Whitestone REIT

WSRDelisted Jul 14, 2026

Industry: Real Estate Investment Trusts
SEC CIK: 0001175535

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Whitestone REIT changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of WSR: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	161	1	165	+5
Shares	30.8M	66.9K	30.9M	+223.0K (+0.7%)
Value	$385.7M	$839.9K	$411.6M	+$26.7M (+6.9%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Whitestone REIT at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to WSR in Q2 2024
Institution	Shares	Value	% of portfolio
Kestra Advisory Services, LLC	88,870	$1.18M	0.01%
Corebridge Financial, Inc.	28,292	$376.6K	0.00%
Mirae Asset Global ETFs Holdings Ltd.	24,405	$324.8K	0.00%
Intech Investment Management LLC	24,082	$320.5K	0.00%
Bokf, NA	20,329	$270.6K	0.00%
Gsa Capital Partners LLP	18,856	$251.0K	0.02%
SG Americas Securities, LLC	16,502	$220.0K	0.00%
Wellington Management Group LLP	15,774	$210.0K	0.00%
Quantbot Technologies LP	14,985	$199.4K	0.01%
Omers Administration Corp	13,300	$177.0K	0.00%
Citadel Advisors LLC	13,037	$173.5K	0.00%
XTX Topco Ltd	12,846	$171.0K	0.01%
Sumitomo Mitsui DS Asset Management Company, Ltd	12,068	$160.6K	0.00%
Creative Planning	10,909	$145.2K	0.00%
Bank of Montreal	10,469	$139.3K	0.00%
Vestcor Inc	7,174	$95.0K	0.00%
Bogart Wealth, LLC	4,289	$57.1K	0.00%
SRS Capital Advisors, Inc.	535	$7.12K	0.00%
Simplex Trading, LLC	402	$5.00K	0.00%
Covestor Ltd	193	$3.00K	0.00%
Smartleaf Asset Management LLC	170	$2.21K	0.00%
Loomis Sayles & Co L P	105	$1.00K	0.00%
Umb Bank N A	64	$852	0.00%
Cornerstone Planning Group LLC	50	$642	0.00%
International Assets Investment Management, LLC	46	$612	0.00%
Fifth Third Bancorp	21	$280	0.00%

Sold out (21)

Institutions that held Whitestone REIT at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of WSR in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
ExodusPoint Capital Management, LP	566,229	$7.11M
Texas Permanent School Fund	41,227	$517.4K
Truist Financial Corp	32,791	$411.5K
Susquehanna Portfolio Strategies, LLC	30,406	$381.6K
Monograph Wealth Advisors, LLC	30,000	$376.5K
American International Group, Inc.	26,170	$328.4K
Verition Fund Management LLC	18,485	$232.0K
M&G Plc	13,079	$170.0K
Balyasny Asset Management LLC	11,686	$146.7K
Cerity Partners LLC	11,537	$144.8K
Allspring Global Investments Holdings, LLC	10,854	$136.2K
Aigen Investment Management, LP	10,757	$135.0K
Chiron Investment Management, LLC	6,925	$86.9K
Metropolitan Life Insurance Co	4,040	$50.7K
CIBC Private Wealth Group, LLC	1,043	$12.7K
PEAK6 Investments LLC	510	$6.40K
Quarry LP	406	$5.09K
Group One Trading, L.P.	166	$2.08K
Riggs Asset Managment Co. Inc.	78	$979
Private Trust Co NA	20	$251
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	17	$213

Not filed for Q2 2024 yet (1)

Institutions that held Whitestone REIT at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	66,926	$839.9K