Whitestone REIT

WSRDelisted Jul 14, 2026

Industry: Real Estate Investment Trusts
SEC CIK: 0001175535

SEC filings (opens in a new tab)

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.

Q1 2023 vs. Q4 2022

How the institutions holding Whitestone REIT changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of WSR: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Of which not filed for Q1 2023	Q1 2023	Change
Holders	159	2	164	+7
Shares	30.1M	621.3K	28.9M	−574.4K (−1.9%)
Value	$290.0M	$6.00M	$265.7M	−$18.3M (−6.4%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Whitestone REIT at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to WSR in Q1 2023
Institution	Shares	Value	% of portfolio
Hillsdale Investment Management Inc.	415,700	$3.82M	0.33%
Gsa Capital Partners LLP	144,146	$1.33M	0.13%
HRT Financial LP	144,131	$1.33M	0.02%
Truist Financial Corp	52,670	$484.6K	0.00%
New York Life Investment Management LLC	52,201	$480.2K	0.01%
D. E. Shaw & Co., Inc.	46,825	$430.8K	0.00%
UBS Asset Management Americas Inc	38,968	$358.5K	0.00%
ExodusPoint Capital Management, LP	31,428	$289.0K	0.00%
Jump Financial, LLC	31,391	$288.8K	0.01%
Mirabella Financial Services LLP	27,504	$253.0K	0.05%
SG Americas Securities, LLC	23,609	$217.0K	0.00%
Engineers Gate Manager LP	23,239	$213.8K	0.01%
CM Wealth Advisors LLC	21,689	$189.0K	0.04%
Grantham, Mayo, Van Otterloo & Co. LLC	20,200	$185.8K	0.00%
Janus Henderson Group PLC	20,112	$184.8K	0.00%
Mackenzie Financial Corp	13,705	$126.1K	0.00%
Fox Run Management, L.L.C.	10,873	$100.0K	0.03%
Amundi	6,318	$55.1K	0.00%
Point72 Asset Management, L.P.	5,503	$50.6K	0.00%
Quarry LP	2,541	$23.4K	0.01%
Chilton Capital Management LLC	2,000	$18.4K	0.00%
Horizon Bancorp Inc	385	$4.00K	0.00%
Parallel Advisors, LLC	115	$1.06K	0.00%
Global Retirement Partners, LLC	117	$1.01K	0.00%
Ameritas Advisory Services, LLC	50	$445	0.00%
International Assets Investment Management, LLC	46	$423	0.00%
Cerity Partners LLC	587	–	–

Sold out (20)

Institutions that held Whitestone REIT at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of WSR in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Conversant Capital LLC	2,253,070	$21.7M
Lido Advisors, LLC	36,281	$349.8K
M&G Investment Management Ltd	24,016	$240.2K
Everence Capital Management Inc	22,660	$218.0K
Squarepoint Ops LLC	22,558	$217.5K
Qube Research & Technologies Ltd	14,593	$140.7K
Simplex Trading, LLC	14,195	$136.0K
Victory Capital Management Inc	10,149	$97.8K
HSBC Holdings PLC	10,032	$95.9K
Bessemer Group Inc	8,000	$77.0K
Spartan Fund Management Inc.	4,762	$46.0K
Rockefeller Capital Management L.P.	2,580	$24.0K
Sutton Wealth Advisors Inc.	1,028	$9.91K
Group One Trading, L.P.	763	$7.36K
Hanseatic Management Services Inc	442	$4.00K
IFP Advisors, Inc	300	$4.00K
MinichMacGregor Wealth Management, LLC	110	$1.06K
Accurate Wealth Management, LLC	82	$804
Lindbrook Capital, LLC	19	$183
Ronald Blue Trust, Inc.	35	$0

Not filed for Q1 2023 yet (2)

Institutions that held Whitestone REIT at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q4 2022 that haven't filed for Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Hazelview Securities Inc.	593,967	$5.73M
Comerica Bank	27,330	$279.0K