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 |
|---|---|---|---|---|---|
| Algert Global LLC | 16,154 | $155.7K | 0.01% | −11,120−40.8% | Reduced |
| CI Private Wealth, LLC | 15,937 | $154.0K | 0.00% | +15,937 | New |
| Quantbot Technologies LP | 15,963 | $153.9K | 0.01% | +6,048+61.0% | Added |
| Oregon Public Employees Retirement Fund | 15,364 | $148.1K | 0.00% | +174+1.1% | Added |
| Murphy Pohlad Asset Management LLC | 15,300 | $147.5K | 0.06% | +15,300 | New |
| Qube Research & Technologies Ltd | 14,593 | $140.7K | 0.00% | −2,314−13.7% | Reduced |
| Simplex Trading, LLC | 14,195 | $136.0K | 0.01% | −8,272−36.8% | Reduced |
| Arizona State Retirement System | 13,234 | $127.6K | 0.00% | +546+4.3% | Added |
| Teachers Retirement System of the State of Kentucky | 13,192 | $127.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $126.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,919 | $125.0K | 0.00% | −176−1.3% | Reduced |
| RW Investment Management LLC | 11,821 | $114.0K | 0.04% | +11,821 | New |
| Journey Strategic Wealth LLC | 11,689 | $112.7K | 0.01% | −1,084−8.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,544 | $111.3K | 0.00% | +2,612+29.2% | Added |
| Mariner, LLC | 11,176 | $108.0K | 0.00% | +743+7.1% | Added |
| FMR LLC | 10,968 | $105.7K | 0.00% | −409−3.6% | Reduced |
| Bank of Montreal | 10,874 | $105.4K | 0.00% | +300+2.8% | Added |
| Allspring Global Investments Holdings, LLC | 10,398 | $100.2K | 0.00% | +989+10.5% | Added |
| Victory Capital Management Inc | 10,149 | $97.8K | 0.00% | −54,627−84.3% | Reduced |
| Ausdal Financial Partners, Inc. | 10,008 | $96.5K | 0.01% | −7−0.1% | Reduced |
| HSBC Holdings PLC | 10,032 | $95.9K | 0.00% | +10,032 | New |
| Cubist Systematic Strategies, LLC | 8,844 | $85.3K | 0.00% | −48,539−84.6% | Reduced |
| Bessemer Group Inc | 8,000 | $77.0K | 0.00% | +8,000 | New |
| Quadrant Capital Group LLC | 6,861 | $66.1K | 0.01% | +760+12.5% | Added |
| State of Wyoming | 6,258 | $60.3K | 0.02% | −4,766−43.2% | Reduced |
| KBC Group NV | 5,577 | $54.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,115 | $48.5K | 0.00% | +1,368+36.5% | Added |
| Spartan Fund Management Inc. | 4,762 | $46.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,366 | $42.1K | 0.00% | −6−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,735 | $36.0K | 0.00% | +39+1.1% | Added |
| Ameritas Investment Partners, Inc. | 3,231 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,580 | $24.0K | 0.00% | +33+1.3% | Added |
| Russell Investments Group, Ltd. | 2,431 | $23.4K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 2,049 | $19.8K | 0.01% | +2,049 | New |
| Delta Asset Management LLC | 1,725 | $16.6K | 0.00% | +1,725 | New |
| Point72 Middle East FZE | 1,408 | $13.6K | 0.00% | +1,408 | New |
| Tower Research Capital LLC (TRC) | 1,388 | $13.0K | 0.00% | −11,803−89.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,190 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,065 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,028 | $9.91K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 763 | $7.36K | 0.00% | −2,100−73.3% | Reduced |
| Versant Capital Management, Inc | 672 | $6.48K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 553 | $5.33K | 0.00% | −143−20.5% | Reduced |
| Hanseatic Management Services Inc | 442 | $4.00K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 300 | $4.00K | 0.00% | −450−60.0% | Reduced |
| Parkside Financial Bank & Trust | 315 | $3.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $2.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 205 | $1.98K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $1.69K | 0.00% | −1,294−88.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 110 | $1.06K | 0.00% | +110 | New |
| CWM, LLC | 62 | $1.00K | 0.00% | −14−18.4% | Reduced |
| Farther Finance Advisors, LLC | 85 | $819 | 0.00% | +85 | New |
| Accurate Wealth Management, LLC | 82 | $804 | 0.00% | +82 | New |
| Glassman Wealth Services | 58 | $559 | 0.00% | −30−34.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $289 | 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 |
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |