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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 19,745 | $242.5K | 0.00% | +3,640+22.6% | Added |
| Janus Henderson Group PLC | 19,815 | $243.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,234 | $248.5K | 0.01% | +20,234 | New |
| State of Tennessee, Treasury Department | 20,308 | $249.4K | 0.00% | +360+1.8% | Added |
| Louisiana State Employees Retirement System | 20,600 | $253.0K | 0.00% | −300−1.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 20,725 | $253.9K | 0.00% | +2,873+16.1% | Added |
| Caxton Associates LLP | 20,723 | $254.5K | 0.01% | +20,723 | New |
| Nisa Investment Advisors, LLC | 21,172 | $260.0K | 0.00% | −12,349−36.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,209 | $260.4K | 0.00% | −3,517−14.2% | Reduced |
| Hancock Whitney Corp | 21,272 | $261.2K | 0.00% | −13,426−38.7% | Reduced |
| Ignite Planners, LLC | 21,933 | $269.3K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 22,502 | $276.3K | 0.00% | −4,806−17.6% | Reduced |
| New York State Common Retirement Fund | 22,910 | $281.3K | 0.00% | +9,500+70.8% | Added |
| Tiaa Trust, National Association | 24,015 | $294.9K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 24,249 | $297.8K | 0.01% | −60,696−71.5% | Reduced |
| Illinois Municipal Retirement Fund | 24,255 | $297.9K | 0.00% | +221+0.9% | Added |
| MetLife Investment Management | 25,879 | $317.8K | 0.00% | −3,841−12.9% | Reduced |
| Deutsche Bank AG | 26,892 | $330.2K | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 27,468 | $337.3K | 0.00% | +27,468 | New |
| PharVision Advisers, LLC | 27,488 | $337.6K | 0.19% | +27,488 | New |
| Arrowstreet Capital, Limited Partnership | 29,828 | $366.3K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 30,248 | $371.0K | 0.00% | +2,496+9.0% | Added |
| Public Employees Retirement System of Ohio | 30,376 | $373.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 32,389 | $396.0K | 0.00% | −545−1.7% | Reduced |
| Denali Advisors LLC | 32,800 | $402.8K | 0.05% | +32,800 | New |
| Citadel Advisors LLC | 33,013 | $405.4K | 0.00% | −40,906−55.3% | Reduced |
| Virginia Retirement Systems Et Al | 33,067 | $406.1K | 0.00% | +400+1.2% | Added |
| HighTower Advisors, LLC | 33,838 | $415.5K | 0.00% | +14,798+77.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 33,886 | $416.1K | 0.01% | −21,749−39.1% | Reduced |
| Russell Investments Group, Ltd. | 35,106 | $431.1K | 0.00% | +3,052+9.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,330 | $433.9K | 0.00% | +6,600+23.0% | Added |
| Quantinno Capital Management LP | 36,734 | $451.1K | 0.00% | +19,566+114.0% | Added |
| Martingale Asset Management L P | 37,710 | $463.1K | 0.01% | −4,270−10.2% | Reduced |
| Garner Asset Management Corp | 38,513 | $472.9K | 0.19% | −1,391−3.5% | Reduced |
| Stephens Inc | 39,360 | $483.3K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 39,431 | $484.2K | 0.00% | +5,268+15.4% | Added |
| Horizon Investments, LLC | 43,855 | $534.6K | 0.01% | +7,451+20.5% | Added |
| Two Sigma Advisers, LP | 45,300 | $556.3K | 0.00% | +5,500+13.8% | Added |
| BNP Paribas Arbitrage, SA | 46,534 | $571.4K | 0.00% | +24,553+111.7% | Added |
| State of Alaska, Department of Revenue | 46,976 | $575.0K | 0.01% | −1,464−3.0% | Reduced |
| California State Teachers Retirement System | 48,137 | $591.1K | 0.00% | +8,670+22.0% | Added |
| Alliancebernstein L.P. | 49,178 | $603.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 52,405 | $644.0K | 0.00% | +660+1.3% | Added |
| D. E. Shaw & Co., Inc. | 54,196 | $665.5K | 0.00% | −53,559−49.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,360 | $667.5K | 0.00% | +8,721+19.1% | Added |
| HSBC Holdings PLC | 57,537 | $705.4K | 0.00% | +4,441+8.4% | Added |
| Citigroup Inc | 60,672 | $745.1K | 0.00% | +8,389+16.0% | Added |
| Great West Life Assurance Co | 61,414 | $750.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 61,188 | $751.4K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 61,305 | $752.8K | 0.00% | +4,648+8.2% | Added |
| Advisory Research Inc | 63,498 | $779.8K | 0.10% | +2,309+3.8% | Added |
| Nomura Asset Management Co Ltd | 65,200 | $800.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 71,194 | $874.0K | 0.07% | +71,194 | New |
| Prudential Financial Inc | 74,124 | $910.2K | 0.00% | +26,860+56.8% | Added |
| Cubist Systematic Strategies, LLC | 75,032 | $921.4K | 0.01% | +15,574+26.2% | Added |
| New York State Teachers Retirement System | 77,161 | $948.0K | 0.00% | −100−0.1% | Reduced |
| Renaissance Technologies LLC | 77,800 | $955.4K | 0.00% | −134,384−63.3% | Reduced |
| Prelude Capital Management, LLC | 79,549 | $976.9K | 0.08% | +20,400+34.5% | Added |
| Voya Investment Management LLC | 79,882 | $981.0K | 0.00% | −10,025−11.2% | Reduced |
| Swiss National Bank | 82,900 | $1.02M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 84,305 | $1.04M | 0.00% | +36,882+77.8% | Added |
| UBS Group AG | 84,408 | $1.04M | 0.00% | +1,091+1.3% | Added |
| Balyasny Asset Management LLC | 85,566 | $1.05M | 0.00% | −381,986−81.7% | Reduced |
| Royal Bank of Canada | 90,833 | $1.11M | 0.00% | +5,446+6.4% | Added |
| Millennium Management LLC | 94,206 | $1.16M | 0.00% | −41,679−30.7% | Reduced |
| Legal & General Group Plc | 117,923 | $1.45M | 0.00% | +818+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,862 | $1.47M | 0.03% | +7,116+6.3% | Added |
| Man Group plc | 123,783 | $1.52M | 0.00% | +39,318+46.5% | Added |
| Jane Street Group, LLC | 123,923 | $1.52M | 0.00% | +43,827+54.7% | Added |
| Raymond James Financial Inc | 128,029 | $1.57M | 0.00% | +998+0.8% | Added |
| Bank of America Corp | 131,445 | $1.61M | 0.00% | +18,188+16.1% | Added |
| Rhumbline Advisers | 136,802 | $1.68M | 0.00% | −5,145−3.6% | Reduced |
| First Trust Advisors LP | 146,599 | $1.80M | 0.00% | +146,599 | New |
| Envestnet Asset Management Inc | 153,259 | $1.88M | 0.00% | +115,231+303.0% | Added |
| Exchange Traded Concepts, LLC | 153,508 | $1.89M | 0.02% | +94,715+161.1% | Added |
| Two Sigma Investments, LP | 155,302 | $1.91M | 0.00% | +98,979+175.7% | Added |
| Public Sector Pension Investment Board | 175,077 | $2.15M | 0.01% | +22,433+14.7% | Added |
| Wells Fargo & Company | 180,646 | $2.22M | 0.00% | +5,460+3.1% | Added |
| FMR LLC | 184,426 | $2.26M | 0.00% | +17,683+10.6% | Added |
| Greenland Capital Management LP | 190,933 | $2.37M | 0.35% | +60,000+45.8% | Added |
| Ameriprise Financial Inc | 207,433 | $2.55M | 0.00% | −30,690−12.9% | Reduced |
| Principal Financial Group Inc | 216,795 | $2.66M | 0.00% | −30,309−12.3% | Reduced |
| Kennedy Capital Management, Inc. | 222,978 | $2.74M | 0.06% | −784−0.4% | Reduced |
| Barclays PLC | 227,240 | $2.79M | 0.00% | +30,156+15.3% | Added |
| Jacobs Levy Equity Management, Inc | 261,228 | $3.21M | 0.01% | −15,707−5.7% | Reduced |
| Larson Financial Group LLC | 263,489 | $3.24M | 0.11% | +13,584+5.4% | Added |
| Invesco Ltd. | 309,936 | $3.81M | 0.00% | −30,374−8.9% | Reduced |
| JPMorgan Chase & Co | 313,291 | $3.85M | 0.00% | +85,409+37.5% | Added |
| Nuveen, LLC | 382,400 | $4.70M | 0.00% | +91,370+31.4% | Added |
| Qube Research & Technologies Ltd | 385,552 | $4.73M | 0.01% | +631+0.2% | Added |
| Bank of New York Mellon Corp | 422,187 | $5.18M | 0.00% | −27,127−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 427,191 | $5.25M | 0.00% | +5,073+1.2% | Added |
| Chilton Capital Management LLC | 427,958 | $5.26M | 0.18% | +133,915+45.5% | Added |
| Goldman Sachs Group Inc | 451,977 | $5.55M | 0.00% | +123,190+37.5% | Added |
| Colony Capital, Inc. | 454,774 | $5.58M | 0.46% | +121,401+36.4% | Added |
| Northern Trust Corp | 553,432 | $6.80M | 0.00% | +12,236+2.3% | Added |
| CSM Advisors, LLC | 564,093 | $6.93M | 0.19% | −17,074−2.9% | Reduced |
| GW&K Investment Management, LLC | 600,246 | $7.37M | 0.07% | −14,837−2.4% | Reduced |
| Dimensional Fund Advisors LP | 613,366 | $7.53M | 0.00% | +21,215+3.6% | Added |
| Morgan Stanley | 700,700 | $8.60M | 0.00% | −102,052−12.7% | Reduced |