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.
Q1 2024 vs. Q4 2023
How the institutions holding Whitestone REIT changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 164 | 161 | −3 |
| Shares | 32.2M | 30.8M | −1.45M (−4.5%) |
| Value | $396.0M | $385.7M | −$10.3M (−2.6%) |
New holders (21)
Institutions that held Whitestone REIT at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Roumell Asset Management, LLC | 93,715 | $1.18M | 2.21% |
| ClariVest Asset Management LLC | 84,706 | $1.06M | 0.11% |
| Campbell & CO Investment Adviser LLC | 84,466 | $1.06M | 0.09% |
| Bailard, Inc. | 45,300 | $568.5K | 0.02% |
| Monograph Wealth Advisors, LLC | 30,000 | $376.5K | 0.06% |
| Resona Asset Management Co.,Ltd. | 18,756 | $235.4K | 0.00% |
| Cetera Investment Advisers | 13,660 | $171.4K | 0.00% |
| M&G Plc | 13,079 | $170.0K | 0.00% |
| Balyasny Asset Management LLC | 11,686 | $146.7K | 0.00% |
| Cerity Partners LLC | 11,537 | $144.8K | 0.00% |
| State of Wisconsin Investment Board | 11,295 | $141.8K | 0.00% |
| Aigen Investment Management, LP | 10,757 | $135.0K | 0.03% |
| Chiron Investment Management, LLC | 6,925 | $86.9K | 0.04% |
| Rise Advisors, LLC | 1,316 | $16.5K | 0.01% |
| CIBC Private Wealth Group, LLC | 1,043 | $12.7K | 0.00% |
| LGT Financial Advisors LLC | 809 | $10.2K | 0.01% |
| Quarry LP | 406 | $5.09K | 0.00% |
| Catalyst Funds Management Pty Ltd | 100 | $1.25K | 0.00% |
| Riggs Asset Managment Co. Inc. | 78 | $979 | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $213 | 0.00% |
| Rothschild Investment LLC | 10 | $126 | 0.00% |
Sold out (24)
Institutions that held Whitestone REIT at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Fortress Investment Group LLC | 739,414 | $9.09M |
| Nordea Investment Management AB | 201,877 | $2.50M |
| Globeflex Capital L P | 96,225 | $1.18M |
| Cornercap Investment Counsel Inc | 70,539 | $866.9K |
| EAM Investors, LLC | 66,073 | $812.0K |
| Teacher Retirement System of Texas | 48,379 | $595.0K |
| Susquehanna International Group, LLP | 45,857 | $563.6K |
| Citadel Advisors LLC | 38,962 | $478.8K |
| New York Life Investment Management LLC | 37,538 | $461.3K |
| Gsa Capital Partners LLP | 35,491 | $436.0K |
| Captrust Financial Advisors | 23,781 | $292.3K |
| Squarepoint Ops LLC | 20,413 | $250.9K |
| Abel Hall, LLC | 15,897 | $195.4K |
| Mackenzie Financial Corp | 11,064 | $136.0K |
| Ausdal Financial Partners, Inc. | 10,006 | $123.0K |
| Quantbot Technologies LP | 5,267 | $64.7K |
| KBC Group NV | 2,839 | $35.0K |
| Simplex Trading, LLC | 2,449 | $30.0K |
| Chilton Capital Management LLC | 2,000 | $24.6K |
| Byrne Asset Management LLC | 2,079 | $19.5K |
| Robeco Institutional Asset Management B.V. | 411 | $5.05K |
| Glassman Wealth Services | 58 | $713 |
| Sofos Investments, Inc. | 5 | $58 |
| Covestor Ltd | 1 | $0 |