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Livermore
Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding Whitestone REIT changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WSR: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1953202+10
Shares32.5M400.0K32.6M+506.3K (+1.6%)
Value$460.0M$5.67M$473.4M+$19.0M (+4.2%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Whitestone REIT at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WSR in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC137,231$2.00M0.00%
Marshall Wace, LLP110,138$1.60M0.00%
Gsa Capital Partners LLP100,398$1.46M0.13%
ExodusPoint Capital Management, LP71,291$1.04M0.01%
D. E. Shaw & Co., Inc.63,929$931.4K0.00%
Exchange Traded Concepts, LLC57,665$840.2K0.02%
HSBC Holdings PLC53,072$775.4K0.00%
Martingale Asset Management L P37,780$550.5K0.01%
Moloney Securities Asset Management, LLC37,762$550.2K0.07%
Verition Fund Management LLC36,720$535.0K0.00%
Virginia Retirement Systems Et Al32,667$476.0K0.00%
HRT Financial LP23,023$335.0K0.00%
Jump Financial, LLC19,076$277.9K0.00%
HighTower Advisors, LLC18,463$269.0K0.00%
Two Sigma Investments, LP17,405$253.6K0.00%
Neuberger Berman Group LLC16,302$237.3K0.00%
Engineers Gate Manager LP14,567$212.2K0.00%
Quantinno Capital Management LP14,084$205.2K0.00%
Ausdal Financial Partners, Inc.12,801$186.5K0.01%
EntryPoint Capital, LLC11,570$168.6K0.08%
CIBC World Markets Corp10,995$160.2K0.00%
Bank of Montreal10,832$157.8K0.00%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,666$155.4K0.00%
AQR Capital Management LLC10,332$150.5K0.00%
Evergreen Capital Management LLC10,324$150.4K0.01%
Coldstream Capital Management Inc4,269$62.2K0.00%
Meeder Asset Management Inc3,653$53.2K0.00%
New Age Alpha Advisors, LLC1,878$27.4K0.00%
South State Corp.79$1.15K0.00%
True Wealth Design, LLC27$3940.00%
Parallel Advisors, LLC20$2910.00%
AdvisorNet Financial, Inc2$330.00%

Sold out (22)

Institutions that held Whitestone REIT at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WSR in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Schonfeld Strategic Advisors LLC324,739$4.60M
Cambria Investment Management, L.P.42,669$602.7K
Franklin Resources Inc36,751$520.8K
Teacher Retirement System of Texas31,620$448.0K
Cornercap Investment Counsel Inc26,637$377.4K
Y-Intercept (Hong Kong) Ltd23,222$329.1K
Connor, Clark & Lunn Investment Management Ltd.16,842$238.7K
CI Private Wealth, LLC15,167$214.9K
Fox Run Management, L.L.C.14,410$204.2K
M&G Plc12,558$175.8K
First Trust Advisors LP11,194$158.6K
Vestcor Inc8,213$116.0K
LGT Financial Advisors LLC809$11.5K
Point72 Asia (Singapore) Pte. Ltd.703$9.96K
Venturi Wealth Management, LLC652$9.24K
SRS Capital Advisors, Inc.535$7.58K
Proequities, Inc.500$6.68K
Horizon Bancorp Inc385$6.00K
Menard Financial Group LLC214$3.03K
Signaturefd, LLC29$411
IFP Advisors, Inc14$198
Dunhill Financial, LLC3$47

Not filed for Q1 2025 yet (3)

Institutions that held Whitestone REIT at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC371,032$5.26M
AlphaCentric Advisors LLC28,470$403.4K
Global Retirement Partners, LLC517$7.33K