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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 10 | $126 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $213 | 0.00% | +17 | New |
| Private Trust Co NA | 20 | $251 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $251 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $377 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 78 | $979 | 0.00% | +78 | New |
| Catalyst Funds Management Pty Ltd | 100 | $1.25K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 117 | $1.47K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 148 | $1.81K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 148 | $1.86K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 166 | $2.08K | 0.00% | −2,227−93.1% | Reduced |
| Huntington National Bank | 240 | $3.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 261 | $3.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $3.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 382 | $4.79K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 385 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 406 | $5.09K | 0.00% | +406 | New |
| Massmutual Trust Co FSB | 445 | $5.58K | 0.00% | −26−5.5% | Reduced |
| PEAK6 Investments LLC | 510 | $6.40K | 0.00% | −1,373−72.9% | Reduced |
| Delta Asset Management LLC | 725 | $9.10K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 809 | $10.2K | 0.01% | +809 | New |
| CWM, LLC | 906 | $11.0K | 0.00% | +203+28.9% | Added |
| CIBC Private Wealth Group, LLC | 1,043 | $12.7K | 0.00% | +1,043 | New |
| Sound Income Strategies, LLC | 1,065 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,267 | $15.9K | 0.00% | −16,098−92.7% | Reduced |
| Rise Advisors, LLC | 1,316 | $16.5K | 0.01% | +1,316 | New |
| GAMMA Investing LLC | 1,530 | $19.2K | 0.00% | −8−0.5% | Reduced |
| Clear Street Markets LLC | 2,000 | $25.0K | 0.01% | −500−20.0% | Reduced |
| Manchester Capital Management LLC | 2,518 | $31.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,040 | $50.7K | 0.00% | −629−13.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,778 | $60.0K | 0.00% | −73−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,835 | $60.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,128 | $76.9K | 0.00% | 00.0% | Unchanged |
| Amundi | 7,371 | $80.6K | 0.00% | +437+6.3% | Added |
| Chiron Investment Management, LLC | 6,925 | $86.9K | 0.04% | +6,925 | New |
| Quadrant Capital Group LLC | 8,754 | $109.9K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 9,200 | $115.0K | 0.00% | −600−6.1% | Reduced |
| Jane Street Group, LLC | 10,027 | $125.8K | 0.00% | −6,366−38.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,124 | $127.1K | 0.00% | +20.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,173 | $127.7K | 0.00% | +8+0.1% | Added |
| Aigen Investment Management, LP | 10,757 | $135.0K | 0.03% | +10,757 | New |
| Allspring Global Investments Holdings, LLC | 10,854 | $136.2K | 0.00% | +2,287+26.7% | Added |
| State of Wisconsin Investment Board | 11,295 | $141.8K | 0.00% | +11,295 | New |
| Journey Strategic Wealth LLC | 11,433 | $143.5K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,537 | $144.8K | 0.00% | +11,537 | New |
| Two Sigma Advisers, LP | 11,600 | $145.6K | 0.00% | −38,800−77.0% | Reduced |
| Federated Hermes, Inc. | 11,604 | $145.6K | 0.00% | −244−2.1% | Reduced |
| Balyasny Asset Management LLC | 11,686 | $146.7K | 0.00% | +11,686 | New |
| RW Investment Management LLC | 11,821 | $148.4K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,624 | $158.4K | 0.00% | −1,100−8.0% | Reduced |
| Arizona State Retirement System | 12,946 | $162.5K | 0.00% | −206−1.6% | Reduced |
| M&G Plc | 13,079 | $170.0K | 0.00% | +13,079 | New |
| Cetera Investment Advisers | 13,660 | $171.4K | 0.00% | +13,660 | New |
| Teachers Retirement System of the State of Kentucky | 14,006 | $176.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 14,662 | $184.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,359 | $185.0K | 0.00% | −2,711−11.8% | Reduced |
| Maryland State Retirement & Pension System | 17,328 | $187.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 15,197 | $191.0K | 0.00% | −2,634−14.8% | Reduced |
| Mariner, LLC | 15,566 | $195.3K | 0.00% | +996+6.8% | Added |
| Hancock Whitney Corp | 15,590 | $195.7K | 0.01% | +131+0.8% | Added |
| Foster & Motley Inc | 15,786 | $198.0K | 0.01% | −17,360−52.4% | Reduced |
| State of Wyoming | 16,210 | $203.4K | 0.03% | +4,784+41.9% | Added |
| Murphy Pohlad Asset Management LLC | 16,300 | $204.6K | 0.08% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,407 | $205.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,294 | $217.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 18,485 | $232.0K | 0.00% | +1,300+7.6% | Added |
| CI Private Wealth, LLC | 18,512 | $232.3K | 0.00% | −1,401−7.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 18,756 | $235.4K | 0.00% | +18,756 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $235.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 19,867 | $249.3K | 0.00% | +1,113+5.9% | Added |
| Janus Henderson Group PLC | 20,048 | $251.2K | 0.00% | −30.0% | Reduced |
| New York State Common Retirement Fund | 21,372 | $268.2K | 0.00% | −30,448−58.8% | Reduced |
| Advisor Group Holdings, Inc. | 21,380 | $268.3K | 0.00% | −6,285−22.7% | Reduced |
| Yousif Capital Management, LLC | 21,397 | $268.5K | 0.00% | −2,210−9.4% | Reduced |
| Los Angeles Capital Management LLC | 21,960 | $275.6K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,300 | $292.4K | 0.01% | −300−1.3% | Reduced |
| State of Tennessee, Treasury Department | 23,362 | $293.2K | 0.00% | −3,087−11.7% | Reduced |
| Tiaa Trust, National Association | 23,915 | $300.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24,695 | $309.9K | 0.00% | +4,339+21.3% | Added |
| MetLife Investment Management | 24,790 | $311.1K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 25,091 | $313.9K | 0.02% | +3,648+17.0% | Added |
| Deutsche Bank AG | 25,457 | $319.5K | 0.00% | +3,002+13.4% | Added |
| American International Group, Inc. | 26,170 | $328.4K | 0.00% | −233−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 26,596 | $334.0K | 0.00% | −600−2.2% | Reduced |
| Worth Venture Partners, LLC | 27,350 | $343.2K | 2.40% | +900+3.4% | Added |
| Illinois Municipal Retirement Fund | 27,782 | $349.0K | 0.01% | +911+3.4% | Added |
| Ignite Planners, LLC | 28,976 | $354.1K | 0.10% | −2,268−7.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $360.6K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 29,388 | $368.8K | 0.20% | 00.0% | Unchanged |
| Assetmark, Inc | 29,821 | $374.3K | 0.00% | +8,285+38.5% | Added |
| Monograph Wealth Advisors, LLC | 30,000 | $376.5K | 0.06% | +30,000 | New |
| Susquehanna Portfolio Strategies, LLC | 30,406 | $381.6K | 0.01% | −19,506−39.1% | Reduced |
| Truist Financial Corp | 32,791 | $411.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 33,503 | $420.5K | 0.00% | +3,440+11.4% | Added |
| Stephens Inc | 33,529 | $420.8K | 0.01% | +4,824+16.8% | Added |
| LPL Financial LLC | 36,339 | $456.1K | 0.00% | −4,728−11.5% | Reduced |
| Franklin Resources Inc | 38,046 | $477.5K | 0.00% | +248+0.7% | Added |
| Nisa Investment Advisors, LLC | 39,977 | $501.7K | 0.00% | +81+0.2% | Added |
| Thrivent Financial for Lutherans | 40,866 | $513.0K | 0.00% | −1,109−2.6% | Reduced |
| Texas Permanent School Fund | 41,227 | $517.4K | 0.00% | +552+1.4% | Added |