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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| Fifth Third Bancorp | 19 | $184 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 23 | $223 | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 30 | $291 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 58 | $563 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 85 | $825 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.14K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 140 | $1.36K | 0.00% | +140 | New |
| Allworth Financial LP | 175 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 205 | $1.99K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $2.93K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.06K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 385 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 518 | $5.03K | 0.00% | +518 | New |
| Versant Capital Management, Inc | 534 | $5.18K | 0.00% | +21+4.1% | Added |
| Sound Income Strategies, LLC | 1,065 | $10.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,448 | $14.0K | 0.00% | +1,097+312.5% | Added |
| Delta Asset Management LLC | 1,725 | $16.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,897 | $18.4K | 0.00% | −33,885−94.7% | Reduced |
| Citadel Advisors LLC | 1,940 | $18.8K | 0.00% | −130,375−98.5% | Reduced |
| Chilton Capital Management LLC | 2,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 2,049 | $19.9K | 0.01% | +204+11.1% | Added |
| US Bancorp | 2,261 | $21.9K | 0.00% | +1,802+392.6% | Added |
| Ameritas Investment Partners, Inc. | 3,231 | $31.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,365 | $32.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,885 | $38.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,965 | $38.5K | 0.00% | +276+7.5% | Added |
| Metropolitan Life Insurance Co | 3,966 | $38.5K | 0.00% | −12−0.3% | Reduced |
| Federated Hermes, Inc. | 5,147 | $49.9K | 0.00% | −75,166−93.6% | Reduced |
| Amundi | 5,480 | $53.6K | 0.00% | −838−13.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,717 | $55.5K | 0.00% | −1,018−15.1% | Reduced |
| Quadrant Capital Group LLC | 5,918 | $57.4K | 0.01% | +1,928+48.3% | Added |
| State of Wyoming | 9,283 | $90.0K | 0.03% | −5,637−37.8% | Reduced |
| STRS Ohio | 9,800 | $95.0K | 0.00% | −24,029−71.0% | Reduced |
| Ausdal Financial Partners, Inc. | 10,006 | $97.1K | 0.01% | +50.0% | Added |
| Bank of Montreal | 10,047 | $98.8K | 0.00% | −4,679−31.8% | Reduced |
| Graham Capital Management, L.P. | 10,322 | $100.1K | 0.00% | +10,322 | New |
| Quantbot Technologies LP | 11,375 | $110.3K | 0.01% | −13,332−54.0% | Reduced |
| Journey Strategic Wealth LLC | 11,579 | $112.3K | 0.01% | −341−2.9% | Reduced |
| Creative Planning | 11,604 | $112.6K | 0.00% | +11,604 | New |
| RW Investment Management LLC | 11,821 | $114.7K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 12,182 | $118.2K | 0.00% | +729+6.4% | Added |
| Denali Advisors LLC | 12,300 | $119.3K | 0.04% | +12,300 | New |
| Mackenzie Financial Corp | 13,032 | $127.5K | 0.00% | −673−4.9% | Reduced |
| Arizona State Retirement System | 13,188 | $127.9K | 0.00% | −406−3.0% | Reduced |
| Algert Global LLC | 13,247 | $128.5K | 0.01% | −30,000−69.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,651 | $132.0K | 0.01% | +625+4.8% | Added |
| Daiwa Securities Group Inc. | 13,936 | $135.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,006 | $136.0K | 0.00% | +814+6.2% | Added |
| Oregon Public Employees Retirement Fund | 14,524 | $140.9K | 0.00% | −800−5.2% | Reduced |
| Hancock Whitney Corp | 15,249 | $148.0K | 0.01% | +15,249 | New |
| Murphy Pohlad Asset Management LLC | 15,700 | $152.3K | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,013 | $155.3K | 0.00% | +4,469+38.7% | Added |
| FMR LLC | 17,909 | $173.7K | 0.00% | +5,584+45.3% | Added |
| Maryland State Retirement & Pension System | 18,101 | $175.6K | 0.00% | −780−4.1% | Reduced |
| Amalgamated Bank | 18,772 | $182.0K | 0.00% | −622−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 19,932 | $193.3K | 0.00% | −14,740−42.5% | Reduced |
| Janus Henderson Group PLC | 20,090 | $194.8K | 0.00% | −22−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,540 | $199.2K | 0.00% | −365−1.7% | Reduced |
| CI Private Wealth, LLC | 20,553 | $199.4K | 0.00% | −97−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 20,878 | $202.5K | 0.00% | +1,815+9.5% | Added |
| Jane Street Group, LLC | 21,353 | $207.1K | 0.00% | +21,353 | New |
| Deutsche Bank AG | 22,538 | $218.6K | 0.00% | −6,973−23.6% | Reduced |
| Barclays PLC | 23,892 | $231.8K | 0.00% | −80,380−77.1% | Reduced |
| Tiaa, FSB | 23,915 | $232.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,400 | $236.7K | 0.01% | +2,800+13.0% | Added |
| MetLife Investment Management | 24,790 | $240.5K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 24,892 | $241.5K | 0.00% | −1,191−4.6% | Reduced |
| American International Group, Inc. | 26,008 | $252.3K | 0.00% | +495+1.9% | Added |
| State of Tennessee, Treasury Department | 27,415 | $265.9K | 0.00% | −3,390−11.0% | Reduced |
| Worth Venture Partners, LLC | 28,150 | $273.1K | 0.15% | +4,300+18.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,500 | $276.4K | 0.00% | +8,300+41.1% | Added |
| Stephens Inc | 28,705 | $278.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $278.7K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,830 | $279.6K | 0.00% | +3,423+13.5% | Added |
| Commonwealth Equity Services, LLC | 28,978 | $281.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 29,388 | $285.1K | 0.16% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 32,212 | $312.5K | 0.00% | +29,744+1,205.2% | Added |
| Clarus Group, Inc. | 32,293 | $313.2K | 0.23% | 00.0% | Unchanged |
| LPL Financial LLC | 33,891 | $328.7K | 0.00% | +4,399+14.9% | Added |
| Cambria Investment Management, L.P. | 33,953 | $329.3K | 0.03% | −3,574−9.5% | Reduced |
| ExodusPoint Capital Management, LP | 35,387 | $343.0K | 0.00% | +3,959+12.6% | Added |
| Citigroup Inc | 35,478 | $344.1K | 0.00% | −1,086−3.0% | Reduced |
| Alliancebernstein L.P. | 35,850 | $347.7K | 0.00% | +2,950+9.0% | Added |
| Franklin Resources Inc | 36,655 | $355.6K | 0.00% | +36,655 | New |
| UBS Asset Management Americas Inc | 38,968 | $358.5K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 38,021 | $368.8K | 0.00% | +38,021 | New |
| Price T Rowe Associates Inc | 38,750 | $376.0K | 0.00% | +964+2.6% | Added |
| Ignite Planners, LLC | 39,558 | $383.3K | 0.15% | −1,135−2.8% | Reduced |
| Credit Suisse AG | 39,631 | $384.4K | 0.00% | +2,900+7.9% | Added |
| Texas Permanent School Fund | 39,805 | $386.1K | 0.00% | −742−1.8% | Reduced |
| Truist Financial Corp | 40,676 | $394.6K | 0.00% | −11,994−22.8% | Reduced |
| UBS Group AG | 42,080 | $408.2K | 0.00% | +13,893+49.3% | Added |
| Nisa Investment Advisors, LLC | 42,750 | $414.7K | 0.00% | +750+1.8% | Added |
| Thrivent Financial for Lutherans | 44,445 | $431.0K | 0.00% | −1,561−3.4% | Reduced |
| New York Life Investment Management LLC | 44,797 | $434.5K | 0.00% | −7,404−14.2% | Reduced |
| Nomura Asset Management Co Ltd | 49,700 | $482.1K | 0.00% | +1,800+3.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,698 | $501.5K | 0.00% | −2,444−4.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,516 | $509.4K | 0.00% | +3,362+6.8% | Added |