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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.

Q4 2022 vs. Q3 2022

How the institutions holding Whitestone REIT changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WSR: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1613159+1
Shares30.5M19.0K30.1M−389.4K (−1.3%)
Value$258.4M$200.7K$290.0M+$31.8M (+12.3%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (19)

Institutions that held Whitestone REIT at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WSR in Q4 2022
InstitutionSharesValue% of portfolio
Foster & Motley Inc107,127$1.03M0.09%
Ignite Planners, LLC41,634$427.6K0.18%
Campbell & CO Investment Adviser LLC43,726$421.5K0.10%
Citadel Advisors LLC37,267$359.3K0.00%
Cambria Investment Management, L.P.32,166$310.1K0.03%
Captrust Financial Advisors31,947$308.0K0.00%
Maryland State Retirement & Pension System18,881$182.0K0.01%
CI Private Wealth, LLC15,937$154.0K0.00%
Murphy Pohlad Asset Management LLC15,300$147.5K0.06%
RW Investment Management LLC11,821$114.0K0.04%
HSBC Holdings PLC10,032$95.9K0.00%
Bessemer Group Inc8,000$77.0K0.00%
Dorsey Wright & Associates2,049$19.8K0.01%
Delta Asset Management LLC1,725$16.6K0.00%
Point72 Middle East FZE1,408$13.6K0.00%
MinichMacGregor Wealth Management, LLC110$1.06K0.00%
Farther Finance Advisors, LLC85$8190.00%
Accurate Wealth Management, LLC82$8040.00%
Lindbrook Capital, LLC19$1830.00%

Sold out (18)

Institutions that held Whitestone REIT at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WSR in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
CenterBook Partners LP172,883$1.46M
Jacobs Levy Equity Management, Inc140,407$1.19M
Jump Financial, LLC51,600$436.0K
Stifel Financial Corp45,231$383.0K
HRT Financial LP21,123$178.0K
Public Employees Retirement System of Ohio19,609$166.0K
Graham Capital Management, L.P.15,231$128.0K
Y-Intercept (Hong Kong) Ltd13,611$115.1K
Truist Financial Corp13,589$115.0K
Evergreen Capital Management LLC12,422$105.0K
Vestcor Inc12,434$105.0K
LSV Asset Management10,900$92.0K
Quantedge Capital Pte Ltd10,600$90.0K
Mutual of America Capital Management LLC9,233$78.0K
Point72 Hong Kong Ltd3,865$33.0K
PEAK6 Investments LLC3,125$26.0K
Private Trust Co NA2,375$20.0K
Meeder Asset Management Inc1,362$12.0K

Not filed for Q4 2022 yet (3)

Institutions that held Whitestone REIT at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Corient Capital Partners, LLC17,363$187.0K
American Portfolios Advisors1,500$12.7K
Wipfli Financial Advisors LLC,158$1.00K