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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 20,723 | $254.5K | 0.01% | +20,723 | New |
| Resona Asset Management Co.,Ltd. | 20,725 | $253.9K | 0.00% | +2,873+16.1% | Added |
| Louisiana State Employees Retirement System | 20,600 | $253.0K | 0.00% | −300−1.4% | Reduced |
| State of Tennessee, Treasury Department | 20,308 | $249.4K | 0.00% | +360+1.8% | Added |
| XTX Topco Ltd | 20,234 | $248.5K | 0.01% | +20,234 | New |
| Janus Henderson Group PLC | 19,815 | $243.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 19,745 | $242.5K | 0.00% | +3,640+22.6% | Added |
| Victory Capital Management Inc | 19,449 | $238.8K | 0.00% | +19,449 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,977 | $233.0K | 0.00% | +9,047+91.1% | Added |
| Cetera Investment Advisers | 18,618 | $228.6K | 0.00% | +3,937+26.8% | Added |
| Ridgewood Investments LLC | 18,000 | $221.0K | 0.09% | −6,000−25.0% | Reduced |
| Mariner, LLC | 17,607 | $216.2K | 0.00% | +1,589+9.9% | Added |
| Federated Hermes, Inc. | 17,502 | $214.9K | 0.00% | −1,160−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 16,619 | $204.1K | 0.00% | −63,730−79.3% | Reduced |
| Doliver Advisors, LP | 16,000 | $196.5K | 0.05% | +16,000 | New |
| Daiwa Securities Group Inc. | 15,835 | $194.0K | 0.00% | +29+0.2% | Added |
| CI Private Wealth, LLC | 15,696 | $192.7K | 0.00% | +4,840+44.6% | Added |
| Ieq Capital, LLC | 15,621 | $191.8K | 0.00% | +4,501+40.5% | Added |
| Manufacturers Life Insurance Company, The | 15,500 | $190.3K | 0.00% | −773−4.8% | Reduced |
| Verition Fund Management LLC | 15,400 | $189.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,270 | $187.5K | 0.00% | +15,270 | New |
| Boothbay Fund Management, LLC | 15,089 | $185.3K | 0.00% | +15,089 | New |
| Crossingbridge Advisors, LLC | 30,000 | $184.3K | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 14,677 | $180.1K | 0.00% | −1,158−7.3% | Reduced |
| Quest Partners LLC | 14,032 | $172.3K | 0.01% | −20,728−59.6% | Reduced |
| Yousif Capital Management, LLC | 13,919 | $170.9K | 0.00% | −2,995−17.7% | Reduced |
| Amalgamated Bank | 13,361 | $164.0K | 0.00% | +478+3.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,063 | $160.4K | 0.00% | +2,728+26.4% | Added |
| Lazard Asset Management LLC | 12,821 | $157.4K | 0.00% | −81,710−86.4% | Reduced |
| Arizona State Retirement System | 12,801 | $157.2K | 0.00% | +176+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 12,788 | $157.0K | 0.00% | −1,218−8.7% | Reduced |
| Rockefeller Capital Management L.P. | 12,598 | $154.7K | 0.00% | +12,598 | New |
| Engineers Gate Manager LP | 12,331 | $151.4K | 0.00% | +12,331 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $148.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,920 | $146.4K | 0.00% | +380+3.3% | Added |
| Ballentine Partners, LLC | 11,826 | $145.2K | 0.00% | +385+3.4% | Added |
| RW Investment Management LLC | 11,821 | $145.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,434 | $140.4K | 0.00% | −65−0.6% | Reduced |
| Susquehanna International Group, LLP | 10,934 | $134.3K | 0.00% | −45,191−80.5% | Reduced |
| Pathstone Holdings, LLC | 10,748 | $132.0K | 0.00% | +10,748 | New |
| Journey Strategic Wealth LLC | 10,126 | $124.3K | 0.00% | −260−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 10,124 | $124.3K | 0.00% | −100−1.0% | Reduced |
| Warwick Investment Management, Inc. | 10,016 | $123.0K | 0.02% | +10,016 | New |
| Quadrant Capital Group LLC | 8,786 | $107.9K | 0.00% | +8,786 | New |
| KLP Kapitalforvaltning AS | 8,400 | $103.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,224 | $101.0K | 0.00% | +8,224 | New |
| STRS Ohio | 8,200 | $100.7K | 0.00% | −1,000−10.9% | Reduced |
| US Bancorp | 6,935 | $85.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,693 | $70.0K | 0.04% | +4,703+475.1% | Added |
| Copeland Capital Management, LLC | 5,327 | $65.4K | 0.00% | +2,533+90.7% | Added |
| CWM, LLC | 4,854 | $60.0K | 0.00% | +2,154+79.8% | Added |
| State of Wyoming | 4,878 | $59.9K | 0.01% | +4,878 | New |
| Quarry LP | 4,567 | $56.1K | 0.01% | +4,567 | New |
| Bogart Wealth, LLC | 4,289 | $52.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,974 | $48.8K | 0.00% | +187+4.9% | Added |
| Advisor Group Holdings, Inc. | 3,851 | $47.7K | 0.00% | +830+27.5% | Added |
| Ameritas Investment Partners, Inc. | 3,771 | $46.3K | 0.00% | −1,064−22.0% | Reduced |
| Simplex Trading, LLC | 3,715 | $45.0K | 0.00% | +3,701+26,435.7% | Added |
| SRS Capital Advisors, Inc. | 3,155 | $38.7K | 0.00% | +3,089+4,680.3% | Added |
| Sterling Capital Management LLC | 3,115 | $38.3K | 0.00% | +1,896+155.5% | Added |
| GAMMA Investing LLC | 3,027 | $37.2K | 0.00% | +476+18.7% | Added |
| Manchester Capital Management LLC | 2,518 | $30.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,379 | $29.2K | 0.00% | −3,900−62.1% | Reduced |
| Point72 (DIFC) Ltd | 2,368 | $29.1K | 0.00% | +2,368 | New |
| Avalon Trust Co | 2,100 | $25.8K | 0.00% | +2,100 | New |
| EverSource Wealth Advisors, LLC | 1,504 | $18.5K | 0.00% | +78+5.5% | Added |
| Avion Wealth | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,166 | $14.3K | 0.00% | +398+51.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 948 | $11.6K | 0.00% | +52+5.8% | Added |
| Massmutual Trust Co FSB | 850 | $10.4K | 0.00% | −70−7.6% | Reduced |
| Essential Partners LLC | 829 | $10.2K | 0.00% | +676+441.8% | Added |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 657 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 650 | $7.55K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 588 | $7.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 582 | $7.15K | 0.00% | +68+13.2% | Added |
| Global Retirement Partners, LLC | 517 | $6.35K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 410 | $5.00K | 0.00% | +126+44.4% | Added |
| Allworth Financial LP | 407 | $5.00K | 0.00% | −106−20.7% | Reduced |
| Optiver Holding B.V. | 340 | $4.17K | 0.00% | +340 | New |
| Versant Capital Management, Inc | 332 | $4.08K | 0.00% | +14+4.4% | Added |
| Wolff Wiese Magana LLC | 300 | $3.68K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 267 | $3.28K | 0.00% | −14,630−98.2% | Reduced |
| Farther Finance Advisors, LLC | 250 | $3.07K | 0.00% | +23+10.1% | Added |
| Bessemer Group Inc | 214 | $3.00K | 0.00% | +47+28.1% | Added |
| Sunbelt Securities, Inc. | 238 | $2.92K | 0.00% | +238 | New |
| Wealthspire Advisors, LLC | 167 | $2.05K | 0.00% | +167 | New |
| Harbor Capital Advisors, Inc. | 180 | $2.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 154 | $1.89K | 0.00% | −172−52.8% | Reduced |
| Huntington National Bank | 141 | $1.73K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 106 | $1.30K | 0.00% | +32+43.2% | Added |
| Rothschild Investment LLC | 105 | $1.29K | 0.00% | +15+16.7% | Added |
| Parkside Financial Bank & Trust | 90 | $1.11K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 79 | $971 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $748 | 0.00% | +62 | New |
| Umb Bank N A | 56 | $688 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $516 | 0.00% | +26+162.5% | Added |
| Financial Consulate, Inc | 35 | $430 | 0.00% | +35 | New |
| Atlantic Trust, LLC | 34 | $418 | 0.00% | 00.0% | Unchanged |