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 |
|---|---|---|---|---|---|
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −25,150−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −20,597−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −19,421−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,791−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −17,193−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −16,819−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −15,654−100.0% | Sold out |
| Murphy Pohlad Asset Management LLC | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,812−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,321−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |