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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19 | $183 | 0.00% | −479−96.2% | Reduced |
| Lindbrook Capital, LLC | 19 | $183 | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 30 | $289 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 58 | $559 | 0.00% | −30−34.1% | Reduced |
| Accurate Wealth Management, LLC | 82 | $804 | 0.00% | +82 | New |
| Farther Finance Advisors, LLC | 85 | $819 | 0.00% | +85 | New |
| CWM, LLC | 62 | $1.00K | 0.00% | −14−18.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 110 | $1.06K | 0.00% | +110 | New |
| Allworth Financial LP | 175 | $1.69K | 0.00% | −1,294−88.1% | Reduced |
| Raffa Wealth Management, LLC | 205 | $1.98K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $2.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.04K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 442 | $4.00K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $4.00K | 0.00% | −450−60.0% | Reduced |
| US Bancorp | 553 | $5.33K | 0.00% | −143−20.5% | Reduced |
| Versant Capital Management, Inc | 672 | $6.48K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 763 | $7.36K | 0.00% | −2,100−73.3% | Reduced |
| Sutton Wealth Advisors Inc. | 1,028 | $9.91K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,065 | $10.3K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,190 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,388 | $13.0K | 0.00% | −11,803−89.5% | Reduced |
| Point72 Middle East FZE | 1,408 | $13.6K | 0.00% | +1,408 | New |
| Delta Asset Management LLC | 1,725 | $16.6K | 0.00% | +1,725 | New |
| Dorsey Wright & Associates | 2,049 | $19.8K | 0.01% | +2,049 | New |
| Russell Investments Group, Ltd. | 2,431 | $23.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,580 | $24.0K | 0.00% | +33+1.3% | Added |
| Ameritas Investment Partners, Inc. | 3,231 | $33.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,735 | $36.0K | 0.00% | +39+1.1% | Added |
| Metropolitan Life Insurance Co | 4,366 | $42.1K | 0.00% | −6−0.1% | Reduced |
| Spartan Fund Management Inc. | 4,762 | $46.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,115 | $48.5K | 0.00% | +1,368+36.5% | Added |
| KBC Group NV | 5,577 | $54.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,258 | $60.3K | 0.02% | −4,766−43.2% | Reduced |
| Quadrant Capital Group LLC | 6,861 | $66.1K | 0.01% | +760+12.5% | Added |
| Bessemer Group Inc | 8,000 | $77.0K | 0.00% | +8,000 | New |
| Cubist Systematic Strategies, LLC | 8,844 | $85.3K | 0.00% | −48,539−84.6% | Reduced |
| HSBC Holdings PLC | 10,032 | $95.9K | 0.00% | +10,032 | New |
| Ausdal Financial Partners, Inc. | 10,008 | $96.5K | 0.01% | −7−0.1% | Reduced |
| Victory Capital Management Inc | 10,149 | $97.8K | 0.00% | −54,627−84.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,398 | $100.2K | 0.00% | +989+10.5% | Added |
| Bank of Montreal | 10,874 | $105.4K | 0.00% | +300+2.8% | Added |
| FMR LLC | 10,968 | $105.7K | 0.00% | −409−3.6% | Reduced |
| Mariner, LLC | 11,176 | $108.0K | 0.00% | +743+7.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,544 | $111.3K | 0.00% | +2,612+29.2% | Added |
| Journey Strategic Wealth LLC | 11,689 | $112.7K | 0.01% | −1,084−8.5% | Reduced |
| RW Investment Management LLC | 11,821 | $114.0K | 0.04% | +11,821 | New |
| Daiwa Securities Group Inc. | 12,919 | $125.0K | 0.00% | −176−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $126.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,192 | $127.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,234 | $127.6K | 0.00% | +546+4.3% | Added |
| Simplex Trading, LLC | 14,195 | $136.0K | 0.01% | −8,272−36.8% | Reduced |
| Qube Research & Technologies Ltd | 14,593 | $140.7K | 0.00% | −2,314−13.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 15,300 | $147.5K | 0.06% | +15,300 | New |
| Oregon Public Employees Retirement Fund | 15,364 | $148.1K | 0.00% | +174+1.1% | Added |
| Quantbot Technologies LP | 15,963 | $153.9K | 0.01% | +6,048+61.0% | Added |
| CI Private Wealth, LLC | 15,937 | $154.0K | 0.00% | +15,937 | New |
| Algert Global LLC | 16,154 | $155.7K | 0.01% | −11,120−40.8% | Reduced |
| BNP Paribas Arbitrage, SA | 17,196 | $165.8K | 0.00% | −16,009−48.2% | Reduced |
| Maryland State Retirement & Pension System | 18,881 | $182.0K | 0.01% | +18,881 | New |
| Manufacturers Life Insurance Company, The | 19,063 | $183.8K | 0.00% | −127−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $195.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,412 | $196.8K | 0.00% | +241+1.2% | Added |
| Amalgamated Bank | 20,939 | $202.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 21,755 | $209.7K | 0.00% | +404+1.9% | Added |
| Louisiana State Employees Retirement System | 22,000 | $212.0K | 0.01% | −200−0.9% | Reduced |
| Stephens Inc | 22,402 | $216.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 22,558 | $217.5K | 0.00% | −1,242−5.2% | Reduced |
| Virginia Retirement Systems Et Al | 22,600 | $217.9K | 0.00% | −10,500−31.7% | Reduced |
| Everence Capital Management Inc | 22,660 | $218.0K | 0.02% | −36,150−61.5% | Reduced |
| Worth Venture Partners, LLC | 23,850 | $229.9K | 0.14% | 00.0% | Unchanged |
| Tiaa, FSB | 23,915 | $230.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 24,790 | $239.0K | 0.00% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 24,016 | $240.2K | 0.00% | +11,514+92.1% | Added |
| Panagora Asset Management Inc | 25,211 | $243.0K | 0.00% | −6,341−20.1% | Reduced |
| American International Group, Inc. | 25,397 | $244.8K | 0.00% | −198−0.8% | Reduced |
| UBS Group AG | 27,014 | $260.4K | 0.00% | +18,067+201.9% | Added |
| LPL Financial LLC | 28,589 | $275.6K | 0.00% | −5,309−15.7% | Reduced |
| 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 |
| Citigroup Inc | 29,026 | $279.8K | 0.00% | +6,676+29.9% | Added |
| Ridgewood Investments LLC | 29,388 | $283.3K | 0.20% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 29,508 | $284.5K | 0.00% | −8,085−21.5% | Reduced |
| New York State Common Retirement Fund | 29,596 | $285.3K | 0.00% | −29−0.1% | Reduced |
| Advisory Research Inc | 30,098 | $290.1K | 0.03% | −25,151−45.5% | Reduced |
| Texas Permanent School Fund | 30,222 | $291.0K | 0.00% | −3,156−9.5% | Reduced |
| Captrust Financial Advisors | 31,947 | $308.0K | 0.00% | +31,947 | New |
| Cambria Investment Management, L.P. | 32,166 | $310.1K | 0.03% | +32,166 | New |
| State of Tennessee, Treasury Department | 32,262 | $311.0K | 0.00% | +1,687+5.5% | Added |
| Clarus Group, Inc. | 32,293 | $311.3K | 0.27% | −4,880−13.1% | Reduced |
| Lido Advisors, LLC | 36,281 | $349.8K | 0.01% | +3,605+11.0% | Added |
| Credit Suisse AG | 36,719 | $354.0K | 0.00% | −19,752−35.0% | Reduced |
| Price T Rowe Associates Inc | 37,135 | $358.0K | 0.00% | −12,205−24.7% | Reduced |
| Citadel Advisors LLC | 37,267 | $359.3K | 0.00% | +37,267 | New |
| Susquehanna International Group, LLP | 42,360 | $408.4K | 0.00% | +19,273+83.5% | Added |
| Nisa Investment Advisors, LLC | 43,168 | $416.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 43,451 | $418.9K | 0.00% | +6,562+17.8% | Added |
| Campbell & CO Investment Adviser LLC | 43,726 | $421.5K | 0.10% | +43,726 | New |
| Ignite Planners, LLC | 41,634 | $427.6K | 0.18% | +41,634 | New |