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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $12 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $29 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $61 | 0.00% | +5 | New |
| Rise Advisors, LLC | 10 | $126 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 14 | $172 | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 30 | $368 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 31 | $381 | 0.00% | −22−41.5% | Reduced |
| Atlantic Trust, LLC | 34 | $418 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 35 | $430 | 0.00% | +35 | New |
| True Wealth Design, LLC | 42 | $516 | 0.00% | +26+162.5% | Added |
| Umb Bank N A | 56 | $688 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $748 | 0.00% | +62 | New |
| South State Corp. | 79 | $971 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $1.29K | 0.00% | +15+16.7% | Added |
| Fifth Third Bancorp | 106 | $1.30K | 0.00% | +32+43.2% | Added |
| Huntington National Bank | 141 | $1.73K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 154 | $1.89K | 0.00% | −172−52.8% | Reduced |
| Harbor Capital Advisors, Inc. | 180 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 167 | $2.05K | 0.00% | +167 | New |
| Sunbelt Securities, Inc. | 238 | $2.92K | 0.00% | +238 | New |
| Bessemer Group Inc | 214 | $3.00K | 0.00% | +47+28.1% | Added |
| Farther Finance Advisors, LLC | 250 | $3.07K | 0.00% | +23+10.1% | Added |
| Quantbot Technologies LP | 267 | $3.28K | 0.00% | −14,630−98.2% | Reduced |
| Wolff Wiese Magana LLC | 300 | $3.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 332 | $4.08K | 0.00% | +14+4.4% | Added |
| Optiver Holding B.V. | 340 | $4.17K | 0.00% | +340 | New |
| Allworth Financial LP | 407 | $5.00K | 0.00% | −106−20.7% | Reduced |
| Hantz Financial Services, Inc. | 410 | $5.00K | 0.00% | +126+44.4% | Added |
| Global Retirement Partners, LLC | 517 | $6.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 582 | $7.15K | 0.00% | +68+13.2% | Added |
| Jones Financial Companies LLLP | 588 | $7.36K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 650 | $7.55K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 657 | $8.00K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 725 | $8.90K | 0.00% | −53−6.8% | Reduced |
| Delta Asset Management LLC | 725 | $8.90K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 829 | $10.2K | 0.00% | +676+441.8% | Added |
| Massmutual Trust Co FSB | 850 | $10.4K | 0.00% | −70−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 948 | $11.6K | 0.00% | +52+5.8% | Added |
| Smartleaf Asset Management LLC | 1,166 | $14.3K | 0.00% | +398+51.8% | Added |
| Avion Wealth | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,504 | $18.5K | 0.00% | +78+5.5% | Added |
| Avalon Trust Co | 2,100 | $25.8K | 0.00% | +2,100 | New |
| Point72 (DIFC) Ltd | 2,368 | $29.1K | 0.00% | +2,368 | New |
| Tower Research Capital LLC (TRC) | 2,379 | $29.2K | 0.00% | −3,900−62.1% | Reduced |
| Manchester Capital Management LLC | 2,518 | $30.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,027 | $37.2K | 0.00% | +476+18.7% | Added |
| Sterling Capital Management LLC | 3,115 | $38.3K | 0.00% | +1,896+155.5% | Added |
| SRS Capital Advisors, Inc. | 3,155 | $38.7K | 0.00% | +3,089+4,680.3% | Added |
| Simplex Trading, LLC | 3,715 | $45.0K | 0.00% | +3,701+26,435.7% | Added |
| Ameritas Investment Partners, Inc. | 3,771 | $46.3K | 0.00% | −1,064−22.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,851 | $47.7K | 0.00% | +830+27.5% | Added |
| The PNC Financial Services Group, Inc. | 3,974 | $48.8K | 0.00% | +187+4.9% | Added |
| Bogart Wealth, LLC | 4,289 | $52.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4,567 | $56.1K | 0.01% | +4,567 | New |
| State of Wyoming | 4,878 | $59.9K | 0.01% | +4,878 | New |
| CWM, LLC | 4,854 | $60.0K | 0.00% | +2,154+79.8% | Added |
| Copeland Capital Management, LLC | 5,327 | $65.4K | 0.00% | +2,533+90.7% | Added |
| Covestor Ltd | 5,693 | $70.0K | 0.04% | +4,703+475.1% | Added |
| US Bancorp | 6,935 | $85.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 8,200 | $100.7K | 0.00% | −1,000−10.9% | Reduced |
| SG Americas Securities, LLC | 8,224 | $101.0K | 0.00% | +8,224 | New |
| KLP Kapitalforvaltning AS | 8,400 | $103.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,786 | $107.9K | 0.00% | +8,786 | New |
| Warwick Investment Management, Inc. | 10,016 | $123.0K | 0.02% | +10,016 | New |
| Oregon Public Employees Retirement Fund | 10,124 | $124.3K | 0.00% | −100−1.0% | Reduced |
| Journey Strategic Wealth LLC | 10,126 | $124.3K | 0.00% | −260−2.5% | Reduced |
| Pathstone Holdings, LLC | 10,748 | $132.0K | 0.00% | +10,748 | New |
| Susquehanna International Group, LLP | 10,934 | $134.3K | 0.00% | −45,191−80.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,434 | $140.4K | 0.00% | −65−0.6% | Reduced |
| RW Investment Management LLC | 11,821 | $145.2K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 11,826 | $145.2K | 0.00% | +385+3.4% | Added |
| Creative Planning | 11,920 | $146.4K | 0.00% | +380+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $148.2K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,331 | $151.4K | 0.00% | +12,331 | New |
| Rockefeller Capital Management L.P. | 12,598 | $154.7K | 0.00% | +12,598 | New |
| Teachers Retirement System of the State of Kentucky | 12,788 | $157.0K | 0.00% | −1,218−8.7% | Reduced |
| Arizona State Retirement System | 12,801 | $157.2K | 0.00% | +176+1.4% | Added |
| Lazard Asset Management LLC | 12,821 | $157.4K | 0.00% | −81,710−86.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,063 | $160.4K | 0.00% | +2,728+26.4% | Added |
| Amalgamated Bank | 13,361 | $164.0K | 0.00% | +478+3.7% | Added |
| Yousif Capital Management, LLC | 13,919 | $170.9K | 0.00% | −2,995−17.7% | Reduced |
| Quest Partners LLC | 14,032 | $172.3K | 0.01% | −20,728−59.6% | Reduced |
| Neuberger Berman Group LLC | 14,677 | $180.1K | 0.00% | −1,158−7.3% | Reduced |
| Crossingbridge Advisors, LLC | 30,000 | $184.3K | 0.09% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 15,089 | $185.3K | 0.00% | +15,089 | New |
| Mercer Global Advisors Inc | 15,270 | $187.5K | 0.00% | +15,270 | New |
| Verition Fund Management LLC | 15,400 | $189.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,500 | $190.3K | 0.00% | −773−4.8% | Reduced |
| Ieq Capital, LLC | 15,621 | $191.8K | 0.00% | +4,501+40.5% | Added |
| CI Private Wealth, LLC | 15,696 | $192.7K | 0.00% | +4,840+44.6% | Added |
| Daiwa Securities Group Inc. | 15,835 | $194.0K | 0.00% | +29+0.2% | Added |
| Doliver Advisors, LP | 16,000 | $196.5K | 0.05% | +16,000 | New |
| State Board of Administration of Florida Retirement System | 16,619 | $204.1K | 0.00% | −63,730−79.3% | Reduced |
| Federated Hermes, Inc. | 17,502 | $214.9K | 0.00% | −1,160−6.2% | Reduced |
| Mariner, LLC | 17,607 | $216.2K | 0.00% | +1,589+9.9% | Added |
| Ridgewood Investments LLC | 18,000 | $221.0K | 0.09% | −6,000−25.0% | Reduced |
| Cetera Investment Advisers | 18,618 | $228.6K | 0.00% | +3,937+26.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,977 | $233.0K | 0.00% | +9,047+91.1% | Added |
| Victory Capital Management Inc | 19,449 | $238.8K | 0.00% | +19,449 | New |