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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 2 | $33 | 0.00% | +2 | New |
| Rise Advisors, LLC | 10 | $147 | 0.00% | −1,344−99.3% | Reduced |
| Parallel Advisors, LLC | 20 | $291 | 0.00% | +20 | New |
| True Wealth Design, LLC | 27 | $394 | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 30 | $437 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $660 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 53 | $772 | 0.00% | −22,207−99.8% | Reduced |
| Parkside Financial Bank & Trust | 55 | $802 | 0.00% | +35+175.0% | Added |
| South State Corp. | 79 | $1.15K | 0.00% | +79 | New |
| Bessemer Group Inc | 167 | $2.00K | 0.00% | +17+11.3% | Added |
| Rothschild Investment LLC | 140 | $2.04K | 0.00% | +40+40.0% | Added |
| Huntington National Bank | 141 | $2.05K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 189 | $2.75K | 0.00% | +23+13.9% | Added |
| Harbor Capital Advisors, Inc. | 177 | $3.00K | 0.00% | −204−53.5% | Reduced |
| Umb Bank N A | 261 | $3.80K | 0.00% | +120+85.1% | Added |
| Lindbrook Capital, LLC | 277 | $4.04K | 0.00% | +48+21.0% | Added |
| Fifth Third Bancorp | 280 | $4.08K | 0.00% | +153+120.5% | Added |
| Wolff Wiese Magana LLC | 300 | $4.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 302 | $4.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 353 | $4.64K | 0.00% | +71+25.2% | Added |
| Farther Finance Advisors, LLC | 367 | $5.36K | 0.00% | −175−32.3% | Reduced |
| Skopos Labs, Inc. | 474 | $6.91K | 0.00% | +291+159.0% | Added |
| Covestor Ltd | 526 | $8.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 650 | $9.47K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 725 | $10.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 780 | $11.4K | 0.00% | +8+1.0% | Added |
| GF Fund Management Co. Ltd. | 815 | $11.9K | 0.00% | +48+6.3% | Added |
| Sterling Capital Management LLC | 855 | $12.5K | 0.00% | −710−45.4% | Reduced |
| Sound Income Strategies, LLC | 1,065 | $15.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,163 | $16.9K | 0.00% | −25−2.1% | Reduced |
| Massmutual Trust Co FSB | 1,184 | $17.3K | 0.00% | +46+4.0% | Added |
| Smartleaf Asset Management LLC | 1,230 | $17.9K | 0.00% | +98+8.7% | Added |
| CWM, LLC | 1,213 | $18.0K | 0.00% | +16+1.3% | Added |
| Tower Research Capital LLC (TRC) | 1,253 | $18.3K | 0.00% | −7,202−85.2% | Reduced |
| Avion Wealth | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,809 | $26.0K | 0.00% | −1,482−45.0% | Reduced |
| New Age Alpha Advisors, LLC | 1,878 | $27.4K | 0.00% | +1,878 | New |
| GAMMA Investing LLC | 2,212 | $32.2K | 0.00% | −50−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,255 | $32.9K | 0.00% | +1,428+172.7% | Added |
| Point72 (DIFC) Ltd | 2,272 | $33.1K | 0.00% | +75+3.4% | Added |
| Manchester Capital Management LLC | 2,518 | $36.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,653 | $53.2K | 0.00% | +3,653 | New |
| Copeland Capital Management, LLC | 4,127 | $60.1K | 0.00% | +214+5.5% | Added |
| Coldstream Capital Management Inc | 4,269 | $62.2K | 0.00% | +4,269 | New |
| Bogart Wealth, LLC | 4,289 | $62.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,418 | $64.4K | 0.00% | +34+0.8% | Added |
| Ameritas Investment Partners, Inc. | 4,835 | $70.4K | 0.00% | 00.0% | Unchanged |
| Crossingbridge Advisors, LLC | 15,000 | $92.2K | 0.05% | −13,470−47.3% | Reduced |
| US Bancorp | 7,725 | $112.6K | 0.00% | +346+4.7% | Added |
| KLP Kapitalforvaltning AS | 8,400 | $122.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 9,200 | $134.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,570 | $139.4K | 0.01% | −5−0.1% | Reduced |
| Lazard Asset Management LLC | 9,819 | $143.0K | 0.00% | −1,166−10.6% | Reduced |
| Oregon Public Employees Retirement Fund | 10,224 | $149.0K | 0.00% | −300−2.9% | Reduced |
| Evergreen Capital Management LLC | 10,324 | $150.4K | 0.01% | +10,324 | New |
| AQR Capital Management LLC | 10,332 | $150.5K | 0.00% | +10,332 | New |
| Police & Firemen's Retirement System of New Jersey | 10,335 | $150.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,666 | $155.4K | 0.00% | +10,666 | New |
| Bank of Montreal | 10,832 | $157.8K | 0.00% | +10,832 | New |
| CIBC World Markets Corp | 10,995 | $160.2K | 0.00% | +10,995 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,997 | $160.2K | 0.00% | −7,803−41.5% | Reduced |
| Chilton Capital Management LLC | 11,080 | $161.4K | 0.01% | +8,542+336.6% | Added |
| Naviter Wealth, LLC | 11,462 | $166.5K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 11,513 | $167.7K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 11,570 | $168.6K | 0.08% | +11,570 | New |
| ProShare Advisors LLC | 11,587 | $168.8K | 0.00% | −3,247−21.9% | Reduced |
| Quarry LP | 11,604 | $169.1K | 0.04% | +8,242+245.2% | Added |
| Entropy Technologies, LP | 11,632 | $169.5K | 0.02% | +1,348+13.1% | Added |
| RW Investment Management LLC | 11,821 | $172.2K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $175.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,349 | $179.9K | 0.00% | −20.0% | Reduced |
| State of Wyoming | 12,596 | $183.5K | 0.02% | +8,730+225.8% | Added |
| Cetera Investment Advisers | 12,641 | $184.2K | 0.00% | +2,068+19.6% | Added |
| Ausdal Financial Partners, Inc. | 12,801 | $186.5K | 0.01% | +12,801 | New |
| Amalgamated Bank | 12,883 | $188.0K | 0.00% | −110−0.8% | Reduced |
| Creative Planning | 13,229 | $192.7K | 0.00% | +1,541+13.2% | Added |
| Maryland State Retirement & Pension System | 13,380 | $194.9K | 0.00% | −1,498−10.1% | Reduced |
| New York State Common Retirement Fund | 13,410 | $195.4K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,742 | $200.2K | 0.01% | −37,210−73.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,006 | $204.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,084 | $205.2K | 0.00% | +14,084 | New |
| Engineers Gate Manager LP | 14,567 | $212.2K | 0.00% | +14,567 | New |
| Los Angeles Capital Management LLC | 14,580 | $212.4K | 0.00% | −2,210−13.2% | Reduced |
| Daiwa Securities Group Inc. | 15,191 | $221.0K | 0.00% | +400+2.7% | Added |
| Longboard Asset Management, LP | 15,319 | $223.2K | 0.66% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,423 | $224.7K | 0.00% | +5,764+59.7% | Added |
| Neuberger Berman Group LLC | 16,302 | $237.3K | 0.00% | +16,302 | New |
| Public Employees Retirement System of Ohio | 16,808 | $244.9K | 0.00% | −2,537−13.1% | Reduced |
| Hancock Whitney Corp | 16,844 | $245.4K | 0.01% | +870+5.4% | Added |
| Amundi | 17,390 | $246.8K | 0.00% | −3,901−18.3% | Reduced |
| Yousif Capital Management, LLC | 16,991 | $247.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,350 | $252.8K | 0.00% | −765−4.2% | Reduced |
| Two Sigma Investments, LP | 17,405 | $253.6K | 0.00% | +17,405 | New |
| Federated Hermes, Inc. | 17,648 | $257.1K | 0.00% | +1,509+9.4% | Added |
| HighTower Advisors, LLC | 18,463 | $269.0K | 0.00% | +18,463 | New |
| Ignite Planners, LLC | 21,933 | $275.0K | 0.05% | −880−3.9% | Reduced |
| One68 Global Capital, LLC | 18,934 | $275.9K | 0.14% | −3,917−17.1% | Reduced |
| Jump Financial, LLC | 19,076 | $277.9K | 0.00% | +19,076 | New |
| Resona Asset Management Co.,Ltd. | 19,333 | $281.0K | 0.00% | +1,530+8.6% | Added |
| Janus Henderson Group PLC | 19,815 | $287.8K | 0.00% | 00.0% | Unchanged |