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, Q4 2022
Institutional positions in Whitestone REIT as of Dec 31, 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
- 159
- +1 vs. Q3 2022
- Shares held
- 30.1M
- −389.4K (−1.3%) vs. Q3 2022
- Total value
- $290.0M
- +$31.8M (+12.3%) vs. Q3 2022
- New holders
- 19
- 55 more added
- Sold out
- 18
- 56 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,876,839 | $75.9M | 0.00% | +247,050+3.2% | Added |
| Vanguard Group Inc | 3,134,594 | $30.2M | 0.00% | +127,561+4.2% | Added |
| Conversant Capital LLC | 2,253,070 | $21.7M | 5.08% | +30,115+1.4% | Added |
| State Street Corp | 1,824,594 | $17.6M | 0.00% | +61,788+3.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,615,518 | $15.6M | 1.21% | +10,000+0.6% | Added |
| Geode Capital Management, LLC | 891,736 | $8.60M | 0.00% | +38,489+4.5% | Added |
| Nuveen Asset Management, LLC | 751,693 | $7.25M | 0.00% | +65,856+9.6% | Added |
| Morgan Stanley | 741,830 | $7.15M | 0.00% | +27,974+3.9% | Added |
| Dimensional Fund Advisors LP | 625,535 | $6.03M | 0.00% | +1,103+0.2% | Added |
| Hazelview Securities Inc. | 593,967 | $5.73M | 0.86% | −123,750−17.2% | Reduced |
| AQR Capital Management LLC | 583,238 | $5.62M | 0.01% | +132,312+29.3% | Added |
| Bank of New York Mellon Corp | 566,982 | $5.47M | 0.00% | −49,870−8.1% | Reduced |
| Kennedy Capital Management, Inc. | 565,205 | $5.45M | 0.15% | +126,498+28.8% | Added |
| Northern Trust Corp | 524,866 | $5.06M | 0.00% | −22,037−4.0% | Reduced |
| Renaissance Technologies LLC | 485,584 | $4.68M | 0.01% | −84,700−14.9% | Reduced |
| First Eagle Investment Management, LLC | 393,456 | $3.79M | 0.01% | +106,248+37.0% | Added |
| Ameriprise Financial Inc | 369,585 | $3.56M | 0.00% | −27,128−6.8% | Reduced |
| Boothbay Fund Management, LLC | 311,870 | $3.01M | 0.10% | +60,659+24.1% | Added |
| Nordea Investment Management AB | 308,833 | $2.94M | 0.00% | −8,662−2.7% | Reduced |
| Principal Financial Group Inc | 300,120 | $2.89M | 0.00% | +13,113+4.6% | Added |
| Invesco Ltd. | 227,713 | $2.20M | 0.00% | +23,146+11.3% | Added |
| Two Sigma Advisers, LP | 196,900 | $1.90M | 0.01% | −60,600−23.5% | Reduced |
| Prudential Financial Inc | 195,469 | $1.88M | 0.00% | +31,200+19.0% | Added |
| Rhumbline Advisers | 188,241 | $1.81M | 0.00% | +36,252+23.9% | Added |
| Wells Fargo & Company | 173,620 | $1.67M | 0.00% | −1,632−0.9% | Reduced |
| JPMorgan Chase & Co | 173,469 | $1.67M | 0.00% | +3,116+1.8% | Added |
| State Board of Administration of Florida Retirement System | 156,331 | $1.51M | 0.00% | +11,600+8.0% | Added |
| Goldman Sachs Group Inc | 137,896 | $1.33M | 0.00% | −58,542−29.8% | Reduced |
| Charles Schwab Investment Management Inc | 129,991 | $1.25M | 0.00% | −207,494−61.5% | Reduced |
| Larson Financial Group LLC | 121,366 | $1.17M | 0.14% | +87,671+260.2% | Added |
| Swiss National Bank | 113,200 | $1.09M | 0.00% | +3,200+2.9% | Added |
| Legal & General Group Plc | 111,103 | $1.07M | 0.00% | +2,958+2.7% | Added |
| Foster & Motley Inc | 107,127 | $1.03M | 0.09% | +107,127 | New |
| New York State Teachers Retirement System | 104,159 | $1.00M | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 100,670 | $970.5K | 0.17% | +9,691+10.7% | Added |
| Barclays PLC | 99,845 | $962.5K | 0.00% | +7,536+8.2% | Added |
| Globeflex Capital L P | 96,225 | $927.6K | 0.12% | 00.0% | Unchanged |
| Garner Asset Management Corp | 93,871 | $905.0K | 0.45% | −391−0.4% | Reduced |
| Public Sector Pension Investment Board | 85,520 | $824.4K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 85,509 | $824.3K | 0.00% | −1,500−1.7% | Reduced |
| Voya Investment Management LLC | 77,205 | $744.3K | 0.00% | +214+0.3% | Added |
| Bank of America Corp | 75,509 | $727.9K | 0.00% | +22,401+42.2% | Added |
| Dakota Wealth Management | 72,830 | $702.1K | 0.05% | −1,850−2.5% | Reduced |
| Royal Bank of Canada | 72,673 | $700.0K | 0.00% | +6,919+10.5% | Added |
| Asset Management One Co.,Ltd. | 72,125 | $689.5K | 0.00% | −2,612−3.5% | Reduced |
| Two Sigma Investments, LP | 66,200 | $638.2K | 0.00% | −109,210−62.3% | Reduced |
| Federated Hermes, Inc. | 64,129 | $618.2K | 0.00% | −143−0.2% | Reduced |
| Millennium Management LLC | 59,829 | $577.0K | 0.00% | −537,178−90.0% | Reduced |
| California State Teachers Retirement System | 59,410 | $572.7K | 0.00% | +770+1.3% | Added |
| Great West Life Assurance Co | 58,449 | $565.0K | 0.00% | +1,958+3.5% | Added |
| Teacher Retirement System of Texas | 58,524 | $564.0K | 0.00% | +2,780+5.0% | Added |
| State of Alaska, Department of Revenue | 55,836 | $537.0K | 0.01% | +780+1.4% | Added |
| Oliver Luxxe Assets LLC | 54,841 | $528.7K | 0.15% | +5,115+10.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 52,854 | $509.5K | 0.00% | +427+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 50,500 | $486.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,683 | $479.0K | 0.00% | +7,400+17.5% | Added |
| Nomura Asset Management Co Ltd | 47,900 | $461.8K | 0.00% | +4,000+9.1% | Added |
| Thrivent Financial for Lutherans | 47,618 | $459.0K | 0.00% | −354−0.7% | Reduced |
| STRS Ohio | 47,204 | $455.0K | 0.00% | −1,012−2.1% | Reduced |
| Ignite Planners, LLC | 41,634 | $427.6K | 0.18% | +41,634 | New |
| Campbell & CO Investment Adviser LLC | 43,726 | $421.5K | 0.10% | +43,726 | New |
| Alliancebernstein L.P. | 43,451 | $418.9K | 0.00% | +6,562+17.8% | Added |
| Nisa Investment Advisors, LLC | 43,168 | $416.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 42,360 | $408.4K | 0.00% | +19,273+83.5% | Added |
| Citadel Advisors LLC | 37,267 | $359.3K | 0.00% | +37,267 | New |
| Price T Rowe Associates Inc | 37,135 | $358.0K | 0.00% | −12,205−24.7% | Reduced |
| Credit Suisse AG | 36,719 | $354.0K | 0.00% | −19,752−35.0% | Reduced |
| Lido Advisors, LLC | 36,281 | $349.8K | 0.01% | +3,605+11.0% | Added |
| Clarus Group, Inc. | 32,293 | $311.3K | 0.27% | −4,880−13.1% | Reduced |
| State of Tennessee, Treasury Department | 32,262 | $311.0K | 0.00% | +1,687+5.5% | Added |
| Cambria Investment Management, L.P. | 32,166 | $310.1K | 0.03% | +32,166 | New |
| Captrust Financial Advisors | 31,947 | $308.0K | 0.00% | +31,947 | New |
| Texas Permanent School Fund | 30,222 | $291.0K | 0.00% | −3,156−9.5% | Reduced |
| Advisory Research Inc | 30,098 | $290.1K | 0.03% | −25,151−45.5% | Reduced |
| New York State Common Retirement Fund | 29,596 | $285.3K | 0.00% | −29−0.1% | Reduced |
| Yousif Capital Management, LLC | 29,508 | $284.5K | 0.00% | −8,085−21.5% | Reduced |
| Ridgewood Investments LLC | 29,388 | $283.3K | 0.20% | 00.0% | Unchanged |
| Citigroup Inc | 29,026 | $279.8K | 0.00% | +6,676+29.9% | Added |
| Comerica Bank | 27,330 | $279.0K | 0.00% | −8,085−22.8% | Reduced |
| Commonwealth Equity Services, LLC | 28,978 | $279.0K | 0.00% | −4,890−14.4% | Reduced |
| LPL Financial LLC | 28,589 | $275.6K | 0.00% | −5,309−15.7% | Reduced |
| UBS Group AG | 27,014 | $260.4K | 0.00% | +18,067+201.9% | Added |
| American International Group, Inc. | 25,397 | $244.8K | 0.00% | −198−0.8% | Reduced |
| Panagora Asset Management Inc | 25,211 | $243.0K | 0.00% | −6,341−20.1% | Reduced |
| M&G Investment Management Ltd | 24,016 | $240.2K | 0.00% | +11,514+92.1% | Added |
| MetLife Investment Management | 24,790 | $239.0K | 0.00% | 00.0% | Unchanged |
| Tiaa, FSB | 23,915 | $230.5K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 23,850 | $229.9K | 0.14% | 00.0% | Unchanged |
| Everence Capital Management Inc | 22,660 | $218.0K | 0.02% | −36,150−61.5% | Reduced |
| Virginia Retirement Systems Et Al | 22,600 | $217.9K | 0.00% | −10,500−31.7% | Reduced |
| Squarepoint Ops LLC | 22,558 | $217.5K | 0.00% | −1,242−5.2% | Reduced |
| Stephens Inc | 22,402 | $216.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,000 | $212.0K | 0.01% | −200−0.9% | Reduced |
| Deutsche Bank AG | 21,755 | $209.7K | 0.00% | +404+1.9% | Added |
| Amalgamated Bank | 20,939 | $202.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,412 | $196.8K | 0.00% | +241+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $195.5K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,063 | $183.8K | 0.00% | −127−0.7% | Reduced |
| Maryland State Retirement & Pension System | 18,881 | $182.0K | 0.01% | +18,881 | New |
| BNP Paribas Arbitrage, SA | 17,196 | $165.8K | 0.00% | −16,009−48.2% | Reduced |