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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,265,801 | $76.7M | 0.00% | +71,106+1.4% | Added |
| BlackRock, Inc. | 8,287,195 | $120.7M | 0.00% | +389,247+4.9% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −324,739−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −42,669−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −36,751−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −31,620−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −26,637−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,222−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,842−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −15,167−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,410−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −12,558−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −11,194−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −8,213−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Horizon Bancorp Inc | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| AlphaCentric Advisors LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |