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.

Q3 2024 vs. Q2 2024

How the institutions holding Whitestone REIT changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of WSR: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	165	2	182	+19
Shares	30.9M	7.90M	30.8M	+7.76M (+33.7%)
Value	$411.6M	$105.2M	$416.5M	+$110.0M (+35.9%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Whitestone REIT at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WSR in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	7,504,375	$101.5M	0.00%
Balyasny Asset Management LLC	604,414	$8.18M	0.02%
Arrowstreet Capital, Limited Partnership	168,963	$2.29M	0.00%
Qube Research & Technologies Ltd	155,369	$2.10M	0.00%
Millennium Management LLC	121,641	$1.65M	0.00%
Jacobs Levy Equity Management, Inc	68,614	$928.3K	0.00%
Connor, Clark & Lunn Investment Management Ltd.	63,552	$859.9K	0.00%
Sherbrooke Park Advisers LLC	31,049	$420.1K	0.10%
Susquehanna International Group, LLP	28,907	$391.1K	0.00%
Cornercap Investment Counsel Inc	26,637	$360.4K	0.11%
JustInvest LLC	26,608	$360.0K	0.01%
Oxford Asset Management LLP	25,818	$349.3K	0.29%
ProShare Advisors LLC	20,202	$273.3K	0.00%
Public Employees Retirement System of Ohio	19,345	$261.7K	0.00%
ExodusPoint Capital Management, LP	18,791	$254.0K	0.00%
Caxton Associates LP	17,193	$232.6K	0.01%
HSBC Holdings PLC	15,654	$211.3K	0.00%
M&G Plc	13,287	$186.0K	0.00%
Naviter Wealth, LLC	13,561	$183.5K	0.03%
Quest Partners LLC	5,252	$71.1K	0.01%
Lazard Asset Management LLC	3,597	$48.0K	0.00%
CIBC Private Wealth Group, LLC	1,533	$20.7K	0.00%
Avion Wealth	1,500	$20.0K	0.01%
Group One Trading, L.P.	666	$9.01K	0.00%
Venturi Wealth Management, LLC	652	$8.82K	0.00%
Harbor Capital Advisors, Inc.	386	$5.00K	0.00%
Wolff Wiese Magana LLC	300	$4.06K	0.00%
Sterling Capital Management LLC	171	$2.31K	0.00%
Bessemer Group Inc	150	$2.00K	0.00%
Ronald Blue Trust, Inc.	35	$466	0.00%
Capital Performance Advisors LLP	5	$68	0.00%
Dunhill Financial, LLC	3	$45	0.00%

Sold out (13)

Institutions that held Whitestone REIT at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WSR in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
First Trust Advisors LP	138,593	$1.84M
Kestra Advisory Services, LLC	88,870	$1.18M
AQR Capital Management LLC	75,745	$1.01M
Dakota Wealth Management	64,819	$862.7K
State of Wisconsin Investment Board	41,266	$549.3K
State of Wyoming	16,761	$223.1K
Wellington Management Group LLP	15,774	$210.0K
Omers Administration Corp	13,300	$177.0K
Citadel Advisors LLC	13,037	$173.5K
XTX Topco Ltd	12,846	$171.0K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	10,227	$136.1K
Foster & Motley Inc	10,189	$136.0K
Simplex Trading, LLC	402	$5.00K

Not filed for Q3 2024 yet (2)

Institutions that held Whitestone REIT at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	7,708,702	$102.6M
Roumell Asset Management, LLC	192,065	$2.56M