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 |
|---|---|---|---|---|---|
| FMR LLC | 17,909 | $173.7K | 0.00% | +5,584+45.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,013 | $155.3K | 0.00% | +4,469+38.7% | Added |
| Murphy Pohlad Asset Management LLC | 15,700 | $152.3K | 0.07% | 00.0% | Unchanged |
| Hancock Whitney Corp | 15,249 | $148.0K | 0.01% | +15,249 | New |
| Oregon Public Employees Retirement Fund | 14,524 | $140.9K | 0.00% | −800−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,006 | $136.0K | 0.00% | +814+6.2% | Added |
| Daiwa Securities Group Inc. | 13,936 | $135.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,651 | $132.0K | 0.01% | +625+4.8% | Added |
| Algert Global LLC | 13,247 | $128.5K | 0.01% | −30,000−69.4% | Reduced |
| Arizona State Retirement System | 13,188 | $127.9K | 0.00% | −406−3.0% | Reduced |
| Mackenzie Financial Corp | 13,032 | $127.5K | 0.00% | −673−4.9% | Reduced |
| Denali Advisors LLC | 12,300 | $119.3K | 0.04% | +12,300 | New |
| Mariner, LLC | 12,182 | $118.2K | 0.00% | +729+6.4% | Added |
| RW Investment Management LLC | 11,821 | $114.7K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 11,604 | $112.6K | 0.00% | +11,604 | New |
| Journey Strategic Wealth LLC | 11,579 | $112.3K | 0.01% | −341−2.9% | Reduced |
| Quantbot Technologies LP | 11,375 | $110.3K | 0.01% | −13,332−54.0% | Reduced |
| Graham Capital Management, L.P. | 10,322 | $100.1K | 0.00% | +10,322 | New |
| Bank of Montreal | 10,047 | $98.8K | 0.00% | −4,679−31.8% | Reduced |
| Ausdal Financial Partners, Inc. | 10,006 | $97.1K | 0.01% | +50.0% | Added |
| STRS Ohio | 9,800 | $95.0K | 0.00% | −24,029−71.0% | Reduced |
| State of Wyoming | 9,283 | $90.0K | 0.03% | −5,637−37.8% | Reduced |
| Quadrant Capital Group LLC | 5,918 | $57.4K | 0.01% | +1,928+48.3% | Added |
| Allspring Global Investments Holdings, LLC | 5,717 | $55.5K | 0.00% | −1,018−15.1% | Reduced |
| Amundi | 5,480 | $53.6K | 0.00% | −838−13.3% | Reduced |
| Federated Hermes, Inc. | 5,147 | $49.9K | 0.00% | −75,166−93.6% | Reduced |
| Metropolitan Life Insurance Co | 3,966 | $38.5K | 0.00% | −12−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,965 | $38.5K | 0.00% | +276+7.5% | Added |
| KBC Group NV | 3,885 | $38.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,365 | $32.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,231 | $31.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,261 | $21.9K | 0.00% | +1,802+392.6% | Added |
| Dorsey Wright & Associates | 2,049 | $19.9K | 0.01% | +204+11.1% | Added |
| Chilton Capital Management LLC | 2,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,940 | $18.8K | 0.00% | −130,375−98.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,897 | $18.4K | 0.00% | −33,885−94.7% | Reduced |
| Delta Asset Management LLC | 1,725 | $16.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,448 | $14.0K | 0.00% | +1,097+312.5% | Added |
| Sound Income Strategies, LLC | 1,065 | $10.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 534 | $5.18K | 0.00% | +21+4.1% | Added |
| Manchester Capital Management LLC | 518 | $5.03K | 0.00% | +518 | New |
| Horizon Bancorp Inc | 385 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.06K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $2.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 205 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $1.70K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 140 | $1.36K | 0.00% | +140 | New |
| Global Retirement Partners, LLC | 117 | $1.14K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 85 | $825 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 58 | $563 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $291 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 23 | $223 | 0.00% | +23 | New |
| Fifth Third Bancorp | 19 | $184 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −144,131−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −101,232−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −87,309−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −66,931−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −59,629−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −54,844−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −46,825−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,391−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −27,504−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −23,609−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,239−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −21,689−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,873−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,783−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,503−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,541−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −587−100.0% | Sold out |