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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 20,051 | $246.5K | 0.00% | −42−0.2% | Reduced |
| CI Private Wealth, LLC | 19,913 | $244.7K | 0.00% | −206−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $231.1K | 0.00% | +2,787+17.4% | Added |
| FMR LLC | 18,754 | $230.5K | 0.00% | +410+2.2% | Added |
| Amalgamated Bank | 17,831 | $219.0K | 0.00% | −941−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 17,365 | $213.4K | 0.00% | +16,541+2,007.4% | Added |
| Maryland State Retirement & Pension System | 17,328 | $213.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,294 | $212.5K | 0.00% | +2,295+15.3% | Added |
| Verition Fund Management LLC | 17,185 | $211.2K | 0.00% | +17,185 | New |
| Manufacturers Life Insurance Company, The | 16,407 | $201.6K | 0.00% | −4,471−21.4% | Reduced |
| Jane Street Group, LLC | 16,393 | $201.5K | 0.00% | +16,393 | New |
| Murphy Pohlad Asset Management LLC | 16,300 | $200.3K | 0.08% | 00.0% | Unchanged |
| Abel Hall, LLC | 15,897 | $195.4K | 0.17% | +15,897 | New |
| Hancock Whitney Corp | 15,459 | $190.0K | 0.01% | −452−2.8% | Reduced |
| Daiwa Securities Group Inc. | 14,662 | $180.0K | 0.00% | −222−1.5% | Reduced |
| Mariner, LLC | 14,570 | $179.1K | 0.00% | +2,683+22.6% | Added |
| Teachers Retirement System of the State of Kentucky | 14,006 | $172.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,724 | $168.7K | 0.00% | −300−2.1% | Reduced |
| Arizona State Retirement System | 13,152 | $161.6K | 0.00% | −217−1.6% | Reduced |
| Federated Hermes, Inc. | 11,848 | $145.6K | 0.00% | +1,650+16.2% | Added |
| RW Investment Management LLC | 11,821 | $145.3K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 11,433 | $140.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 11,426 | $140.4K | 0.03% | −3,039−21.0% | Reduced |
| Mackenzie Financial Corp | 11,064 | $136.0K | 0.00% | −1,968−15.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,165 | $124.9K | 0.00% | −21,287−67.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,122 | $124.4K | 0.00% | +10.0% | Added |
| Ausdal Financial Partners, Inc. | 10,006 | $123.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 9,800 | $120.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,754 | $107.6K | 0.01% | +1,499+20.7% | Added |
| Allspring Global Investments Holdings, LLC | 8,567 | $105.3K | 0.00% | +1,963+29.7% | Added |
| Amundi | 6,934 | $80.8K | 0.00% | +635+10.1% | Added |
| US Bancorp | 6,128 | $75.3K | 0.00% | +4,131+206.9% | Added |
| Quantbot Technologies LP | 5,267 | $64.7K | 0.00% | −4,741−47.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,851 | $59.6K | 0.00% | +793+19.5% | Added |
| Ameritas Investment Partners, Inc. | 4,835 | $59.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,669 | $57.4K | 0.00% | −20.0% | Reduced |
| KBC Group NV | 2,839 | $35.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,500 | $31.0K | 0.01% | +2,500 | New |
| Manchester Capital Management LLC | 2,518 | $30.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,449 | $30.0K | 0.00% | +2,449 | New |
| Group One Trading, L.P. | 2,393 | $29.4K | 0.00% | +2,393 | New |
| Chilton Capital Management LLC | 2,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,883 | $23.1K | 0.00% | +1,883 | New |
| GAMMA Investing LLC | 1,538 | $19.9K | 0.01% | +1,538 | New |
| Byrne Asset Management LLC | 2,079 | $19.5K | 0.01% | +79+4.0% | Added |
| Sound Income Strategies, LLC | 1,065 | $13.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 703 | $9.00K | 0.00% | +113+19.2% | Added |
| Delta Asset Management LLC | 725 | $8.91K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 471 | $5.79K | 0.00% | +334+243.8% | Added |
| Robeco Institutional Asset Management B.V. | 411 | $5.05K | 0.00% | +411 | New |
| Horizon Bancorp Inc | 385 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 382 | $4.70K | 0.00% | −152−28.5% | Reduced |
| EverSource Wealth Advisors, LLC | 302 | $3.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 261 | $3.21K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 240 | $2.95K | 0.00% | +240 | New |
| Farther Finance Advisors, LLC | 148 | $1.82K | 0.00% | +63+74.1% | Added |
| Lindbrook Capital, LLC | 148 | $1.82K | 0.00% | +148 | New |
| Global Retirement Partners, LLC | 117 | $1.44K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 58 | $713 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $369 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $246 | 0.00% | −295−93.7% | Reduced |
| Private Trust Co NA | 20 | $246 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $58 | 0.00% | +5 | New |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |