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, Q2 2023
Institutional positions in Whitestone REIT as of Jun 30, 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
- 155
- −9 vs. Q1 2023
- Shares held
- 29.0M
- +109.9K (+0.4%) vs. Q1 2023
- Total value
- $281.3M
- +$15.6M (+5.9%) vs. Q1 2023
- New holders
- 13
- 55 more added
- Sold out
- 22
- 56 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,034,177 | $77.9M | 0.00% | +209,106+2.7% | Added |
| Vanguard Group Inc | 3,242,279 | $31.5M | 0.00% | +28,482+0.9% | Added |
| State Street Corp | 1,896,604 | $18.4M | 0.00% | −4,817−0.3% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 1,067,755 | $10.4M | 1.56% | −111,763−9.5% | Reduced |
| Geode Capital Management, LLC | 956,933 | $9.28M | 0.00% | +23,694+2.5% | Added |
| Morgan Stanley | 709,892 | $6.89M | 0.00% | −50,509−6.6% | Reduced |
| Fortress Investment Group LLC | 681,032 | $6.61M | 1.12% | +681,032 | New |
| First Eagle Investment Management, LLC | 663,006 | $6.43M | 0.02% | +124,550+23.1% | Added |
| Dimensional Fund Advisors LP | 650,782 | $6.31M | 0.00% | +15,145+2.4% | Added |
| Bank of New York Mellon Corp | 609,085 | $5.91M | 0.00% | +32,448+5.6% | Added |
| Kennedy Capital Management, Inc. | 605,775 | $5.88M | 0.14% | +11,783+2.0% | Added |
| Nuveen Asset Management, LLC | 568,931 | $5.52M | 0.00% | −322,304−36.2% | Reduced |
| Invesco Ltd. | 544,734 | $5.28M | 0.00% | +366,432+205.5% | Added |
| Northern Trust Corp | 534,452 | $5.18M | 0.00% | +19,819+3.9% | Added |
| AQR Capital Management LLC | 435,239 | $4.22M | 0.01% | −78,652−15.3% | Reduced |
| Boothbay Fund Management, LLC | 433,039 | $4.20M | 0.14% | +61,956+16.7% | Added |
| Hillsdale Investment Management Inc. | 416,400 | $4.04M | 0.37% | +700+0.2% | Added |
| Renaissance Technologies LLC | 368,584 | $3.58M | 0.01% | −176,600−32.4% | Reduced |
| Ameriprise Financial Inc | 364,535 | $3.54M | 0.00% | −6,441−1.7% | Reduced |
| Goldman Sachs Group Inc | 306,590 | $2.97M | 0.00% | +29,034+10.5% | Added |
| Principal Financial Group Inc | 264,616 | $2.57M | 0.00% | −28,953−9.9% | Reduced |
| JPMorgan Chase & Co | 256,554 | $2.49M | 0.00% | +100,153+64.0% | Added |
| Millennium Management LLC | 227,642 | $2.21M | 0.00% | +112,704+98.1% | Added |
| Nordea Investment Management AB | 218,777 | $2.14M | 0.00% | −85,683−28.1% | Reduced |
| Two Sigma Advisers, LP | 203,000 | $1.97M | 0.01% | −28,800−12.4% | Reduced |
| Rhumbline Advisers | 192,152 | $1.86M | 0.00% | −4,299−2.2% | Reduced |
| Wells Fargo & Company | 181,181 | $1.76M | 0.00% | +1,239+0.7% | Added |
| Gsa Capital Partners LLP | 178,201 | $1.73M | 0.17% | +34,055+23.6% | Added |
| Foster & Motley Inc | 159,729 | $1.55M | 0.12% | −16,845−9.5% | Reduced |
| Charles Schwab Investment Management Inc | 147,216 | $1.43M | 0.00% | +11,281+8.3% | Added |
| Larson Financial Group LLC | 133,064 | $1.29M | 0.13% | +12,719+10.6% | Added |
| Legal & General Group Plc | 124,802 | $1.21M | 0.00% | +14,797+13.5% | Added |
| Prudential Financial Inc | 115,406 | $1.12M | 0.00% | −29,163−20.2% | Reduced |
| Bank of America Corp | 110,489 | $1.07M | 0.00% | −8,895−7.5% | Reduced |
| Susquehanna International Group, LLP | 102,509 | $994.3K | 0.00% | +3,385+3.4% | Added |
| Swiss National Bank | 101,300 | $982.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 100,287 | $973.0K | 0.00% | +2,430+2.5% | Added |
| Cornercap Investment Counsel Inc | 100,172 | $971.7K | 0.17% | −498−0.5% | Reduced |
| Globeflex Capital L P | 96,225 | $933.4K | 0.10% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 89,460 | $867.8K | 0.00% | −15,740−15.0% | Reduced |
| State Board of Administration of Florida Retirement System | 85,235 | $826.8K | 0.00% | −100.0% | Reduced |
| Public Sector Pension Investment Board | 82,466 | $799.9K | 0.01% | +819+1.0% | Added |
| Third Avenue Management LLC | 80,000 | $776.0K | 0.13% | +80,000 | New |
| Voya Investment Management LLC | 79,405 | $770.2K | 0.00% | +2,200+2.8% | Added |
| Garner Asset Management Corp | 73,799 | $716.0K | 0.42% | −19,390−20.8% | Reduced |
| Asset Management One Co.,Ltd. | 73,671 | $714.6K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 68,239 | $661.9K | 0.03% | −1,450−2.1% | Reduced |
| Teacher Retirement System of Texas | 67,538 | $655.0K | 0.00% | −999−1.5% | Reduced |
| Royal Bank of Canada | 67,484 | $654.0K | 0.00% | +5,980+9.7% | Added |
| New York State Common Retirement Fund | 62,792 | $609.1K | 0.00% | +39,177+165.9% | Added |
| Virginia Retirement Systems Et Al | 60,800 | $589.8K | 0.01% | +34,200+128.6% | Added |
| Advisory Research Inc | 58,980 | $572.1K | 0.07% | +2,308+4.1% | Added |
| California State Teachers Retirement System | 57,491 | $557.7K | 0.00% | −1,115−1.9% | Reduced |
| Great West Life Assurance Co | 56,259 | $546.0K | 0.00% | −987−1.7% | Reduced |
| State of Alaska, Department of Revenue | 53,341 | $516.0K | 0.01% | −2,667−4.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,516 | $509.4K | 0.00% | +3,362+6.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,698 | $501.5K | 0.00% | −2,444−4.5% | Reduced |
| Nomura Asset Management Co Ltd | 49,700 | $482.1K | 0.00% | +1,800+3.8% | Added |
| New York Life Investment Management LLC | 44,797 | $434.5K | 0.00% | −7,404−14.2% | Reduced |
| Thrivent Financial for Lutherans | 44,445 | $431.0K | 0.00% | −1,561−3.4% | Reduced |
| Nisa Investment Advisors, LLC | 42,750 | $414.7K | 0.00% | +750+1.8% | Added |
| UBS Group AG | 42,080 | $408.2K | 0.00% | +13,893+49.3% | Added |
| Truist Financial Corp | 40,676 | $394.6K | 0.00% | −11,994−22.8% | Reduced |
| Texas Permanent School Fund | 39,805 | $386.1K | 0.00% | −742−1.8% | Reduced |
| Credit Suisse AG | 39,631 | $384.4K | 0.00% | +2,900+7.9% | Added |
| Ignite Planners, LLC | 39,558 | $383.3K | 0.15% | −1,135−2.8% | Reduced |
| Price T Rowe Associates Inc | 38,750 | $376.0K | 0.00% | +964+2.6% | Added |
| Putnam Investments LLC | 38,021 | $368.8K | 0.00% | +38,021 | New |
| UBS Asset Management Americas Inc | 38,968 | $358.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 36,655 | $355.6K | 0.00% | +36,655 | New |
| Alliancebernstein L.P. | 35,850 | $347.7K | 0.00% | +2,950+9.0% | Added |
| Citigroup Inc | 35,478 | $344.1K | 0.00% | −1,086−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 35,387 | $343.0K | 0.00% | +3,959+12.6% | Added |
| Cambria Investment Management, L.P. | 33,953 | $329.3K | 0.03% | −3,574−9.5% | Reduced |
| LPL Financial LLC | 33,891 | $328.7K | 0.00% | +4,399+14.9% | Added |
| Clarus Group, Inc. | 32,293 | $313.2K | 0.23% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 32,212 | $312.5K | 0.00% | +29,744+1,205.2% | Added |
| Ridgewood Investments LLC | 29,388 | $285.1K | 0.16% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,978 | $281.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,830 | $279.6K | 0.00% | +3,423+13.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $278.7K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 28,705 | $278.4K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,500 | $276.4K | 0.00% | +8,300+41.1% | Added |
| Worth Venture Partners, LLC | 28,150 | $273.1K | 0.15% | +4,300+18.0% | Added |
| State of Tennessee, Treasury Department | 27,415 | $265.9K | 0.00% | −3,390−11.0% | Reduced |
| American International Group, Inc. | 26,008 | $252.3K | 0.00% | +495+1.9% | Added |
| Yousif Capital Management, LLC | 24,892 | $241.5K | 0.00% | −1,191−4.6% | Reduced |
| MetLife Investment Management | 24,790 | $240.5K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,400 | $236.7K | 0.01% | +2,800+13.0% | Added |
| Tiaa, FSB | 23,915 | $232.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 23,892 | $231.8K | 0.00% | −80,380−77.1% | Reduced |
| Deutsche Bank AG | 22,538 | $218.6K | 0.00% | −6,973−23.6% | Reduced |
| Jane Street Group, LLC | 21,353 | $207.1K | 0.00% | +21,353 | New |
| Manufacturers Life Insurance Company, The | 20,878 | $202.5K | 0.00% | +1,815+9.5% | Added |
| CI Private Wealth, LLC | 20,553 | $199.4K | 0.00% | −97−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,540 | $199.2K | 0.00% | −365−1.7% | Reduced |
| Janus Henderson Group PLC | 20,090 | $194.8K | 0.00% | −22−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 19,932 | $193.3K | 0.00% | −14,740−42.5% | Reduced |
| Amalgamated Bank | 18,772 | $182.0K | 0.00% | −622−3.2% | Reduced |
| Maryland State Retirement & Pension System | 18,101 | $175.6K | 0.00% | −780−4.1% | Reduced |