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