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 |
|---|---|---|---|---|---|
| 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 |
| Wellington Management Group LLP | 15,774 | $210.0K | 0.00% | +15,774 | New |
| Hancock Whitney Corp | 15,676 | $208.6K | 0.01% | +86+0.6% | Added |
| Murphy Pohlad Asset Management LLC | 15,400 | $205.0K | 0.09% | −900−5.5% | Reduced |
| Daiwa Securities Group Inc. | 15,262 | $203.0K | 0.00% | +600+4.1% | Added |
| Quantbot Technologies LP | 14,985 | $199.4K | 0.01% | +14,985 | New |
| Amalgamated Bank | 14,418 | $192.0K | 0.00% | −779−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 14,405 | $191.7K | 0.00% | −6,975−32.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,006 | $186.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 13,800 | $183.7K | 0.00% | +2,200+19.0% | Added |
| Cetera Investment Advisers | 13,602 | $181.0K | 0.00% | −58−0.4% | Reduced |
| Omers Administration Corp | 13,300 | $177.0K | 0.00% | +13,300 | New |
| Citadel Advisors LLC | 13,037 | $173.5K | 0.00% | +13,037 | New |
| XTX Topco Ltd | 12,846 | $171.0K | 0.01% | +12,846 | New |
| Arizona State Retirement System | 12,588 | $167.5K | 0.00% | −358−2.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $160.6K | 0.00% | +12,068 | New |
| RW Investment Management LLC | 11,821 | $157.3K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,524 | $153.4K | 0.00% | −1,100−8.7% | Reduced |
| Journey Strategic Wealth LLC | 11,448 | $152.4K | 0.01% | +15+0.1% | Added |
| Creative Planning | 10,909 | $145.2K | 0.00% | +10,909 | New |
| Federated Hermes, Inc. | 10,840 | $144.3K | 0.00% | −764−6.6% | Reduced |
| Bank of Montreal | 10,469 | $139.3K | 0.00% | +10,469 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,227 | $136.1K | 0.00% | +54+0.5% | Added |
| Foster & Motley Inc | 10,189 | $136.0K | 0.01% | −5,597−35.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,125 | $134.8K | 0.00% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 9,725 | $129.4K | 0.00% | +8,458+667.6% | Added |
| Quadrant Capital Group LLC | 9,647 | $128.4K | 0.01% | +893+10.2% | Added |
| STRS Ohio | 9,200 | $122.5K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 7,174 | $95.0K | 0.00% | +7,174 | New |
| Amundi | 6,440 | $85.1K | 0.00% | −931−12.6% | Reduced |
| US Bancorp | 6,078 | $80.9K | 0.00% | −50−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,835 | $64.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,685 | $62.4K | 0.00% | −93−1.9% | Reduced |
| Bogart Wealth, LLC | 4,289 | $57.1K | 0.00% | +4,289 | New |
| Manchester Capital Management LLC | 2,518 | $33.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,982 | $26.4K | 0.00% | +452+29.5% | Added |
| Rise Advisors, LLC | 1,329 | $17.7K | 0.01% | +13+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,295 | $16.8K | 0.00% | −19,064−93.6% | Reduced |
| Massmutual Trust Co FSB | 1,078 | $14.3K | 0.00% | +633+142.2% | Added |
| Sound Income Strategies, LLC | 1,065 | $14.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 809 | $10.8K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 725 | $9.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 535 | $7.12K | 0.00% | +535 | New |
| Global Retirement Partners, LLC | 520 | $6.92K | 0.00% | +403+344.4% | Added |
| Farther Finance Advisors, LLC | 421 | $5.54K | 0.00% | +273+184.5% | Added |
| Versant Capital Management, Inc | 382 | $5.08K | 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 |
| EverSource Wealth Advisors, LLC | 302 | $4.17K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $3.99K | 0.00% | +200+200.0% | Added |
| Allworth Financial LP | 282 | $3.93K | 0.00% | +21+8.0% | Added |
| Lindbrook Capital, LLC | 258 | $3.43K | 0.00% | +110+74.3% | Added |
| Covestor Ltd | 193 | $3.00K | 0.00% | +193 | New |
| Smartleaf Asset Management LLC | 170 | $2.21K | 0.00% | +170 | New |
| Huntington National Bank | 141 | $1.88K | 0.00% | −99−41.3% | Reduced |
| Loomis Sayles & Co L P | 105 | $1.00K | 0.00% | +105 | New |
| Umb Bank N A | 64 | $852 | 0.00% | +64 | New |
| Rothschild Investment LLC | 50 | $666 | 0.00% | +40+400.0% | Added |
| Cornerstone Planning Group LLC | 50 | $642 | 0.00% | +50 | New |
| International Assets Investment Management, LLC | 46 | $612 | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 30 | $399 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 21 | $280 | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 20 | $267 | 0.00% | 00.0% | Unchanged |
| 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 |