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 |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 713,749 | $8.76M | 0.02% | −97,291−12.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $10.7M | 0.96% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,184,277 | $14.5M | 0.00% | +5,127+0.4% | Added |
| Emmett Investment Management, LP | 1,262,643 | $15.4M | 12.09% | +117,438+10.3% | Added |
| State Street Corp | 1,826,919 | $22.4M | 0.00% | −40,716−2.2% | Reduced |
| Vanguard Group Inc | 5,250,328 | $64.5M | 0.00% | +32,365+0.6% | Added |
| BlackRock, Inc. | 7,836,359 | $96.2M | 0.00% | +67,796+0.9% | Added |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −160,852−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −92,910−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −61,373−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −57,302−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,097−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −26,952−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,752−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −14,949−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −13,380−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,167−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −11,462−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −11,203−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,858−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,069−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,991−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |