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, Q2 2024
Institutional positions in Whitestone REIT as of Jun 30, 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
- 165
- +5 vs. Q1 2024
- Shares held
- 30.9M
- +223.0K (+0.7%) vs. Q1 2024
- Total value
- $411.6M
- +$26.7M (+6.9%) vs. Q1 2024
- New holders
- 26
- 66 more added
- Sold out
- 21
- 49 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,708,702 | $102.6M | 0.00% | −29,817−0.4% | Reduced |
| Vanguard Group Inc | 5,383,215 | $71.7M | 0.00% | −71,757−1.3% | Reduced |
| State Street Corp | 1,922,562 | $25.6M | 0.00% | +5,448+0.3% | Added |
| Boothbay Fund Management, LLC | 1,253,133 | $16.7M | 0.54% | +593,277+89.9% | Added |
| Geode Capital Management, LLC | 1,232,727 | $16.4M | 0.00% | +50,820+4.3% | Added |
| First Eagle Investment Management, LLC | 1,109,722 | $14.8M | 0.03% | +41,200+3.9% | Added |
| Morgan Stanley | 978,871 | $13.0M | 0.00% | +109,444+12.6% | Added |
| Foundry Partners, LLC | 972,033 | $12.9M | 0.69% | +22,923+2.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $11.6M | 1.54% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 679,556 | $9.04M | 0.00% | +21,297+3.2% | Added |
| Kennedy Capital Management, Inc. | 615,626 | $8.19M | 0.18% | −33,238−5.1% | Reduced |
| Bank of New York Mellon Corp | 574,970 | $7.65M | 0.00% | +1,292+0.2% | Added |
| Northern Trust Corp | 553,390 | $7.37M | 0.00% | −14,591−2.6% | Reduced |
| Invesco Ltd. | 452,549 | $6.02M | 0.00% | +6,754+1.5% | Added |
| Colony Capital, Inc. | 375,657 | $5.00M | 0.44% | +38,827+11.5% | Added |
| JPMorgan Chase & Co | 327,061 | $4.35M | 0.00% | +3,876+1.2% | Added |
| Ameriprise Financial Inc | 276,684 | $3.68M | 0.00% | −27,588−9.1% | Reduced |
| Principal Financial Group Inc | 254,929 | $3.39M | 0.00% | −7,938−3.0% | Reduced |
| Roumell Asset Management, LLC | 192,065 | $2.56M | 4.80% | +98,350+104.9% | Added |
| Charles Schwab Investment Management Inc | 184,840 | $2.46M | 0.00% | +10,543+6.0% | Added |
| Goldman Sachs Group Inc | 182,652 | $2.43M | 0.00% | −28,692−13.6% | Reduced |
| Wells Fargo & Company | 175,874 | $2.34M | 0.00% | +7,089+4.2% | Added |
| Larson Financial Group LLC | 169,698 | $2.26M | 0.15% | +6,039+3.7% | Added |
| Rhumbline Advisers | 154,385 | $2.05M | 0.00% | +2,601+1.7% | Added |
| HGI Capital Management, LLC | 143,727 | $1.91M | 1.80% | −19,354−11.9% | Reduced |
| First Trust Advisors LP | 138,593 | $1.84M | 0.00% | −270−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 132,483 | $1.76M | 0.15% | +48,017+56.8% | Added |
| Nuveen Asset Management, LLC | 122,152 | $1.63M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 122,059 | $1.62M | 0.00% | −39,414−24.4% | Reduced |
| Legal & General Group Plc | 117,757 | $1.57M | 0.00% | −3,519−2.9% | Reduced |
| Public Sector Pension Investment Board | 104,462 | $1.39M | 0.01% | +6,709+6.9% | Added |
| Renaissance Technologies LLC | 98,884 | $1.32M | 0.00% | −81,200−45.1% | Reduced |
| State Board of Administration of Florida Retirement System | 94,154 | $1.25M | 0.00% | +8,909+10.5% | Added |
| Bank of America Corp | 93,435 | $1.24M | 0.00% | +19,013+25.5% | Added |
| New York State Teachers Retirement System | 89,750 | $1.20M | 0.00% | +1,401+1.6% | Added |
| Kestra Advisory Services, LLC | 88,870 | $1.18M | 0.01% | +88,870 | New |
| Swiss National Bank | 88,400 | $1.18M | 0.00% | −4,300−4.6% | Reduced |
| ClariVest Asset Management LLC | 87,120 | $1.16M | 0.12% | +2,414+2.8% | Added |
| Greenland Capital Management LP | 85,000 | $1.13M | 0.24% | +20,000+30.8% | Added |
| Russell Investments Group, Ltd. | 84,401 | $1.12M | 0.00% | −20,107−19.2% | Reduced |
| Third Avenue Management LLC | 80,000 | $1.06M | 0.18% | 00.0% | Unchanged |
| FMR LLC | 77,641 | $1.03M | 0.00% | +57,774+290.8% | Added |
| AQR Capital Management LLC | 75,745 | $1.01M | 0.00% | −92,430−55.0% | Reduced |
| Royal Bank of Canada | 69,782 | $928.0K | 0.00% | +3,567+5.4% | Added |
| Asset Management One Co.,Ltd. | 67,442 | $897.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 65,862 | $876.6K | 0.00% | +10,116+18.1% | Added |
| Dakota Wealth Management | 64,819 | $862.7K | 0.02% | −3,200−4.7% | Reduced |
| Great West Life Assurance Co | 61,649 | $820.0K | 0.00% | +8,052+15.0% | Added |
| Nomura Asset Management Co Ltd | 60,100 | $799.9K | 0.00% | +5,700+10.5% | Added |
| Prelude Capital Management, LLC | 58,414 | $777.5K | 0.07% | +4,936+9.2% | Added |
| Advisory Research Inc | 54,815 | $729.6K | 0.14% | +3,427+6.7% | Added |
| Prudential Financial Inc | 52,468 | $698.3K | 0.00% | −1,000−1.9% | Reduced |
| State of Alaska, Department of Revenue | 51,254 | $681.0K | 0.01% | −424−0.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,093 | $680.0K | 0.00% | −1,339−2.6% | Reduced |
| Alliancebernstein L.P. | 48,964 | $651.7K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 48,015 | $639.0K | 0.31% | −20,593−30.0% | Reduced |
| Price T Rowe Associates Inc | 44,259 | $590.0K | 0.00% | +1,391+3.2% | Added |
| California State Teachers Retirement System | 44,146 | $587.6K | 0.00% | −3,126−6.6% | Reduced |
| Nisa Investment Advisors, LLC | 43,707 | $581.7K | 0.00% | +3,730+9.3% | Added |
| Franklin Resources Inc | 42,551 | $566.4K | 0.00% | +4,505+11.8% | Added |
| Jane Street Group, LLC | 42,170 | $561.3K | 0.00% | +32,143+320.6% | Added |
| State of Wisconsin Investment Board | 41,266 | $549.3K | 0.00% | +29,971+265.3% | Added |
| UBS Group AG | 40,154 | $534.4K | 0.00% | −7,471−15.7% | Reduced |
| Thrivent Financial for Lutherans | 39,400 | $524.0K | 0.00% | −1,466−3.6% | Reduced |
| Bailard, Inc. | 38,800 | $516.4K | 0.01% | −6,500−14.3% | Reduced |
| Citigroup Inc | 35,820 | $476.8K | 0.00% | +2,317+6.9% | Added |
| Stephens Inc | 33,529 | $446.3K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 30,672 | $408.2K | 0.00% | +5,882+23.7% | Added |
| Assetmark, Inc | 29,722 | $395.6K | 0.00% | −99−0.3% | Reduced |
| Ridgewood Investments LLC | 29,388 | $391.2K | 0.20% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 28,750 | $382.7K | 3.00% | +1,400+5.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $382.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 28,308 | $376.8K | 0.00% | −8,031−22.1% | Reduced |
| Corebridge Financial, Inc. | 28,292 | $376.6K | 0.00% | +28,292 | New |
| Cambria Investment Management, L.P. | 27,731 | $369.1K | 0.02% | +2,640+10.5% | Added |
| Voya Investment Management LLC | 26,677 | $355.1K | 0.00% | −64,609−70.8% | Reduced |
| Illinois Municipal Retirement Fund | 26,364 | $350.9K | 0.01% | −1,418−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 25,376 | $337.8K | 0.00% | +681+2.8% | Added |
| Deutsche Bank AG | 24,944 | $332.0K | 0.00% | −513−2.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,405 | $324.8K | 0.00% | +24,405 | New |
| Intech Investment Management LLC | 24,082 | $320.5K | 0.00% | +24,082 | New |
| Tiaa Trust, National Association | 23,915 | $318.3K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,900 | $318.1K | 0.01% | +600+2.6% | Added |
| Ignite Planners, LLC | 23,957 | $316.7K | 0.08% | −5,019−17.3% | Reduced |
| Commonwealth Equity Services, LLC | 23,658 | $315.0K | 0.00% | −2,938−11.0% | Reduced |
| Los Angeles Capital Management LLC | 23,190 | $308.7K | 0.00% | +1,230+5.6% | Added |
| State of Tennessee, Treasury Department | 23,110 | $307.6K | 0.00% | −252−1.1% | Reduced |
| Bokf, NA | 20,329 | $270.6K | 0.00% | +20,329 | New |
| Janus Henderson Group PLC | 19,815 | $263.6K | 0.00% | −233−1.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 20,132 | $262.0K | 0.00% | +1,376+7.3% | Added |
| Manufacturers Life Insurance Company, The | 19,455 | $258.9K | 0.00% | +3,048+18.6% | Added |
| New York State Common Retirement Fund | 19,410 | $258.3K | 0.00% | −1,962−9.2% | Reduced |
| CI Private Wealth, LLC | 19,365 | $257.7K | 0.00% | +853+4.6% | Added |
| Yousif Capital Management, LLC | 19,178 | $255.3K | 0.00% | −2,219−10.4% | Reduced |
| Mariner, LLC | 19,145 | $254.0K | 0.00% | +3,579+23.0% | Added |
| Gsa Capital Partners LLP | 18,856 | $251.0K | 0.02% | +18,856 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $250.2K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,347 | $230.9K | 0.00% | +53+0.3% | Added |
| State of Wyoming | 16,761 | $223.1K | 0.04% | +551+3.4% | Added |
| Maryland State Retirement & Pension System | 16,548 | $220.3K | 0.00% | −780−4.5% | Reduced |