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, Q4 2024
Institutional positions in Whitestone REIT as of Dec 31, 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
- 195
- +15 vs. Q3 2024
- Shares held
- 32.5M
- +1.78M (+5.8%) vs. Q3 2024
- Total value
- $460.0M
- +$44.9M (+10.8%) vs. Q3 2024
- New holders
- 36
- 63 more added
- Sold out
- 21
- 51 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,897,948 | $111.9M | 0.00% | +393,573+5.2% | Added |
| Vanguard Group Inc | 5,194,695 | $73.6M | 0.00% | −9,978−0.2% | Reduced |
| State Street Corp | 1,941,608 | $27.5M | 0.00% | +77,490+4.2% | Added |
| Geode Capital Management, LLC | 1,247,165 | $17.7M | 0.00% | −3,671−0.3% | Reduced |
| First Eagle Investment Management, LLC | 1,192,840 | $16.9M | 0.04% | +18,118+1.5% | Added |
| Morgan Stanley | 933,599 | $13.2M | 0.00% | −14,139−1.5% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $12.4M | 1.44% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 654,703 | $9.28M | 0.00% | −4,816−0.7% | Reduced |
| Emmett Investment Management, LP | 628,313 | $8.90M | 8.00% | +628,313 | New |
| Northern Trust Corp | 622,951 | $8.83M | 0.00% | +56,015+9.9% | Added |
| GW&K Investment Management, LLC | 603,716 | $8.55M | 0.07% | +603,716 | New |
| Foundry Partners, LLC | 558,273 | $7.91M | 0.40% | −1100.0% | Reduced |
| Kennedy Capital Management, Inc. | 523,784 | $7.42M | 0.16% | −23,427−4.3% | Reduced |
| Invesco Ltd. | 506,601 | $7.18M | 0.00% | +36,258+7.7% | Added |
| Bank of New York Mellon Corp | 477,684 | $6.77M | 0.00% | −17,643−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 440,791 | $6.25M | 0.00% | +14,282+3.3% | Added |
| HGI Capital Management, LLC | 423,740 | $6.00M | 6.18% | +114,788+37.2% | Added |
| Nuveen Asset Management, LLC | 371,032 | $5.26M | 0.00% | +248,880+203.7% | Added |
| JPMorgan Chase & Co | 328,304 | $4.65M | 0.00% | +97,521+42.3% | Added |
| Schonfeld Strategic Advisors LLC | 324,739 | $4.60M | 0.03% | +324,739 | New |
| Ameriprise Financial Inc | 293,927 | $4.16M | 0.00% | −6,842−2.3% | Reduced |
| Hillsdale Investment Management Inc. | 293,200 | $4.15M | 0.21% | +293,200 | New |
| Colony Capital, Inc. | 290,492 | $4.12M | 0.30% | +101,736+53.9% | Added |
| Goldman Sachs Group Inc | 285,452 | $4.04M | 0.00% | −81,163−22.1% | Reduced |
| Principal Financial Group Inc | 249,984 | $3.54M | 0.00% | +12,177+5.1% | Added |
| Qube Research & Technologies Ltd | 201,878 | $2.86M | 0.00% | +46,509+29.9% | Added |
| Larson Financial Group LLC | 201,678 | $2.86M | 0.15% | +24,787+14.0% | Added |
| Wells Fargo & Company | 180,838 | $2.56M | 0.00% | +5,976+3.4% | Added |
| Barclays PLC | 165,826 | $2.35M | 0.00% | +12,311+8.0% | Added |
| FMR LLC | 157,260 | $2.23M | 0.00% | +3,975+2.6% | Added |
| Rhumbline Advisers | 146,577 | $2.08M | 0.00% | −35,544−19.5% | Reduced |
| Renaissance Technologies LLC | 128,484 | $1.82M | 0.00% | +7,400+6.1% | Added |
| Bank of America Corp | 128,367 | $1.82M | 0.00% | +1,983+1.6% | Added |
| UBS Asset Management Americas Inc | 118,150 | $1.67M | 0.00% | +22,962+24.1% | Added |
| Legal & General Group Plc | 114,829 | $1.63M | 0.00% | +5,426+5.0% | Added |
| Raymond James Financial Inc | 112,879 | $1.60M | 0.00% | +112,879 | New |
| State Board of Administration of Florida Retirement System | 112,356 | $1.59M | 0.00% | +18,202+19.3% | Added |
| Public Sector Pension Investment Board | 110,387 | $1.56M | 0.01% | +16,925+18.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 106,785 | $1.51M | 0.04% | +106,785 | New |
| Millennium Management LLC | 93,444 | $1.32M | 0.00% | −28,197−23.2% | Reduced |
| Kestra Advisory Services, LLC | 90,910 | $1.29M | 0.01% | +90,910 | New |
| Campbell & CO Investment Adviser LLC | 87,619 | $1.24M | 0.10% | −29,300−25.1% | Reduced |
| Citigroup Inc | 83,562 | $1.18M | 0.00% | +12,122+17.0% | Added |
| Swiss National Bank | 82,900 | $1.17M | 0.00% | 00.0% | Unchanged |
| Greenland Capital Management LP | 80,000 | $1.13M | 0.23% | −20,000−20.0% | Reduced |
| Third Avenue Management LLC | 80,000 | $1.13M | 0.22% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 75,584 | $1.07M | 0.00% | −2,200−2.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 70,211 | $994.9K | 0.00% | +1,597+2.3% | Added |
| Voya Investment Management LLC | 69,669 | $987.2K | 0.00% | +51,998+294.3% | Added |
| Royal Bank of Canada | 69,375 | $982.0K | 0.00% | +1,608+2.4% | Added |
| Asset Management One Co.,Ltd. | 66,813 | $936.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 61,166 | $865.0K | 0.00% | +8,088+15.2% | Added |
| Nomura Asset Management Co Ltd | 57,400 | $813.4K | 0.00% | −1,200−2.0% | Reduced |
| Advisory Research Inc | 56,902 | $806.3K | 0.13% | +291+0.5% | Added |
| Bailard, Inc. | 55,791 | $790.6K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 52,535 | $744.4K | 0.00% | +18,143+52.8% | Added |
| Prelude Capital Management, LLC | 51,526 | $730.1K | 0.06% | +18,289+55.0% | Added |
| Boothbay Fund Management, LLC | 50,952 | $722.0K | 0.02% | −751,328−93.6% | Reduced |
| Man Group plc | 50,643 | $717.6K | 0.00% | +50,643 | New |
| Alliancebernstein L.P. | 48,944 | $693.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 49,052 | $693.0K | 0.01% | +737+1.5% | Added |
| Price T Rowe Associates Inc | 48,709 | $691.0K | 0.00% | +3,897+8.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,683 | $675.7K | 0.00% | −271−0.6% | Reduced |
| Balyasny Asset Management LLC | 47,108 | $667.5K | 0.00% | −557,306−92.2% | Reduced |
| Prudential Financial Inc | 46,018 | $652.1K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 45,228 | $641.0K | 0.30% | −2,394−5.0% | Reduced |
| Cambria Investment Management, L.P. | 42,669 | $602.7K | 0.04% | +10,430+32.4% | Added |
| Intech Investment Management LLC | 41,129 | $582.8K | 0.01% | +16,132+64.5% | Added |
| California State Teachers Retirement System | 40,296 | $571.0K | 0.00% | −318−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 39,626 | $561.5K | 0.00% | −1,508−3.7% | Reduced |
| Franklin Resources Inc | 36,751 | $520.8K | 0.00% | +20.0% | Added |
| Russell Investments Group, Ltd. | 36,234 | $513.4K | 0.00% | +4,988+16.0% | Added |
| Thrivent Financial for Lutherans | 34,449 | $488.0K | 0.00% | −149−0.4% | Reduced |
| Deutsche Bank AG | 33,814 | $479.1K | 0.00% | +2,605+8.3% | Added |
| Stephens Inc | 33,529 | $475.1K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 32,805 | $464.8K | 0.01% | +32,805 | New |
| MetLife Investment Management | 32,257 | $457.1K | 0.00% | +1,697+5.6% | Added |
| Teacher Retirement System of Texas | 31,620 | $448.0K | 0.00% | +31,620 | New |
| LPL Financial LLC | 29,847 | $422.9K | 0.00% | +212+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $408.0K | 0.00% | 00.0% | Unchanged |
| Crossingbridge Advisors, LLC | 28,470 | $403.4K | 0.13% | +28,470 | New |
| AlphaCentric Advisors LLC | 28,470 | $403.4K | 0.40% | +28,470 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 28,072 | $397.8K | 0.00% | +1,322+4.9% | Added |
| Cornercap Investment Counsel Inc | 26,637 | $377.4K | 0.12% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 26,206 | $371.3K | 0.00% | −1,659−6.0% | Reduced |
| Illinois Municipal Retirement Fund | 24,797 | $351.4K | 0.00% | −1,930−7.2% | Reduced |
| Jane Street Group, LLC | 24,369 | $345.3K | 0.00% | −84,237−77.6% | Reduced |
| Quest Partners LLC | 24,221 | $343.2K | 0.05% | +18,969+361.2% | Added |
| Tiaa Trust, National Association | 24,015 | $340.3K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 24,000 | $340.1K | 0.16% | −500−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 23,222 | $329.1K | 0.02% | +23,222 | New |
| Ignite Planners, LLC | 22,813 | $323.9K | 0.07% | −844−3.6% | Reduced |
| One68 Global Capital, LLC | 22,851 | $323.8K | 0.17% | +22,851 | New |
| Assetmark, Inc | 22,260 | $315.4K | 0.00% | −9,265−29.4% | Reduced |
| Louisiana State Employees Retirement System | 21,500 | $304.7K | 0.01% | +200+0.9% | Added |
| Susquehanna International Group, LLP | 21,326 | $302.2K | 0.00% | −7,581−26.2% | Reduced |
| State of Tennessee, Treasury Department | 20,538 | $291.0K | 0.00% | −1,486−6.7% | Reduced |
| Amundi | 21,291 | $288.1K | 0.00% | +13,713+181.0% | Added |
| SG Americas Securities, LLC | 19,798 | $281.0K | 0.00% | −6,302−24.1% | Reduced |
| Janus Henderson Group PLC | 19,815 | $280.7K | 0.00% | 00.0% | Unchanged |