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 |
|---|---|---|---|---|---|
| Worth Venture Partners, LLC | 23,850 | $219.4K | 0.11% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 23,615 | $217.3K | 0.00% | −5,981−20.2% | Reduced |
| SG Americas Securities, LLC | 23,609 | $217.0K | 0.00% | +23,609 | New |
| Engineers Gate Manager LP | 23,239 | $213.8K | 0.01% | +23,239 | New |
| Louisiana State Employees Retirement System | 21,600 | $198.7K | 0.01% | −400−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,905 | $192.3K | 0.00% | +493+2.4% | Added |
| CI Private Wealth, LLC | 20,650 | $190.0K | 0.00% | +4,713+29.6% | Added |
| CM Wealth Advisors LLC | 21,689 | $189.0K | 0.04% | +21,689 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,200 | $185.8K | 0.00% | +20,200 | New |
| Janus Henderson Group PLC | 20,112 | $184.8K | 0.00% | +20,112 | New |
| Amalgamated Bank | 19,394 | $178.0K | 0.00% | −1,545−7.4% | Reduced |
| Manufacturers Life Insurance Company, The | 19,063 | $175.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 18,881 | $173.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 14,726 | $146.1K | 0.00% | +3,852+35.4% | Added |
| Murphy Pohlad Asset Management LLC | 15,700 | $144.4K | 0.06% | +400+2.6% | Added |
| Oregon Public Employees Retirement Fund | 15,324 | $141.0K | 0.00% | −40−0.3% | Reduced |
| State of Wyoming | 14,920 | $137.3K | 0.04% | +8,662+138.4% | Added |
| Daiwa Securities Group Inc. | 13,936 | $128.0K | 0.00% | +1,017+7.9% | Added |
| Mackenzie Financial Corp | 13,705 | $126.1K | 0.00% | +13,705 | New |
| Arizona State Retirement System | 13,594 | $125.1K | 0.00% | +360+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 13,192 | $122.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $120.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 12,325 | $113.4K | 0.00% | +1,357+12.4% | Added |
| Journey Strategic Wealth LLC | 11,920 | $109.7K | 0.01% | +231+2.0% | Added |
| RW Investment Management LLC | 11,821 | $108.8K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,544 | $106.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,453 | $105.0K | 0.00% | +277+2.5% | Added |
| Fox Run Management, L.L.C. | 10,873 | $100.0K | 0.03% | +10,873 | New |
| Ausdal Financial Partners, Inc. | 10,001 | $92.0K | 0.01% | −7−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,735 | $62.0K | 0.00% | −3,663−35.2% | Reduced |
| Amundi | 6,318 | $55.1K | 0.00% | +6,318 | New |
| Point72 Middle East FZE | 5,783 | $53.2K | 0.00% | +4,375+310.7% | Added |
| Point72 Asset Management, L.P. | 5,503 | $50.6K | 0.00% | +5,503 | New |
| Quadrant Capital Group LLC | 3,990 | $36.7K | 0.00% | −2,871−41.8% | Reduced |
| Metropolitan Life Insurance Co | 3,978 | $36.6K | 0.00% | −388−8.9% | Reduced |
| KBC Group NV | 3,885 | $36.0K | 0.00% | −1,692−30.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,689 | $33.9K | 0.00% | −46−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,365 | $30.8K | 0.00% | −1,750−34.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,231 | $29.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,541 | $23.4K | 0.01% | +2,541 | New |
| Russell Investments Group, Ltd. | 2,468 | $22.7K | 0.00% | +37+1.5% | Added |
| Chilton Capital Management LLC | 2,000 | $18.4K | 0.00% | +2,000 | New |
| Dorsey Wright & Associates | 1,845 | $17.0K | 0.01% | −204−10.0% | Reduced |
| Delta Asset Management LLC | 1,725 | $15.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,190 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,065 | $9.80K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 513 | $4.68K | 0.00% | −159−23.7% | Reduced |
| US Bancorp | 459 | $4.22K | 0.00% | −94−17.0% | Reduced |
| Horizon Bancorp Inc | 385 | $4.00K | 0.00% | +385 | New |
| CWM, LLC | 351 | $3.00K | 0.00% | +289+466.1% | Added |
| Parkside Financial Bank & Trust | 315 | $2.90K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $2.78K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 205 | $1.89K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $1.61K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 115 | $1.06K | 0.00% | +115 | New |
| Global Retirement Partners, LLC | 117 | $1.01K | 0.00% | +117 | New |
| Farther Finance Advisors, LLC | 85 | $782 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 58 | $534 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 50 | $445 | 0.00% | +50 | New |
| International Assets Investment Management, LLC | 46 | $423 | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 30 | $276 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19 | $175 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |