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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19 | $175 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $276 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 46 | $423 | 0.00% | +46 | New |
| Ameritas Advisory Services, LLC | 50 | $445 | 0.00% | +50 | New |
| Glassman Wealth Services | 58 | $534 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 85 | $782 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.01K | 0.00% | +117 | New |
| Parallel Advisors, LLC | 115 | $1.06K | 0.00% | +115 | New |
| Allworth Financial LP | 175 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 205 | $1.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $2.78K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $2.90K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 351 | $3.00K | 0.00% | +289+466.1% | Added |
| Horizon Bancorp Inc | 385 | $4.00K | 0.00% | +385 | New |
| US Bancorp | 459 | $4.22K | 0.00% | −94−17.0% | Reduced |
| Versant Capital Management, Inc | 513 | $4.68K | 0.00% | −159−23.7% | Reduced |
| Sound Income Strategies, LLC | 1,065 | $9.80K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,190 | $10.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,725 | $15.9K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,845 | $17.0K | 0.01% | −204−10.0% | Reduced |
| Chilton Capital Management LLC | 2,000 | $18.4K | 0.00% | +2,000 | New |
| Russell Investments Group, Ltd. | 2,468 | $22.7K | 0.00% | +37+1.5% | Added |
| Quarry LP | 2,541 | $23.4K | 0.01% | +2,541 | New |
| Ameritas Investment Partners, Inc. | 3,231 | $29.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,365 | $30.8K | 0.00% | −1,750−34.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,689 | $33.9K | 0.00% | −46−1.2% | Reduced |
| KBC Group NV | 3,885 | $36.0K | 0.00% | −1,692−30.3% | Reduced |
| Metropolitan Life Insurance Co | 3,978 | $36.6K | 0.00% | −388−8.9% | Reduced |
| Quadrant Capital Group LLC | 3,990 | $36.7K | 0.00% | −2,871−41.8% | Reduced |
| Point72 Asset Management, L.P. | 5,503 | $50.6K | 0.00% | +5,503 | New |
| Point72 Middle East FZE | 5,783 | $53.2K | 0.00% | +4,375+310.7% | Added |
| Amundi | 6,318 | $55.1K | 0.00% | +6,318 | New |
| Allspring Global Investments Holdings, LLC | 6,735 | $62.0K | 0.00% | −3,663−35.2% | Reduced |
| Ausdal Financial Partners, Inc. | 10,001 | $92.0K | 0.01% | −7−0.1% | Reduced |
| Fox Run Management, L.L.C. | 10,873 | $100.0K | 0.03% | +10,873 | New |
| Mariner, LLC | 11,453 | $105.0K | 0.00% | +277+2.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,544 | $106.2K | 0.00% | 00.0% | Unchanged |
| RW Investment Management LLC | 11,821 | $108.8K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 11,920 | $109.7K | 0.01% | +231+2.0% | Added |
| FMR LLC | 12,325 | $113.4K | 0.00% | +1,357+12.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $120.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,192 | $122.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,594 | $125.1K | 0.00% | +360+2.7% | Added |
| Mackenzie Financial Corp | 13,705 | $126.1K | 0.00% | +13,705 | New |
| Daiwa Securities Group Inc. | 13,936 | $128.0K | 0.00% | +1,017+7.9% | Added |
| State of Wyoming | 14,920 | $137.3K | 0.04% | +8,662+138.4% | Added |
| Oregon Public Employees Retirement Fund | 15,324 | $141.0K | 0.00% | −40−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 15,700 | $144.4K | 0.06% | +400+2.6% | Added |
| Bank of Montreal | 14,726 | $146.1K | 0.00% | +3,852+35.4% | Added |
| Maryland State Retirement & Pension System | 18,881 | $173.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 19,063 | $175.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 19,394 | $178.0K | 0.00% | −1,545−7.4% | Reduced |
| Janus Henderson Group PLC | 20,112 | $184.8K | 0.00% | +20,112 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,200 | $185.8K | 0.00% | +20,200 | New |
| CM Wealth Advisors LLC | 21,689 | $189.0K | 0.04% | +21,689 | New |
| CI Private Wealth, LLC | 20,650 | $190.0K | 0.00% | +4,713+29.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,905 | $192.3K | 0.00% | +493+2.4% | Added |
| Louisiana State Employees Retirement System | 21,600 | $198.7K | 0.01% | −400−1.8% | Reduced |
| Engineers Gate Manager LP | 23,239 | $213.8K | 0.01% | +23,239 | New |
| SG Americas Securities, LLC | 23,609 | $217.0K | 0.00% | +23,609 | New |
| New York State Common Retirement Fund | 23,615 | $217.3K | 0.00% | −5,981−20.2% | Reduced |
| Worth Venture Partners, LLC | 23,850 | $219.4K | 0.11% | 00.0% | Unchanged |
| Tiaa, FSB | 23,915 | $220.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 24,707 | $227.3K | 0.02% | +8,744+54.8% | Added |
| MetLife Investment Management | 24,790 | $228.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 25,407 | $233.7K | 0.00% | −6,540−20.5% | Reduced |
| American International Group, Inc. | 25,513 | $234.7K | 0.00% | +116+0.5% | Added |
| Yousif Capital Management, LLC | 26,083 | $240.0K | 0.00% | −3,425−11.6% | Reduced |
| Virginia Retirement Systems Et Al | 26,600 | $244.7K | 0.00% | +4,000+17.7% | Added |
| Mirabella Financial Services LLP | 27,504 | $253.0K | 0.05% | +27,504 | New |
| UBS Group AG | 28,187 | $259.3K | 0.00% | +1,173+4.3% | Added |
| Stephens Inc | 28,705 | $264.1K | 0.01% | +6,303+28.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $264.3K | 0.00% | +8,490+41.9% | Added |
| Commonwealth Equity Services, LLC | 28,978 | $266.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 29,388 | $270.4K | 0.17% | 00.0% | Unchanged |
| LPL Financial LLC | 29,492 | $271.3K | 0.00% | +903+3.2% | Added |
| Deutsche Bank AG | 29,511 | $271.5K | 0.00% | +7,756+35.7% | Added |
| Schonfeld Strategic Advisors LLC | 30,000 | $276.0K | 0.00% | −20,500−40.6% | Reduced |
| State of Tennessee, Treasury Department | 30,805 | $283.4K | 0.00% | −1,457−4.5% | Reduced |
| Jump Financial, LLC | 31,391 | $288.8K | 0.01% | +31,391 | New |
| ExodusPoint Capital Management, LP | 31,428 | $289.0K | 0.00% | +31,428 | New |
| Clarus Group, Inc. | 32,293 | $297.1K | 0.28% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 32,900 | $302.7K | 0.00% | −10,551−24.3% | Reduced |
| STRS Ohio | 33,829 | $311.0K | 0.00% | −13,375−28.3% | Reduced |
| BNP Paribas Arbitrage, SA | 34,672 | $319.0K | 0.00% | +17,476+101.6% | Added |
| Tower Research Capital LLC (TRC) | 35,782 | $329.0K | 0.01% | +34,394+2,478.0% | Added |
| Citigroup Inc | 36,564 | $336.4K | 0.00% | +7,538+26.0% | Added |
| Credit Suisse AG | 36,731 | $337.9K | 0.00% | +120.0% | Added |
| Cambria Investment Management, L.P. | 37,527 | $345.2K | 0.03% | +5,361+16.7% | Added |
| Price T Rowe Associates Inc | 37,786 | $348.0K | 0.00% | +651+1.8% | 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 |
| Texas Permanent School Fund | 40,547 | $373.0K | 0.00% | +10,325+34.2% | Added |
| Nisa Investment Advisors, LLC | 42,000 | $386.0K | 0.00% | −1,168−2.7% | Reduced |
| Algert Global LLC | 43,247 | $397.9K | 0.02% | +27,093+167.7% | Added |
| Thrivent Financial for Lutherans | 46,006 | $423.0K | 0.00% | −1,612−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 46,825 | $430.8K | 0.00% | +46,825 | New |
| Nomura Asset Management Co Ltd | 47,900 | $440.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,154 | $452.2K | 0.00% | −529−1.1% | Reduced |