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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 24,015 | $299.7K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 24,034 | $299.9K | 0.00% | +2,606+12.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,726 | $308.6K | 0.00% | −4,686−15.9% | Reduced |
| Deutsche Bank AG | 26,892 | $335.6K | 0.00% | −2,264−7.8% | Reduced |
| Vestcor Inc | 26,952 | $336.0K | 0.01% | +26,952 | New |
| Intech Investment Management LLC | 27,308 | $340.8K | 0.00% | −1,741−6.0% | Reduced |
| HRT Financial LP | 27,752 | $346.0K | 0.00% | +4,729+20.5% | Added |
| Marshall Wace, LLP | 28,097 | $350.7K | 0.00% | −82,041−74.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $358.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 29,720 | $370.9K | 0.00% | −2,021−6.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 29,828 | $372.3K | 0.00% | +29,828 | New |
| Public Employees Retirement System of Ohio | 30,376 | $379.1K | 0.00% | +13,568+80.7% | Added |
| Russell Investments Group, Ltd. | 32,054 | $400.0K | 0.00% | +128+0.4% | Added |
| Virginia Retirement Systems Et Al | 32,667 | $407.7K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 32,934 | $410.0K | 0.00% | +198+0.6% | Added |
| Nisa Investment Advisors, LLC | 33,521 | $418.3K | 0.00% | −2,931−8.0% | Reduced |
| LPL Financial LLC | 34,163 | $426.4K | 0.00% | +3,287+10.6% | Added |
| Hancock Whitney Corp | 34,698 | $433.0K | 0.01% | +17,854+106.0% | Added |
| Quest Partners LLC | 34,760 | $433.8K | 0.04% | +8,650+33.1% | Added |
| Horizon Investments, LLC | 36,404 | $451.0K | 0.01% | +36,404 | New |
| Envestnet Asset Management Inc | 38,028 | $474.6K | 0.00% | +38,028 | New |
| Stephens Inc | 39,360 | $491.2K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 39,467 | $492.5K | 0.00% | −829−2.1% | Reduced |
| Two Sigma Advisers, LP | 39,800 | $496.7K | 0.00% | +10,200+34.5% | Added |
| Garner Asset Management Corp | 39,904 | $498.0K | 0.23% | −2,592−6.1% | Reduced |
| Martingale Asset Management L P | 41,980 | $523.9K | 0.01% | +4,200+11.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,639 | $569.6K | 0.00% | −1,602−3.4% | Reduced |
| Prudential Financial Inc | 47,264 | $589.9K | 0.00% | +2,266+5.0% | Added |
| AQR Capital Management LLC | 47,423 | $591.8K | 0.00% | +37,091+359.0% | Added |
| State of Alaska, Department of Revenue | 48,440 | $602.0K | 0.01% | +230.0% | Added |
| Alliancebernstein L.P. | 49,178 | $613.7K | 0.00% | +63+0.1% | Added |
| Price T Rowe Associates Inc | 51,745 | $646.0K | 0.00% | +1,634+3.3% | Added |
| Citigroup Inc | 52,283 | $652.5K | 0.00% | −29,414−36.0% | Reduced |
| HSBC Holdings PLC | 53,096 | $657.9K | 0.00% | +240.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 55,635 | $694.3K | 0.02% | +55,635 | New |
| Susquehanna International Group, LLP | 56,125 | $700.4K | 0.00% | −5,798−9.4% | Reduced |
| Two Sigma Investments, LP | 56,323 | $702.9K | 0.00% | +38,918+223.6% | Added |
| Tudor Investment Corp Et Al | 56,657 | $707.1K | 0.01% | +56,657 | New |
| Magnetar Financial LLC | 57,302 | $715.1K | 0.00% | +57,302 | New |
| Exchange Traded Concepts, LLC | 58,793 | $733.7K | 0.01% | +1,128+2.0% | Added |
| Prelude Capital Management, LLC | 59,149 | $738.2K | 0.07% | +6,723+12.8% | Added |
| Cubist Systematic Strategies, LLC | 59,458 | $742.0K | 0.01% | +9,613+19.3% | Added |
| Asset Management One Co.,Ltd. | 61,188 | $763.6K | 0.00% | −3,088−4.8% | Reduced |
| Advisory Research Inc | 61,189 | $763.6K | 0.12% | +4,137+7.3% | 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 |
| Nomura Asset Management Co Ltd | 65,200 | $813.7K | 0.00% | +6,500+11.1% | Added |
| Citadel Advisors LLC | 73,919 | $922.5K | 0.00% | +58,496+379.3% | Added |
| New York State Teachers Retirement System | 77,261 | $964.0K | 0.00% | +6,814+9.7% | Added |
| Jane Street Group, LLC | 80,096 | $999.6K | 0.00% | +16,494+25.9% | Added |
| State Board of Administration of Florida Retirement System | 80,349 | $1.00M | 0.00% | −32,007−28.5% | Reduced |
| Swiss National Bank | 82,900 | $1.03M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 83,317 | $1.04M | 0.00% | +9,438+12.8% | Added |
| Man Group plc | 84,465 | $1.05M | 0.00% | +1,768+2.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 84,945 | $1.06M | 0.03% | +84,945 | New |
| Royal Bank of Canada | 85,387 | $1.07M | 0.00% | +14,347+20.2% | Added |
| Voya Investment Management LLC | 89,907 | $1.12M | 0.00% | +25,466+39.5% | Added |
| Kestra Advisory Services, LLC | 92,910 | $1.16M | 0.01% | +2,000+2.2% | Added |
| Lazard Asset Management LLC | 94,531 | $1.18M | 0.00% | +84,712+862.7% | Added |
| D. E. Shaw & Co., Inc. | 107,755 | $1.34M | 0.00% | +43,826+68.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 112,746 | $1.41M | 0.03% | +1,217+1.1% | Added |
| Bank of America Corp | 113,257 | $1.41M | 0.00% | −51,432−31.2% | Reduced |
| Legal & General Group Plc | 117,105 | $1.46M | 0.00% | −810−0.7% | Reduced |
| Raymond James Financial Inc | 127,031 | $1.59M | 0.00% | +15,370+13.8% | Added |
| Greenland Capital Management LP | 130,933 | $1.63M | 0.21% | +11,933+10.0% | Added |
| Millennium Management LLC | 135,885 | $1.70M | 0.00% | −76,350−36.0% | Reduced |
| Rhumbline Advisers | 141,947 | $1.77M | 0.00% | +960+0.7% | Added |
| Public Sector Pension Investment Board | 152,644 | $1.90M | 0.01% | +11,332+8.0% | Added |
| UBS Asset Management Americas Inc | 160,852 | $2.01M | 0.00% | +106,467+195.8% | Added |
| FMR LLC | 166,743 | $2.08M | 0.00% | +8,622+5.5% | Added |
| Wells Fargo & Company | 175,186 | $2.19M | 0.00% | +100.0% | Added |
| Barclays PLC | 197,084 | $2.46M | 0.00% | +14,825+8.1% | Added |
| Renaissance Technologies LLC | 212,184 | $2.65M | 0.00% | +138,200+186.8% | Added |
| Kennedy Capital Management, Inc. | 223,762 | $2.79M | 0.07% | −35,534−13.7% | Reduced |
| JPMorgan Chase & Co | 227,882 | $2.84M | 0.00% | −21,586−8.7% | Reduced |
| Ameriprise Financial Inc | 238,123 | $2.97M | 0.00% | −47,032−16.5% | Reduced |
| Principal Financial Group Inc | 247,104 | $3.08M | 0.00% | −9,377−3.7% | Reduced |
| Larson Financial Group LLC | 249,905 | $3.12M | 0.13% | +31,709+14.5% | Added |
| Jacobs Levy Equity Management, Inc | 276,935 | $3.46M | 0.01% | +193,380+231.4% | Added |
| Nuveen, LLC | 291,030 | $3.63M | 0.00% | +153,799+112.1% | Added |
| Chilton Capital Management LLC | 294,043 | $3.67M | 0.13% | +282,963+2,553.8% | Added |
| Goldman Sachs Group Inc | 328,787 | $4.10M | 0.00% | −97,848−22.9% | Reduced |
| Colony Capital, Inc. | 333,373 | $4.16M | 0.42% | −45,719−12.1% | Reduced |
| Invesco Ltd. | 340,310 | $4.25M | 0.00% | −12,603−3.6% | Reduced |
| Qube Research & Technologies Ltd | 384,921 | $4.80M | 0.01% | +119,369+45.0% | Added |
| Charles Schwab Investment Management Inc | 422,118 | $5.27M | 0.00% | −7,538−1.8% | Reduced |
| Bank of New York Mellon Corp | 449,314 | $5.61M | 0.00% | −9,660−2.1% | Reduced |
| Balyasny Asset Management LLC | 467,552 | $5.84M | 0.01% | +417,508+834.3% | Added |
| Northern Trust Corp | 541,196 | $6.75M | 0.00% | −53,657−9.0% | Reduced |
| CSM Advisors, LLC | 581,167 | $7.25M | 0.21% | +581,167 | New |
| Dimensional Fund Advisors LP | 592,151 | $7.39M | 0.00% | −40,559−6.4% | Reduced |
| GW&K Investment Management, LLC | 615,083 | $7.68M | 0.07% | −3,850−0.6% | Reduced |
| Morgan Stanley | 802,752 | $10.0M | 0.00% | −21,010−2.6% | Reduced |
| First Eagle Investment Management, LLC | 811,040 | $10.1M | 0.02% | −287,500−26.2% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $10.9M | 1.04% | 00.0% | Unchanged |
| Emmett Investment Management, LP | 1,145,205 | $14.3M | 11.38% | +343,687+42.9% | Added |
| Geode Capital Management, LLC | 1,179,150 | $14.7M | 0.00% | −40,820−3.3% | Reduced |
| State Street Corp | 1,867,635 | $23.3M | 0.00% | −27,856−1.5% | Reduced |
| Vanguard Group Inc | 5,217,963 | $65.1M | 0.00% | −47,838−0.9% | Reduced |
| BlackRock, Inc. | 7,768,563 | $97.0M | 0.00% | −518,632−6.3% | Reduced |