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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 21,000 | $306.0K | 0.01% | −500−2.3% | Reduced |
| Mariner, LLC | 21,033 | $306.4K | 0.00% | +1,678+8.7% | Added |
| Illinois Municipal Retirement Fund | 21,428 | $312.2K | 0.00% | −3,369−13.6% | Reduced |
| BNP Paribas Arbitrage, SA | 21,493 | $313.2K | 0.00% | +14,243+196.5% | Added |
| Graham Capital Management, L.P. | 21,825 | $318.0K | 0.01% | +4,559+26.4% | Added |
| State of Tennessee, Treasury Department | 22,581 | $329.0K | 0.00% | +2,043+9.9% | Added |
| HRT Financial LP | 23,023 | $335.0K | 0.00% | +23,023 | New |
| Ridgewood Investments LLC | 24,000 | $349.7K | 0.16% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 24,015 | $349.9K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 25,714 | $374.7K | 0.00% | −492−1.9% | Reduced |
| Quest Partners LLC | 26,110 | $380.4K | 0.04% | +1,889+7.8% | Added |
| Bailard, Inc. | 28,091 | $409.3K | 0.01% | −27,700−49.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $418.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 29,049 | $423.2K | 0.00% | −12,080−29.4% | Reduced |
| Deutsche Bank AG | 29,156 | $424.8K | 0.00% | −4,658−13.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,412 | $428.5K | 0.00% | +1,340+4.8% | Added |
| Two Sigma Advisers, LP | 29,600 | $431.3K | 0.00% | +10,000+51.0% | Added |
| LPL Financial LLC | 30,876 | $449.9K | 0.00% | +1,029+3.4% | Added |
| Campbell & CO Investment Adviser LLC | 31,689 | $461.7K | 0.04% | −55,930−63.8% | Reduced |
| MetLife Investment Management | 31,741 | $462.5K | 0.00% | −516−1.6% | Reduced |
| Russell Investments Group, Ltd. | 31,926 | $465.2K | 0.00% | −4,308−11.9% | Reduced |
| Thrivent Financial for Lutherans | 32,736 | $475.0K | 0.00% | −1,713−5.0% | Reduced |
| Virginia Retirement Systems Et Al | 32,667 | $476.0K | 0.00% | +32,667 | New |
| Nisa Investment Advisors, LLC | 36,452 | $531.1K | 0.00% | −3,174−8.0% | Reduced |
| PharVision Advisers, LLC | 36,471 | $531.4K | 0.74% | +22,232+156.1% | Added |
| Verition Fund Management LLC | 36,720 | $535.0K | 0.00% | +36,720 | New |
| Moloney Securities Asset Management, LLC | 37,762 | $550.2K | 0.07% | +37,762 | New |
| Martingale Asset Management L P | 37,780 | $550.5K | 0.01% | +37,780 | New |
| Stephens Inc | 39,360 | $573.5K | 0.01% | +5,831+17.4% | Added |
| California State Teachers Retirement System | 40,296 | $587.1K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 42,496 | $619.2K | 0.27% | −2,732−6.0% | Reduced |
| Prudential Financial Inc | 44,998 | $655.6K | 0.00% | −1,020−2.2% | Reduced |
| SG Americas Securities, LLC | 47,019 | $685.0K | 0.00% | +27,221+137.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,241 | $688.3K | 0.00% | −442−0.9% | Reduced |
| State of Alaska, Department of Revenue | 48,417 | $703.0K | 0.01% | −635−1.3% | Reduced |
| Alliancebernstein L.P. | 49,115 | $715.6K | 0.00% | +171+0.3% | Added |
| Cubist Systematic Strategies, LLC | 49,845 | $726.2K | 0.01% | +17,040+51.9% | Added |
| Balyasny Asset Management LLC | 50,044 | $729.1K | 0.00% | +2,936+6.2% | Added |
| Price T Rowe Associates Inc | 50,111 | $731.0K | 0.00% | +1,402+2.9% | Added |
| Prelude Capital Management, LLC | 52,426 | $763.8K | 0.08% | +900+1.7% | Added |
| HSBC Holdings PLC | 53,072 | $775.4K | 0.00% | +53,072 | New |
| Great West Life Assurance Co | 53,886 | $786.0K | 0.00% | −7,280−11.9% | Reduced |
| UBS Asset Management Americas Inc | 54,385 | $792.4K | 0.00% | −63,765−54.0% | Reduced |
| Advisory Research Inc | 57,052 | $831.2K | 0.15% | +150+0.3% | Added |
| Exchange Traded Concepts, LLC | 57,665 | $840.2K | 0.02% | +57,665 | New |
| Nomura Asset Management Co Ltd | 58,700 | $855.3K | 0.00% | +1,300+2.3% | Added |
| Susquehanna International Group, LLP | 61,923 | $902.2K | 0.00% | +40,597+190.4% | Added |
| Jane Street Group, LLC | 63,602 | $926.7K | 0.00% | +39,233+161.0% | Added |
| D. E. Shaw & Co., Inc. | 63,929 | $931.4K | 0.00% | +63,929 | New |
| Asset Management One Co.,Ltd. | 64,276 | $936.5K | 0.00% | −2,537−3.8% | Reduced |
| Voya Investment Management LLC | 64,441 | $938.9K | 0.00% | −5,228−7.5% | Reduced |
| New York State Teachers Retirement System | 70,447 | $1.03M | 0.00% | −5,137−6.8% | Reduced |
| Royal Bank of Canada | 71,040 | $1.03M | 0.00% | +1,665+2.4% | Added |
| ExodusPoint Capital Management, LP | 71,291 | $1.04M | 0.01% | +71,291 | New |
| UBS Group AG | 73,879 | $1.08M | 0.00% | +21,344+40.6% | Added |
| Renaissance Technologies LLC | 73,984 | $1.08M | 0.00% | −54,500−42.4% | Reduced |
| Third Avenue Management LLC | 80,000 | $1.17M | 0.23% | 00.0% | Unchanged |
| Citigroup Inc | 81,697 | $1.19M | 0.00% | −1,865−2.2% | Reduced |
| Man Group plc | 82,697 | $1.20M | 0.00% | +32,054+63.3% | Added |
| Swiss National Bank | 82,900 | $1.21M | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 83,555 | $1.22M | 0.00% | +13,344+19.0% | Added |
| Kestra Advisory Services, LLC | 90,910 | $1.32M | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 100,398 | $1.46M | 0.13% | +100,398 | New |
| Marshall Wace, LLP | 110,138 | $1.60M | 0.00% | +110,138 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 111,529 | $1.62M | 0.04% | +4,744+4.4% | Added |
| Raymond James Financial Inc | 111,661 | $1.63M | 0.00% | −1,218−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 112,356 | $1.64M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 117,915 | $1.72M | 0.00% | +3,086+2.7% | Added |
| Greenland Capital Management LP | 119,000 | $1.73M | 0.30% | +39,000+48.8% | Added |
| Nuveen, LLC | 137,231 | $2.00M | 0.00% | +137,231 | New |
| Rhumbline Advisers | 140,987 | $2.05M | 0.00% | −5,590−3.8% | Reduced |
| Public Sector Pension Investment Board | 141,312 | $2.06M | 0.01% | +30,925+28.0% | Added |
| FMR LLC | 158,121 | $2.30M | 0.00% | +861+0.5% | Added |
| Bank of America Corp | 164,689 | $2.40M | 0.00% | +36,322+28.3% | Added |
| Wells Fargo & Company | 175,176 | $2.55M | 0.00% | −5,662−3.1% | Reduced |
| Barclays PLC | 182,259 | $2.66M | 0.00% | +16,433+9.9% | Added |
| Millennium Management LLC | 212,235 | $3.09M | 0.00% | +118,791+127.1% | Added |
| Larson Financial Group LLC | 218,196 | $3.18M | 0.15% | +16,518+8.2% | Added |
| JPMorgan Chase & Co | 249,468 | $3.63M | 0.00% | −78,836−24.0% | Reduced |
| Principal Financial Group Inc | 256,481 | $3.74M | 0.00% | +6,497+2.6% | Added |
| Kennedy Capital Management, Inc. | 259,296 | $3.78M | 0.09% | −264,488−50.5% | Reduced |
| HGI Capital Management, LLC | 264,334 | $3.85M | 4.80% | −159,406−37.6% | Reduced |
| Qube Research & Technologies Ltd | 265,552 | $3.87M | 0.01% | +63,674+31.5% | Added |
| Ameriprise Financial Inc | 285,155 | $4.15M | 0.00% | −8,772−3.0% | Reduced |
| Hillsdale Investment Management Inc. | 303,100 | $4.42M | 0.22% | +9,900+3.4% | Added |
| Colony Capital, Inc. | 379,092 | $4.46M | 0.36% | +88,600+30.5% | Added |
| Invesco Ltd. | 352,913 | $5.14M | 0.00% | −153,688−30.3% | Reduced |
| Goldman Sachs Group Inc | 426,635 | $6.22M | 0.00% | +141,183+49.5% | Added |
| Charles Schwab Investment Management Inc | 429,656 | $6.26M | 0.00% | −11,135−2.5% | Reduced |
| Bank of New York Mellon Corp | 458,974 | $6.69M | 0.00% | −18,710−3.9% | Reduced |
| Foundry Partners, LLC | 557,312 | $8.12M | 0.43% | −961−0.2% | Reduced |
| Northern Trust Corp | 594,853 | $8.67M | 0.00% | −28,098−4.5% | Reduced |
| GW&K Investment Management, LLC | 618,933 | $9.02M | 0.08% | +15,217+2.5% | Added |
| Dimensional Fund Advisors LP | 632,710 | $9.22M | 0.00% | −21,993−3.4% | Reduced |
| Emmett Investment Management, LP | 801,518 | $11.7M | 10.72% | +173,205+27.6% | Added |
| Morgan Stanley | 823,762 | $12.0M | 0.00% | −109,837−11.8% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $12.8M | 1.21% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,098,540 | $16.0M | 0.03% | −94,300−7.9% | Reduced |
| Geode Capital Management, LLC | 1,219,970 | $17.8M | 0.00% | −27,195−2.2% | Reduced |
| State Street Corp | 1,895,491 | $27.6M | 0.00% | −46,117−2.4% | Reduced |