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, Q3 2023
Institutional positions in Whitestone REIT as of Sep 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
- 160
- +6 vs. Q2 2023
- Shares held
- 30.0M
- +987.5K (+3.4%) vs. Q2 2023
- Total value
- $288.5M
- +$7.49M (+2.7%) vs. Q2 2023
- New holders
- 21
- 48 more added
- Sold out
- 15
- 61 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,711,228 | $74.3M | 0.00% | −322,949−4.0% | Reduced |
| Vanguard Group Inc | 3,269,152 | $31.5M | 0.00% | +26,873+0.8% | Added |
| State Street Corp | 1,912,776 | $18.4M | 0.00% | +16,172+0.9% | Added |
| Fortress Investment Group LLC | 1,427,729 | $13.7M | 1.86% | +746,697+109.6% | Added |
| Geode Capital Management, LLC | 1,005,212 | $9.68M | 0.00% | +48,279+5.0% | Added |
| First Eagle Investment Management, LLC | 905,006 | $8.72M | 0.02% | +242,000+36.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $8.43M | 1.19% | −192,500−18.0% | Reduced |
| Morgan Stanley | 868,752 | $8.37M | 0.00% | +158,860+22.4% | Added |
| Dimensional Fund Advisors LP | 667,451 | $6.43M | 0.00% | +16,669+2.6% | Added |
| Kennedy Capital Management, Inc. | 603,918 | $5.82M | 0.14% | −1,857−0.3% | Reduced |
| Northern Trust Corp | 601,652 | $5.79M | 0.00% | +67,200+12.6% | Added |
| Bank of New York Mellon Corp | 595,024 | $5.73M | 0.00% | −14,061−2.3% | Reduced |
| Invesco Ltd. | 490,407 | $4.72M | 0.00% | −54,327−10.0% | Reduced |
| Colony Capital, Inc. | 475,021 | $4.57M | 0.57% | +475,021 | New |
| Foundry Partners, LLC | 449,823 | $4.33M | 0.27% | +449,823 | New |
| Boothbay Fund Management, LLC | 433,039 | $4.17M | 0.15% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 378,331 | $3.64M | 0.00% | +121,777+47.5% | Added |
| Hillsdale Investment Management Inc. | 374,300 | $3.60M | 0.33% | −42,100−10.1% | Reduced |
| AQR Capital Management LLC | 357,172 | $3.44M | 0.01% | −78,067−17.9% | Reduced |
| Renaissance Technologies LLC | 348,184 | $3.35M | 0.01% | −20,400−5.5% | Reduced |
| Ameriprise Financial Inc | 344,439 | $3.32M | 0.00% | −20,096−5.5% | Reduced |
| Goldman Sachs Group Inc | 301,789 | $2.91M | 0.00% | −4,801−1.6% | Reduced |
| Principal Financial Group Inc | 254,249 | $2.45M | 0.00% | −10,367−3.9% | Reduced |
| Barclays PLC | 220,552 | $2.12M | 0.00% | +196,660+823.1% | Added |
| Nordea Investment Management AB | 210,688 | $2.04M | 0.00% | −8,089−3.7% | Reduced |
| Rhumbline Advisers | 193,613 | $1.86M | 0.00% | +1,461+0.8% | Added |
| Wells Fargo & Company | 165,395 | $1.59M | 0.00% | −15,786−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 156,746 | $1.51M | 0.00% | +9,530+6.5% | Added |
| Larson Financial Group LLC | 141,479 | $1.36M | 0.13% | +8,415+6.3% | Added |
| First Trust Advisors LP | 131,973 | $1.27M | 0.00% | +131,973 | New |
| Virginia Retirement Systems Et Al | 127,100 | $1.22M | 0.01% | +66,300+109.0% | Added |
| Legal & General Group Plc | 125,026 | $1.20M | 0.00% | +224+0.2% | Added |
| Nuveen Asset Management, LLC | 121,088 | $1.17M | 0.00% | −447,843−78.7% | Reduced |
| Swiss National Bank | 103,200 | $993.8K | 0.00% | +1,900+1.9% | Added |
| Bank of America Corp | 101,680 | $979.2K | 0.00% | −8,809−8.0% | Reduced |
| Cornercap Investment Counsel Inc | 98,855 | $952.0K | 0.17% | −1,317−1.3% | Reduced |
| Voya Investment Management LLC | 96,898 | $933.1K | 0.00% | +17,493+22.0% | Added |
| Globeflex Capital L P | 96,225 | $926.6K | 0.11% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 93,566 | $901.0K | 0.00% | −6,721−6.7% | Reduced |
| Two Sigma Advisers, LP | 92,200 | $887.9K | 0.00% | −110,800−54.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 89,914 | $865.9K | 0.10% | +89,914 | New |
| State Board of Administration of Florida Retirement System | 88,633 | $853.5K | 0.00% | +3,398+4.0% | Added |
| Third Avenue Management LLC | 80,000 | $773.6K | 0.13% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 75,159 | $723.8K | 0.00% | +1,488+2.0% | Added |
| Garner Asset Management Corp | 73,607 | $709.0K | 0.43% | −192−0.3% | Reduced |
| Royal Bank of Canada | 73,141 | $705.0K | 0.00% | +5,657+8.4% | Added |
| Teacher Retirement System of Texas | 70,377 | $678.0K | 0.00% | +2,839+4.2% | Added |
| Susquehanna International Group, LLP | 69,044 | $664.9K | 0.00% | −33,465−32.6% | Reduced |
| Dakota Wealth Management | 68,239 | $657.1K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 63,450 | $611.0K | 0.06% | +63,450 | New |
| Foster & Motley Inc | 61,859 | $596.0K | 0.05% | −97,870−61.3% | Reduced |
| New York State Common Retirement Fund | 59,808 | $576.0K | 0.00% | −2,984−4.8% | Reduced |
| Public Sector Pension Investment Board | 58,146 | $559.9K | 0.00% | −24,320−29.5% | Reduced |
| Advisory Research Inc | 56,842 | $547.4K | 0.08% | −2,138−3.6% | Reduced |
| UBS Asset Management Americas Inc | 56,791 | $546.9K | 0.00% | +17,823+45.7% | Added |
| Credit Suisse AG | 56,187 | $541.1K | 0.00% | +16,556+41.8% | Added |
| Great West Life Assurance Co | 56,256 | $541.0K | 0.00% | −30.0% | Reduced |
| Prudential Financial Inc | 54,891 | $528.6K | 0.00% | −60,515−52.4% | Reduced |
| California State Teachers Retirement System | 52,234 | $503.0K | 0.00% | −5,257−9.1% | Reduced |
| State of Alaska, Department of Revenue | 52,298 | $503.0K | 0.01% | −1,043−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,293 | $494.0K | 0.00% | −405−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 49,700 | $478.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 44,026 | $424.0K | 0.00% | +10,135+29.9% | Added |
| Nisa Investment Advisors, LLC | 43,244 | $416.4K | 0.00% | +494+1.2% | Added |
| Thrivent Financial for Lutherans | 43,037 | $414.0K | 0.00% | −1,408−3.2% | Reduced |
| Price T Rowe Associates Inc | 40,012 | $386.0K | 0.00% | +1,262+3.3% | Added |
| Texas Permanent School Fund | 39,511 | $380.5K | 0.00% | −294−0.7% | Reduced |
| New York Life Investment Management LLC | 38,700 | $372.7K | 0.00% | −6,097−13.6% | Reduced |
| Putnam Investments LLC | 37,700 | $363.1K | 0.00% | −321−0.8% | Reduced |
| Franklin Resources Inc | 37,435 | $360.5K | 0.00% | +780+2.1% | Added |
| Walleye Capital LLC | 36,389 | $350.4K | 0.01% | +36,389 | New |
| Truist Financial Corp | 33,850 | $326.0K | 0.00% | −6,826−16.8% | Reduced |
| Ignite Planners, LLC | 34,431 | $321.9K | 0.10% | −5,127−13.0% | Reduced |
| Bailard, Inc. | 33,000 | $317.8K | 0.01% | +33,000 | New |
| BNP Paribas Arbitrage, SA | 32,538 | $313.3K | 0.00% | +12,606+63.2% | Added |
| Clarus Group, Inc. | 32,293 | $311.0K | 0.23% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,452 | $302.9K | 0.00% | −21,064−40.1% | Reduced |
| Alliancebernstein L.P. | 30,000 | $288.9K | 0.00% | −5,850−16.3% | Reduced |
| Russell Investments Group, Ltd. | 29,781 | $286.8K | 0.00% | −2,431−7.5% | Reduced |
| Ridgewood Investments LLC | 29,388 | $283.0K | 0.19% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,934 | $278.6K | 0.00% | +104+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $276.7K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 28,705 | $276.4K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 28,376 | $273.0K | 0.01% | +28,376 | New |
| Worth Venture Partners, LLC | 28,150 | $271.1K | 0.16% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 27,602 | $266.0K | 0.00% | +27,602 | New |
| State of Tennessee, Treasury Department | 26,918 | $259.2K | 0.00% | −497−1.8% | Reduced |
| American International Group, Inc. | 26,618 | $256.3K | 0.00% | +610+2.3% | Added |
| Commonwealth Equity Services, LLC | 26,626 | $256.0K | 0.00% | −2,352−8.1% | Reduced |
| MetLife Investment Management | 24,790 | $238.7K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 23,915 | $230.3K | 0.00% | +23,915 | New |
| Louisiana State Employees Retirement System | 23,900 | $230.2K | 0.01% | −500−2.0% | Reduced |
| Yousif Capital Management, LLC | 23,382 | $225.2K | 0.00% | −1,510−6.1% | Reduced |
| Deutsche Bank AG | 22,455 | $216.2K | 0.00% | −83−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 20,878 | $201.1K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 20,639 | $198.8K | 0.00% | +20,639 | New |
| Millennium Management LLC | 20,163 | $194.2K | 0.00% | −207,479−91.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,138 | $193.9K | 0.00% | −402−2.0% | Reduced |
| CI Private Wealth, LLC | 20,119 | $193.7K | 0.00% | −434−2.1% | Reduced |
| Janus Henderson Group PLC | 20,093 | $193.4K | 0.00% | +30.0% | Added |