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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 52,201 | $480.2K | 0.01% | +52,201 | New |
| Truist Financial Corp | 52,670 | $484.6K | 0.00% | +52,670 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,142 | $498.1K | 0.00% | +1,288+2.4% | Added |
| Campbell & CO Investment Adviser LLC | 54,844 | $504.6K | 0.09% | +11,118+25.4% | Added |
| State of Alaska, Department of Revenue | 56,008 | $514.0K | 0.01% | +172+0.3% | Added |
| Advisory Research Inc | 56,672 | $521.4K | 0.09% | +26,574+88.3% | Added |
| Great West Life Assurance Co | 57,246 | $526.0K | 0.00% | −1,203−2.1% | Reduced |
| California State Teachers Retirement System | 58,606 | $539.2K | 0.00% | −804−1.4% | Reduced |
| Oliver Luxxe Assets LLC | 59,629 | $548.6K | 0.14% | +4,788+8.7% | Added |
| Royal Bank of Canada | 61,504 | $565.0K | 0.00% | −11,169−15.4% | Reduced |
| Panagora Asset Management Inc | 66,931 | $615.8K | 0.00% | +41,720+165.5% | Added |
| Teacher Retirement System of Texas | 68,537 | $631.0K | 0.00% | +10,013+17.1% | Added |
| Dakota Wealth Management | 69,689 | $641.1K | 0.04% | −3,141−4.3% | Reduced |
| Asset Management One Co.,Ltd. | 73,671 | $677.8K | 0.00% | +1,546+2.1% | Added |
| Voya Investment Management LLC | 77,205 | $710.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 80,313 | $738.9K | 0.00% | +16,184+25.2% | Added |
| Public Sector Pension Investment Board | 81,647 | $751.2K | 0.01% | −3,873−4.5% | Reduced |
| State Board of Administration of Florida Retirement System | 85,245 | $784.3K | 0.00% | −71,086−45.5% | Reduced |
| AXA S.A. | 87,309 | $803.2K | 0.00% | +1,800+2.1% | Added |
| Garner Asset Management Corp | 93,189 | $857.0K | 0.41% | −682−0.7% | Reduced |
| Globeflex Capital L P | 96,225 | $885.3K | 0.11% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 97,857 | $900.0K | 0.00% | −6,302−6.1% | Reduced |
| Susquehanna International Group, LLP | 99,124 | $911.9K | 0.00% | +56,764+134.0% | Added |
| Cornercap Investment Counsel Inc | 100,670 | $926.2K | 0.16% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 101,232 | $931.3K | 0.01% | +92,388+1,044.6% | Added |
| Swiss National Bank | 101,300 | $932.0K | 0.00% | −11,900−10.5% | Reduced |
| Barclays PLC | 104,272 | $959.3K | 0.00% | +4,427+4.4% | Added |
| Two Sigma Investments, LP | 105,200 | $967.8K | 0.00% | +39,000+58.9% | Added |
| Legal & General Group Plc | 110,005 | $1.01M | 0.00% | −1,098−1.0% | Reduced |
| Millennium Management LLC | 114,938 | $1.06M | 0.00% | +55,109+92.1% | Added |
| Bank of America Corp | 119,384 | $1.10M | 0.00% | +43,875+58.1% | Added |
| Larson Financial Group LLC | 120,345 | $1.11M | 0.12% | −1,021−0.8% | Reduced |
| Citadel Advisors LLC | 132,315 | $1.22M | 0.00% | +95,048+255.0% | Added |
| Charles Schwab Investment Management Inc | 135,935 | $1.25M | 0.00% | +5,944+4.6% | Added |
| 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 |
| Prudential Financial Inc | 144,569 | $1.33M | 0.00% | −50,900−26.0% | Reduced |
| JPMorgan Chase & Co | 156,401 | $1.44M | 0.00% | −17,068−9.8% | Reduced |
| Foster & Motley Inc | 176,574 | $1.62M | 0.13% | +69,447+64.8% | Added |
| Invesco Ltd. | 178,302 | $1.64M | 0.00% | −49,411−21.7% | Reduced |
| Wells Fargo & Company | 179,942 | $1.66M | 0.00% | +6,322+3.6% | Added |
| Rhumbline Advisers | 196,451 | $1.81M | 0.00% | +8,210+4.4% | Added |
| Two Sigma Advisers, LP | 231,800 | $2.13M | 0.01% | +34,900+17.7% | Added |
| Goldman Sachs Group Inc | 277,556 | $2.55M | 0.00% | +139,660+101.3% | Added |
| Principal Financial Group Inc | 293,569 | $2.70M | 0.00% | −6,551−2.2% | Reduced |
| Nordea Investment Management AB | 304,460 | $2.77M | 0.00% | −4,373−1.4% | Reduced |
| Ameriprise Financial Inc | 370,976 | $3.41M | 0.00% | +1,391+0.4% | Added |
| Boothbay Fund Management, LLC | 371,083 | $3.41M | 0.10% | +59,213+19.0% | Added |
| Hillsdale Investment Management Inc. | 415,700 | $3.82M | 0.33% | +415,700 | New |
| AQR Capital Management LLC | 513,891 | $4.73M | 0.01% | −69,347−11.9% | Reduced |
| Northern Trust Corp | 514,633 | $4.73M | 0.00% | −10,233−1.9% | Reduced |
| First Eagle Investment Management, LLC | 538,456 | $4.95M | 0.01% | +145,000+36.9% | Added |
| Renaissance Technologies LLC | 545,184 | $5.02M | 0.01% | +59,600+12.3% | Added |
| Bank of New York Mellon Corp | 576,637 | $5.31M | 0.00% | +9,655+1.7% | Added |
| Kennedy Capital Management, Inc. | 593,992 | $5.46M | 0.16% | +28,787+5.1% | Added |
| Dimensional Fund Advisors LP | 635,637 | $5.85M | 0.00% | +10,102+1.6% | Added |
| Morgan Stanley | 760,401 | $7.00M | 0.00% | +18,571+2.5% | Added |
| Nuveen Asset Management, LLC | 891,235 | $8.20M | 0.00% | +139,542+18.6% | Added |
| Geode Capital Management, LLC | 933,239 | $8.59M | 0.00% | +41,503+4.7% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,179,518 | $10.9M | 1.19% | −436,000−27.0% | Reduced |
| State Street Corp | 1,901,421 | $17.5M | 0.00% | +76,827+4.2% | Added |
| Vanguard Group Inc | 3,213,797 | $29.6M | 0.00% | +79,203+2.5% | Added |
| BlackRock Inc. | 7,825,071 | $72.0M | 0.00% | −51,768−0.7% | Reduced |
| Cerity Partners LLC | 587 | – | – | +587 | New |
| Conversant Capital LLC | 0 | $0 | 0.00% | −2,253,070−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −36,281−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −24,016−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −22,660−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,558−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,593−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,195−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,149−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,032−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Spartan Fund Management Inc. | 0 | $0 | 0.00% | −4,762−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Hazelview Securities Inc. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |