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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $58 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 20 | $246 | 0.00% | −295−93.7% | Reduced |
| Private Trust Co NA | 20 | $246 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $369 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 58 | $713 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.44K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 148 | $1.82K | 0.00% | +63+74.1% | Added |
| Lindbrook Capital, LLC | 148 | $1.82K | 0.00% | +148 | New |
| Huntington National Bank | 240 | $2.95K | 0.00% | +240 | New |
| Allworth Financial LP | 261 | $3.21K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $3.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 382 | $4.70K | 0.00% | −152−28.5% | Reduced |
| Horizon Bancorp Inc | 385 | $5.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 411 | $5.05K | 0.00% | +411 | New |
| Massmutual Trust Co FSB | 471 | $5.79K | 0.00% | +334+243.8% | Added |
| Delta Asset Management LLC | 725 | $8.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 703 | $9.00K | 0.00% | +113+19.2% | Added |
| Sound Income Strategies, LLC | 1,065 | $13.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 2,079 | $19.5K | 0.01% | +79+4.0% | Added |
| GAMMA Investing LLC | 1,538 | $19.9K | 0.01% | +1,538 | New |
| PEAK6 Investments LLC | 1,883 | $23.1K | 0.00% | +1,883 | New |
| Chilton Capital Management LLC | 2,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,393 | $29.4K | 0.00% | +2,393 | New |
| Simplex Trading, LLC | 2,449 | $30.0K | 0.00% | +2,449 | New |
| Manchester Capital Management LLC | 2,518 | $30.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,500 | $31.0K | 0.01% | +2,500 | New |
| KBC Group NV | 2,839 | $35.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,669 | $57.4K | 0.00% | −20.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,835 | $59.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,851 | $59.6K | 0.00% | +793+19.5% | Added |
| Quantbot Technologies LP | 5,267 | $64.7K | 0.00% | −4,741−47.4% | Reduced |
| US Bancorp | 6,128 | $75.3K | 0.00% | +4,131+206.9% | Added |
| Amundi | 6,934 | $80.8K | 0.00% | +635+10.1% | Added |
| Allspring Global Investments Holdings, LLC | 8,567 | $105.3K | 0.00% | +1,963+29.7% | Added |
| Quadrant Capital Group LLC | 8,754 | $107.6K | 0.01% | +1,499+20.7% | Added |
| STRS Ohio | 9,800 | $120.0K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,006 | $123.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,122 | $124.4K | 0.00% | +10.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,165 | $124.9K | 0.00% | −21,287−67.7% | Reduced |
| Mackenzie Financial Corp | 11,064 | $136.0K | 0.00% | −1,968−15.1% | Reduced |
| State of Wyoming | 11,426 | $140.4K | 0.03% | −3,039−21.0% | Reduced |
| Journey Strategic Wealth LLC | 11,433 | $140.5K | 0.01% | 00.0% | Unchanged |
| RW Investment Management LLC | 11,821 | $145.3K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,848 | $145.6K | 0.00% | +1,650+16.2% | Added |
| Arizona State Retirement System | 13,152 | $161.6K | 0.00% | −217−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 13,724 | $168.7K | 0.00% | −300−2.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,006 | $172.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,570 | $179.1K | 0.00% | +2,683+22.6% | Added |
| Daiwa Securities Group Inc. | 14,662 | $180.0K | 0.00% | −222−1.5% | Reduced |
| Hancock Whitney Corp | 15,459 | $190.0K | 0.01% | −452−2.8% | Reduced |
| Abel Hall, LLC | 15,897 | $195.4K | 0.17% | +15,897 | New |
| Murphy Pohlad Asset Management LLC | 16,300 | $200.3K | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,393 | $201.5K | 0.00% | +16,393 | New |
| Manufacturers Life Insurance Company, The | 16,407 | $201.6K | 0.00% | −4,471−21.4% | Reduced |
| Verition Fund Management LLC | 17,185 | $211.2K | 0.00% | +17,185 | New |
| Avantax Advisory Services, Inc. | 17,294 | $212.5K | 0.00% | +2,295+15.3% | Added |
| Maryland State Retirement & Pension System | 17,328 | $213.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,365 | $213.4K | 0.00% | +16,541+2,007.4% | Added |
| Amalgamated Bank | 17,831 | $219.0K | 0.00% | −941−5.0% | Reduced |
| FMR LLC | 18,754 | $230.5K | 0.00% | +410+2.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $231.1K | 0.00% | +2,787+17.4% | Added |
| CI Private Wealth, LLC | 19,913 | $244.7K | 0.00% | −206−1.0% | Reduced |
| Janus Henderson Group PLC | 20,051 | $246.5K | 0.00% | −42−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 20,356 | $250.2K | 0.00% | −12,182−37.4% | Reduced |
| Squarepoint Ops LLC | 20,413 | $250.9K | 0.00% | +20,413 | New |
| Cambria Investment Management, L.P. | 21,443 | $263.5K | 0.02% | +21,443 | New |
| Assetmark, Inc | 21,536 | $264.7K | 0.00% | +21,536 | New |
| Los Angeles Capital Management LLC | 21,960 | $269.9K | 0.00% | +21,960 | New |
| Deutsche Bank AG | 22,455 | $276.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 23,070 | $283.5K | 0.00% | +2,932+14.6% | Added |
| Louisiana State Employees Retirement System | 23,600 | $290.0K | 0.01% | −300−1.3% | Reduced |
| Yousif Capital Management, LLC | 23,607 | $290.1K | 0.00% | +225+1.0% | Added |
| Captrust Financial Advisors | 23,781 | $292.3K | 0.00% | −5,153−17.8% | Reduced |
| Tiaa Trust, National Association | 23,915 | $293.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 24,790 | $304.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26,403 | $324.5K | 0.00% | −215−0.8% | Reduced |
| State of Tennessee, Treasury Department | 26,449 | $325.1K | 0.00% | −469−1.7% | Reduced |
| Worth Venture Partners, LLC | 26,450 | $325.1K | 0.18% | −1,700−6.0% | Reduced |
| Illinois Municipal Retirement Fund | 26,871 | $330.0K | 0.01% | −1,505−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 27,196 | $334.0K | 0.00% | +570+2.1% | Added |
| Advisor Group Holdings, Inc. | 27,665 | $339.9K | 0.00% | +21,633+358.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $343.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 28,705 | $352.8K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 29,388 | $361.2K | 0.21% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29,815 | $366.4K | 0.00% | +34+0.1% | Added |
| Citigroup Inc | 30,063 | $369.5K | 0.00% | +11,046+58.1% | Added |
| Ignite Planners, LLC | 31,244 | $380.6K | 0.11% | −3,187−9.3% | Reduced |
| Truist Financial Corp | 32,791 | $403.0K | 0.00% | −1,059−3.1% | Reduced |
| Foster & Motley Inc | 33,146 | $407.0K | 0.03% | −28,713−46.4% | Reduced |
| Gsa Capital Partners LLP | 35,491 | $436.0K | 0.04% | +35,491 | New |
| Alliancebernstein L.P. | 35,624 | $437.8K | 0.00% | +5,624+18.7% | Added |
| New York Life Investment Management LLC | 37,538 | $461.3K | 0.00% | −1,162−3.0% | Reduced |
| Franklin Resources Inc | 37,798 | $464.5K | 0.00% | +363+1.0% | Added |
| Citadel Advisors LLC | 38,962 | $478.8K | 0.00% | +31,779+442.4% | Added |
| Nisa Investment Advisors, LLC | 39,896 | $490.3K | 0.00% | −3,348−7.7% | Reduced |
| Texas Permanent School Fund | 40,675 | $499.9K | 0.00% | +1,164+2.9% | Added |
| Price T Rowe Associates Inc | 40,685 | $501.0K | 0.00% | +673+1.7% | Added |
| LPL Financial LLC | 41,067 | $504.7K | 0.00% | −2,959−6.7% | Reduced |
| HGI Capital Management, LLC | 41,074 | $504.8K | 0.57% | +41,074 | New |