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, Q3 2025
Institutional positions in Whitestone REIT as of Sep 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
- 207
- +7 vs. Q2 2025
- Shares held
- 32.8M
- +183.9K (+0.6%) vs. Q2 2025
- Total value
- $402.0M
- −$4.39M (−1.1%) vs. Q2 2025
- New holders
- 29
- 88 more added
- Sold out
- 22
- 53 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,836,359 | $96.2M | 0.00% | +67,796+0.9% | Added |
| Vanguard Group Inc | 5,250,328 | $64.5M | 0.00% | +32,365+0.6% | Added |
| State Street Corp | 1,826,919 | $22.4M | 0.00% | −40,716−2.2% | Reduced |
| Emmett Investment Management, LP | 1,262,643 | $15.4M | 12.09% | +117,438+10.3% | Added |
| Geode Capital Management, LLC | 1,184,277 | $14.5M | 0.00% | +5,127+0.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $10.7M | 0.96% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 713,749 | $8.76M | 0.02% | −97,291−12.0% | Reduced |
| Morgan Stanley | 700,700 | $8.60M | 0.00% | −102,052−12.7% | Reduced |
| Dimensional Fund Advisors LP | 613,366 | $7.53M | 0.00% | +21,215+3.6% | Added |
| GW&K Investment Management, LLC | 600,246 | $7.37M | 0.07% | −14,837−2.4% | Reduced |
| CSM Advisors, LLC | 564,093 | $6.93M | 0.19% | −17,074−2.9% | Reduced |
| Northern Trust Corp | 553,432 | $6.80M | 0.00% | +12,236+2.3% | Added |
| Colony Capital, Inc. | 454,774 | $5.58M | 0.46% | +121,401+36.4% | Added |
| Goldman Sachs Group Inc | 451,977 | $5.55M | 0.00% | +123,190+37.5% | Added |
| Chilton Capital Management LLC | 427,958 | $5.26M | 0.18% | +133,915+45.5% | Added |
| Charles Schwab Investment Management Inc | 427,191 | $5.25M | 0.00% | +5,073+1.2% | Added |
| Bank of New York Mellon Corp | 422,187 | $5.18M | 0.00% | −27,127−6.0% | Reduced |
| Qube Research & Technologies Ltd | 385,552 | $4.73M | 0.01% | +631+0.2% | Added |
| Nuveen, LLC | 382,400 | $4.70M | 0.00% | +91,370+31.4% | Added |
| JPMorgan Chase & Co | 313,291 | $3.85M | 0.00% | +85,409+37.5% | Added |
| Invesco Ltd. | 309,936 | $3.81M | 0.00% | −30,374−8.9% | Reduced |
| Larson Financial Group LLC | 263,489 | $3.24M | 0.11% | +13,584+5.4% | Added |
| Jacobs Levy Equity Management, Inc | 261,228 | $3.21M | 0.01% | −15,707−5.7% | Reduced |
| Barclays PLC | 227,240 | $2.79M | 0.00% | +30,156+15.3% | Added |
| Kennedy Capital Management, Inc. | 222,978 | $2.74M | 0.06% | −784−0.4% | Reduced |
| Principal Financial Group Inc | 216,795 | $2.66M | 0.00% | −30,309−12.3% | Reduced |
| Ameriprise Financial Inc | 207,433 | $2.55M | 0.00% | −30,690−12.9% | Reduced |
| Greenland Capital Management LP | 190,933 | $2.37M | 0.35% | +60,000+45.8% | Added |
| FMR LLC | 184,426 | $2.26M | 0.00% | +17,683+10.6% | Added |
| Wells Fargo & Company | 180,646 | $2.22M | 0.00% | +5,460+3.1% | Added |
| Public Sector Pension Investment Board | 175,077 | $2.15M | 0.01% | +22,433+14.7% | Added |
| Two Sigma Investments, LP | 155,302 | $1.91M | 0.00% | +98,979+175.7% | Added |
| Exchange Traded Concepts, LLC | 153,508 | $1.89M | 0.02% | +94,715+161.1% | Added |
| Envestnet Asset Management Inc | 153,259 | $1.88M | 0.00% | +115,231+303.0% | Added |
| First Trust Advisors LP | 146,599 | $1.80M | 0.00% | +146,599 | New |
| Rhumbline Advisers | 136,802 | $1.68M | 0.00% | −5,145−3.6% | Reduced |
| Bank of America Corp | 131,445 | $1.61M | 0.00% | +18,188+16.1% | Added |
| Raymond James Financial Inc | 128,029 | $1.57M | 0.00% | +998+0.8% | Added |
| Jane Street Group, LLC | 123,923 | $1.52M | 0.00% | +43,827+54.7% | Added |
| Man Group plc | 123,783 | $1.52M | 0.00% | +39,318+46.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,862 | $1.47M | 0.03% | +7,116+6.3% | Added |
| Legal & General Group Plc | 117,923 | $1.45M | 0.00% | +818+0.7% | Added |
| Millennium Management LLC | 94,206 | $1.16M | 0.00% | −41,679−30.7% | Reduced |
| Royal Bank of Canada | 90,833 | $1.11M | 0.00% | +5,446+6.4% | Added |
| Balyasny Asset Management LLC | 85,566 | $1.05M | 0.00% | −381,986−81.7% | Reduced |
| UBS Group AG | 84,408 | $1.04M | 0.00% | +1,091+1.3% | Added |
| AQR Capital Management LLC | 84,305 | $1.04M | 0.00% | +36,882+77.8% | Added |
| Swiss National Bank | 82,900 | $1.02M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 79,882 | $981.0K | 0.00% | −10,025−11.2% | Reduced |
| Prelude Capital Management, LLC | 79,549 | $976.9K | 0.08% | +20,400+34.5% | Added |
| Renaissance Technologies LLC | 77,800 | $955.4K | 0.00% | −134,384−63.3% | Reduced |
| New York State Teachers Retirement System | 77,161 | $948.0K | 0.00% | −100−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 75,032 | $921.4K | 0.01% | +15,574+26.2% | Added |
| Prudential Financial Inc | 74,124 | $910.2K | 0.00% | +26,860+56.8% | Added |
| Gsa Capital Partners LLP | 71,194 | $874.0K | 0.07% | +71,194 | New |
| Nomura Asset Management Co Ltd | 65,200 | $800.7K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 63,498 | $779.8K | 0.10% | +2,309+3.8% | Added |
| Tudor Investment Corp Et Al | 61,305 | $752.8K | 0.00% | +4,648+8.2% | Added |
| Asset Management One Co.,Ltd. | 61,188 | $751.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 61,414 | $750.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 60,672 | $745.1K | 0.00% | +8,389+16.0% | Added |
| HSBC Holdings PLC | 57,537 | $705.4K | 0.00% | +4,441+8.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,360 | $667.5K | 0.00% | +8,721+19.1% | Added |
| D. E. Shaw & Co., Inc. | 54,196 | $665.5K | 0.00% | −53,559−49.7% | Reduced |
| Price T Rowe Associates Inc | 52,405 | $644.0K | 0.00% | +660+1.3% | Added |
| Alliancebernstein L.P. | 49,178 | $603.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 48,137 | $591.1K | 0.00% | +8,670+22.0% | Added |
| State of Alaska, Department of Revenue | 46,976 | $575.0K | 0.01% | −1,464−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 46,534 | $571.4K | 0.00% | +24,553+111.7% | Added |
| Two Sigma Advisers, LP | 45,300 | $556.3K | 0.00% | +5,500+13.8% | Added |
| Horizon Investments, LLC | 43,855 | $534.6K | 0.01% | +7,451+20.5% | Added |
| LPL Financial LLC | 39,431 | $484.2K | 0.00% | +5,268+15.4% | Added |
| Stephens Inc | 39,360 | $483.3K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 38,513 | $472.9K | 0.19% | −1,391−3.5% | Reduced |
| Martingale Asset Management L P | 37,710 | $463.1K | 0.01% | −4,270−10.2% | Reduced |
| Quantinno Capital Management LP | 36,734 | $451.1K | 0.00% | +19,566+114.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,330 | $433.9K | 0.00% | +6,600+23.0% | Added |
| Russell Investments Group, Ltd. | 35,106 | $431.1K | 0.00% | +3,052+9.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 33,886 | $416.1K | 0.01% | −21,749−39.1% | Reduced |
| HighTower Advisors, LLC | 33,838 | $415.5K | 0.00% | +14,798+77.7% | Added |
| Virginia Retirement Systems Et Al | 33,067 | $406.1K | 0.00% | +400+1.2% | Added |
| Citadel Advisors LLC | 33,013 | $405.4K | 0.00% | −40,906−55.3% | Reduced |
| Denali Advisors LLC | 32,800 | $402.8K | 0.05% | +32,800 | New |
| Thrivent Financial for Lutherans | 32,389 | $396.0K | 0.00% | −545−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 30,376 | $373.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 30,248 | $371.0K | 0.00% | +2,496+9.0% | Added |
| Arrowstreet Capital, Limited Partnership | 29,828 | $366.3K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 27,488 | $337.6K | 0.19% | +27,488 | New |
| Jupiter Asset Management Ltd | 27,468 | $337.3K | 0.00% | +27,468 | New |
| Deutsche Bank AG | 26,892 | $330.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 25,879 | $317.8K | 0.00% | −3,841−12.9% | Reduced |
| Illinois Municipal Retirement Fund | 24,255 | $297.9K | 0.00% | +221+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,249 | $297.8K | 0.01% | −60,696−71.5% | Reduced |
| Tiaa Trust, National Association | 24,015 | $294.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 22,910 | $281.3K | 0.00% | +9,500+70.8% | Added |
| Intech Investment Management LLC | 22,502 | $276.3K | 0.00% | −4,806−17.6% | Reduced |
| Ignite Planners, LLC | 21,933 | $269.3K | 0.04% | 00.0% | Unchanged |
| Hancock Whitney Corp | 21,272 | $261.2K | 0.00% | −13,426−38.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,209 | $260.4K | 0.00% | −3,517−14.2% | Reduced |
| Nisa Investment Advisors, LLC | 21,172 | $260.0K | 0.00% | −12,349−36.8% | Reduced |