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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 15,786 | $198.0K | 0.01% | −17,360−52.4% | Reduced |
| Hancock Whitney Corp | 15,590 | $195.7K | 0.01% | +131+0.8% | Added |
| Mariner, LLC | 15,566 | $195.3K | 0.00% | +996+6.8% | Added |
| Amalgamated Bank | 15,197 | $191.0K | 0.00% | −2,634−14.8% | Reduced |
| Maryland State Retirement & Pension System | 17,328 | $187.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 20,359 | $185.0K | 0.00% | −2,711−11.8% | Reduced |
| Daiwa Securities Group Inc. | 14,662 | $184.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,006 | $176.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,660 | $171.4K | 0.00% | +13,660 | New |
| M&G Plc | 13,079 | $170.0K | 0.00% | +13,079 | New |
| Arizona State Retirement System | 12,946 | $162.5K | 0.00% | −206−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 12,624 | $158.4K | 0.00% | −1,100−8.0% | Reduced |
| RW Investment Management LLC | 11,821 | $148.4K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,686 | $146.7K | 0.00% | +11,686 | New |
| Federated Hermes, Inc. | 11,604 | $145.6K | 0.00% | −244−2.1% | Reduced |
| Two Sigma Advisers, LP | 11,600 | $145.6K | 0.00% | −38,800−77.0% | Reduced |
| Cerity Partners LLC | 11,537 | $144.8K | 0.00% | +11,537 | New |
| Journey Strategic Wealth LLC | 11,433 | $143.5K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,295 | $141.8K | 0.00% | +11,295 | New |
| Allspring Global Investments Holdings, LLC | 10,854 | $136.2K | 0.00% | +2,287+26.7% | Added |
| Aigen Investment Management, LP | 10,757 | $135.0K | 0.03% | +10,757 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,173 | $127.7K | 0.00% | +8+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,124 | $127.1K | 0.00% | +20.0% | Added |
| Jane Street Group, LLC | 10,027 | $125.8K | 0.00% | −6,366−38.8% | Reduced |
| STRS Ohio | 9,200 | $115.0K | 0.00% | −600−6.1% | Reduced |
| Quadrant Capital Group LLC | 8,754 | $109.9K | 0.01% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 6,925 | $86.9K | 0.04% | +6,925 | New |
| Amundi | 7,371 | $80.6K | 0.00% | +437+6.3% | Added |
| US Bancorp | 6,128 | $76.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,835 | $60.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,778 | $60.0K | 0.00% | −73−1.5% | Reduced |
| Metropolitan Life Insurance Co | 4,040 | $50.7K | 0.00% | −629−13.5% | Reduced |
| Manchester Capital Management LLC | 2,518 | $31.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,000 | $25.0K | 0.01% | −500−20.0% | Reduced |
| GAMMA Investing LLC | 1,530 | $19.2K | 0.00% | −8−0.5% | Reduced |
| Rise Advisors, LLC | 1,316 | $16.5K | 0.01% | +1,316 | New |
| Tower Research Capital LLC (TRC) | 1,267 | $15.9K | 0.00% | −16,098−92.7% | Reduced |
| Sound Income Strategies, LLC | 1,065 | $13.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,043 | $12.7K | 0.00% | +1,043 | New |
| CWM, LLC | 906 | $11.0K | 0.00% | +203+28.9% | Added |
| LGT Financial Advisors LLC | 809 | $10.2K | 0.01% | +809 | New |
| Delta Asset Management LLC | 725 | $9.10K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 510 | $6.40K | 0.00% | −1,373−72.9% | Reduced |
| Massmutual Trust Co FSB | 445 | $5.58K | 0.00% | −26−5.5% | Reduced |
| Quarry LP | 406 | $5.09K | 0.00% | +406 | New |
| Horizon Bancorp Inc | 385 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 382 | $4.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $3.47K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 261 | $3.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 240 | $3.01K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 166 | $2.08K | 0.00% | −2,227−93.1% | Reduced |
| Lindbrook Capital, LLC | 148 | $1.86K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 148 | $1.81K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.47K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $1.25K | 0.00% | +100 | New |
| Riggs Asset Managment Co. Inc. | 78 | $979 | 0.00% | +78 | New |
| Farmers & Merchants Investments Inc | 30 | $377 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $251 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $251 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $213 | 0.00% | +17 | New |
| Rothschild Investment LLC | 10 | $126 | 0.00% | +10 | New |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −739,414−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −201,877−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −96,225−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −70,539−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −66,073−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −48,379−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −45,857−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −38,962−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −37,538−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −35,491−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −23,781−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,413−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −15,897−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −11,064−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,267−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −2,839−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |