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 |
|---|---|---|---|---|---|
| STRS Ohio | 47,204 | $455.0K | 0.00% | −1,012−2.1% | Reduced |
| Thrivent Financial for Lutherans | 47,618 | $459.0K | 0.00% | −354−0.7% | Reduced |
| Nomura Asset Management Co Ltd | 47,900 | $461.8K | 0.00% | +4,000+9.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,683 | $479.0K | 0.00% | +7,400+17.5% | Added |
| Schonfeld Strategic Advisors LLC | 50,500 | $486.8K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 52,854 | $509.5K | 0.00% | +427+0.8% | Added |
| Oliver Luxxe Assets LLC | 54,841 | $528.7K | 0.15% | +5,115+10.3% | Added |
| State of Alaska, Department of Revenue | 55,836 | $537.0K | 0.01% | +780+1.4% | Added |
| Teacher Retirement System of Texas | 58,524 | $564.0K | 0.00% | +2,780+5.0% | Added |
| Great West Life Assurance Co | 58,449 | $565.0K | 0.00% | +1,958+3.5% | Added |
| California State Teachers Retirement System | 59,410 | $572.7K | 0.00% | +770+1.3% | Added |
| Millennium Management LLC | 59,829 | $577.0K | 0.00% | −537,178−90.0% | Reduced |
| Federated Hermes, Inc. | 64,129 | $618.2K | 0.00% | −143−0.2% | Reduced |
| Two Sigma Investments, LP | 66,200 | $638.2K | 0.00% | −109,210−62.3% | Reduced |
| Asset Management One Co.,Ltd. | 72,125 | $689.5K | 0.00% | −2,612−3.5% | Reduced |
| Royal Bank of Canada | 72,673 | $700.0K | 0.00% | +6,919+10.5% | Added |
| Dakota Wealth Management | 72,830 | $702.1K | 0.05% | −1,850−2.5% | Reduced |
| Bank of America Corp | 75,509 | $727.9K | 0.00% | +22,401+42.2% | Added |
| Voya Investment Management LLC | 77,205 | $744.3K | 0.00% | +214+0.3% | Added |
| AXA S.A. | 85,509 | $824.3K | 0.00% | −1,500−1.7% | Reduced |
| Public Sector Pension Investment Board | 85,520 | $824.4K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 93,871 | $905.0K | 0.45% | −391−0.4% | Reduced |
| Globeflex Capital L P | 96,225 | $927.6K | 0.12% | 00.0% | Unchanged |
| Barclays PLC | 99,845 | $962.5K | 0.00% | +7,536+8.2% | Added |
| Cornercap Investment Counsel Inc | 100,670 | $970.5K | 0.17% | +9,691+10.7% | Added |
| New York State Teachers Retirement System | 104,159 | $1.00M | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 107,127 | $1.03M | 0.09% | +107,127 | New |
| Legal & General Group Plc | 111,103 | $1.07M | 0.00% | +2,958+2.7% | Added |
| Swiss National Bank | 113,200 | $1.09M | 0.00% | +3,200+2.9% | Added |
| Larson Financial Group LLC | 121,366 | $1.17M | 0.14% | +87,671+260.2% | Added |
| Charles Schwab Investment Management Inc | 129,991 | $1.25M | 0.00% | −207,494−61.5% | Reduced |
| Goldman Sachs Group Inc | 137,896 | $1.33M | 0.00% | −58,542−29.8% | Reduced |
| State Board of Administration of Florida Retirement System | 156,331 | $1.51M | 0.00% | +11,600+8.0% | Added |
| JPMorgan Chase & Co | 173,469 | $1.67M | 0.00% | +3,116+1.8% | Added |
| Wells Fargo & Company | 173,620 | $1.67M | 0.00% | −1,632−0.9% | Reduced |
| Rhumbline Advisers | 188,241 | $1.81M | 0.00% | +36,252+23.9% | Added |
| Prudential Financial Inc | 195,469 | $1.88M | 0.00% | +31,200+19.0% | Added |
| Two Sigma Advisers, LP | 196,900 | $1.90M | 0.01% | −60,600−23.5% | Reduced |
| Invesco Ltd. | 227,713 | $2.20M | 0.00% | +23,146+11.3% | Added |
| Principal Financial Group Inc | 300,120 | $2.89M | 0.00% | +13,113+4.6% | Added |
| Nordea Investment Management AB | 308,833 | $2.94M | 0.00% | −8,662−2.7% | Reduced |
| Boothbay Fund Management, LLC | 311,870 | $3.01M | 0.10% | +60,659+24.1% | Added |
| Ameriprise Financial Inc | 369,585 | $3.56M | 0.00% | −27,128−6.8% | Reduced |
| First Eagle Investment Management, LLC | 393,456 | $3.79M | 0.01% | +106,248+37.0% | Added |
| Renaissance Technologies LLC | 485,584 | $4.68M | 0.01% | −84,700−14.9% | Reduced |
| Northern Trust Corp | 524,866 | $5.06M | 0.00% | −22,037−4.0% | Reduced |
| Kennedy Capital Management, Inc. | 565,205 | $5.45M | 0.15% | +126,498+28.8% | Added |
| Bank of New York Mellon Corp | 566,982 | $5.47M | 0.00% | −49,870−8.1% | Reduced |
| AQR Capital Management LLC | 583,238 | $5.62M | 0.01% | +132,312+29.3% | Added |
| Hazelview Securities Inc. | 593,967 | $5.73M | 0.86% | −123,750−17.2% | Reduced |
| Dimensional Fund Advisors LP | 625,535 | $6.03M | 0.00% | +1,103+0.2% | Added |
| Morgan Stanley | 741,830 | $7.15M | 0.00% | +27,974+3.9% | Added |
| Nuveen Asset Management, LLC | 751,693 | $7.25M | 0.00% | +65,856+9.6% | Added |
| Geode Capital Management, LLC | 891,736 | $8.60M | 0.00% | +38,489+4.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,615,518 | $15.6M | 1.21% | +10,000+0.6% | Added |
| State Street Corp | 1,824,594 | $17.6M | 0.00% | +61,788+3.5% | Added |
| Conversant Capital LLC | 2,253,070 | $21.7M | 5.08% | +30,115+1.4% | Added |
| Vanguard Group Inc | 3,134,594 | $30.2M | 0.00% | +127,561+4.2% | Added |
| BlackRock Inc. | 7,876,839 | $75.9M | 0.00% | +247,050+3.2% | Added |
| CenterBook Partners LP | 0 | $0 | 0.00% | −172,883−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −140,407−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −51,600−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −45,231−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,123−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −19,609−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,231−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,611−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,589−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −12,422−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −12,434−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −9,233−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |