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