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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $47 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $198 | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 20 | $284 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 29 | $411 | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 30 | $425 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $676 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $1.42K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 127 | $1.80K | 0.00% | +8+6.7% | Added |
| Huntington National Bank | 141 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 141 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 166 | $2.35K | 0.00% | −500−75.1% | Reduced |
| Skopos Labs, Inc. | 183 | $2.58K | 0.00% | +183 | New |
| Menard Financial Group LLC | 214 | $3.03K | 0.00% | +214 | New |
| Lindbrook Capital, LLC | 229 | $3.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 282 | $3.77K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $4.25K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $4.28K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 381 | $5.00K | 0.00% | −5−1.3% | Reduced |
| Horizon Bancorp Inc | 385 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 500 | $6.68K | 0.00% | +500 | New |
| Covestor Ltd | 526 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 517 | $7.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 535 | $7.58K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 542 | $7.68K | 0.00% | +92+20.4% | Added |
| Versant Capital Management, Inc | 650 | $9.21K | 0.00% | +268+70.2% | Added |
| Venturi Wealth Management, LLC | 652 | $9.24K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 703 | $9.96K | 0.00% | +703 | New |
| Delta Asset Management LLC | 725 | $10.3K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 767 | $10.9K | 0.00% | +767 | New |
| MAI Capital Management | 772 | $10.9K | 0.00% | +772 | New |
| LGT Financial Advisors LLC | 809 | $11.5K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 827 | $11.7K | 0.00% | −655−44.2% | Reduced |
| Sound Income Strategies, LLC | 1,065 | $15.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,132 | $16.0K | 0.00% | +344+43.7% | Added |
| Massmutual Trust Co FSB | 1,138 | $16.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,188 | $16.6K | 0.00% | −460−27.9% | Reduced |
| CWM, LLC | 1,197 | $17.0K | 0.00% | −7,820−86.7% | Reduced |
| Rise Advisors, LLC | 1,354 | $19.2K | 0.01% | +12+0.9% | Added |
| Avion Wealth | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,565 | $22.2K | 0.00% | +1,394+815.2% | Added |
| Point72 (DIFC) Ltd | 2,197 | $31.1K | 0.00% | +2,197 | New |
| GAMMA Investing LLC | 2,262 | $32.1K | 0.00% | +126+5.9% | Added |
| Manchester Capital Management LLC | 2,518 | $35.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,538 | $36.0K | 0.00% | +2,538 | New |
| Loomis Sayles & Co L P | 3,291 | $47.0K | 0.00% | −101−3.0% | Reduced |
| Quarry LP | 3,362 | $47.6K | 0.01% | +3,362 | New |
| State of Wyoming | 3,866 | $54.8K | 0.01% | +3,866 | New |
| Copeland Capital Management, LLC | 3,913 | $55.4K | 0.00% | +3,913 | New |
| Bogart Wealth, LLC | 4,289 | $60.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,384 | $62.1K | 0.00% | −525−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,835 | $68.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,250 | $102.7K | 0.00% | −3,649−33.5% | Reduced |
| US Bancorp | 7,379 | $104.6K | 0.00% | +1,301+21.4% | Added |
| Vestcor Inc | 8,213 | $116.0K | 0.00% | +1,039+14.5% | Added |
| KLP Kapitalforvaltning AS | 8,400 | $119.0K | 0.00% | +8,400 | New |
| Tower Research Capital LLC (TRC) | 8,455 | $119.8K | 0.00% | −2,333−21.6% | Reduced |
| STRS Ohio | 9,200 | $130.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,575 | $135.7K | 0.01% | −60−0.6% | Reduced |
| Citadel Advisors LLC | 9,659 | $136.9K | 0.00% | +9,659 | New |
| Entropy Technologies, LP | 10,284 | $145.7K | 0.02% | +10,284 | New |
| Police & Firemen's Retirement System of New Jersey | 10,335 | $146.4K | 0.00% | +10,335 | New |
| Oregon Public Employees Retirement Fund | 10,524 | $149.1K | 0.00% | +200+1.9% | Added |
| Cetera Investment Advisers | 10,573 | $149.8K | 0.00% | −3,334−24.0% | Reduced |
| Lazard Asset Management LLC | 10,985 | $155.0K | 0.00% | +7,388+205.4% | Added |
| First Trust Advisors LP | 11,194 | $158.6K | 0.00% | +11,194 | New |
| Naviter Wealth, LLC | 11,462 | $162.4K | 0.02% | −2,099−15.5% | Reduced |
| Journey Strategic Wealth LLC | 11,513 | $163.1K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 11,688 | $165.6K | 0.00% | +258+2.3% | Added |
| RW Investment Management LLC | 11,821 | $167.5K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $171.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,351 | $175.0K | 0.00% | +123+1.0% | Added |
| M&G Plc | 12,558 | $175.8K | 0.00% | −729−5.5% | Reduced |
| Amalgamated Bank | 12,993 | $184.0K | 0.00% | −117−0.9% | Reduced |
| New York State Common Retirement Fund | 13,410 | $190.0K | 0.00% | +1,700+14.5% | Added |
| Teachers Retirement System of the State of Kentucky | 14,006 | $198.0K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 14,239 | $201.8K | 0.17% | +14,239 | New |
| Fox Run Management, L.L.C. | 14,410 | $204.2K | 0.04% | +14,410 | New |
| Daiwa Securities Group Inc. | 14,791 | $210.0K | 0.00% | −471−3.1% | Reduced |
| ProShare Advisors LLC | 14,834 | $210.2K | 0.00% | −5,368−26.6% | Reduced |
| Maryland State Retirement & Pension System | 14,878 | $210.8K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,167 | $214.9K | 0.00% | −4,023−21.0% | Reduced |
| Longboard Asset Management, LP | 15,319 | $217.1K | 0.57% | +15,319 | New |
| Hancock Whitney Corp | 15,974 | $226.4K | 0.01% | +85+0.5% | Added |
| Federated Hermes, Inc. | 16,139 | $228.7K | 0.00% | +3,233+25.1% | Added |
| Los Angeles Capital Management LLC | 16,790 | $237.9K | 0.00% | −3,900−18.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,842 | $238.7K | 0.00% | −46,710−73.5% | Reduced |
| Yousif Capital Management, LLC | 16,991 | $240.8K | 0.00% | +313+1.9% | Added |
| Graham Capital Management, L.P. | 17,266 | $244.7K | 0.01% | +17,266 | New |
| Resona Asset Management Co.,Ltd. | 17,803 | $249.7K | 0.00% | +640+3.7% | Added |
| Manufacturers Life Insurance Company, The | 18,115 | $256.7K | 0.00% | −530−2.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $266.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 19,345 | $274.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,355 | $274.3K | 0.00% | +816+4.4% | Added |
| Two Sigma Advisers, LP | 19,600 | $277.7K | 0.00% | +1,300+7.1% | Added |
| Janus Henderson Group PLC | 19,815 | $280.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 19,798 | $281.0K | 0.00% | −6,302−24.1% | Reduced |
| Amundi | 21,291 | $288.1K | 0.00% | +13,713+181.0% | Added |
| State of Tennessee, Treasury Department | 20,538 | $291.0K | 0.00% | −1,486−6.7% | Reduced |
| Susquehanna International Group, LLP | 21,326 | $302.2K | 0.00% | −7,581−26.2% | Reduced |