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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $45 | 0.00% | +3 | New |
| Capital Performance Advisors LLP | 5 | $68 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 20 | $271 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $406 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $466 | 0.00% | +35 | New |
| Cornerstone Planning Group LLC | 50 | $708 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $1.35K | 0.00% | +50+100.0% | Added |
| Fifth Third Bancorp | 119 | $1.61K | 0.00% | +98+466.7% | Added |
| Huntington National Bank | 141 | $1.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 141 | $1.91K | 0.00% | +77+120.3% | Added |
| Bessemer Group Inc | 150 | $2.00K | 0.00% | +150 | New |
| Sterling Capital Management LLC | 171 | $2.31K | 0.00% | +171 | New |
| Lindbrook Capital, LLC | 229 | $3.10K | 0.00% | −29−11.2% | Reduced |
| Allworth Financial LP | 282 | $3.82K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $4.06K | 0.00% | +300 | New |
| EverSource Wealth Advisors, LLC | 302 | $4.09K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 385 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 386 | $5.00K | 0.00% | +386 | New |
| Versant Capital Management, Inc | 382 | $5.17K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 450 | $6.09K | 0.00% | +29+6.9% | Added |
| Global Retirement Partners, LLC | 517 | $7.00K | 0.00% | −3−0.6% | Reduced |
| Covestor Ltd | 526 | $7.00K | 0.00% | +333+172.5% | Added |
| SRS Capital Advisors, Inc. | 535 | $7.24K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 652 | $8.82K | 0.00% | +652 | New |
| Group One Trading, L.P. | 666 | $9.01K | 0.00% | +666 | New |
| Delta Asset Management LLC | 725 | $9.81K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 788 | $10.6K | 0.00% | +618+363.5% | Added |
| LGT Financial Advisors LLC | 809 | $10.9K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,065 | $14.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,138 | $15.4K | 0.00% | +60+5.6% | Added |
| Rise Advisors, LLC | 1,342 | $18.2K | 0.01% | +13+1.0% | Added |
| Avion Wealth | 1,500 | $20.0K | 0.01% | +1,500 | New |
| Advisor Group Holdings, Inc. | 1,482 | $20.0K | 0.00% | −12,923−89.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,533 | $20.7K | 0.00% | +1,533 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,648 | $22.1K | 0.00% | +353+27.3% | Added |
| Clear Street Markets LLC | 2,000 | $27.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,136 | $28.9K | 0.00% | +154+7.8% | Added |
| Manchester Capital Management LLC | 2,518 | $34.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,392 | $46.0K | 0.00% | +3,287+3,130.5% | Added |
| Lazard Asset Management LLC | 3,597 | $48.0K | 0.00% | +3,597 | New |
| Catalyst Funds Management Pty Ltd | 3,700 | $50.1K | 0.01% | +3,400+1,133.3% | Added |
| Bogart Wealth, LLC | 4,289 | $58.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,835 | $65.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,909 | $66.4K | 0.00% | +224+4.8% | Added |
| Quest Partners LLC | 5,252 | $71.1K | 0.01% | +5,252 | New |
| US Bancorp | 6,078 | $82.2K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 7,174 | $97.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 7,578 | $102.1K | 0.00% | +1,138+17.7% | Added |
| CWM, LLC | 9,017 | $122.0K | 0.00% | −7,499−45.4% | Reduced |
| STRS Ohio | 9,200 | $124.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,635 | $130.4K | 0.01% | −12−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,126 | $137.0K | 0.00% | +10.0% | Added |
| Bank of Montreal | 10,321 | $138.7K | 0.00% | −148−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 10,324 | $139.7K | 0.00% | −1,200−10.4% | Reduced |
| Tower Research Capital LLC (TRC) | 10,788 | $146.0K | 0.00% | +1,063+10.9% | Added |
| Quantbot Technologies LP | 10,812 | $146.3K | 0.01% | −4,173−27.8% | Reduced |
| BNP Paribas Arbitrage, SA | 10,899 | $147.5K | 0.00% | −14,477−57.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 11,400 | $154.2K | 0.06% | −4,000−26.0% | Reduced |
| Creative Planning | 11,430 | $154.7K | 0.00% | +521+4.8% | Added |
| Journey Strategic Wealth LLC | 11,513 | $155.8K | 0.01% | +65+0.6% | Added |
| New York State Common Retirement Fund | 11,710 | $158.4K | 0.00% | −7,700−39.7% | Reduced |
| RW Investment Management LLC | 11,821 | $159.9K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $163.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,228 | $165.4K | 0.00% | −360−2.9% | Reduced |
| Federated Hermes, Inc. | 12,906 | $174.6K | 0.00% | +2,066+19.1% | Added |
| Amalgamated Bank | 13,110 | $177.0K | 0.00% | −1,308−9.1% | Reduced |
| Naviter Wealth, LLC | 13,561 | $183.5K | 0.03% | +13,561 | New |
| M&G Plc | 13,287 | $186.0K | 0.00% | +13,287 | New |
| Cetera Investment Advisers | 13,907 | $188.2K | 0.00% | +305+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 14,006 | $189.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,878 | $201.3K | 0.00% | −1,670−10.1% | Reduced |
| Daiwa Securities Group Inc. | 15,262 | $206.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 15,654 | $211.3K | 0.00% | +15,654 | New |
| Hancock Whitney Corp | 15,889 | $215.0K | 0.01% | +213+1.4% | Added |
| Yousif Capital Management, LLC | 16,678 | $225.7K | 0.00% | −2,500−13.0% | Reduced |
| Avantax Advisory Services, Inc. | 16,819 | $227.6K | 0.00% | −528−3.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 17,163 | $230.8K | 0.00% | −2,969−14.7% | Reduced |
| Caxton Associates LP | 17,193 | $232.6K | 0.01% | +17,193 | New |
| Voya Investment Management LLC | 17,671 | $239.1K | 0.00% | −9,006−33.8% | Reduced |
| Two Sigma Advisers, LP | 18,300 | $247.6K | 0.00% | +4,500+32.6% | Added |
| Mariner, LLC | 18,539 | $250.5K | 0.00% | −606−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 18,645 | $252.3K | 0.00% | −810−4.2% | Reduced |
| ExodusPoint Capital Management, LP | 18,791 | $254.0K | 0.00% | +18,791 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $254.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 19,421 | $257.1K | 0.00% | −908−4.5% | Reduced |
| CI Private Wealth, LLC | 19,190 | $259.6K | 0.00% | −175−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 19,345 | $261.7K | 0.00% | +19,345 | New |
| Janus Henderson Group PLC | 19,815 | $268.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,202 | $273.3K | 0.00% | +20,202 | New |
| Commonwealth Equity Services, LLC | 20,597 | $279.0K | 0.00% | −3,061−12.9% | Reduced |
| Los Angeles Capital Management LLC | 20,690 | $279.9K | 0.00% | −2,500−10.8% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $288.2K | 0.01% | −2,600−10.9% | Reduced |
| State of Tennessee, Treasury Department | 22,024 | $298.0K | 0.00% | −1,086−4.7% | Reduced |
| Ignite Planners, LLC | 23,657 | $320.1K | 0.07% | −300−1.3% | Reduced |
| Tiaa Trust, National Association | 24,015 | $324.9K | 0.00% | +100+0.4% | Added |
| Ridgewood Investments LLC | 24,500 | $331.5K | 0.17% | −4,888−16.6% | Reduced |
| Intech Investment Management LLC | 24,997 | $338.2K | 0.00% | +915+3.8% | Added |
| Worth Venture Partners, LLC | 25,150 | $340.3K | 2.55% | −3,600−12.5% | Reduced |
| Oxford Asset Management LLP | 25,818 | $349.3K | 0.29% | +25,818 | New |
| SG Americas Securities, LLC | 26,100 | $353.0K | 0.00% | +9,598+58.2% | Added |