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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 38,800 | $516.4K | 0.01% | −6,500−14.3% | Reduced |
| Thrivent Financial for Lutherans | 39,400 | $524.0K | 0.00% | −1,466−3.6% | Reduced |
| UBS Group AG | 40,154 | $534.4K | 0.00% | −7,471−15.7% | Reduced |
| State of Wisconsin Investment Board | 41,266 | $549.3K | 0.00% | +29,971+265.3% | Added |
| Jane Street Group, LLC | 42,170 | $561.3K | 0.00% | +32,143+320.6% | Added |
| Franklin Resources Inc | 42,551 | $566.4K | 0.00% | +4,505+11.8% | Added |
| Nisa Investment Advisors, LLC | 43,707 | $581.7K | 0.00% | +3,730+9.3% | Added |
| California State Teachers Retirement System | 44,146 | $587.6K | 0.00% | −3,126−6.6% | Reduced |
| Price T Rowe Associates Inc | 44,259 | $590.0K | 0.00% | +1,391+3.2% | Added |
| Garner Asset Management Corp | 48,015 | $639.0K | 0.31% | −20,593−30.0% | Reduced |
| Alliancebernstein L.P. | 48,964 | $651.7K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,093 | $680.0K | 0.00% | −1,339−2.6% | Reduced |
| State of Alaska, Department of Revenue | 51,254 | $681.0K | 0.01% | −424−0.8% | Reduced |
| Prudential Financial Inc | 52,468 | $698.3K | 0.00% | −1,000−1.9% | Reduced |
| Advisory Research Inc | 54,815 | $729.6K | 0.14% | +3,427+6.7% | Added |
| Prelude Capital Management, LLC | 58,414 | $777.5K | 0.07% | +4,936+9.2% | Added |
| Nomura Asset Management Co Ltd | 60,100 | $799.9K | 0.00% | +5,700+10.5% | Added |
| Great West Life Assurance Co | 61,649 | $820.0K | 0.00% | +8,052+15.0% | Added |
| Dakota Wealth Management | 64,819 | $862.7K | 0.02% | −3,200−4.7% | Reduced |
| UBS Asset Management Americas Inc | 65,862 | $876.6K | 0.00% | +10,116+18.1% | Added |
| Asset Management One Co.,Ltd. | 67,442 | $897.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 69,782 | $928.0K | 0.00% | +3,567+5.4% | Added |
| AQR Capital Management LLC | 75,745 | $1.01M | 0.00% | −92,430−55.0% | Reduced |
| FMR LLC | 77,641 | $1.03M | 0.00% | +57,774+290.8% | Added |
| Third Avenue Management LLC | 80,000 | $1.06M | 0.18% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 84,401 | $1.12M | 0.00% | −20,107−19.2% | Reduced |
| Greenland Capital Management LP | 85,000 | $1.13M | 0.24% | +20,000+30.8% | Added |
| ClariVest Asset Management LLC | 87,120 | $1.16M | 0.12% | +2,414+2.8% | Added |
| Swiss National Bank | 88,400 | $1.18M | 0.00% | −4,300−4.6% | Reduced |
| Kestra Advisory Services, LLC | 88,870 | $1.18M | 0.01% | +88,870 | New |
| New York State Teachers Retirement System | 89,750 | $1.20M | 0.00% | +1,401+1.6% | Added |
| Bank of America Corp | 93,435 | $1.24M | 0.00% | +19,013+25.5% | Added |
| State Board of Administration of Florida Retirement System | 94,154 | $1.25M | 0.00% | +8,909+10.5% | Added |
| Renaissance Technologies LLC | 98,884 | $1.32M | 0.00% | −81,200−45.1% | Reduced |
| Public Sector Pension Investment Board | 104,462 | $1.39M | 0.01% | +6,709+6.9% | Added |
| Legal & General Group Plc | 117,757 | $1.57M | 0.00% | −3,519−2.9% | Reduced |
| Barclays PLC | 122,059 | $1.62M | 0.00% | −39,414−24.4% | Reduced |
| Nuveen Asset Management, LLC | 122,152 | $1.63M | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 132,483 | $1.76M | 0.15% | +48,017+56.8% | Added |
| First Trust Advisors LP | 138,593 | $1.84M | 0.00% | −270−0.2% | Reduced |
| HGI Capital Management, LLC | 143,727 | $1.91M | 1.80% | −19,354−11.9% | Reduced |
| Rhumbline Advisers | 154,385 | $2.05M | 0.00% | +2,601+1.7% | Added |
| Larson Financial Group LLC | 169,698 | $2.26M | 0.15% | +6,039+3.7% | Added |
| Wells Fargo & Company | 175,874 | $2.34M | 0.00% | +7,089+4.2% | Added |
| Goldman Sachs Group Inc | 182,652 | $2.43M | 0.00% | −28,692−13.6% | Reduced |
| Charles Schwab Investment Management Inc | 184,840 | $2.46M | 0.00% | +10,543+6.0% | Added |
| Roumell Asset Management, LLC | 192,065 | $2.56M | 4.80% | +98,350+104.9% | Added |
| Principal Financial Group Inc | 254,929 | $3.39M | 0.00% | −7,938−3.0% | Reduced |
| Ameriprise Financial Inc | 276,684 | $3.68M | 0.00% | −27,588−9.1% | Reduced |
| JPMorgan Chase & Co | 327,061 | $4.35M | 0.00% | +3,876+1.2% | Added |
| Colony Capital, Inc. | 375,657 | $5.00M | 0.44% | +38,827+11.5% | Added |
| Invesco Ltd. | 452,549 | $6.02M | 0.00% | +6,754+1.5% | Added |
| Northern Trust Corp | 553,390 | $7.37M | 0.00% | −14,591−2.6% | Reduced |
| Bank of New York Mellon Corp | 574,970 | $7.65M | 0.00% | +1,292+0.2% | Added |
| Kennedy Capital Management, Inc. | 615,626 | $8.19M | 0.18% | −33,238−5.1% | Reduced |
| Dimensional Fund Advisors LP | 679,556 | $9.04M | 0.00% | +21,297+3.2% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $11.6M | 1.54% | 00.0% | Unchanged |
| Foundry Partners, LLC | 972,033 | $12.9M | 0.69% | +22,923+2.4% | Added |
| Morgan Stanley | 978,871 | $13.0M | 0.00% | +109,444+12.6% | Added |
| First Eagle Investment Management, LLC | 1,109,722 | $14.8M | 0.03% | +41,200+3.9% | Added |
| Geode Capital Management, LLC | 1,232,727 | $16.4M | 0.00% | +50,820+4.3% | Added |
| Boothbay Fund Management, LLC | 1,253,133 | $16.7M | 0.54% | +593,277+89.9% | Added |
| State Street Corp | 1,922,562 | $25.6M | 0.00% | +5,448+0.3% | Added |
| Vanguard Group Inc | 5,383,215 | $71.7M | 0.00% | −71,757−1.3% | Reduced |
| BlackRock Inc. | 7,708,702 | $102.6M | 0.00% | −29,817−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −566,229−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −41,227−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −32,791−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −30,406−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −26,170−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,485−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −13,079−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,686−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −11,537−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,757−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −6,925−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |