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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 52,298 | $503.0K | 0.01% | −1,043−2.0% | Reduced |
| California State Teachers Retirement System | 52,234 | $503.0K | 0.00% | −5,257−9.1% | Reduced |
| Prudential Financial Inc | 54,891 | $528.6K | 0.00% | −60,515−52.4% | Reduced |
| Great West Life Assurance Co | 56,256 | $541.0K | 0.00% | −30.0% | Reduced |
| Credit Suisse AG | 56,187 | $541.1K | 0.00% | +16,556+41.8% | Added |
| UBS Asset Management Americas Inc | 56,791 | $546.9K | 0.00% | +17,823+45.7% | Added |
| Advisory Research Inc | 56,842 | $547.4K | 0.08% | −2,138−3.6% | Reduced |
| Public Sector Pension Investment Board | 58,146 | $559.9K | 0.00% | −24,320−29.5% | Reduced |
| New York State Common Retirement Fund | 59,808 | $576.0K | 0.00% | −2,984−4.8% | Reduced |
| Foster & Motley Inc | 61,859 | $596.0K | 0.05% | −97,870−61.3% | Reduced |
| Prelude Capital Management, LLC | 63,450 | $611.0K | 0.06% | +63,450 | New |
| Dakota Wealth Management | 68,239 | $657.1K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 69,044 | $664.9K | 0.00% | −33,465−32.6% | Reduced |
| Teacher Retirement System of Texas | 70,377 | $678.0K | 0.00% | +2,839+4.2% | Added |
| Royal Bank of Canada | 73,141 | $705.0K | 0.00% | +5,657+8.4% | Added |
| Garner Asset Management Corp | 73,607 | $709.0K | 0.43% | −192−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 75,159 | $723.8K | 0.00% | +1,488+2.0% | Added |
| Third Avenue Management LLC | 80,000 | $773.6K | 0.13% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 88,633 | $853.5K | 0.00% | +3,398+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 89,914 | $865.9K | 0.10% | +89,914 | New |
| Two Sigma Advisers, LP | 92,200 | $887.9K | 0.00% | −110,800−54.6% | Reduced |
| New York State Teachers Retirement System | 93,566 | $901.0K | 0.00% | −6,721−6.7% | Reduced |
| Globeflex Capital L P | 96,225 | $926.6K | 0.11% | 00.0% | Unchanged |
| Voya Investment Management LLC | 96,898 | $933.1K | 0.00% | +17,493+22.0% | Added |
| Cornercap Investment Counsel Inc | 98,855 | $952.0K | 0.17% | −1,317−1.3% | Reduced |
| Bank of America Corp | 101,680 | $979.2K | 0.00% | −8,809−8.0% | Reduced |
| Swiss National Bank | 103,200 | $993.8K | 0.00% | +1,900+1.9% | Added |
| Nuveen Asset Management, LLC | 121,088 | $1.17M | 0.00% | −447,843−78.7% | Reduced |
| Legal & General Group Plc | 125,026 | $1.20M | 0.00% | +224+0.2% | Added |
| Virginia Retirement Systems Et Al | 127,100 | $1.22M | 0.01% | +66,300+109.0% | Added |
| First Trust Advisors LP | 131,973 | $1.27M | 0.00% | +131,973 | New |
| Larson Financial Group LLC | 141,479 | $1.36M | 0.13% | +8,415+6.3% | Added |
| Charles Schwab Investment Management Inc | 156,746 | $1.51M | 0.00% | +9,530+6.5% | Added |
| Wells Fargo & Company | 165,395 | $1.59M | 0.00% | −15,786−8.7% | Reduced |
| Rhumbline Advisers | 193,613 | $1.86M | 0.00% | +1,461+0.8% | Added |
| Nordea Investment Management AB | 210,688 | $2.04M | 0.00% | −8,089−3.7% | Reduced |
| Barclays PLC | 220,552 | $2.12M | 0.00% | +196,660+823.1% | Added |
| Principal Financial Group Inc | 254,249 | $2.45M | 0.00% | −10,367−3.9% | Reduced |
| Goldman Sachs Group Inc | 301,789 | $2.91M | 0.00% | −4,801−1.6% | Reduced |
| Ameriprise Financial Inc | 344,439 | $3.32M | 0.00% | −20,096−5.5% | Reduced |
| Renaissance Technologies LLC | 348,184 | $3.35M | 0.01% | −20,400−5.5% | Reduced |
| AQR Capital Management LLC | 357,172 | $3.44M | 0.01% | −78,067−17.9% | Reduced |
| Hillsdale Investment Management Inc. | 374,300 | $3.60M | 0.33% | −42,100−10.1% | Reduced |
| JPMorgan Chase & Co | 378,331 | $3.64M | 0.00% | +121,777+47.5% | Added |
| Boothbay Fund Management, LLC | 433,039 | $4.17M | 0.15% | 00.0% | Unchanged |
| Foundry Partners, LLC | 449,823 | $4.33M | 0.27% | +449,823 | New |
| Colony Capital, Inc. | 475,021 | $4.57M | 0.57% | +475,021 | New |
| Invesco Ltd. | 490,407 | $4.72M | 0.00% | −54,327−10.0% | Reduced |
| Bank of New York Mellon Corp | 595,024 | $5.73M | 0.00% | −14,061−2.3% | Reduced |
| Northern Trust Corp | 601,652 | $5.79M | 0.00% | +67,200+12.6% | Added |
| Kennedy Capital Management, Inc. | 603,918 | $5.82M | 0.14% | −1,857−0.3% | Reduced |
| Dimensional Fund Advisors LP | 667,451 | $6.43M | 0.00% | +16,669+2.6% | Added |
| Morgan Stanley | 868,752 | $8.37M | 0.00% | +158,860+22.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $8.43M | 1.19% | −192,500−18.0% | Reduced |
| First Eagle Investment Management, LLC | 905,006 | $8.72M | 0.02% | +242,000+36.5% | Added |
| Geode Capital Management, LLC | 1,005,212 | $9.68M | 0.00% | +48,279+5.0% | Added |
| Fortress Investment Group LLC | 1,427,729 | $13.7M | 1.86% | +746,697+109.6% | Added |
| State Street Corp | 1,912,776 | $18.4M | 0.00% | +16,172+0.9% | Added |
| Vanguard Group Inc | 3,269,152 | $31.5M | 0.00% | +26,873+0.8% | Added |
| BlackRock Inc. | 7,711,228 | $74.3M | 0.00% | −322,949−4.0% | Reduced |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −178,201−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −89,460−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,387−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −33,953−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,353−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −13,247−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,604−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Tiaa, FSB | – | – | – | – | Not filed |