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 |
|---|---|---|---|---|---|
| Mariner, LLC | 18,539 | $250.5K | 0.00% | −606−3.2% | Reduced |
| Two Sigma Advisers, LP | 18,300 | $247.6K | 0.00% | +4,500+32.6% | Added |
| Voya Investment Management LLC | 17,671 | $239.1K | 0.00% | −9,006−33.8% | Reduced |
| Caxton Associates LP | 17,193 | $232.6K | 0.01% | +17,193 | New |
| Resona Asset Management Co.,Ltd. | 17,163 | $230.8K | 0.00% | −2,969−14.7% | Reduced |
| Avantax Advisory Services, Inc. | 16,819 | $227.6K | 0.00% | −528−3.0% | Reduced |
| Yousif Capital Management, LLC | 16,678 | $225.7K | 0.00% | −2,500−13.0% | Reduced |
| Hancock Whitney Corp | 15,889 | $215.0K | 0.01% | +213+1.4% | Added |
| HSBC Holdings PLC | 15,654 | $211.3K | 0.00% | +15,654 | New |
| Daiwa Securities Group Inc. | 15,262 | $206.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,878 | $201.3K | 0.00% | −1,670−10.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,006 | $189.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,907 | $188.2K | 0.00% | +305+2.2% | Added |
| M&G Plc | 13,287 | $186.0K | 0.00% | +13,287 | New |
| Naviter Wealth, LLC | 13,561 | $183.5K | 0.03% | +13,561 | New |
| Amalgamated Bank | 13,110 | $177.0K | 0.00% | −1,308−9.1% | Reduced |
| Federated Hermes, Inc. | 12,906 | $174.6K | 0.00% | +2,066+19.1% | Added |
| Arizona State Retirement System | 12,228 | $165.4K | 0.00% | −360−2.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $163.3K | 0.00% | 00.0% | Unchanged |
| RW Investment Management LLC | 11,821 | $159.9K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,710 | $158.4K | 0.00% | −7,700−39.7% | Reduced |
| Journey Strategic Wealth LLC | 11,513 | $155.8K | 0.01% | +65+0.6% | Added |
| Creative Planning | 11,430 | $154.7K | 0.00% | +521+4.8% | Added |
| Murphy Pohlad Asset Management LLC | 11,400 | $154.2K | 0.06% | −4,000−26.0% | Reduced |
| BNP Paribas Arbitrage, SA | 10,899 | $147.5K | 0.00% | −14,477−57.0% | Reduced |
| Quantbot Technologies LP | 10,812 | $146.3K | 0.01% | −4,173−27.8% | Reduced |
| Tower Research Capital LLC (TRC) | 10,788 | $146.0K | 0.00% | +1,063+10.9% | Added |
| Oregon Public Employees Retirement Fund | 10,324 | $139.7K | 0.00% | −1,200−10.4% | Reduced |
| Bank of Montreal | 10,321 | $138.7K | 0.00% | −148−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,126 | $137.0K | 0.00% | +10.0% | Added |
| Quadrant Capital Group LLC | 9,635 | $130.4K | 0.01% | −12−0.1% | Reduced |
| STRS Ohio | 9,200 | $124.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,017 | $122.0K | 0.00% | −7,499−45.4% | Reduced |
| Amundi | 7,578 | $102.1K | 0.00% | +1,138+17.7% | Added |
| Vestcor Inc | 7,174 | $97.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,078 | $82.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5,252 | $71.1K | 0.01% | +5,252 | New |
| The PNC Financial Services Group, Inc. | 4,909 | $66.4K | 0.00% | +224+4.8% | Added |
| Ameritas Investment Partners, Inc. | 4,835 | $65.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,289 | $58.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,700 | $50.1K | 0.01% | +3,400+1,133.3% | Added |
| Lazard Asset Management LLC | 3,597 | $48.0K | 0.00% | +3,597 | New |
| Loomis Sayles & Co L P | 3,392 | $46.0K | 0.00% | +3,287+3,130.5% | Added |
| Manchester Capital Management LLC | 2,518 | $34.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,136 | $28.9K | 0.00% | +154+7.8% | Added |
| Clear Street Markets LLC | 2,000 | $27.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,648 | $22.1K | 0.00% | +353+27.3% | Added |
| CIBC Private Wealth Group, LLC | 1,533 | $20.7K | 0.00% | +1,533 | New |
| Advisor Group Holdings, Inc. | 1,482 | $20.0K | 0.00% | −12,923−89.7% | Reduced |
| Avion Wealth | 1,500 | $20.0K | 0.01% | +1,500 | New |
| Rise Advisors, LLC | 1,342 | $18.2K | 0.01% | +13+1.0% | Added |
| Massmutual Trust Co FSB | 1,138 | $15.4K | 0.00% | +60+5.6% | Added |
| Sound Income Strategies, LLC | 1,065 | $14.4K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 809 | $10.9K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 788 | $10.6K | 0.00% | +618+363.5% | Added |
| Delta Asset Management LLC | 725 | $9.81K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 666 | $9.01K | 0.00% | +666 | New |
| Venturi Wealth Management, LLC | 652 | $8.82K | 0.00% | +652 | New |
| SRS Capital Advisors, Inc. | 535 | $7.24K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 526 | $7.00K | 0.00% | +333+172.5% | Added |
| Global Retirement Partners, LLC | 517 | $7.00K | 0.00% | −3−0.6% | Reduced |
| Farther Finance Advisors, LLC | 450 | $6.09K | 0.00% | +29+6.9% | Added |
| Versant Capital Management, Inc | 382 | $5.17K | 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 |
| EverSource Wealth Advisors, LLC | 302 | $4.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $4.06K | 0.00% | +300 | New |
| Allworth Financial LP | 282 | $3.82K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 229 | $3.10K | 0.00% | −29−11.2% | Reduced |
| Sterling Capital Management LLC | 171 | $2.31K | 0.00% | +171 | New |
| Bessemer Group Inc | 150 | $2.00K | 0.00% | +150 | New |
| Huntington National Bank | 141 | $1.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 141 | $1.91K | 0.00% | +77+120.3% | Added |
| Fifth Third Bancorp | 119 | $1.61K | 0.00% | +98+466.7% | Added |
| Rothschild Investment LLC | 100 | $1.35K | 0.00% | +50+100.0% | Added |
| Cornerstone Planning Group LLC | 50 | $708 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 35 | $466 | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 30 | $406 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $271 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 5 | $68 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 3 | $45 | 0.00% | +3 | 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 |