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Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Whitestone REIT changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WSR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1822195+15
Shares30.8M97.2K32.5M+1.78M (+5.8%)
Value$416.5M$1.30M$460.0M+$44.9M (+10.8%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Whitestone REIT at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WSR in Q4 2024
InstitutionSharesValue% of portfolio
Emmett Investment Management, LP628,313$8.90M8.00%
GW&K Investment Management, LLC603,716$8.55M0.07%
Schonfeld Strategic Advisors LLC324,739$4.60M0.03%
Hillsdale Investment Management Inc.293,200$4.15M0.21%
Raymond James Financial Inc112,879$1.60M0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management106,785$1.51M0.04%
Kestra Advisory Services, LLC90,910$1.29M0.01%
Man Group plc50,643$717.6K0.00%
Cubist Systematic Strategies, LLC32,805$464.8K0.01%
Teacher Retirement System of Texas31,620$448.0K0.00%
Crossingbridge Advisors, LLC28,470$403.4K0.13%
AlphaCentric Advisors LLC28,470$403.4K0.40%
Y-Intercept (Hong Kong) Ltd23,222$329.1K0.02%
One68 Global Capital, LLC22,851$323.8K0.17%
Graham Capital Management, L.P.17,266$244.7K0.01%
Longboard Asset Management, LP15,319$217.1K0.57%
Fox Run Management, L.L.C.14,410$204.2K0.04%
PharVision Advisers, LLC14,239$201.8K0.17%
First Trust Advisors LP11,194$158.6K0.00%
Police & Firemen's Retirement System of New Jersey10,335$146.4K0.00%
Entropy Technologies, LP10,284$145.7K0.02%
Citadel Advisors LLC9,659$136.9K0.00%
KLP Kapitalforvaltning AS8,400$119.0K0.00%
Copeland Capital Management, LLC3,913$55.4K0.00%
State of Wyoming3,866$54.8K0.01%
Quarry LP3,362$47.6K0.01%
Chilton Capital Management LLC2,538$36.0K0.00%
Point72 (DIFC) Ltd2,197$31.1K0.00%
MAI Capital Management772$10.9K0.00%
GF Fund Management Co. Ltd.767$10.9K0.00%
Point72 Asia (Singapore) Pte. Ltd.703$9.96K0.00%
Proequities, Inc.500$6.68K0.00%
Menard Financial Group LLC214$3.03K0.00%
Skopos Labs, Inc.183$2.58K0.00%
Signaturefd, LLC29$4110.00%
IFP Advisors, Inc14$1980.00%

Sold out (21)

Institutions that held Whitestone REIT at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WSR in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Arrowstreet Capital, Limited Partnership168,963$2.29M
Gsa Capital Partners LLP55,680$753.0K
Sherbrooke Park Advisers LLC31,049$420.1K
JustInvest LLC26,608$360.0K
Oxford Asset Management LLP25,818$349.3K
Worth Venture Partners, LLC25,150$340.3K
Commonwealth Equity Services, LLC20,597$279.0K
Bokf, NA19,421$257.1K
ExodusPoint Capital Management, LP18,791$254.0K
Caxton Associates LP17,193$232.6K
Avantax Advisory Services, Inc.16,819$227.6K
HSBC Holdings PLC15,654$211.3K
Murphy Pohlad Asset Management LLC11,400$154.2K
Quantbot Technologies LP10,812$146.3K
Bank of Montreal10,321$138.7K
Catalyst Funds Management Pty Ltd3,700$50.1K
Clear Street Markets LLC2,000$27.0K
CIBC Private Wealth Group, LLC1,533$20.7K
Ronald Blue Trust, Inc.35$466
Capital Performance Advisors LLP5$68
International Assets Investment Management, LLC622–

Not filed for Q4 2024 yet (2)

Institutions that held Whitestone REIT at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
ClariVest Asset Management LLC87,120$1.16M
Raymond James Financial Services Advisors, Inc.10,126$137.0K