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, Q4 2023
Institutional positions in Whitestone REIT as of Dec 31, 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
- 164
- +5 vs. Q3 2023
- Shares held
- 32.2M
- +2.38M (+8.0%) vs. Q3 2023
- Total value
- $396.0M
- +$108.7M (+37.8%) vs. Q3 2023
- New holders
- 22
- 50 more added
- Sold out
- 17
- 60 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,791,748 | $95.8M | 0.00% | +80,520+1.0% | Added |
| Vanguard Group Inc | 5,527,136 | $67.9M | 0.00% | +2,257,984+69.1% | Added |
| State Street Corp | 1,884,698 | $23.2M | 0.00% | −28,078−1.5% | Reduced |
| Geode Capital Management, LLC | 1,143,007 | $14.0M | 0.00% | +137,795+13.7% | Added |
| First Eagle Investment Management, LLC | 970,822 | $11.9M | 0.03% | +65,816+7.3% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $10.8M | 1.63% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 831,769 | $10.2M | 0.13% | +831,769 | New |
| Morgan Stanley | 821,890 | $10.1M | 0.00% | −46,862−5.4% | Reduced |
| Foundry Partners, LLC | 806,771 | $9.92M | 0.60% | +356,948+79.4% | Added |
| Fortress Investment Group LLC | 739,414 | $9.09M | 1.08% | −688,315−48.2% | Reduced |
| Boothbay Fund Management, LLC | 723,838 | $8.90M | 0.33% | +290,799+67.2% | Added |
| Kennedy Capital Management, Inc. | 661,570 | $8.13M | 0.18% | +57,652+9.5% | Added |
| Dimensional Fund Advisors LP | 643,091 | $7.90M | 0.00% | −24,360−3.6% | Reduced |
| Northern Trust Corp | 592,253 | $7.28M | 0.00% | −9,399−1.6% | Reduced |
| Bank of New York Mellon Corp | 584,149 | $7.18M | 0.00% | −10,875−1.8% | Reduced |
| Invesco Ltd. | 488,232 | $6.00M | 0.00% | −2,175−0.4% | Reduced |
| Colony Capital, Inc. | 428,571 | $5.27M | 0.54% | −46,450−9.8% | Reduced |
| JPMorgan Chase & Co | 337,899 | $4.15M | 0.00% | −40,432−10.7% | Reduced |
| Ameriprise Financial Inc | 307,589 | $3.78M | 0.00% | −36,850−10.7% | Reduced |
| Renaissance Technologies LLC | 252,378 | $3.10M | 0.00% | −95,806−27.5% | Reduced |
| Principal Financial Group Inc | 245,773 | $3.02M | 0.00% | −8,476−3.3% | Reduced |
| Goldman Sachs Group Inc | 232,503 | $2.86M | 0.00% | −69,286−23.0% | Reduced |
| Barclays PLC | 224,796 | $2.76M | 0.00% | +4,244+1.9% | Added |
| Nordea Investment Management AB | 201,877 | $2.50M | 0.00% | −8,811−4.2% | Reduced |
| AQR Capital Management LLC | 174,974 | $2.15M | 0.00% | −182,198−51.0% | Reduced |
| Charles Schwab Investment Management Inc | 171,272 | $2.10M | 0.00% | +14,526+9.3% | Added |
| Wells Fargo & Company | 166,449 | $2.05M | 0.00% | +1,054+0.6% | Added |
| Rhumbline Advisers | 154,979 | $1.90M | 0.00% | −38,634−20.0% | Reduced |
| Larson Financial Group LLC | 153,016 | $1.88M | 0.16% | +11,537+8.2% | Added |
| First Trust Advisors LP | 134,847 | $1.66M | 0.00% | +2,874+2.2% | Added |
| Legal & General Group Plc | 125,521 | $1.54M | 0.00% | +495+0.4% | Added |
| Nuveen Asset Management, LLC | 122,152 | $1.50M | 0.00% | +1,064+0.9% | Added |
| Bank of America Corp | 120,871 | $1.49M | 0.00% | +19,191+18.9% | Added |
| Public Sector Pension Investment Board | 97,753 | $1.20M | 0.01% | +39,607+68.1% | Added |
| Voya Investment Management LLC | 96,379 | $1.18M | 0.00% | −519−0.5% | Reduced |
| Globeflex Capital L P | 96,225 | $1.18M | 0.12% | 00.0% | Unchanged |
| Swiss National Bank | 92,700 | $1.14M | 0.00% | −10,500−10.2% | Reduced |
| New York State Teachers Retirement System | 90,549 | $1.11M | 0.00% | −3,017−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 88,633 | $1.09M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 81,910 | $1.01M | 0.00% | +8,769+12.0% | Added |
| Third Avenue Management LLC | 80,000 | $983.2K | 0.16% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 75,266 | $938.6K | 0.00% | +107+0.1% | Added |
| Cornercap Investment Counsel Inc | 70,539 | $866.9K | 0.14% | −28,316−28.6% | Reduced |
| Garner Asset Management Corp | 67,003 | $842.2K | 0.43% | −6,604−9.0% | Reduced |
| Dakota Wealth Management | 68,239 | $838.7K | 0.03% | 00.0% | Unchanged |
| Credit Suisse AG | 66,926 | $822.5K | 0.00% | +10,739+19.1% | Added |
| EAM Investors, LLC | 66,073 | $812.0K | 0.15% | +66,073 | New |
| Prelude Capital Management, LLC | 65,169 | $800.9K | 0.07% | +1,719+2.7% | Added |
| UBS Asset Management Americas Inc | 55,746 | $685.1K | 0.00% | −1,045−1.8% | Reduced |
| UBS Group AG | 55,516 | $682.3K | 0.00% | +35,602+178.8% | Added |
| Prudential Financial Inc | 54,889 | $674.6K | 0.00% | −20.0% | Reduced |
| Nomura Asset Management Co Ltd | 54,700 | $672.3K | 0.00% | +5,000+10.1% | Added |
| Advisory Research Inc | 53,915 | $662.6K | 0.10% | −2,927−5.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 52,432 | $644.4K | 0.00% | +1,139+2.2% | Added |
| Great West Life Assurance Co | 51,989 | $638.0K | 0.00% | −4,267−7.6% | Reduced |
| New York State Common Retirement Fund | 51,820 | $636.9K | 0.00% | −7,988−13.4% | Reduced |
| State of Alaska, Department of Revenue | 51,842 | $636.0K | 0.01% | −456−0.9% | Reduced |
| Two Sigma Advisers, LP | 50,400 | $619.4K | 0.00% | −41,800−45.3% | Reduced |
| Greenland Capital Management LP | 50,000 | $614.5K | 0.09% | +50,000 | New |
| Susquehanna Portfolio Strategies, LLC | 49,912 | $613.4K | 0.01% | +49,912 | New |
| California State Teachers Retirement System | 49,885 | $613.1K | 0.00% | −2,349−4.5% | Reduced |
| Teacher Retirement System of Texas | 48,379 | $595.0K | 0.00% | −21,998−31.3% | Reduced |
| Susquehanna International Group, LLP | 45,857 | $563.6K | 0.00% | −23,187−33.6% | Reduced |
| Thrivent Financial for Lutherans | 41,975 | $516.0K | 0.00% | −1,062−2.5% | Reduced |
| HGI Capital Management, LLC | 41,074 | $504.8K | 0.57% | +41,074 | New |
| LPL Financial LLC | 41,067 | $504.7K | 0.00% | −2,959−6.7% | Reduced |
| Price T Rowe Associates Inc | 40,685 | $501.0K | 0.00% | +673+1.7% | Added |
| Texas Permanent School Fund | 40,675 | $499.9K | 0.00% | +1,164+2.9% | Added |
| Nisa Investment Advisors, LLC | 39,896 | $490.3K | 0.00% | −3,348−7.7% | Reduced |
| Citadel Advisors LLC | 38,962 | $478.8K | 0.00% | +31,779+442.4% | Added |
| Franklin Resources Inc | 37,798 | $464.5K | 0.00% | +363+1.0% | Added |
| New York Life Investment Management LLC | 37,538 | $461.3K | 0.00% | −1,162−3.0% | Reduced |
| Alliancebernstein L.P. | 35,624 | $437.8K | 0.00% | +5,624+18.7% | Added |
| Gsa Capital Partners LLP | 35,491 | $436.0K | 0.04% | +35,491 | New |
| Foster & Motley Inc | 33,146 | $407.0K | 0.03% | −28,713−46.4% | Reduced |
| Truist Financial Corp | 32,791 | $403.0K | 0.00% | −1,059−3.1% | Reduced |
| Ignite Planners, LLC | 31,244 | $380.6K | 0.11% | −3,187−9.3% | Reduced |
| Citigroup Inc | 30,063 | $369.5K | 0.00% | +11,046+58.1% | Added |
| Russell Investments Group, Ltd. | 29,815 | $366.4K | 0.00% | +34+0.1% | Added |
| Ridgewood Investments LLC | 29,388 | $361.2K | 0.21% | 00.0% | Unchanged |
| Stephens Inc | 28,705 | $352.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $343.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 27,665 | $339.9K | 0.00% | +21,633+358.6% | Added |
| Commonwealth Equity Services, LLC | 27,196 | $334.0K | 0.00% | +570+2.1% | Added |
| Illinois Municipal Retirement Fund | 26,871 | $330.0K | 0.01% | −1,505−5.3% | Reduced |
| Worth Venture Partners, LLC | 26,450 | $325.1K | 0.18% | −1,700−6.0% | Reduced |
| State of Tennessee, Treasury Department | 26,449 | $325.1K | 0.00% | −469−1.7% | Reduced |
| American International Group, Inc. | 26,403 | $324.5K | 0.00% | −215−0.8% | Reduced |
| MetLife Investment Management | 24,790 | $304.7K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 23,915 | $293.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,781 | $292.3K | 0.00% | −5,153−17.8% | Reduced |
| Yousif Capital Management, LLC | 23,607 | $290.1K | 0.00% | +225+1.0% | Added |
| Louisiana State Employees Retirement System | 23,600 | $290.0K | 0.01% | −300−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,070 | $283.5K | 0.00% | +2,932+14.6% | Added |
| Deutsche Bank AG | 22,455 | $276.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 21,960 | $269.9K | 0.00% | +21,960 | New |
| Assetmark, Inc | 21,536 | $264.7K | 0.00% | +21,536 | New |
| Cambria Investment Management, L.P. | 21,443 | $263.5K | 0.02% | +21,443 | New |
| Squarepoint Ops LLC | 20,413 | $250.9K | 0.00% | +20,413 | New |
| BNP Paribas Arbitrage, SA | 20,356 | $250.2K | 0.00% | −12,182−37.4% | Reduced |