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, Q1 2025
Institutional positions in Whitestone REIT as of Mar 31, 2025. 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
- 202
- +10 vs. Q4 2024
- Shares held
- 32.6M
- +506.3K (+1.6%) vs. Q4 2024
- Total value
- $473.4M
- +$19.0M (+4.2%) vs. Q4 2024
- New holders
- 32
- 72 more added
- Sold out
- 22
- 64 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,287,195 | $120.7M | 0.00% | +389,247+4.9% | Added |
| Vanguard Group Inc | 5,265,801 | $76.7M | 0.00% | +71,106+1.4% | Added |
| State Street Corp | 1,895,491 | $27.6M | 0.00% | −46,117−2.4% | Reduced |
| Geode Capital Management, LLC | 1,219,970 | $17.8M | 0.00% | −27,195−2.2% | Reduced |
| First Eagle Investment Management, LLC | 1,098,540 | $16.0M | 0.03% | −94,300−7.9% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $12.8M | 1.21% | 00.0% | Unchanged |
| Morgan Stanley | 823,762 | $12.0M | 0.00% | −109,837−11.8% | Reduced |
| Emmett Investment Management, LP | 801,518 | $11.7M | 10.72% | +173,205+27.6% | Added |
| Dimensional Fund Advisors LP | 632,710 | $9.22M | 0.00% | −21,993−3.4% | Reduced |
| GW&K Investment Management, LLC | 618,933 | $9.02M | 0.08% | +15,217+2.5% | Added |
| Northern Trust Corp | 594,853 | $8.67M | 0.00% | −28,098−4.5% | Reduced |
| Foundry Partners, LLC | 557,312 | $8.12M | 0.43% | −961−0.2% | Reduced |
| Bank of New York Mellon Corp | 458,974 | $6.69M | 0.00% | −18,710−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 429,656 | $6.26M | 0.00% | −11,135−2.5% | Reduced |
| Goldman Sachs Group Inc | 426,635 | $6.22M | 0.00% | +141,183+49.5% | Added |
| Invesco Ltd. | 352,913 | $5.14M | 0.00% | −153,688−30.3% | Reduced |
| Colony Capital, Inc. | 379,092 | $4.46M | 0.36% | +88,600+30.5% | Added |
| Hillsdale Investment Management Inc. | 303,100 | $4.42M | 0.22% | +9,900+3.4% | Added |
| Ameriprise Financial Inc | 285,155 | $4.15M | 0.00% | −8,772−3.0% | Reduced |
| Qube Research & Technologies Ltd | 265,552 | $3.87M | 0.01% | +63,674+31.5% | Added |
| HGI Capital Management, LLC | 264,334 | $3.85M | 4.80% | −159,406−37.6% | Reduced |
| Kennedy Capital Management, Inc. | 259,296 | $3.78M | 0.09% | −264,488−50.5% | Reduced |
| Principal Financial Group Inc | 256,481 | $3.74M | 0.00% | +6,497+2.6% | Added |
| JPMorgan Chase & Co | 249,468 | $3.63M | 0.00% | −78,836−24.0% | Reduced |
| Larson Financial Group LLC | 218,196 | $3.18M | 0.15% | +16,518+8.2% | Added |
| Millennium Management LLC | 212,235 | $3.09M | 0.00% | +118,791+127.1% | Added |
| Barclays PLC | 182,259 | $2.66M | 0.00% | +16,433+9.9% | Added |
| Wells Fargo & Company | 175,176 | $2.55M | 0.00% | −5,662−3.1% | Reduced |
| Bank of America Corp | 164,689 | $2.40M | 0.00% | +36,322+28.3% | Added |
| FMR LLC | 158,121 | $2.30M | 0.00% | +861+0.5% | Added |
| Public Sector Pension Investment Board | 141,312 | $2.06M | 0.01% | +30,925+28.0% | Added |
| Rhumbline Advisers | 140,987 | $2.05M | 0.00% | −5,590−3.8% | Reduced |
| Nuveen, LLC | 137,231 | $2.00M | 0.00% | +137,231 | New |
| Greenland Capital Management LP | 119,000 | $1.73M | 0.30% | +39,000+48.8% | Added |
| Legal & General Group Plc | 117,915 | $1.72M | 0.00% | +3,086+2.7% | Added |
| State Board of Administration of Florida Retirement System | 112,356 | $1.64M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 111,661 | $1.63M | 0.00% | −1,218−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 111,529 | $1.62M | 0.04% | +4,744+4.4% | Added |
| Marshall Wace, LLP | 110,138 | $1.60M | 0.00% | +110,138 | New |
| Gsa Capital Partners LLP | 100,398 | $1.46M | 0.13% | +100,398 | New |
| Kestra Advisory Services, LLC | 90,910 | $1.32M | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 83,555 | $1.22M | 0.00% | +13,344+19.0% | Added |
| Swiss National Bank | 82,900 | $1.21M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 82,697 | $1.20M | 0.00% | +32,054+63.3% | Added |
| Citigroup Inc | 81,697 | $1.19M | 0.00% | −1,865−2.2% | Reduced |
| Third Avenue Management LLC | 80,000 | $1.17M | 0.23% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 73,984 | $1.08M | 0.00% | −54,500−42.4% | Reduced |
| UBS Group AG | 73,879 | $1.08M | 0.00% | +21,344+40.6% | Added |
| ExodusPoint Capital Management, LP | 71,291 | $1.04M | 0.01% | +71,291 | New |
| Royal Bank of Canada | 71,040 | $1.03M | 0.00% | +1,665+2.4% | Added |
| New York State Teachers Retirement System | 70,447 | $1.03M | 0.00% | −5,137−6.8% | Reduced |
| Voya Investment Management LLC | 64,441 | $938.9K | 0.00% | −5,228−7.5% | Reduced |
| Asset Management One Co.,Ltd. | 64,276 | $936.5K | 0.00% | −2,537−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 63,929 | $931.4K | 0.00% | +63,929 | New |
| Jane Street Group, LLC | 63,602 | $926.7K | 0.00% | +39,233+161.0% | Added |
| Susquehanna International Group, LLP | 61,923 | $902.2K | 0.00% | +40,597+190.4% | Added |
| Nomura Asset Management Co Ltd | 58,700 | $855.3K | 0.00% | +1,300+2.3% | Added |
| Exchange Traded Concepts, LLC | 57,665 | $840.2K | 0.02% | +57,665 | New |
| Advisory Research Inc | 57,052 | $831.2K | 0.15% | +150+0.3% | Added |
| UBS Asset Management Americas Inc | 54,385 | $792.4K | 0.00% | −63,765−54.0% | Reduced |
| Great West Life Assurance Co | 53,886 | $786.0K | 0.00% | −7,280−11.9% | Reduced |
| HSBC Holdings PLC | 53,072 | $775.4K | 0.00% | +53,072 | New |
| Prelude Capital Management, LLC | 52,426 | $763.8K | 0.08% | +900+1.7% | Added |
| Price T Rowe Associates Inc | 50,111 | $731.0K | 0.00% | +1,402+2.9% | Added |
| Balyasny Asset Management LLC | 50,044 | $729.1K | 0.00% | +2,936+6.2% | Added |
| Cubist Systematic Strategies, LLC | 49,845 | $726.2K | 0.01% | +17,040+51.9% | Added |
| Alliancebernstein L.P. | 49,115 | $715.6K | 0.00% | +171+0.3% | Added |
| State of Alaska, Department of Revenue | 48,417 | $703.0K | 0.01% | −635−1.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,241 | $688.3K | 0.00% | −442−0.9% | Reduced |
| SG Americas Securities, LLC | 47,019 | $685.0K | 0.00% | +27,221+137.5% | Added |
| Prudential Financial Inc | 44,998 | $655.6K | 0.00% | −1,020−2.2% | Reduced |
| Garner Asset Management Corp | 42,496 | $619.2K | 0.27% | −2,732−6.0% | Reduced |
| California State Teachers Retirement System | 40,296 | $587.1K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 39,360 | $573.5K | 0.01% | +5,831+17.4% | Added |
| Martingale Asset Management L P | 37,780 | $550.5K | 0.01% | +37,780 | New |
| Moloney Securities Asset Management, LLC | 37,762 | $550.2K | 0.07% | +37,762 | New |
| Verition Fund Management LLC | 36,720 | $535.0K | 0.00% | +36,720 | New |
| PharVision Advisers, LLC | 36,471 | $531.4K | 0.74% | +22,232+156.1% | Added |
| Nisa Investment Advisors, LLC | 36,452 | $531.1K | 0.00% | −3,174−8.0% | Reduced |
| Virginia Retirement Systems Et Al | 32,667 | $476.0K | 0.00% | +32,667 | New |
| Thrivent Financial for Lutherans | 32,736 | $475.0K | 0.00% | −1,713−5.0% | Reduced |
| Russell Investments Group, Ltd. | 31,926 | $465.2K | 0.00% | −4,308−11.9% | Reduced |
| MetLife Investment Management | 31,741 | $462.5K | 0.00% | −516−1.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,689 | $461.7K | 0.04% | −55,930−63.8% | Reduced |
| LPL Financial LLC | 30,876 | $449.9K | 0.00% | +1,029+3.4% | Added |
| Two Sigma Advisers, LP | 29,600 | $431.3K | 0.00% | +10,000+51.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,412 | $428.5K | 0.00% | +1,340+4.8% | Added |
| Deutsche Bank AG | 29,156 | $424.8K | 0.00% | −4,658−13.8% | Reduced |
| Intech Investment Management LLC | 29,049 | $423.2K | 0.00% | −12,080−29.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $418.6K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 28,091 | $409.3K | 0.01% | −27,700−49.6% | Reduced |
| Quest Partners LLC | 26,110 | $380.4K | 0.04% | +1,889+7.8% | Added |
| Corebridge Financial, Inc. | 25,714 | $374.7K | 0.00% | −492−1.9% | Reduced |
| Tiaa Trust, National Association | 24,015 | $349.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 24,000 | $349.7K | 0.16% | 00.0% | Unchanged |
| HRT Financial LP | 23,023 | $335.0K | 0.00% | +23,023 | New |
| State of Tennessee, Treasury Department | 22,581 | $329.0K | 0.00% | +2,043+9.9% | Added |
| Graham Capital Management, L.P. | 21,825 | $318.0K | 0.01% | +4,559+26.4% | Added |
| BNP Paribas Arbitrage, SA | 21,493 | $313.2K | 0.00% | +14,243+196.5% | Added |
| Illinois Municipal Retirement Fund | 21,428 | $312.2K | 0.00% | −3,369−13.6% | Reduced |