% | Added |
| LSV Asset Management | 10,900 | $92.0K | 0.00% | +10,900 | New |
| Quantedge Capital Pte Ltd | 10,600 | $90.0K | 0.03% | −28,900−73.2% | Reduced |
| Mariner, LLC | 10,433 | $88.0K | 0.00% | +10,433 | New |
| Ausdal Financial Partners, Inc. | 10,015 | $85.0K | 0.01% | +15+0.2% | Added |
| Quantbot Technologies LP | 9,915 | $83.0K | 0.01% | +124+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 9,409 | $79.0K | 0.00% | +5,468+138.7% | Added |
| Mutual of America Capital Management LLC | 9,233 | $78.0K | 0.00% | +1,475+19.0% | 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 |
| Quadrant Capital Group LLC | 6,101 | $52.0K | 0.01% | +2,174+55.4% | Added |
| KBC Group NV | 5,577 | $47.0K | 0.00% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 4,762 | $40.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,372 | $37.0K | 0.00% | −604−12.1% | Reduced |
| Point72 Hong Kong Ltd | 3,865 | $33.0K | 0.00% | +3,661+1,794.6% | Added |
| The PNC Financial Services Group, Inc. | 3,696 | $32.0K | 0.00% | −506−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,747 | $31.0K | 0.00% | −366−8.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,231 | $27.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,125 | $26.0K | 0.00% | −34−1.1% | Reduced |
| Group One Trading, L.P. | 2,863 | $24.0K | 0.00% | +500+21.2% | Added |
| Rockefeller Capital Management L.P. | 2,547 | $21.0K | 0.00% | −244−8.7% | Reduced |
| 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 |
| American Portfolios Advisors | 1,500 | $12.7K | 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 |
| TCI Wealth Advisors, Inc. | 1,190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,065 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,028 | $8.70K | 0.00% | 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 |
| Fifth Third Bancorp | 498 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 442 | $4.00K | 0.01% | 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 |
| Raffa Wealth Management, LLC | 205 | $1.73K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |