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 |
|---|---|---|---|---|---|
| UBS Group AG | 19,914 | $191.8K | 0.00% | −22,166−52.7% | Reduced |
| Citigroup Inc | 19,017 | $183.1K | 0.00% | −16,461−46.4% | Reduced |
| Versor Investments LP | 18,800 | $181.0K | 0.04% | +18,800 | New |
| Amalgamated Bank | 18,772 | $181.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 18,344 | $176.7K | 0.00% | +435+2.4% | Added |
| Jump Financial, LLC | 17,826 | $171.7K | 0.01% | +17,826 | New |
| Maryland State Retirement & Pension System | 17,328 | $166.9K | 0.00% | −773−4.3% | Reduced |
| Quadrature Capital Ltd | 16,694 | $160.7K | 0.00% | +16,694 | New |
| Murphy Pohlad Asset Management LLC | 16,300 | $157.0K | 0.07% | +600+3.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,013 | $154.2K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 15,911 | $153.2K | 0.01% | +662+4.3% | Added |
| Avantax Advisory Services, Inc. | 14,999 | $144.4K | 0.00% | +14,999 | New |
| Daiwa Securities Group Inc. | 14,884 | $143.0K | 0.00% | +948+6.8% | Added |
| State of Wyoming | 14,465 | $139.3K | 0.03% | +5,182+55.8% | Added |
| Oregon Public Employees Retirement Fund | 14,024 | $135.1K | 0.00% | −500−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,006 | $135.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 13,651 | $131.5K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,369 | $128.7K | 0.00% | +181+1.4% | Added |
| Mackenzie Financial Corp | 13,032 | $119.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,887 | $114.5K | 0.00% | −295−2.4% | Reduced |
| RW Investment Management LLC | 11,821 | $113.8K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 11,433 | $110.1K | 0.01% | −146−1.3% | Reduced |
| Equitable Holdings, Inc. | 10,488 | $101.0K | 0.00% | +10,488 | New |
| Federated Hermes, Inc. | 10,198 | $98.2K | 0.00% | +5,051+98.1% | Added |
| Qube Research & Technologies Ltd | 10,141 | $97.7K | 0.00% | +10,141 | New |
| Raymond James Financial Services Advisors, Inc. | 10,121 | $97.5K | 0.00% | +10,121 | New |
| Quantbot Technologies LP | 10,008 | $96.4K | 0.01% | −1,367−12.0% | Reduced |
| Ausdal Financial Partners, Inc. | 10,006 | $96.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 9,800 | $94.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,255 | $69.9K | 0.01% | +1,337+22.6% | Added |
| Citadel Advisors LLC | 7,183 | $69.2K | 0.00% | +5,243+270.3% | Added |
| Allspring Global Investments Holdings, LLC | 6,604 | $63.6K | 0.00% | +887+15.5% | Added |
| Amundi | 6,299 | $60.8K | 0.00% | +819+14.9% | Added |
| Advisor Group Holdings, Inc. | 6,032 | $58.1K | 0.00% | +2,667+79.3% | Added |
| Ameritas Investment Partners, Inc. | 4,835 | $46.6K | 0.00% | +1,604+49.6% | Added |
| Metropolitan Life Insurance Co | 4,671 | $45.0K | 0.00% | +705+17.8% | Added |
| The PNC Financial Services Group, Inc. | 4,058 | $39.1K | 0.00% | +93+2.3% | Added |
| KBC Group NV | 2,839 | $27.0K | 0.00% | −1,046−26.9% | Reduced |
| Manchester Capital Management LLC | 2,518 | $24.2K | 0.00% | +2,000+386.1% | Added |
| Byrne Asset Management LLC | 2,000 | $21.0K | 0.02% | +2,000 | New |
| Chilton Capital Management LLC | 2,000 | $19.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,997 | $19.2K | 0.00% | −264−11.7% | Reduced |
| Dorsey Wright & Associates | 1,981 | $19.1K | 0.01% | −68−3.3% | Reduced |
| Sound Income Strategies, LLC | 1,065 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 824 | $7.94K | 0.00% | −1,073−56.6% | Reduced |
| Delta Asset Management LLC | 725 | $6.98K | 0.00% | −1,000−58.0% | Reduced |
| CWM, LLC | 590 | $6.00K | 0.00% | −858−59.3% | Reduced |
| Versant Capital Management, Inc | 534 | $5.14K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 385 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 315 | $3.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $2.91K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 261 | $2.51K | 0.00% | +86+49.1% | Added |
| Massmutual Trust Co FSB | 137 | $1.32K | 0.00% | +137 | New |
| Global Retirement Partners, LLC | 117 | $1.07K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 85 | $819 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 58 | $559 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 40 | $385 | 0.00% | −100−71.4% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $289 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $193 | 0.00% | +20 | New |
| Covestor Ltd | 1 | $0 | 0.00% | −4−80.0% | 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 |