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, Q1 2023
Institutional positions in Whitestone REIT as of Mar 31, 2023. 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
- 164
- +7 vs. Q4 2022
- Shares held
- 28.9M
- −574.4K (−1.9%) vs. Q4 2022
- Total value
- $265.7M
- −$18.3M (−6.4%) vs. Q4 2022
- New holders
- 27
- 64 more added
- Sold out
- 20
- 44 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,825,071 | $72.0M | 0.00% | −51,768−0.7% | Reduced |
| Vanguard Group Inc | 3,213,797 | $29.6M | 0.00% | +79,203+2.5% | Added |
| State Street Corp | 1,901,421 | $17.5M | 0.00% | +76,827+4.2% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,179,518 | $10.9M | 1.19% | −436,000−27.0% | Reduced |
| Geode Capital Management, LLC | 933,239 | $8.59M | 0.00% | +41,503+4.7% | Added |
| Nuveen Asset Management, LLC | 891,235 | $8.20M | 0.00% | +139,542+18.6% | Added |
| Morgan Stanley | 760,401 | $7.00M | 0.00% | +18,571+2.5% | Added |
| Dimensional Fund Advisors LP | 635,637 | $5.85M | 0.00% | +10,102+1.6% | Added |
| Kennedy Capital Management, Inc. | 593,992 | $5.46M | 0.16% | +28,787+5.1% | Added |
| Bank of New York Mellon Corp | 576,637 | $5.31M | 0.00% | +9,655+1.7% | Added |
| Renaissance Technologies LLC | 545,184 | $5.02M | 0.01% | +59,600+12.3% | Added |
| First Eagle Investment Management, LLC | 538,456 | $4.95M | 0.01% | +145,000+36.9% | Added |
| Northern Trust Corp | 514,633 | $4.73M | 0.00% | −10,233−1.9% | Reduced |
| AQR Capital Management LLC | 513,891 | $4.73M | 0.01% | −69,347−11.9% | Reduced |
| Hillsdale Investment Management Inc. | 415,700 | $3.82M | 0.33% | +415,700 | New |
| Boothbay Fund Management, LLC | 371,083 | $3.41M | 0.10% | +59,213+19.0% | Added |
| Ameriprise Financial Inc | 370,976 | $3.41M | 0.00% | +1,391+0.4% | Added |
| Nordea Investment Management AB | 304,460 | $2.77M | 0.00% | −4,373−1.4% | Reduced |
| Principal Financial Group Inc | 293,569 | $2.70M | 0.00% | −6,551−2.2% | Reduced |
| Goldman Sachs Group Inc | 277,556 | $2.55M | 0.00% | +139,660+101.3% | Added |
| Two Sigma Advisers, LP | 231,800 | $2.13M | 0.01% | +34,900+17.7% | Added |
| Rhumbline Advisers | 196,451 | $1.81M | 0.00% | +8,210+4.4% | Added |
| Wells Fargo & Company | 179,942 | $1.66M | 0.00% | +6,322+3.6% | Added |
| Invesco Ltd. | 178,302 | $1.64M | 0.00% | −49,411−21.7% | Reduced |
| Foster & Motley Inc | 176,574 | $1.62M | 0.13% | +69,447+64.8% | Added |
| JPMorgan Chase & Co | 156,401 | $1.44M | 0.00% | −17,068−9.8% | Reduced |
| Prudential Financial Inc | 144,569 | $1.33M | 0.00% | −50,900−26.0% | Reduced |
| Gsa Capital Partners LLP | 144,146 | $1.33M | 0.13% | +144,146 | New |
| HRT Financial LP | 144,131 | $1.33M | 0.02% | +144,131 | New |
| Charles Schwab Investment Management Inc | 135,935 | $1.25M | 0.00% | +5,944+4.6% | Added |
| Citadel Advisors LLC | 132,315 | $1.22M | 0.00% | +95,048+255.0% | Added |
| Larson Financial Group LLC | 120,345 | $1.11M | 0.12% | −1,021−0.8% | Reduced |
| Bank of America Corp | 119,384 | $1.10M | 0.00% | +43,875+58.1% | Added |
| Millennium Management LLC | 114,938 | $1.06M | 0.00% | +55,109+92.1% | Added |
| Legal & General Group Plc | 110,005 | $1.01M | 0.00% | −1,098−1.0% | Reduced |
| Two Sigma Investments, LP | 105,200 | $967.8K | 0.00% | +39,000+58.9% | Added |
| Barclays PLC | 104,272 | $959.3K | 0.00% | +4,427+4.4% | Added |
| Swiss National Bank | 101,300 | $932.0K | 0.00% | −11,900−10.5% | Reduced |
| Cubist Systematic Strategies, LLC | 101,232 | $931.3K | 0.01% | +92,388+1,044.6% | Added |
| Cornercap Investment Counsel Inc | 100,670 | $926.2K | 0.16% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 99,124 | $911.9K | 0.00% | +56,764+134.0% | Added |
| New York State Teachers Retirement System | 97,857 | $900.0K | 0.00% | −6,302−6.1% | Reduced |
| Globeflex Capital L P | 96,225 | $885.3K | 0.11% | 00.0% | Unchanged |
| Garner Asset Management Corp | 93,189 | $857.0K | 0.41% | −682−0.7% | Reduced |
| AXA S.A. | 87,309 | $803.2K | 0.00% | +1,800+2.1% | Added |
| State Board of Administration of Florida Retirement System | 85,245 | $784.3K | 0.00% | −71,086−45.5% | Reduced |
| Public Sector Pension Investment Board | 81,647 | $751.2K | 0.01% | −3,873−4.5% | Reduced |
| Federated Hermes, Inc. | 80,313 | $738.9K | 0.00% | +16,184+25.2% | Added |
| Voya Investment Management LLC | 77,205 | $710.3K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 73,671 | $677.8K | 0.00% | +1,546+2.1% | Added |
| Dakota Wealth Management | 69,689 | $641.1K | 0.04% | −3,141−4.3% | Reduced |
| Teacher Retirement System of Texas | 68,537 | $631.0K | 0.00% | +10,013+17.1% | Added |
| Panagora Asset Management Inc | 66,931 | $615.8K | 0.00% | +41,720+165.5% | Added |
| Royal Bank of Canada | 61,504 | $565.0K | 0.00% | −11,169−15.4% | Reduced |
| Oliver Luxxe Assets LLC | 59,629 | $548.6K | 0.14% | +4,788+8.7% | Added |
| California State Teachers Retirement System | 58,606 | $539.2K | 0.00% | −804−1.4% | Reduced |
| Great West Life Assurance Co | 57,246 | $526.0K | 0.00% | −1,203−2.1% | Reduced |
| Advisory Research Inc | 56,672 | $521.4K | 0.09% | +26,574+88.3% | Added |
| State of Alaska, Department of Revenue | 56,008 | $514.0K | 0.01% | +172+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 54,844 | $504.6K | 0.09% | +11,118+25.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,142 | $498.1K | 0.00% | +1,288+2.4% | Added |
| Truist Financial Corp | 52,670 | $484.6K | 0.00% | +52,670 | New |
| New York Life Investment Management LLC | 52,201 | $480.2K | 0.01% | +52,201 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,154 | $452.2K | 0.00% | −529−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 47,900 | $440.7K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 46,825 | $430.8K | 0.00% | +46,825 | New |
| Thrivent Financial for Lutherans | 46,006 | $423.0K | 0.00% | −1,612−3.4% | Reduced |
| Algert Global LLC | 43,247 | $397.9K | 0.02% | +27,093+167.7% | Added |
| Nisa Investment Advisors, LLC | 42,000 | $386.0K | 0.00% | −1,168−2.7% | Reduced |
| Texas Permanent School Fund | 40,547 | $373.0K | 0.00% | +10,325+34.2% | Added |
| Ignite Planners, LLC | 40,693 | $358.5K | 0.15% | −941−2.3% | Reduced |
| UBS Asset Management Americas Inc | 38,968 | $358.5K | 0.00% | +38,968 | New |
| Price T Rowe Associates Inc | 37,786 | $348.0K | 0.00% | +651+1.8% | Added |
| Cambria Investment Management, L.P. | 37,527 | $345.2K | 0.03% | +5,361+16.7% | Added |
| Credit Suisse AG | 36,731 | $337.9K | 0.00% | +120.0% | Added |
| Citigroup Inc | 36,564 | $336.4K | 0.00% | +7,538+26.0% | Added |
| Tower Research Capital LLC (TRC) | 35,782 | $329.0K | 0.01% | +34,394+2,478.0% | Added |
| BNP Paribas Arbitrage, SA | 34,672 | $319.0K | 0.00% | +17,476+101.6% | Added |
| STRS Ohio | 33,829 | $311.0K | 0.00% | −13,375−28.3% | Reduced |
| Alliancebernstein L.P. | 32,900 | $302.7K | 0.00% | −10,551−24.3% | Reduced |
| Clarus Group, Inc. | 32,293 | $297.1K | 0.28% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 31,428 | $289.0K | 0.00% | +31,428 | New |
| Jump Financial, LLC | 31,391 | $288.8K | 0.01% | +31,391 | New |
| State of Tennessee, Treasury Department | 30,805 | $283.4K | 0.00% | −1,457−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,000 | $276.0K | 0.00% | −20,500−40.6% | Reduced |
| Deutsche Bank AG | 29,511 | $271.5K | 0.00% | +7,756+35.7% | Added |
| LPL Financial LLC | 29,492 | $271.3K | 0.00% | +903+3.2% | Added |
| Ridgewood Investments LLC | 29,388 | $270.4K | 0.17% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,978 | $266.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $264.3K | 0.00% | +8,490+41.9% | Added |
| Stephens Inc | 28,705 | $264.1K | 0.01% | +6,303+28.1% | Added |
| UBS Group AG | 28,187 | $259.3K | 0.00% | +1,173+4.3% | Added |
| Mirabella Financial Services LLP | 27,504 | $253.0K | 0.05% | +27,504 | New |
| Virginia Retirement Systems Et Al | 26,600 | $244.7K | 0.00% | +4,000+17.7% | Added |
| Yousif Capital Management, LLC | 26,083 | $240.0K | 0.00% | −3,425−11.6% | Reduced |
| American International Group, Inc. | 25,513 | $234.7K | 0.00% | +116+0.5% | Added |
| Captrust Financial Advisors | 25,407 | $233.7K | 0.00% | −6,540−20.5% | Reduced |
| MetLife Investment Management | 24,790 | $228.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 24,707 | $227.3K | 0.02% | +8,744+54.8% | Added |
| Tiaa, FSB | 23,915 | $220.0K | 0.00% | 00.0% | Unchanged |