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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 21,500 | $304.7K | 0.01% | +200+0.9% | Added |
| Assetmark, Inc | 22,260 | $315.4K | 0.00% | −9,265−29.4% | Reduced |
| One68 Global Capital, LLC | 22,851 | $323.8K | 0.17% | +22,851 | New |
| Ignite Planners, LLC | 22,813 | $323.9K | 0.07% | −844−3.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 23,222 | $329.1K | 0.02% | +23,222 | New |
| Ridgewood Investments LLC | 24,000 | $340.1K | 0.16% | −500−2.0% | Reduced |
| Tiaa Trust, National Association | 24,015 | $340.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 24,221 | $343.2K | 0.05% | +18,969+361.2% | Added |
| Jane Street Group, LLC | 24,369 | $345.3K | 0.00% | −84,237−77.6% | Reduced |
| Illinois Municipal Retirement Fund | 24,797 | $351.4K | 0.00% | −1,930−7.2% | Reduced |
| Corebridge Financial, Inc. | 26,206 | $371.3K | 0.00% | −1,659−6.0% | Reduced |
| Cornercap Investment Counsel Inc | 26,637 | $377.4K | 0.12% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 28,072 | $397.8K | 0.00% | +1,322+4.9% | Added |
| Crossingbridge Advisors, LLC | 28,470 | $403.4K | 0.13% | +28,470 | New |
| AlphaCentric Advisors LLC | 28,470 | $403.4K | 0.40% | +28,470 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $408.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 29,847 | $422.9K | 0.00% | +212+0.7% | Added |
| Teacher Retirement System of Texas | 31,620 | $448.0K | 0.00% | +31,620 | New |
| MetLife Investment Management | 32,257 | $457.1K | 0.00% | +1,697+5.6% | Added |
| Cubist Systematic Strategies, LLC | 32,805 | $464.8K | 0.01% | +32,805 | New |
| Stephens Inc | 33,529 | $475.1K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 33,814 | $479.1K | 0.00% | +2,605+8.3% | Added |
| Thrivent Financial for Lutherans | 34,449 | $488.0K | 0.00% | −149−0.4% | Reduced |
| Russell Investments Group, Ltd. | 36,234 | $513.4K | 0.00% | +4,988+16.0% | Added |
| Franklin Resources Inc | 36,751 | $520.8K | 0.00% | +20.0% | Added |
| Nisa Investment Advisors, LLC | 39,626 | $561.5K | 0.00% | −1,508−3.7% | Reduced |
| California State Teachers Retirement System | 40,296 | $571.0K | 0.00% | −318−0.8% | Reduced |
| Intech Investment Management LLC | 41,129 | $582.8K | 0.01% | +16,132+64.5% | Added |
| Cambria Investment Management, L.P. | 42,669 | $602.7K | 0.04% | +10,430+32.4% | Added |
| Garner Asset Management Corp | 45,228 | $641.0K | 0.30% | −2,394−5.0% | Reduced |
| Prudential Financial Inc | 46,018 | $652.1K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 47,108 | $667.5K | 0.00% | −557,306−92.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,683 | $675.7K | 0.00% | −271−0.6% | Reduced |
| Price T Rowe Associates Inc | 48,709 | $691.0K | 0.00% | +3,897+8.7% | Added |
| State of Alaska, Department of Revenue | 49,052 | $693.0K | 0.01% | +737+1.5% | Added |
| Alliancebernstein L.P. | 48,944 | $693.5K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 50,643 | $717.6K | 0.00% | +50,643 | New |
| Boothbay Fund Management, LLC | 50,952 | $722.0K | 0.02% | −751,328−93.6% | Reduced |
| Prelude Capital Management, LLC | 51,526 | $730.1K | 0.06% | +18,289+55.0% | Added |
| UBS Group AG | 52,535 | $744.4K | 0.00% | +18,143+52.8% | Added |
| Bailard, Inc. | 55,791 | $790.6K | 0.02% | 00.0% | Unchanged |
| Advisory Research Inc | 56,902 | $806.3K | 0.13% | +291+0.5% | Added |
| Nomura Asset Management Co Ltd | 57,400 | $813.4K | 0.00% | −1,200−2.0% | Reduced |
| Great West Life Assurance Co | 61,166 | $865.0K | 0.00% | +8,088+15.2% | Added |
| Asset Management One Co.,Ltd. | 66,813 | $936.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 69,375 | $982.0K | 0.00% | +1,608+2.4% | Added |
| Voya Investment Management LLC | 69,669 | $987.2K | 0.00% | +51,998+294.3% | Added |
| Jacobs Levy Equity Management, Inc | 70,211 | $994.9K | 0.00% | +1,597+2.3% | Added |
| New York State Teachers Retirement System | 75,584 | $1.07M | 0.00% | −2,200−2.8% | Reduced |
| 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 |
| Swiss National Bank | 82,900 | $1.17M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 83,562 | $1.18M | 0.00% | +12,122+17.0% | Added |
| Campbell & CO Investment Adviser LLC | 87,619 | $1.24M | 0.10% | −29,300−25.1% | Reduced |
| Kestra Advisory Services, LLC | 90,910 | $1.29M | 0.01% | +90,910 | New |
| Millennium Management LLC | 93,444 | $1.32M | 0.00% | −28,197−23.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 106,785 | $1.51M | 0.04% | +106,785 | New |
| Public Sector Pension Investment Board | 110,387 | $1.56M | 0.01% | +16,925+18.1% | Added |
| State Board of Administration of Florida Retirement System | 112,356 | $1.59M | 0.00% | +18,202+19.3% | Added |
| Raymond James Financial Inc | 112,879 | $1.60M | 0.00% | +112,879 | New |
| Legal & General Group Plc | 114,829 | $1.63M | 0.00% | +5,426+5.0% | Added |
| UBS Asset Management Americas Inc | 118,150 | $1.67M | 0.00% | +22,962+24.1% | Added |
| Bank of America Corp | 128,367 | $1.82M | 0.00% | +1,983+1.6% | Added |
| Renaissance Technologies LLC | 128,484 | $1.82M | 0.00% | +7,400+6.1% | Added |
| Rhumbline Advisers | 146,577 | $2.08M | 0.00% | −35,544−19.5% | Reduced |
| FMR LLC | 157,260 | $2.23M | 0.00% | +3,975+2.6% | Added |
| Barclays PLC | 165,826 | $2.35M | 0.00% | +12,311+8.0% | Added |
| Wells Fargo & Company | 180,838 | $2.56M | 0.00% | +5,976+3.4% | Added |
| Larson Financial Group LLC | 201,678 | $2.86M | 0.15% | +24,787+14.0% | Added |
| Qube Research & Technologies Ltd | 201,878 | $2.86M | 0.00% | +46,509+29.9% | Added |
| Principal Financial Group Inc | 249,984 | $3.54M | 0.00% | +12,177+5.1% | Added |
| Goldman Sachs Group Inc | 285,452 | $4.04M | 0.00% | −81,163−22.1% | Reduced |
| Colony Capital, Inc. | 290,492 | $4.12M | 0.30% | +101,736+53.9% | Added |
| Hillsdale Investment Management Inc. | 293,200 | $4.15M | 0.21% | +293,200 | New |
| Ameriprise Financial Inc | 293,927 | $4.16M | 0.00% | −6,842−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 324,739 | $4.60M | 0.03% | +324,739 | New |
| JPMorgan Chase & Co | 328,304 | $4.65M | 0.00% | +97,521+42.3% | Added |
| Nuveen Asset Management, LLC | 371,032 | $5.26M | 0.00% | +248,880+203.7% | Added |
| HGI Capital Management, LLC | 423,740 | $6.00M | 6.18% | +114,788+37.2% | Added |
| Charles Schwab Investment Management Inc | 440,791 | $6.25M | 0.00% | +14,282+3.3% | Added |
| Bank of New York Mellon Corp | 477,684 | $6.77M | 0.00% | −17,643−3.6% | Reduced |
| Invesco Ltd. | 506,601 | $7.18M | 0.00% | +36,258+7.7% | Added |
| Kennedy Capital Management, Inc. | 523,784 | $7.42M | 0.16% | −23,427−4.3% | Reduced |
| Foundry Partners, LLC | 558,273 | $7.91M | 0.40% | −1100.0% | Reduced |
| GW&K Investment Management, LLC | 603,716 | $8.55M | 0.07% | +603,716 | New |
| Northern Trust Corp | 622,951 | $8.83M | 0.00% | +56,015+9.9% | Added |
| Emmett Investment Management, LP | 628,313 | $8.90M | 8.00% | +628,313 | New |
| Dimensional Fund Advisors LP | 654,703 | $9.28M | 0.00% | −4,816−0.7% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $12.4M | 1.44% | 00.0% | Unchanged |
| Morgan Stanley | 933,599 | $13.2M | 0.00% | −14,139−1.5% | Reduced |
| First Eagle Investment Management, LLC | 1,192,840 | $16.9M | 0.04% | +18,118+1.5% | Added |
| Geode Capital Management, LLC | 1,247,165 | $17.7M | 0.00% | −3,671−0.3% | Reduced |
| State Street Corp | 1,941,608 | $27.5M | 0.00% | +77,490+4.2% | Added |
| Vanguard Group Inc | 5,194,695 | $73.6M | 0.00% | −9,978−0.2% | Reduced |
| BlackRock, Inc. | 7,897,948 | $111.9M | 0.00% | +393,573+5.2% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −168,963−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −55,680−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −31,049−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −26,608−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −25,818−100.0% | Sold out |