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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Private Trust Co NA | 20 | $193 | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 30 | $289 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 40 | $385 | 0.00% | −100−71.4% | Reduced |
| Glassman Wealth Services | 58 | $559 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 85 | $819 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.07K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 137 | $1.32K | 0.00% | +137 | New |
| Allworth Financial LP | 261 | $2.51K | 0.00% | +86+49.1% | Added |
| EverSource Wealth Advisors, LLC | 302 | $2.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.03K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 385 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 534 | $5.14K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 590 | $6.00K | 0.00% | −858−59.3% | Reduced |
| Delta Asset Management LLC | 725 | $6.98K | 0.00% | −1,000−58.0% | Reduced |
| Tower Research Capital LLC (TRC) | 824 | $7.94K | 0.00% | −1,073−56.6% | Reduced |
| Sound Income Strategies, LLC | 1,065 | $10.3K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,981 | $19.1K | 0.01% | −68−3.3% | Reduced |
| US Bancorp | 1,997 | $19.2K | 0.00% | −264−11.7% | Reduced |
| Chilton Capital Management LLC | 2,000 | $19.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 2,000 | $21.0K | 0.02% | +2,000 | New |
| Manchester Capital Management LLC | 2,518 | $24.2K | 0.00% | +2,000+386.1% | Added |
| KBC Group NV | 2,839 | $27.0K | 0.00% | −1,046−26.9% | Reduced |
| The PNC Financial Services Group, Inc. | 4,058 | $39.1K | 0.00% | +93+2.3% | Added |
| Metropolitan Life Insurance Co | 4,671 | $45.0K | 0.00% | +705+17.8% | Added |
| Ameritas Investment Partners, Inc. | 4,835 | $46.6K | 0.00% | +1,604+49.6% | Added |
| Advisor Group Holdings, Inc. | 6,032 | $58.1K | 0.00% | +2,667+79.3% | Added |
| Amundi | 6,299 | $60.8K | 0.00% | +819+14.9% | Added |
| Allspring Global Investments Holdings, LLC | 6,604 | $63.6K | 0.00% | +887+15.5% | Added |
| Citadel Advisors LLC | 7,183 | $69.2K | 0.00% | +5,243+270.3% | Added |
| Quadrant Capital Group LLC | 7,255 | $69.9K | 0.01% | +1,337+22.6% | Added |
| STRS Ohio | 9,800 | $94.0K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,006 | $96.4K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,008 | $96.4K | 0.01% | −1,367−12.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,121 | $97.5K | 0.00% | +10,121 | New |
| Qube Research & Technologies Ltd | 10,141 | $97.7K | 0.00% | +10,141 | New |
| Federated Hermes, Inc. | 10,198 | $98.2K | 0.00% | +5,051+98.1% | Added |
| Equitable Holdings, Inc. | 10,488 | $101.0K | 0.00% | +10,488 | New |
| Journey Strategic Wealth LLC | 11,433 | $110.1K | 0.01% | −146−1.3% | Reduced |
| RW Investment Management LLC | 11,821 | $113.8K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 11,887 | $114.5K | 0.00% | −295−2.4% | Reduced |
| Mackenzie Financial Corp | 13,032 | $119.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,369 | $128.7K | 0.00% | +181+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,651 | $131.5K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,006 | $135.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,024 | $135.1K | 0.00% | −500−3.4% | Reduced |
| State of Wyoming | 14,465 | $139.3K | 0.03% | +5,182+55.8% | Added |
| Daiwa Securities Group Inc. | 14,884 | $143.0K | 0.00% | +948+6.8% | Added |
| Avantax Advisory Services, Inc. | 14,999 | $144.4K | 0.00% | +14,999 | New |
| Hancock Whitney Corp | 15,911 | $153.2K | 0.01% | +662+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,013 | $154.2K | 0.00% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 16,300 | $157.0K | 0.07% | +600+3.8% | Added |
| Quadrature Capital Ltd | 16,694 | $160.7K | 0.00% | +16,694 | New |
| Maryland State Retirement & Pension System | 17,328 | $166.9K | 0.00% | −773−4.3% | Reduced |
| Jump Financial, LLC | 17,826 | $171.7K | 0.01% | +17,826 | New |
| FMR LLC | 18,344 | $176.7K | 0.00% | +435+2.4% | Added |
| Amalgamated Bank | 18,772 | $181.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 18,800 | $181.0K | 0.04% | +18,800 | New |
| Citigroup Inc | 19,017 | $183.1K | 0.00% | −16,461−46.4% | Reduced |
| UBS Group AG | 19,914 | $191.8K | 0.00% | −22,166−52.7% | Reduced |
| Janus Henderson Group PLC | 20,093 | $193.4K | 0.00% | +30.0% | Added |
| CI Private Wealth, LLC | 20,119 | $193.7K | 0.00% | −434−2.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,138 | $193.9K | 0.00% | −402−2.0% | Reduced |
| Millennium Management LLC | 20,163 | $194.2K | 0.00% | −207,479−91.1% | Reduced |
| D. E. Shaw & Co., Inc. | 20,639 | $198.8K | 0.00% | +20,639 | New |
| Manufacturers Life Insurance Company, The | 20,878 | $201.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 22,455 | $216.2K | 0.00% | −83−0.4% | Reduced |
| Yousif Capital Management, LLC | 23,382 | $225.2K | 0.00% | −1,510−6.1% | Reduced |
| Louisiana State Employees Retirement System | 23,900 | $230.2K | 0.01% | −500−2.0% | Reduced |
| Tiaa Trust, National Association | 23,915 | $230.3K | 0.00% | +23,915 | New |
| MetLife Investment Management | 24,790 | $238.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,626 | $256.0K | 0.00% | −2,352−8.1% | Reduced |
| American International Group, Inc. | 26,618 | $256.3K | 0.00% | +610+2.3% | Added |
| State of Tennessee, Treasury Department | 26,918 | $259.2K | 0.00% | −497−1.8% | Reduced |
| SG Americas Securities, LLC | 27,602 | $266.0K | 0.00% | +27,602 | New |
| Worth Venture Partners, LLC | 28,150 | $271.1K | 0.16% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 28,376 | $273.0K | 0.01% | +28,376 | New |
| Stephens Inc | 28,705 | $276.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $276.7K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,934 | $278.6K | 0.00% | +104+0.4% | Added |
| Ridgewood Investments LLC | 29,388 | $283.0K | 0.19% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29,781 | $286.8K | 0.00% | −2,431−7.5% | Reduced |
| Alliancebernstein L.P. | 30,000 | $288.9K | 0.00% | −5,850−16.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,452 | $302.9K | 0.00% | −21,064−40.1% | Reduced |
| Clarus Group, Inc. | 32,293 | $311.0K | 0.23% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 32,538 | $313.3K | 0.00% | +12,606+63.2% | Added |
| Bailard, Inc. | 33,000 | $317.8K | 0.01% | +33,000 | New |
| Ignite Planners, LLC | 34,431 | $321.9K | 0.10% | −5,127−13.0% | Reduced |
| Truist Financial Corp | 33,850 | $326.0K | 0.00% | −6,826−16.8% | Reduced |
| Walleye Capital LLC | 36,389 | $350.4K | 0.01% | +36,389 | New |
| Franklin Resources Inc | 37,435 | $360.5K | 0.00% | +780+2.1% | Added |
| Putnam Investments LLC | 37,700 | $363.1K | 0.00% | −321−0.8% | Reduced |
| New York Life Investment Management LLC | 38,700 | $372.7K | 0.00% | −6,097−13.6% | Reduced |
| Texas Permanent School Fund | 39,511 | $380.5K | 0.00% | −294−0.7% | Reduced |
| Price T Rowe Associates Inc | 40,012 | $386.0K | 0.00% | +1,262+3.3% | Added |
| Thrivent Financial for Lutherans | 43,037 | $414.0K | 0.00% | −1,408−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 43,244 | $416.4K | 0.00% | +494+1.2% | Added |
| LPL Financial LLC | 44,026 | $424.0K | 0.00% | +10,135+29.9% | Added |
| Nomura Asset Management Co Ltd | 49,700 | $478.6K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,293 | $494.0K | 0.00% | −405−0.8% | Reduced |