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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 20 | $267 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 21 | $280 | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 30 | $399 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 46 | $612 | 0.00% | +46 | New |
| Cornerstone Planning Group LLC | 50 | $642 | 0.00% | +50 | New |
| Rothschild Investment LLC | 50 | $666 | 0.00% | +40+400.0% | Added |
| Umb Bank N A | 64 | $852 | 0.00% | +64 | New |
| Loomis Sayles & Co L P | 105 | $1.00K | 0.00% | +105 | New |
| Huntington National Bank | 141 | $1.88K | 0.00% | −99−41.3% | Reduced |
| Smartleaf Asset Management LLC | 170 | $2.21K | 0.00% | +170 | New |
| Covestor Ltd | 193 | $3.00K | 0.00% | +193 | New |
| Lindbrook Capital, LLC | 258 | $3.43K | 0.00% | +110+74.3% | Added |
| Allworth Financial LP | 282 | $3.93K | 0.00% | +21+8.0% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $3.99K | 0.00% | +200+200.0% | Added |
| EverSource Wealth Advisors, LLC | 302 | $4.17K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 385 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 402 | $5.00K | 0.00% | +402 | New |
| Versant Capital Management, Inc | 382 | $5.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 421 | $5.54K | 0.00% | +273+184.5% | Added |
| Global Retirement Partners, LLC | 520 | $6.92K | 0.00% | +403+344.4% | Added |
| SRS Capital Advisors, Inc. | 535 | $7.12K | 0.00% | +535 | New |
| Delta Asset Management LLC | 725 | $9.65K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 809 | $10.8K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,065 | $14.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,078 | $14.3K | 0.00% | +633+142.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,295 | $16.8K | 0.00% | −19,064−93.6% | Reduced |
| Rise Advisors, LLC | 1,329 | $17.7K | 0.01% | +13+1.0% | Added |
| GAMMA Investing LLC | 1,982 | $26.4K | 0.00% | +452+29.5% | Added |
| Clear Street Markets LLC | 2,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,518 | $33.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,289 | $57.1K | 0.00% | +4,289 | New |
| The PNC Financial Services Group, Inc. | 4,685 | $62.4K | 0.00% | −93−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,835 | $64.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,078 | $80.9K | 0.00% | −50−0.8% | Reduced |
| Amundi | 6,440 | $85.1K | 0.00% | −931−12.6% | Reduced |
| Vestcor Inc | 7,174 | $95.0K | 0.00% | +7,174 | New |
| STRS Ohio | 9,200 | $122.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,647 | $128.4K | 0.01% | +893+10.2% | Added |
| Tower Research Capital LLC (TRC) | 9,725 | $129.4K | 0.00% | +8,458+667.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,125 | $134.8K | 0.00% | +10.0% | Added |
| Foster & Motley Inc | 10,189 | $136.0K | 0.01% | −5,597−35.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,227 | $136.1K | 0.00% | +54+0.5% | Added |
| Bank of Montreal | 10,469 | $139.3K | 0.00% | +10,469 | New |
| Federated Hermes, Inc. | 10,840 | $144.3K | 0.00% | −764−6.6% | Reduced |
| Creative Planning | 10,909 | $145.2K | 0.00% | +10,909 | New |
| Journey Strategic Wealth LLC | 11,448 | $152.4K | 0.01% | +15+0.1% | Added |
| Oregon Public Employees Retirement Fund | 11,524 | $153.4K | 0.00% | −1,100−8.7% | Reduced |
| RW Investment Management LLC | 11,821 | $157.3K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $160.6K | 0.00% | +12,068 | New |
| Arizona State Retirement System | 12,588 | $167.5K | 0.00% | −358−2.8% | Reduced |
| XTX Topco Ltd | 12,846 | $171.0K | 0.01% | +12,846 | New |
| Citadel Advisors LLC | 13,037 | $173.5K | 0.00% | +13,037 | New |
| Omers Administration Corp | 13,300 | $177.0K | 0.00% | +13,300 | New |
| Cetera Investment Advisers | 13,602 | $181.0K | 0.00% | −58−0.4% | Reduced |
| Two Sigma Advisers, LP | 13,800 | $183.7K | 0.00% | +2,200+19.0% | Added |
| Teachers Retirement System of the State of Kentucky | 14,006 | $186.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,405 | $191.7K | 0.00% | −6,975−32.6% | Reduced |
| Amalgamated Bank | 14,418 | $192.0K | 0.00% | −779−5.1% | Reduced |
| Quantbot Technologies LP | 14,985 | $199.4K | 0.01% | +14,985 | New |
| Daiwa Securities Group Inc. | 15,262 | $203.0K | 0.00% | +600+4.1% | Added |
| Murphy Pohlad Asset Management LLC | 15,400 | $205.0K | 0.09% | −900−5.5% | Reduced |
| Hancock Whitney Corp | 15,676 | $208.6K | 0.01% | +86+0.6% | Added |
| Wellington Management Group LLP | 15,774 | $210.0K | 0.00% | +15,774 | New |
| CWM, LLC | 16,516 | $220.0K | 0.00% | +15,610+1,723.0% | Added |
| SG Americas Securities, LLC | 16,502 | $220.0K | 0.00% | +16,502 | New |
| Maryland State Retirement & Pension System | 16,548 | $220.3K | 0.00% | −780−4.5% | Reduced |
| State of Wyoming | 16,761 | $223.1K | 0.04% | +551+3.4% | Added |
| Avantax Advisory Services, Inc. | 17,347 | $230.9K | 0.00% | +53+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $250.2K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,856 | $251.0K | 0.02% | +18,856 | New |
| Mariner, LLC | 19,145 | $254.0K | 0.00% | +3,579+23.0% | Added |
| Yousif Capital Management, LLC | 19,178 | $255.3K | 0.00% | −2,219−10.4% | Reduced |
| CI Private Wealth, LLC | 19,365 | $257.7K | 0.00% | +853+4.6% | Added |
| New York State Common Retirement Fund | 19,410 | $258.3K | 0.00% | −1,962−9.2% | Reduced |
| Manufacturers Life Insurance Company, The | 19,455 | $258.9K | 0.00% | +3,048+18.6% | Added |
| Resona Asset Management Co.,Ltd. | 20,132 | $262.0K | 0.00% | +1,376+7.3% | Added |
| Janus Henderson Group PLC | 19,815 | $263.6K | 0.00% | −233−1.2% | Reduced |
| Bokf, NA | 20,329 | $270.6K | 0.00% | +20,329 | New |
| State of Tennessee, Treasury Department | 23,110 | $307.6K | 0.00% | −252−1.1% | Reduced |
| Los Angeles Capital Management LLC | 23,190 | $308.7K | 0.00% | +1,230+5.6% | Added |
| Commonwealth Equity Services, LLC | 23,658 | $315.0K | 0.00% | −2,938−11.0% | Reduced |
| Ignite Planners, LLC | 23,957 | $316.7K | 0.08% | −5,019−17.3% | Reduced |
| Louisiana State Employees Retirement System | 23,900 | $318.1K | 0.01% | +600+2.6% | Added |
| Tiaa Trust, National Association | 23,915 | $318.3K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 24,082 | $320.5K | 0.00% | +24,082 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 24,405 | $324.8K | 0.00% | +24,405 | New |
| Deutsche Bank AG | 24,944 | $332.0K | 0.00% | −513−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 25,376 | $337.8K | 0.00% | +681+2.8% | Added |
| Illinois Municipal Retirement Fund | 26,364 | $350.9K | 0.01% | −1,418−5.1% | Reduced |
| Voya Investment Management LLC | 26,677 | $355.1K | 0.00% | −64,609−70.8% | Reduced |
| Cambria Investment Management, L.P. | 27,731 | $369.1K | 0.02% | +2,640+10.5% | Added |
| Corebridge Financial, Inc. | 28,292 | $376.6K | 0.00% | +28,292 | New |
| LPL Financial LLC | 28,308 | $376.8K | 0.00% | −8,031−22.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $382.4K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 28,750 | $382.7K | 3.00% | +1,400+5.1% | Added |
| Ridgewood Investments LLC | 29,388 | $391.2K | 0.20% | 00.0% | Unchanged |
| Assetmark, Inc | 29,722 | $395.6K | 0.00% | −99−0.3% | Reduced |
| MetLife Investment Management | 30,672 | $408.2K | 0.00% | +5,882+23.7% | Added |
| Stephens Inc | 33,529 | $446.3K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 35,820 | $476.8K | 0.00% | +2,317+6.9% | Added |