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 |
|---|---|---|---|---|---|
| JustInvest LLC | 26,608 | $360.0K | 0.01% | +26,608 | New |
| Cornercap Investment Counsel Inc | 26,637 | $360.4K | 0.11% | +26,637 | New |
| Illinois Municipal Retirement Fund | 26,727 | $361.6K | 0.01% | +363+1.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 26,750 | $361.9K | 0.00% | +2,345+9.6% | Added |
| Corebridge Financial, Inc. | 27,865 | $377.0K | 0.00% | −427−1.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $388.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 28,907 | $391.1K | 0.00% | +28,907 | New |
| LPL Financial LLC | 29,635 | $401.0K | 0.00% | +1,327+4.7% | Added |
| MetLife Investment Management | 30,560 | $413.5K | 0.00% | −112−0.4% | Reduced |
| Sherbrooke Park Advisers LLC | 31,049 | $420.1K | 0.10% | +31,049 | New |
| Deutsche Bank AG | 31,209 | $422.3K | 0.00% | +6,265+25.1% | Added |
| Russell Investments Group, Ltd. | 31,246 | $422.8K | 0.00% | −53,155−63.0% | Reduced |
| Assetmark, Inc | 31,525 | $426.5K | 0.00% | +1,803+6.1% | Added |
| Cambria Investment Management, L.P. | 32,239 | $436.2K | 0.03% | +4,508+16.3% | Added |
| Prelude Capital Management, LLC | 33,237 | $449.7K | 0.03% | −25,177−43.1% | Reduced |
| Stephens Inc | 33,529 | $453.6K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 34,392 | $465.3K | 0.00% | −5,762−14.3% | Reduced |
| Thrivent Financial for Lutherans | 34,598 | $468.0K | 0.00% | −4,802−12.2% | Reduced |
| Franklin Resources Inc | 36,749 | $516.7K | 0.00% | −5,802−13.6% | Reduced |
| California State Teachers Retirement System | 40,614 | $549.5K | 0.00% | −3,532−8.0% | Reduced |
| Nisa Investment Advisors, LLC | 41,134 | $556.5K | 0.00% | −2,573−5.9% | Reduced |
| Price T Rowe Associates Inc | 44,812 | $607.0K | 0.00% | +553+1.2% | Added |
| Prudential Financial Inc | 46,018 | $622.6K | 0.00% | −6,450−12.3% | Reduced |
| Garner Asset Management Corp | 47,622 | $644.0K | 0.30% | −393−0.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,954 | $648.8K | 0.00% | −3,139−6.1% | Reduced |
| State of Alaska, Department of Revenue | 48,315 | $653.0K | 0.01% | −2,939−5.7% | Reduced |
| Alliancebernstein L.P. | 48,944 | $662.2K | 0.00% | −200.0% | Reduced |
| Great West Life Assurance Co | 53,078 | $718.0K | 0.00% | −8,571−13.9% | Reduced |
| Gsa Capital Partners LLP | 55,680 | $753.0K | 0.06% | +36,824+195.3% | Added |
| Bailard, Inc. | 55,791 | $754.9K | 0.02% | +16,991+43.8% | Added |
| Advisory Research Inc | 56,611 | $765.9K | 0.14% | +1,796+3.3% | Added |
| Nomura Asset Management Co Ltd | 58,600 | $792.9K | 0.00% | −1,500−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 63,552 | $859.9K | 0.00% | +63,552 | New |
| Asset Management One Co.,Ltd. | 66,813 | $904.0K | 0.00% | −629−0.9% | Reduced |
| Royal Bank of Canada | 67,767 | $917.0K | 0.00% | −2,015−2.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 68,614 | $928.3K | 0.00% | +68,614 | New |
| Citigroup Inc | 71,440 | $966.6K | 0.00% | +35,620+99.4% | Added |
| New York State Teachers Retirement System | 77,784 | $1.05M | 0.00% | −11,966−13.3% | Reduced |
| Third Avenue Management LLC | 80,000 | $1.08M | 0.18% | 00.0% | Unchanged |
| Swiss National Bank | 82,900 | $1.12M | 0.00% | −5,500−6.2% | Reduced |
| ClariVest Asset Management LLC | 87,120 | $1.16M | 0.12% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 93,462 | $1.26M | 0.01% | −11,000−10.5% | Reduced |
| State Board of Administration of Florida Retirement System | 94,154 | $1.27M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 95,188 | $1.29M | 0.00% | +29,326+44.5% | Added |
| Greenland Capital Management LP | 100,000 | $1.35M | 0.24% | +15,000+17.6% | Added |
| Jane Street Group, LLC | 108,606 | $1.47M | 0.00% | +66,436+157.5% | Added |
| Legal & General Group Plc | 109,403 | $1.48M | 0.00% | −8,354−7.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 116,919 | $1.58M | 0.12% | −15,564−11.7% | Reduced |
| Renaissance Technologies LLC | 121,084 | $1.64M | 0.00% | +22,200+22.5% | Added |
| Millennium Management LLC | 121,641 | $1.65M | 0.00% | +121,641 | New |
| Nuveen Asset Management, LLC | 122,152 | $1.65M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 126,384 | $1.71M | 0.00% | +32,949+35.3% | Added |
| FMR LLC | 153,285 | $2.07M | 0.00% | +75,644+97.4% | Added |
| Barclays PLC | 153,515 | $2.08M | 0.00% | +31,456+25.8% | Added |
| Qube Research & Technologies Ltd | 155,369 | $2.10M | 0.00% | +155,369 | New |
| Arrowstreet Capital, Limited Partnership | 168,963 | $2.29M | 0.00% | +168,963 | New |
| Wells Fargo & Company | 174,862 | $2.37M | 0.00% | −1,012−0.6% | Reduced |
| Larson Financial Group LLC | 176,891 | $2.39M | 0.14% | +7,193+4.2% | Added |
| Rhumbline Advisers | 182,121 | $2.46M | 0.00% | +27,736+18.0% | Added |
| Colony Capital, Inc. | 188,756 | $2.55M | 0.20% | −186,901−49.8% | Reduced |
| JPMorgan Chase & Co | 230,783 | $3.12M | 0.00% | −96,278−29.4% | Reduced |
| Principal Financial Group Inc | 237,807 | $3.22M | 0.00% | −17,122−6.7% | Reduced |
| Ameriprise Financial Inc | 300,769 | $4.07M | 0.00% | +24,085+8.7% | Added |
| HGI Capital Management, LLC | 308,952 | $4.18M | 3.65% | +165,225+115.0% | Added |
| Goldman Sachs Group Inc | 366,615 | $4.96M | 0.00% | +183,963+100.7% | Added |
| Charles Schwab Investment Management Inc | 426,509 | $5.77M | 0.00% | +241,669+130.7% | Added |
| Invesco Ltd. | 470,343 | $6.36M | 0.00% | +17,794+3.9% | Added |
| Bank of New York Mellon Corp | 495,327 | $6.70M | 0.00% | −79,643−13.9% | Reduced |
| Kennedy Capital Management, Inc. | 547,211 | $7.40M | 0.16% | −68,415−11.1% | Reduced |
| Foundry Partners, LLC | 558,383 | $7.55M | 0.37% | −413,650−42.6% | Reduced |
| Northern Trust Corp | 566,936 | $7.67M | 0.00% | +13,546+2.4% | Added |
| Balyasny Asset Management LLC | 604,414 | $8.18M | 0.02% | +604,414 | New |
| Dimensional Fund Advisors LP | 659,519 | $8.92M | 0.00% | −20,037−2.9% | Reduced |
| Boothbay Fund Management, LLC | 802,280 | $10.9M | 0.34% | −450,853−36.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $11.8M | 1.42% | 00.0% | Unchanged |
| Morgan Stanley | 947,738 | $12.8M | 0.00% | −31,133−3.2% | Reduced |
| First Eagle Investment Management, LLC | 1,174,722 | $15.9M | 0.03% | +65,000+5.9% | Added |
| Geode Capital Management, LLC | 1,250,836 | $16.9M | 0.00% | +18,109+1.5% | Added |
| State Street Corp | 1,864,118 | $25.2M | 0.00% | −58,444−3.0% | Reduced |
| Vanguard Group Inc | 5,204,673 | $70.4M | 0.00% | −178,542−3.3% | Reduced |
| BlackRock, Inc. | 7,504,375 | $101.5M | 0.00% | +7,504,375 | New |
| International Assets Investment Management, LLC | 622 | – | – | +576+1,252.2% | Added |
| First Trust Advisors LP | 0 | $0 | 0.00% | −138,593−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −88,870−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −75,745−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −64,819−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −41,266−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −16,761−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −15,774−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,037−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,846−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −10,227−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −10,189−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Roumell Asset Management, LLC | – | – | – | – | Not filed |