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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 14 | $0 | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 2 | $29 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $100 | 0.00% | +8 | New |
| Rise Advisors, LLC | 10 | $127 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $200 | 0.00% | −11−40.7% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $374 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 34 | $425 | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 50 | $609 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 53 | $661 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $699 | 0.00% | −205−78.5% | Reduced |
| SRS Capital Advisors, Inc. | 66 | $824 | 0.00% | +66 | New |
| UMA Financial Services, Inc. | 71 | $887 | 0.00% | +71 | New |
| Fifth Third Bancorp | 74 | $924 | 0.00% | −206−73.6% | Reduced |
| South State Corp. | 79 | $986 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $1.12K | 0.00% | −50−35.7% | Reduced |
| Parkside Financial Bank & Trust | 90 | $1.12K | 0.00% | +35+63.6% | Added |
| Huntington National Bank | 141 | $1.76K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 153 | $1.91K | 0.00% | +153 | New |
| Harbor Capital Advisors, Inc. | 180 | $2.00K | 0.00% | +3+1.7% | Added |
| Bessemer Group Inc | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 189 | $2.36K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 227 | $2.84K | 0.00% | −140−38.1% | Reduced |
| Wolff Wiese Magana LLC | 300 | $3.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 318 | $3.97K | 0.00% | −332−51.1% | Reduced |
| Hantz Financial Services, Inc. | 284 | $4.00K | 0.00% | +284 | New |
| MAI Capital Management | 326 | $4.07K | 0.00% | −454−58.2% | Reduced |
| Skopos Labs, Inc. | 361 | $4.50K | 0.00% | −113−23.8% | Reduced |
| Allworth Financial LP | 513 | $6.40K | 0.00% | +160+45.3% | Added |
| IFP Advisors, Inc | 514 | $6.42K | 0.00% | +514 | New |
| Global Retirement Partners, LLC | 517 | $6.45K | 0.00% | +517 | New |
| Jones Financial Companies LLLP | 588 | $7.37K | 0.00% | +588 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 657 | $8.00K | 0.00% | +657 | New |
| Sound Income Strategies, LLC | 650 | $8.11K | 0.00% | −415−39.0% | Reduced |
| Delta Asset Management LLC | 725 | $9.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 768 | $9.62K | 0.00% | −462−37.6% | Reduced |
| GF Fund Management Co. Ltd. | 778 | $9.71K | 0.00% | −37−4.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 896 | $11.2K | 0.00% | −267−23.0% | Reduced |
| Massmutual Trust Co FSB | 920 | $11.5K | 0.00% | −264−22.3% | Reduced |
| Covestor Ltd | 990 | $13.0K | 0.01% | +464+88.2% | Added |
| Clear Street Markets LLC | 1,050 | $13.1K | 0.00% | +1,050 | New |
| Sterling Capital Management LLC | 1,219 | $15.2K | 0.00% | +364+42.6% | Added |
| EverSource Wealth Advisors, LLC | 1,426 | $17.8K | 0.00% | +1,124+372.2% | Added |
| Avion Wealth | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,900 | $23.7K | 0.00% | +1,900 | New |
| Manchester Capital Management LLC | 2,518 | $31.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,551 | $31.8K | 0.00% | +339+15.3% | Added |
| CWM, LLC | 2,700 | $34.0K | 0.00% | +1,487+122.6% | Added |
| Copeland Capital Management, LLC | 2,794 | $34.9K | 0.00% | −1,333−32.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,021 | $37.7K | 0.00% | +766+34.0% | Added |
| The PNC Financial Services Group, Inc. | 3,787 | $47.3K | 0.00% | −631−14.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,991 | $49.8K | 0.01% | +3,991 | New |
| Bogart Wealth, LLC | 4,289 | $53.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,835 | $60.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,279 | $78.4K | 0.00% | +5,026+401.1% | Added |
| US Bancorp | 6,935 | $86.5K | 0.00% | −790−10.2% | Reduced |
| KLP Kapitalforvaltning AS | 8,400 | $104.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 9,200 | $114.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,930 | $123.9K | 0.00% | −1,067−9.7% | Reduced |
| ProShare Advisors LLC | 10,069 | $125.7K | 0.00% | −1,518−13.1% | Reduced |
| Oregon Public Employees Retirement Fund | 10,224 | $127.6K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,335 | $129.0K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,386 | $129.6K | 0.00% | −1,127−9.8% | Reduced |
| CI Private Wealth, LLC | 10,856 | $135.5K | 0.00% | +10,856 | New |
| Bank of Montreal | 10,858 | $135.5K | 0.00% | +26+0.2% | Added |
| Ieq Capital, LLC | 11,120 | $138.8K | 0.00% | +11,120 | New |
| EntryPoint Capital, LLC | 11,203 | $139.8K | 0.07% | −367−3.2% | Reduced |
| Ballentine Partners, LLC | 11,441 | $142.8K | 0.00% | +11,441 | New |
| Naviter Wealth, LLC | 11,462 | $143.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,499 | $143.5K | 0.00% | +833+7.8% | Added |
| Creative Planning | 11,540 | $144.0K | 0.00% | −1,689−12.8% | Reduced |
| RW Investment Management LLC | 11,821 | $147.5K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $150.6K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 12,167 | $151.8K | 0.02% | +12,167 | New |
| Arizona State Retirement System | 12,625 | $157.6K | 0.00% | +276+2.2% | Added |
| Amalgamated Bank | 12,883 | $161.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,380 | $167.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 13,410 | $167.4K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,006 | $175.0K | 0.00% | 00.0% | Unchanged |
| M&G Plc | 14,949 | $179.4K | 0.00% | +14,949 | New |
| Cetera Investment Advisers | 14,681 | $183.2K | 0.00% | +2,040+16.1% | Added |
| Crossingbridge Advisors, LLC | 30,000 | $184.3K | 0.16% | +15,000+100.0% | Added |
| Quantbot Technologies LP | 14,897 | $185.9K | 0.00% | +14,897 | New |
| Verition Fund Management LLC | 15,400 | $192.2K | 0.00% | −21,320−58.1% | Reduced |
| Daiwa Securities Group Inc. | 15,806 | $197.0K | 0.00% | +615+4.0% | Added |
| Neuberger Berman Group LLC | 15,835 | $197.4K | 0.00% | −467−2.9% | Reduced |
| Mariner, LLC | 16,018 | $199.9K | 0.00% | −5,015−23.8% | Reduced |
| Cresset Asset Management, LLC | 16,105 | $201.0K | 0.00% | +16,105 | New |
| Manufacturers Life Insurance Company, The | 16,273 | $203.1K | 0.00% | −1,077−6.2% | Reduced |
| Yousif Capital Management, LLC | 16,914 | $211.1K | 0.00% | −77−0.5% | Reduced |
| Quantinno Capital Management LP | 17,168 | $214.3K | 0.00% | +3,084+21.9% | Added |
| Resona Asset Management Co.,Ltd. | 17,852 | $223.6K | 0.00% | −1,481−7.7% | Reduced |
| Federated Hermes, Inc. | 18,662 | $232.9K | 0.00% | +1,014+5.7% | Added |
| HighTower Advisors, LLC | 19,040 | $237.6K | 0.00% | +577+3.1% | Added |
| Janus Henderson Group PLC | 19,815 | $247.2K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 19,948 | $249.0K | 0.00% | −2,633−11.7% | Reduced |
| Louisiana State Employees Retirement System | 20,900 | $260.8K | 0.00% | −100−0.5% | Reduced |
| Ignite Planners, LLC | 21,933 | $272.8K | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,981 | $274.3K | 0.00% | +488+2.3% | Added |
| Squarepoint Ops LLC | 22,752 | $283.9K | 0.00% | +22,752 | New |
| Ridgewood Investments LLC | 24,000 | $299.5K | 0.13% | 00.0% | Unchanged |