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, Q1 2024
Institutional positions in Whitestone REIT as of Mar 31, 2024. 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
- 161
- −3 vs. Q4 2023
- Shares held
- 30.8M
- −1.45M (−4.5%) vs. Q4 2023
- Total value
- $385.7M
- −$10.3M (−2.6%) vs. Q4 2023
- New holders
- 21
- 39 more added
- Sold out
- 24
- 61 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,738,519 | $97.1M | 0.00% | −53,229−0.7% | Reduced |
| Vanguard Group Inc | 5,454,972 | $68.5M | 0.00% | −72,164−1.3% | Reduced |
| State Street Corp | 1,917,114 | $24.1M | 0.00% | +32,416+1.7% | Added |
| Geode Capital Management, LLC | 1,181,907 | $14.8M | 0.00% | +38,900+3.4% | Added |
| First Eagle Investment Management, LLC | 1,068,522 | $13.4M | 0.03% | +97,700+10.1% | Added |
| Foundry Partners, LLC | 949,110 | $11.9M | 0.64% | +142,339+17.6% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $11.0M | 1.69% | 00.0% | Unchanged |
| Morgan Stanley | 869,427 | $10.9M | 0.00% | +47,537+5.8% | Added |
| Boothbay Fund Management, LLC | 659,856 | $8.28M | 0.25% | −63,982−8.8% | Reduced |
| Dimensional Fund Advisors LP | 658,259 | $8.26M | 0.00% | +15,168+2.4% | Added |
| Kennedy Capital Management, Inc. | 648,864 | $8.14M | 0.17% | −12,706−1.9% | Reduced |
| Bank of New York Mellon Corp | 573,678 | $7.20M | 0.00% | −10,471−1.8% | Reduced |
| Northern Trust Corp | 567,981 | $7.13M | 0.00% | −24,272−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 566,229 | $7.11M | 0.09% | −265,540−31.9% | Reduced |
| Invesco Ltd. | 445,795 | $5.59M | 0.00% | −42,437−8.7% | Reduced |
| Colony Capital, Inc. | 336,830 | $4.23M | 0.38% | −91,741−21.4% | Reduced |
| JPMorgan Chase & Co | 323,185 | $4.06M | 0.00% | −14,714−4.4% | Reduced |
| Ameriprise Financial Inc | 304,272 | $3.82M | 0.00% | −3,317−1.1% | Reduced |
| Principal Financial Group Inc | 262,867 | $3.30M | 0.00% | +17,094+7.0% | Added |
| Goldman Sachs Group Inc | 211,344 | $2.65M | 0.00% | −21,159−9.1% | Reduced |
| Renaissance Technologies LLC | 180,084 | $2.26M | 0.00% | −72,294−28.6% | Reduced |
| Charles Schwab Investment Management Inc | 174,297 | $2.19M | 0.00% | +3,025+1.8% | Added |
| Wells Fargo & Company | 168,785 | $2.12M | 0.00% | +2,336+1.4% | Added |
| AQR Capital Management LLC | 168,175 | $2.11M | 0.00% | −6,799−3.9% | Reduced |
| Larson Financial Group LLC | 163,659 | $2.05M | 0.16% | +10,643+7.0% | Added |
| HGI Capital Management, LLC | 163,081 | $2.05M | 2.21% | +122,007+297.0% | Added |
| Barclays PLC | 161,473 | $2.03M | 0.00% | −63,323−28.2% | Reduced |
| Rhumbline Advisers | 151,784 | $1.90M | 0.00% | −3,195−2.1% | Reduced |
| First Trust Advisors LP | 138,863 | $1.74M | 0.00% | +4,016+3.0% | Added |
| Nuveen Asset Management, LLC | 122,152 | $1.53M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 121,276 | $1.52M | 0.00% | −4,245−3.4% | Reduced |
| Russell Investments Group, Ltd. | 104,508 | $1.31M | 0.00% | +74,693+250.5% | Added |
| Public Sector Pension Investment Board | 97,753 | $1.23M | 0.01% | 00.0% | Unchanged |
| Roumell Asset Management, LLC | 93,715 | $1.18M | 2.21% | +93,715 | New |
| Swiss National Bank | 92,700 | $1.16M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 91,286 | $1.15M | 0.00% | −5,093−5.3% | Reduced |
| New York State Teachers Retirement System | 88,349 | $1.11M | 0.00% | −2,200−2.4% | Reduced |
| ClariVest Asset Management LLC | 84,706 | $1.06M | 0.11% | +84,706 | New |
| Campbell & CO Investment Adviser LLC | 84,466 | $1.06M | 0.09% | +84,466 | New |
| Third Avenue Management LLC | 80,000 | $1.00M | 0.16% | 00.0% | Unchanged |
| Bank of America Corp | 74,422 | $934.0K | 0.00% | −46,449−38.4% | Reduced |
| Garner Asset Management Corp | 68,608 | $861.0K | 0.44% | +1,605+2.4% | Added |
| Dakota Wealth Management | 68,019 | $853.6K | 0.02% | −220−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 67,442 | $846.4K | 0.00% | −7,824−10.4% | Reduced |
| Credit Suisse AG | 66,926 | $839.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 66,215 | $832.0K | 0.00% | −15,695−19.2% | Reduced |
| Greenland Capital Management LP | 65,000 | $815.8K | 0.13% | +15,000+30.0% | Added |
| State Board of Administration of Florida Retirement System | 85,245 | $784.3K | 0.00% | −3,388−3.8% | Reduced |
| UBS Asset Management Americas Inc | 55,746 | $699.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 54,400 | $682.7K | 0.00% | −300−0.5% | Reduced |
| Prelude Capital Management, LLC | 53,478 | $671.1K | 0.05% | −11,691−17.9% | Reduced |
| Prudential Financial Inc | 53,468 | $671.0K | 0.00% | −1,421−2.6% | Reduced |
| Great West Life Assurance Co | 53,597 | $670.0K | 0.00% | +1,608+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 52,432 | $658.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 51,678 | $648.0K | 0.01% | −164−0.3% | Reduced |
| Advisory Research Inc | 51,388 | $644.9K | 0.13% | −2,527−4.7% | Reduced |
| Alliancebernstein L.P. | 48,964 | $614.5K | 0.00% | +13,340+37.4% | Added |
| UBS Group AG | 47,625 | $597.7K | 0.00% | −7,891−14.2% | Reduced |
| California State Teachers Retirement System | 47,272 | $593.3K | 0.00% | −2,613−5.2% | Reduced |
| Bailard, Inc. | 45,300 | $568.5K | 0.02% | +45,300 | New |
| Price T Rowe Associates Inc | 42,868 | $538.0K | 0.00% | +2,183+5.4% | Added |
| Texas Permanent School Fund | 41,227 | $517.4K | 0.00% | +552+1.4% | Added |
| Thrivent Financial for Lutherans | 40,866 | $513.0K | 0.00% | −1,109−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 39,977 | $501.7K | 0.00% | +81+0.2% | Added |
| Franklin Resources Inc | 38,046 | $477.5K | 0.00% | +248+0.7% | Added |
| LPL Financial LLC | 36,339 | $456.1K | 0.00% | −4,728−11.5% | Reduced |
| Stephens Inc | 33,529 | $420.8K | 0.01% | +4,824+16.8% | Added |
| Citigroup Inc | 33,503 | $420.5K | 0.00% | +3,440+11.4% | Added |
| Truist Financial Corp | 32,791 | $411.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 30,406 | $381.6K | 0.01% | −19,506−39.1% | Reduced |
| Monograph Wealth Advisors, LLC | 30,000 | $376.5K | 0.06% | +30,000 | New |
| Assetmark, Inc | 29,821 | $374.3K | 0.00% | +8,285+38.5% | Added |
| Ridgewood Investments LLC | 29,388 | $368.8K | 0.20% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $360.6K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 28,976 | $354.1K | 0.10% | −2,268−7.3% | Reduced |
| Illinois Municipal Retirement Fund | 27,782 | $349.0K | 0.01% | +911+3.4% | Added |
| Worth Venture Partners, LLC | 27,350 | $343.2K | 2.40% | +900+3.4% | Added |
| Commonwealth Equity Services, LLC | 26,596 | $334.0K | 0.00% | −600−2.2% | Reduced |
| American International Group, Inc. | 26,170 | $328.4K | 0.00% | −233−0.9% | Reduced |
| Deutsche Bank AG | 25,457 | $319.5K | 0.00% | +3,002+13.4% | Added |
| Cambria Investment Management, L.P. | 25,091 | $313.9K | 0.02% | +3,648+17.0% | Added |
| MetLife Investment Management | 24,790 | $311.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24,695 | $309.9K | 0.00% | +4,339+21.3% | Added |
| Tiaa Trust, National Association | 23,915 | $300.1K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 23,362 | $293.2K | 0.00% | −3,087−11.7% | Reduced |
| Louisiana State Employees Retirement System | 23,300 | $292.4K | 0.01% | −300−1.3% | Reduced |
| Los Angeles Capital Management LLC | 21,960 | $275.6K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 21,397 | $268.5K | 0.00% | −2,210−9.4% | Reduced |
| Advisor Group Holdings, Inc. | 21,380 | $268.3K | 0.00% | −6,285−22.7% | Reduced |
| New York State Common Retirement Fund | 21,372 | $268.2K | 0.00% | −30,448−58.8% | Reduced |
| Janus Henderson Group PLC | 20,048 | $251.2K | 0.00% | −30.0% | Reduced |
| FMR LLC | 19,867 | $249.3K | 0.00% | +1,113+5.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $235.9K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 18,756 | $235.4K | 0.00% | +18,756 | New |
| CI Private Wealth, LLC | 18,512 | $232.3K | 0.00% | −1,401−7.0% | Reduced |
| Verition Fund Management LLC | 18,485 | $232.0K | 0.00% | +1,300+7.6% | Added |
| Avantax Advisory Services, Inc. | 17,294 | $217.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,407 | $205.9K | 0.00% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 16,300 | $204.6K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 16,210 | $203.4K | 0.03% | +4,784+41.9% | Added |