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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 41,975 | $516.0K | 0.00% | −1,062−2.5% | Reduced |
| Susquehanna International Group, LLP | 45,857 | $563.6K | 0.00% | −23,187−33.6% | Reduced |
| Teacher Retirement System of Texas | 48,379 | $595.0K | 0.00% | −21,998−31.3% | Reduced |
| California State Teachers Retirement System | 49,885 | $613.1K | 0.00% | −2,349−4.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 49,912 | $613.4K | 0.01% | +49,912 | New |
| Greenland Capital Management LP | 50,000 | $614.5K | 0.09% | +50,000 | New |
| Two Sigma Advisers, LP | 50,400 | $619.4K | 0.00% | −41,800−45.3% | Reduced |
| State of Alaska, Department of Revenue | 51,842 | $636.0K | 0.01% | −456−0.9% | Reduced |
| New York State Common Retirement Fund | 51,820 | $636.9K | 0.00% | −7,988−13.4% | Reduced |
| Great West Life Assurance Co | 51,989 | $638.0K | 0.00% | −4,267−7.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 52,432 | $644.4K | 0.00% | +1,139+2.2% | Added |
| Advisory Research Inc | 53,915 | $662.6K | 0.10% | −2,927−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 54,700 | $672.3K | 0.00% | +5,000+10.1% | Added |
| Prudential Financial Inc | 54,889 | $674.6K | 0.00% | −20.0% | Reduced |
| UBS Group AG | 55,516 | $682.3K | 0.00% | +35,602+178.8% | Added |
| UBS Asset Management Americas Inc | 55,746 | $685.1K | 0.00% | −1,045−1.8% | Reduced |
| Prelude Capital Management, LLC | 65,169 | $800.9K | 0.07% | +1,719+2.7% | Added |
| EAM Investors, LLC | 66,073 | $812.0K | 0.15% | +66,073 | New |
| Credit Suisse AG | 66,926 | $822.5K | 0.00% | +10,739+19.1% | Added |
| Dakota Wealth Management | 68,239 | $838.7K | 0.03% | 00.0% | Unchanged |
| Garner Asset Management Corp | 67,003 | $842.2K | 0.43% | −6,604−9.0% | Reduced |
| Cornercap Investment Counsel Inc | 70,539 | $866.9K | 0.14% | −28,316−28.6% | Reduced |
| Asset Management One Co.,Ltd. | 75,266 | $938.6K | 0.00% | +107+0.1% | Added |
| Third Avenue Management LLC | 80,000 | $983.2K | 0.16% | 00.0% | Unchanged |
| Royal Bank of Canada | 81,910 | $1.01M | 0.00% | +8,769+12.0% | Added |
| State Board of Administration of Florida Retirement System | 88,633 | $1.09M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 90,549 | $1.11M | 0.00% | −3,017−3.2% | Reduced |
| Swiss National Bank | 92,700 | $1.14M | 0.00% | −10,500−10.2% | Reduced |
| Globeflex Capital L P | 96,225 | $1.18M | 0.12% | 00.0% | Unchanged |
| Voya Investment Management LLC | 96,379 | $1.18M | 0.00% | −519−0.5% | Reduced |
| Public Sector Pension Investment Board | 97,753 | $1.20M | 0.01% | +39,607+68.1% | Added |
| Bank of America Corp | 120,871 | $1.49M | 0.00% | +19,191+18.9% | Added |
| Nuveen Asset Management, LLC | 122,152 | $1.50M | 0.00% | +1,064+0.9% | Added |
| Legal & General Group Plc | 125,521 | $1.54M | 0.00% | +495+0.4% | Added |
| First Trust Advisors LP | 134,847 | $1.66M | 0.00% | +2,874+2.2% | Added |
| Larson Financial Group LLC | 153,016 | $1.88M | 0.16% | +11,537+8.2% | Added |
| Rhumbline Advisers | 154,979 | $1.90M | 0.00% | −38,634−20.0% | Reduced |
| Wells Fargo & Company | 166,449 | $2.05M | 0.00% | +1,054+0.6% | Added |
| Charles Schwab Investment Management Inc | 171,272 | $2.10M | 0.00% | +14,526+9.3% | Added |
| AQR Capital Management LLC | 174,974 | $2.15M | 0.00% | −182,198−51.0% | Reduced |
| Nordea Investment Management AB | 201,877 | $2.50M | 0.00% | −8,811−4.2% | Reduced |
| Barclays PLC | 224,796 | $2.76M | 0.00% | +4,244+1.9% | Added |
| Goldman Sachs Group Inc | 232,503 | $2.86M | 0.00% | −69,286−23.0% | Reduced |
| Principal Financial Group Inc | 245,773 | $3.02M | 0.00% | −8,476−3.3% | Reduced |
| Renaissance Technologies LLC | 252,378 | $3.10M | 0.00% | −95,806−27.5% | Reduced |
| Ameriprise Financial Inc | 307,589 | $3.78M | 0.00% | −36,850−10.7% | Reduced |
| JPMorgan Chase & Co | 337,899 | $4.15M | 0.00% | −40,432−10.7% | Reduced |
| Colony Capital, Inc. | 428,571 | $5.27M | 0.54% | −46,450−9.8% | Reduced |
| Invesco Ltd. | 488,232 | $6.00M | 0.00% | −2,175−0.4% | Reduced |
| Bank of New York Mellon Corp | 584,149 | $7.18M | 0.00% | −10,875−1.8% | Reduced |
| Northern Trust Corp | 592,253 | $7.28M | 0.00% | −9,399−1.6% | Reduced |
| Dimensional Fund Advisors LP | 643,091 | $7.90M | 0.00% | −24,360−3.6% | Reduced |
| Kennedy Capital Management, Inc. | 661,570 | $8.13M | 0.18% | +57,652+9.5% | Added |
| Boothbay Fund Management, LLC | 723,838 | $8.90M | 0.33% | +290,799+67.2% | Added |
| Fortress Investment Group LLC | 739,414 | $9.09M | 1.08% | −688,315−48.2% | Reduced |
| Foundry Partners, LLC | 806,771 | $9.92M | 0.60% | +356,948+79.4% | Added |
| Morgan Stanley | 821,890 | $10.1M | 0.00% | −46,862−5.4% | Reduced |
| ExodusPoint Capital Management, LP | 831,769 | $10.2M | 0.13% | +831,769 | New |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $10.8M | 1.63% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 970,822 | $11.9M | 0.03% | +65,816+7.3% | Added |
| Geode Capital Management, LLC | 1,143,007 | $14.0M | 0.00% | +137,795+13.7% | Added |
| State Street Corp | 1,884,698 | $23.2M | 0.00% | −28,078−1.5% | Reduced |
| Vanguard Group Inc | 5,527,136 | $67.9M | 0.00% | +2,257,984+69.1% | Added |
| BlackRock Inc. | 7,791,748 | $95.8M | 0.00% | +80,520+1.0% | Added |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −374,300−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −89,914−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −37,700−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −36,389−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Clarus Group, Inc. | 0 | $0 | 0.00% | −32,293−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −27,602−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −20,639−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,163−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,826−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,694−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −13,651−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −10,488−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |