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 |
|---|---|---|---|---|---|
| Mariner, LLC | 21,033 | $306.4K | 0.00% | +1,678+8.7% | Added |
| Louisiana State Employees Retirement System | 21,000 | $306.0K | 0.01% | −500−2.3% | Reduced |
| Janus Henderson Group PLC | 19,815 | $287.8K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 19,333 | $281.0K | 0.00% | +1,530+8.6% | Added |
| Jump Financial, LLC | 19,076 | $277.9K | 0.00% | +19,076 | New |
| One68 Global Capital, LLC | 18,934 | $275.9K | 0.14% | −3,917−17.1% | Reduced |
| Ignite Planners, LLC | 21,933 | $275.0K | 0.05% | −880−3.9% | Reduced |
| HighTower Advisors, LLC | 18,463 | $269.0K | 0.00% | +18,463 | New |
| Federated Hermes, Inc. | 17,648 | $257.1K | 0.00% | +1,509+9.4% | Added |
| Two Sigma Investments, LP | 17,405 | $253.6K | 0.00% | +17,405 | New |
| Manufacturers Life Insurance Company, The | 17,350 | $252.8K | 0.00% | −765−4.2% | Reduced |
| Yousif Capital Management, LLC | 16,991 | $247.6K | 0.00% | 00.0% | Unchanged |
| Amundi | 17,390 | $246.8K | 0.00% | −3,901−18.3% | Reduced |
| Hancock Whitney Corp | 16,844 | $245.4K | 0.01% | +870+5.4% | Added |
| Public Employees Retirement System of Ohio | 16,808 | $244.9K | 0.00% | −2,537−13.1% | Reduced |
| Neuberger Berman Group LLC | 16,302 | $237.3K | 0.00% | +16,302 | New |
| Citadel Advisors LLC | 15,423 | $224.7K | 0.00% | +5,764+59.7% | Added |
| Longboard Asset Management, LP | 15,319 | $223.2K | 0.66% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 15,191 | $221.0K | 0.00% | +400+2.7% | Added |
| Los Angeles Capital Management LLC | 14,580 | $212.4K | 0.00% | −2,210−13.2% | Reduced |
| Engineers Gate Manager LP | 14,567 | $212.2K | 0.00% | +14,567 | New |
| Quantinno Capital Management LP | 14,084 | $205.2K | 0.00% | +14,084 | New |
| Teachers Retirement System of the State of Kentucky | 14,006 | $204.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,742 | $200.2K | 0.01% | −37,210−73.0% | Reduced |
| New York State Common Retirement Fund | 13,410 | $195.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,380 | $194.9K | 0.00% | −1,498−10.1% | Reduced |
| Creative Planning | 13,229 | $192.7K | 0.00% | +1,541+13.2% | Added |
| Amalgamated Bank | 12,883 | $188.0K | 0.00% | −110−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 12,801 | $186.5K | 0.01% | +12,801 | New |
| Cetera Investment Advisers | 12,641 | $184.2K | 0.00% | +2,068+19.6% | Added |
| State of Wyoming | 12,596 | $183.5K | 0.02% | +8,730+225.8% | Added |
| Arizona State Retirement System | 12,349 | $179.9K | 0.00% | −20.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $175.8K | 0.00% | 00.0% | Unchanged |
| RW Investment Management LLC | 11,821 | $172.2K | 0.02% | 00.0% | Unchanged |
| Entropy Technologies, LP | 11,632 | $169.5K | 0.02% | +1,348+13.1% | Added |
| Quarry LP | 11,604 | $169.1K | 0.04% | +8,242+245.2% | Added |
| ProShare Advisors LLC | 11,587 | $168.8K | 0.00% | −3,247−21.9% | Reduced |
| EntryPoint Capital, LLC | 11,570 | $168.6K | 0.08% | +11,570 | New |
| Journey Strategic Wealth LLC | 11,513 | $167.7K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 11,462 | $166.5K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 11,080 | $161.4K | 0.01% | +8,542+336.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,997 | $160.2K | 0.00% | −7,803−41.5% | Reduced |
| CIBC World Markets Corp | 10,995 | $160.2K | 0.00% | +10,995 | New |
| Bank of Montreal | 10,832 | $157.8K | 0.00% | +10,832 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,666 | $155.4K | 0.00% | +10,666 | New |
| Police & Firemen's Retirement System of New Jersey | 10,335 | $150.6K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,332 | $150.5K | 0.00% | +10,332 | New |
| Evergreen Capital Management LLC | 10,324 | $150.4K | 0.01% | +10,324 | New |
| Oregon Public Employees Retirement Fund | 10,224 | $149.0K | 0.00% | −300−2.9% | Reduced |
| Lazard Asset Management LLC | 9,819 | $143.0K | 0.00% | −1,166−10.6% | Reduced |
| Quadrant Capital Group LLC | 9,570 | $139.4K | 0.01% | −5−0.1% | Reduced |
| STRS Ohio | 9,200 | $134.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,400 | $122.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,725 | $112.6K | 0.00% | +346+4.7% | Added |
| Crossingbridge Advisors, LLC | 15,000 | $92.2K | 0.05% | −13,470−47.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,835 | $70.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,418 | $64.4K | 0.00% | +34+0.8% | Added |
| Bogart Wealth, LLC | 4,289 | $62.5K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,269 | $62.2K | 0.00% | +4,269 | New |
| Copeland Capital Management, LLC | 4,127 | $60.1K | 0.00% | +214+5.5% | Added |
| Meeder Asset Management Inc | 3,653 | $53.2K | 0.00% | +3,653 | New |
| Manchester Capital Management LLC | 2,518 | $36.7K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,272 | $33.1K | 0.00% | +75+3.4% | Added |
| Advisor Group Holdings, Inc. | 2,255 | $32.9K | 0.00% | +1,428+172.7% | Added |
| GAMMA Investing LLC | 2,212 | $32.2K | 0.00% | −50−2.2% | Reduced |
| New Age Alpha Advisors, LLC | 1,878 | $27.4K | 0.00% | +1,878 | New |
| Loomis Sayles & Co L P | 1,809 | $26.0K | 0.00% | −1,482−45.0% | Reduced |
| Avion Wealth | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,253 | $18.3K | 0.00% | −7,202−85.2% | Reduced |
| CWM, LLC | 1,213 | $18.0K | 0.00% | +16+1.3% | Added |
| Smartleaf Asset Management LLC | 1,230 | $17.9K | 0.00% | +98+8.7% | Added |
| Massmutual Trust Co FSB | 1,184 | $17.3K | 0.00% | +46+4.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,163 | $16.9K | 0.00% | −25−2.1% | Reduced |
| Sound Income Strategies, LLC | 1,065 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 855 | $12.5K | 0.00% | −710−45.4% | Reduced |
| GF Fund Management Co. Ltd. | 815 | $11.9K | 0.00% | +48+6.3% | Added |
| MAI Capital Management | 780 | $11.4K | 0.00% | +8+1.0% | Added |
| Delta Asset Management LLC | 725 | $10.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 650 | $9.47K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 526 | $8.00K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 474 | $6.91K | 0.00% | +291+159.0% | Added |
| Farther Finance Advisors, LLC | 367 | $5.36K | 0.00% | −175−32.3% | Reduced |
| Allworth Financial LP | 353 | $4.64K | 0.00% | +71+25.2% | Added |
| EverSource Wealth Advisors, LLC | 302 | $4.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $4.37K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 280 | $4.08K | 0.00% | +153+120.5% | Added |
| Lindbrook Capital, LLC | 277 | $4.04K | 0.00% | +48+21.0% | Added |
| Umb Bank N A | 261 | $3.80K | 0.00% | +120+85.1% | Added |
| Harbor Capital Advisors, Inc. | 177 | $3.00K | 0.00% | −204−53.5% | Reduced |
| Group One Trading, L.P. | 189 | $2.75K | 0.00% | +23+13.9% | Added |
| Huntington National Bank | 141 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 140 | $2.04K | 0.00% | +40+40.0% | Added |
| Bessemer Group Inc | 167 | $2.00K | 0.00% | +17+11.3% | Added |
| South State Corp. | 79 | $1.15K | 0.00% | +79 | New |
| Parkside Financial Bank & Trust | 55 | $802 | 0.00% | +35+175.0% | Added |
| Assetmark, Inc | 53 | $772 | 0.00% | −22,207−99.8% | Reduced |
| Cornerstone Planning Group LLC | 50 | $660 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $437 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $394 | 0.00% | +27 | New |
| Parallel Advisors, LLC | 20 | $291 | 0.00% | +20 | New |