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, Q3 2024
Institutional positions in Whitestone REIT as of Sep 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
- 182
- +19 vs. Q2 2024
- Shares held
- 30.8M
- +7.76M (+33.7%) vs. Q2 2024
- Total value
- $416.5M
- +$110.0M (+35.9%) vs. Q2 2024
- New holders
- 32
- 54 more added
- Sold out
- 13
- 64 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,504,375 | $101.5M | 0.00% | +7,504,375 | New |
| Vanguard Group Inc | 5,204,673 | $70.4M | 0.00% | −178,542−3.3% | Reduced |
| State Street Corp | 1,864,118 | $25.2M | 0.00% | −58,444−3.0% | Reduced |
| Geode Capital Management, LLC | 1,250,836 | $16.9M | 0.00% | +18,109+1.5% | Added |
| First Eagle Investment Management, LLC | 1,174,722 | $15.9M | 0.03% | +65,000+5.9% | Added |
| Morgan Stanley | 947,738 | $12.8M | 0.00% | −31,133−3.2% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $11.8M | 1.42% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 802,280 | $10.9M | 0.34% | −450,853−36.0% | Reduced |
| Dimensional Fund Advisors LP | 659,519 | $8.92M | 0.00% | −20,037−2.9% | Reduced |
| Balyasny Asset Management LLC | 604,414 | $8.18M | 0.02% | +604,414 | New |
| Northern Trust Corp | 566,936 | $7.67M | 0.00% | +13,546+2.4% | Added |
| Foundry Partners, LLC | 558,383 | $7.55M | 0.37% | −413,650−42.6% | Reduced |
| Kennedy Capital Management, Inc. | 547,211 | $7.40M | 0.16% | −68,415−11.1% | Reduced |
| Bank of New York Mellon Corp | 495,327 | $6.70M | 0.00% | −79,643−13.9% | Reduced |
| Invesco Ltd. | 470,343 | $6.36M | 0.00% | +17,794+3.9% | Added |
| Charles Schwab Investment Management Inc | 426,509 | $5.77M | 0.00% | +241,669+130.7% | Added |
| Goldman Sachs Group Inc | 366,615 | $4.96M | 0.00% | +183,963+100.7% | Added |
| HGI Capital Management, LLC | 308,952 | $4.18M | 3.65% | +165,225+115.0% | Added |
| Ameriprise Financial Inc | 300,769 | $4.07M | 0.00% | +24,085+8.7% | Added |
| Principal Financial Group Inc | 237,807 | $3.22M | 0.00% | −17,122−6.7% | Reduced |
| JPMorgan Chase & Co | 230,783 | $3.12M | 0.00% | −96,278−29.4% | Reduced |
| Colony Capital, Inc. | 188,756 | $2.55M | 0.20% | −186,901−49.8% | Reduced |
| Rhumbline Advisers | 182,121 | $2.46M | 0.00% | +27,736+18.0% | Added |
| Larson Financial Group LLC | 176,891 | $2.39M | 0.14% | +7,193+4.2% | Added |
| Wells Fargo & Company | 174,862 | $2.37M | 0.00% | −1,012−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 168,963 | $2.29M | 0.00% | +168,963 | New |
| Qube Research & Technologies Ltd | 155,369 | $2.10M | 0.00% | +155,369 | New |
| Barclays PLC | 153,515 | $2.08M | 0.00% | +31,456+25.8% | Added |
| FMR LLC | 153,285 | $2.07M | 0.00% | +75,644+97.4% | Added |
| Bank of America Corp | 126,384 | $1.71M | 0.00% | +32,949+35.3% | Added |
| Nuveen Asset Management, LLC | 122,152 | $1.65M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 121,641 | $1.65M | 0.00% | +121,641 | New |
| Renaissance Technologies LLC | 121,084 | $1.64M | 0.00% | +22,200+22.5% | Added |
| Campbell & CO Investment Adviser LLC | 116,919 | $1.58M | 0.12% | −15,564−11.7% | Reduced |
| Legal & General Group Plc | 109,403 | $1.48M | 0.00% | −8,354−7.1% | Reduced |
| Jane Street Group, LLC | 108,606 | $1.47M | 0.00% | +66,436+157.5% | Added |
| Greenland Capital Management LP | 100,000 | $1.35M | 0.24% | +15,000+17.6% | Added |
| UBS Asset Management Americas Inc | 95,188 | $1.29M | 0.00% | +29,326+44.5% | Added |
| State Board of Administration of Florida Retirement System | 94,154 | $1.27M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 93,462 | $1.26M | 0.01% | −11,000−10.5% | Reduced |
| ClariVest Asset Management LLC | 87,120 | $1.16M | 0.12% | 00.0% | Unchanged |
| Swiss National Bank | 82,900 | $1.12M | 0.00% | −5,500−6.2% | Reduced |
| Third Avenue Management LLC | 80,000 | $1.08M | 0.18% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 77,784 | $1.05M | 0.00% | −11,966−13.3% | Reduced |
| Citigroup Inc | 71,440 | $966.6K | 0.00% | +35,620+99.4% | Added |
| Jacobs Levy Equity Management, Inc | 68,614 | $928.3K | 0.00% | +68,614 | New |
| Royal Bank of Canada | 67,767 | $917.0K | 0.00% | −2,015−2.9% | Reduced |
| Asset Management One Co.,Ltd. | 66,813 | $904.0K | 0.00% | −629−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 63,552 | $859.9K | 0.00% | +63,552 | New |
| Nomura Asset Management Co Ltd | 58,600 | $792.9K | 0.00% | −1,500−2.5% | Reduced |
| Advisory Research Inc | 56,611 | $765.9K | 0.14% | +1,796+3.3% | Added |
| Bailard, Inc. | 55,791 | $754.9K | 0.02% | +16,991+43.8% | Added |
| Gsa Capital Partners LLP | 55,680 | $753.0K | 0.06% | +36,824+195.3% | Added |
| Great West Life Assurance Co | 53,078 | $718.0K | 0.00% | −8,571−13.9% | Reduced |
| Alliancebernstein L.P. | 48,944 | $662.2K | 0.00% | −200.0% | Reduced |
| State of Alaska, Department of Revenue | 48,315 | $653.0K | 0.01% | −2,939−5.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,954 | $648.8K | 0.00% | −3,139−6.1% | Reduced |
| Garner Asset Management Corp | 47,622 | $644.0K | 0.30% | −393−0.8% | Reduced |
| Prudential Financial Inc | 46,018 | $622.6K | 0.00% | −6,450−12.3% | Reduced |
| Price T Rowe Associates Inc | 44,812 | $607.0K | 0.00% | +553+1.2% | Added |
| Nisa Investment Advisors, LLC | 41,134 | $556.5K | 0.00% | −2,573−5.9% | Reduced |
| California State Teachers Retirement System | 40,614 | $549.5K | 0.00% | −3,532−8.0% | Reduced |
| Franklin Resources Inc | 36,749 | $516.7K | 0.00% | −5,802−13.6% | Reduced |
| Thrivent Financial for Lutherans | 34,598 | $468.0K | 0.00% | −4,802−12.2% | Reduced |
| UBS Group AG | 34,392 | $465.3K | 0.00% | −5,762−14.3% | Reduced |
| Stephens Inc | 33,529 | $453.6K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 33,237 | $449.7K | 0.03% | −25,177−43.1% | Reduced |
| Cambria Investment Management, L.P. | 32,239 | $436.2K | 0.03% | +4,508+16.3% | Added |
| Assetmark, Inc | 31,525 | $426.5K | 0.00% | +1,803+6.1% | Added |
| Russell Investments Group, Ltd. | 31,246 | $422.8K | 0.00% | −53,155−63.0% | Reduced |
| Deutsche Bank AG | 31,209 | $422.3K | 0.00% | +6,265+25.1% | Added |
| Sherbrooke Park Advisers LLC | 31,049 | $420.1K | 0.10% | +31,049 | New |
| MetLife Investment Management | 30,560 | $413.5K | 0.00% | −112−0.4% | Reduced |
| LPL Financial LLC | 29,635 | $401.0K | 0.00% | +1,327+4.7% | Added |
| Susquehanna International Group, LLP | 28,907 | $391.1K | 0.00% | +28,907 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $388.7K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 27,865 | $377.0K | 0.00% | −427−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 26,750 | $361.9K | 0.00% | +2,345+9.6% | Added |
| Illinois Municipal Retirement Fund | 26,727 | $361.6K | 0.01% | +363+1.4% | Added |
| Cornercap Investment Counsel Inc | 26,637 | $360.4K | 0.11% | +26,637 | New |
| JustInvest LLC | 26,608 | $360.0K | 0.01% | +26,608 | New |
| SG Americas Securities, LLC | 26,100 | $353.0K | 0.00% | +9,598+58.2% | Added |
| Oxford Asset Management LLP | 25,818 | $349.3K | 0.29% | +25,818 | New |
| Worth Venture Partners, LLC | 25,150 | $340.3K | 2.55% | −3,600−12.5% | Reduced |
| Intech Investment Management LLC | 24,997 | $338.2K | 0.00% | +915+3.8% | Added |
| Ridgewood Investments LLC | 24,500 | $331.5K | 0.17% | −4,888−16.6% | Reduced |
| Tiaa Trust, National Association | 24,015 | $324.9K | 0.00% | +100+0.4% | Added |
| Ignite Planners, LLC | 23,657 | $320.1K | 0.07% | −300−1.3% | Reduced |
| State of Tennessee, Treasury Department | 22,024 | $298.0K | 0.00% | −1,086−4.7% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $288.2K | 0.01% | −2,600−10.9% | Reduced |
| Los Angeles Capital Management LLC | 20,690 | $279.9K | 0.00% | −2,500−10.8% | Reduced |
| Commonwealth Equity Services, LLC | 20,597 | $279.0K | 0.00% | −3,061−12.9% | Reduced |
| ProShare Advisors LLC | 20,202 | $273.3K | 0.00% | +20,202 | New |
| Janus Henderson Group PLC | 19,815 | $268.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 19,345 | $261.7K | 0.00% | +19,345 | New |
| CI Private Wealth, LLC | 19,190 | $259.6K | 0.00% | −175−0.9% | Reduced |
| Bokf, NA | 19,421 | $257.1K | 0.00% | −908−4.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $254.4K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 18,791 | $254.0K | 0.00% | +18,791 | New |
| Manufacturers Life Insurance Company, The | 18,645 | $252.3K | 0.00% | −810−4.2% | Reduced |