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, Q2 2025
Institutional positions in Whitestone REIT as of Jun 30, 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
- 200
- 0 vs. Q1 2025
- Shares held
- 32.6M
- +555.3K (+1.7%) vs. Q1 2025
- Total value
- $406.3M
- −$58.9M (−12.7%) vs. Q1 2025
- New holders
- 31
- 70 more added
- Sold out
- 31
- 64 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,768,563 | $97.0M | 0.00% | −518,632−6.3% | Reduced |
| Vanguard Group Inc | 5,217,963 | $65.1M | 0.00% | −47,838−0.9% | Reduced |
| State Street Corp | 1,867,635 | $23.3M | 0.00% | −27,856−1.5% | Reduced |
| Geode Capital Management, LLC | 1,179,150 | $14.7M | 0.00% | −40,820−3.3% | Reduced |
| Emmett Investment Management, LP | 1,145,205 | $14.3M | 11.38% | +343,687+42.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $10.9M | 1.04% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 811,040 | $10.1M | 0.02% | −287,500−26.2% | Reduced |
| Morgan Stanley | 802,752 | $10.0M | 0.00% | −21,010−2.6% | Reduced |
| GW&K Investment Management, LLC | 615,083 | $7.68M | 0.07% | −3,850−0.6% | Reduced |
| Dimensional Fund Advisors LP | 592,151 | $7.39M | 0.00% | −40,559−6.4% | Reduced |
| CSM Advisors, LLC | 581,167 | $7.25M | 0.21% | +581,167 | New |
| Northern Trust Corp | 541,196 | $6.75M | 0.00% | −53,657−9.0% | Reduced |
| Balyasny Asset Management LLC | 467,552 | $5.84M | 0.01% | +417,508+834.3% | Added |
| Bank of New York Mellon Corp | 449,314 | $5.61M | 0.00% | −9,660−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 422,118 | $5.27M | 0.00% | −7,538−1.8% | Reduced |
| Qube Research & Technologies Ltd | 384,921 | $4.80M | 0.01% | +119,369+45.0% | Added |
| Invesco Ltd. | 340,310 | $4.25M | 0.00% | −12,603−3.6% | Reduced |
| Colony Capital, Inc. | 333,373 | $4.16M | 0.42% | −45,719−12.1% | Reduced |
| Goldman Sachs Group Inc | 328,787 | $4.10M | 0.00% | −97,848−22.9% | Reduced |
| Chilton Capital Management LLC | 294,043 | $3.67M | 0.13% | +282,963+2,553.8% | Added |
| Nuveen, LLC | 291,030 | $3.63M | 0.00% | +153,799+112.1% | Added |
| Jacobs Levy Equity Management, Inc | 276,935 | $3.46M | 0.01% | +193,380+231.4% | Added |
| Larson Financial Group LLC | 249,905 | $3.12M | 0.13% | +31,709+14.5% | Added |
| Principal Financial Group Inc | 247,104 | $3.08M | 0.00% | −9,377−3.7% | Reduced |
| Ameriprise Financial Inc | 238,123 | $2.97M | 0.00% | −47,032−16.5% | Reduced |
| JPMorgan Chase & Co | 227,882 | $2.84M | 0.00% | −21,586−8.7% | Reduced |
| Kennedy Capital Management, Inc. | 223,762 | $2.79M | 0.07% | −35,534−13.7% | Reduced |
| Renaissance Technologies LLC | 212,184 | $2.65M | 0.00% | +138,200+186.8% | Added |
| Barclays PLC | 197,084 | $2.46M | 0.00% | +14,825+8.1% | Added |
| Wells Fargo & Company | 175,186 | $2.19M | 0.00% | +100.0% | Added |
| FMR LLC | 166,743 | $2.08M | 0.00% | +8,622+5.5% | Added |
| UBS Asset Management Americas Inc | 160,852 | $2.01M | 0.00% | +106,467+195.8% | Added |
| Public Sector Pension Investment Board | 152,644 | $1.90M | 0.01% | +11,332+8.0% | Added |
| Rhumbline Advisers | 141,947 | $1.77M | 0.00% | +960+0.7% | Added |
| Millennium Management LLC | 135,885 | $1.70M | 0.00% | −76,350−36.0% | Reduced |
| Greenland Capital Management LP | 130,933 | $1.63M | 0.21% | +11,933+10.0% | Added |
| Raymond James Financial Inc | 127,031 | $1.59M | 0.00% | +15,370+13.8% | Added |
| Legal & General Group Plc | 117,105 | $1.46M | 0.00% | −810−0.7% | Reduced |
| Bank of America Corp | 113,257 | $1.41M | 0.00% | −51,432−31.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 112,746 | $1.41M | 0.03% | +1,217+1.1% | Added |
| D. E. Shaw & Co., Inc. | 107,755 | $1.34M | 0.00% | +43,826+68.6% | Added |
| Lazard Asset Management LLC | 94,531 | $1.18M | 0.00% | +84,712+862.7% | Added |
| Kestra Advisory Services, LLC | 92,910 | $1.16M | 0.01% | +2,000+2.2% | Added |
| Voya Investment Management LLC | 89,907 | $1.12M | 0.00% | +25,466+39.5% | Added |
| Royal Bank of Canada | 85,387 | $1.07M | 0.00% | +14,347+20.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 84,945 | $1.06M | 0.03% | +84,945 | New |
| Man Group plc | 84,465 | $1.05M | 0.00% | +1,768+2.1% | Added |
| UBS Group AG | 83,317 | $1.04M | 0.00% | +9,438+12.8% | Added |
| Swiss National Bank | 82,900 | $1.03M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 80,349 | $1.00M | 0.00% | −32,007−28.5% | Reduced |
| Jane Street Group, LLC | 80,096 | $999.6K | 0.00% | +16,494+25.9% | Added |
| New York State Teachers Retirement System | 77,261 | $964.0K | 0.00% | +6,814+9.7% | Added |
| Citadel Advisors LLC | 73,919 | $922.5K | 0.00% | +58,496+379.3% | Added |
| Nomura Asset Management Co Ltd | 65,200 | $813.7K | 0.00% | +6,500+11.1% | Added |
| ExodusPoint Capital Management, LP | 61,373 | $766.0K | 0.01% | −9,918−13.9% | Reduced |
| Great West Life Assurance Co | 61,414 | $766.0K | 0.00% | +7,528+14.0% | Added |
| Advisory Research Inc | 61,189 | $763.6K | 0.12% | +4,137+7.3% | Added |
| Asset Management One Co.,Ltd. | 61,188 | $763.6K | 0.00% | −3,088−4.8% | Reduced |
| Cubist Systematic Strategies, LLC | 59,458 | $742.0K | 0.01% | +9,613+19.3% | Added |
| Prelude Capital Management, LLC | 59,149 | $738.2K | 0.07% | +6,723+12.8% | Added |
| Exchange Traded Concepts, LLC | 58,793 | $733.7K | 0.01% | +1,128+2.0% | Added |
| Magnetar Financial LLC | 57,302 | $715.1K | 0.00% | +57,302 | New |
| Tudor Investment Corp Et Al | 56,657 | $707.1K | 0.01% | +56,657 | New |
| Two Sigma Investments, LP | 56,323 | $702.9K | 0.00% | +38,918+223.6% | Added |
| Susquehanna International Group, LLP | 56,125 | $700.4K | 0.00% | −5,798−9.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 55,635 | $694.3K | 0.02% | +55,635 | New |
| HSBC Holdings PLC | 53,096 | $657.9K | 0.00% | +240.0% | Added |
| Citigroup Inc | 52,283 | $652.5K | 0.00% | −29,414−36.0% | Reduced |
| Price T Rowe Associates Inc | 51,745 | $646.0K | 0.00% | +1,634+3.3% | Added |
| Alliancebernstein L.P. | 49,178 | $613.7K | 0.00% | +63+0.1% | Added |
| State of Alaska, Department of Revenue | 48,440 | $602.0K | 0.01% | +230.0% | Added |
| AQR Capital Management LLC | 47,423 | $591.8K | 0.00% | +37,091+359.0% | Added |
| Prudential Financial Inc | 47,264 | $589.9K | 0.00% | +2,266+5.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,639 | $569.6K | 0.00% | −1,602−3.4% | Reduced |
| Martingale Asset Management L P | 41,980 | $523.9K | 0.01% | +4,200+11.1% | Added |
| Garner Asset Management Corp | 39,904 | $498.0K | 0.23% | −2,592−6.1% | Reduced |
| Two Sigma Advisers, LP | 39,800 | $496.7K | 0.00% | +10,200+34.5% | Added |
| California State Teachers Retirement System | 39,467 | $492.5K | 0.00% | −829−2.1% | Reduced |
| Stephens Inc | 39,360 | $491.2K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 38,028 | $474.6K | 0.00% | +38,028 | New |
| Horizon Investments, LLC | 36,404 | $451.0K | 0.01% | +36,404 | New |
| Quest Partners LLC | 34,760 | $433.8K | 0.04% | +8,650+33.1% | Added |
| Hancock Whitney Corp | 34,698 | $433.0K | 0.01% | +17,854+106.0% | Added |
| LPL Financial LLC | 34,163 | $426.4K | 0.00% | +3,287+10.6% | Added |
| Nisa Investment Advisors, LLC | 33,521 | $418.3K | 0.00% | −2,931−8.0% | Reduced |
| Thrivent Financial for Lutherans | 32,934 | $410.0K | 0.00% | +198+0.6% | Added |
| Virginia Retirement Systems Et Al | 32,667 | $407.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 32,054 | $400.0K | 0.00% | +128+0.4% | Added |
| Public Employees Retirement System of Ohio | 30,376 | $379.1K | 0.00% | +13,568+80.7% | Added |
| Arrowstreet Capital, Limited Partnership | 29,828 | $372.3K | 0.00% | +29,828 | New |
| MetLife Investment Management | 29,720 | $370.9K | 0.00% | −2,021−6.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $358.6K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 28,097 | $350.7K | 0.00% | −82,041−74.5% | Reduced |
| HRT Financial LP | 27,752 | $346.0K | 0.00% | +4,729+20.5% | Added |
| Intech Investment Management LLC | 27,308 | $340.8K | 0.00% | −1,741−6.0% | Reduced |
| Vestcor Inc | 26,952 | $336.0K | 0.01% | +26,952 | New |
| Deutsche Bank AG | 26,892 | $335.6K | 0.00% | −2,264−7.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,726 | $308.6K | 0.00% | −4,686−15.9% | Reduced |
| Illinois Municipal Retirement Fund | 24,034 | $299.9K | 0.00% | +2,606+12.2% | Added |
| Tiaa Trust, National Association | 24,015 | $299.7K | 0.00% | 00.0% | Unchanged |