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, Q4 2025
Institutional positions in Whitestone REIT as of Dec 31, 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
- 211
- +8 vs. Q3 2025
- Shares held
- 33.6M
- +929.9K (+2.8%) vs. Q3 2025
- Total value
- $466.0M
- +$65.4M (+16.3%) vs. Q3 2025
- New holders
- 31
- 69 more added
- Sold out
- 23
- 79 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,957,832 | $110.5M | 0.00% | +121,473+1.6% | Added |
| Vanguard Group Inc | 5,416,634 | $75.2M | 0.00% | +166,306+3.2% | Added |
| State Street Corp | 1,807,874 | $25.1M | 0.00% | −19,045−1.0% | Reduced |
| Emmett Investment Management, LP | 1,266,543 | $17.5M | 13.46% | +3,900+0.3% | Added |
| Geode Capital Management, LLC | 1,179,004 | $16.4M | 0.00% | −5,273−0.4% | Reduced |
| GW&K Investment Management, LLC | 1,106,910 | $15.4M | 0.13% | +506,664+84.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $12.2M | 0.85% | 00.0% | Unchanged |
| Morgan Stanley | 727,929 | $10.1M | 0.00% | +27,229+3.9% | Added |
| First Eagle Investment Management, LLC | 713,049 | $9.90M | 0.02% | −700−0.1% | Reduced |
| Dimensional Fund Advisors LP | 621,615 | $8.63M | 0.00% | +8,249+1.3% | Added |
| Chilton Capital Management LLC | 619,846 | $8.61M | 0.30% | +191,888+44.8% | Added |
| CSM Advisors, LLC | 571,315 | $7.93M | 0.22% | +7,222+1.3% | Added |
| Northern Trust Corp | 522,893 | $7.26M | 0.00% | −30,539−5.5% | Reduced |
| Goldman Sachs Group Inc | 484,291 | $6.73M | 0.00% | +32,314+7.1% | Added |
| Charles Schwab Investment Management Inc | 437,539 | $6.08M | 0.00% | +10,348+2.4% | Added |
| Bank of New York Mellon Corp | 421,294 | $5.85M | 0.00% | −893−0.2% | Reduced |
| Qube Research & Technologies Ltd | 371,977 | $5.17M | 0.01% | −13,575−3.5% | Reduced |
| Colony Capital, Inc. | 365,600 | $5.08M | 0.39% | −89,174−19.6% | Reduced |
| Irenic Capital Management LP | 322,176 | $4.48M | 0.59% | +322,176 | New |
| JPMorgan Chase & Co | 313,939 | $4.36M | 0.00% | +648+0.2% | Added |
| Invesco Ltd. | 270,453 | $3.76M | 0.00% | −39,483−12.7% | Reduced |
| Larson Financial Group LLC | 263,192 | $3.66M | 0.12% | −297−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 258,016 | $3.58M | 0.01% | −3,212−1.2% | Reduced |
| Envestnet Asset Management Inc | 251,958 | $3.50M | 0.00% | +98,699+64.4% | Added |
| Barclays PLC | 230,104 | $3.20M | 0.00% | +2,864+1.3% | Added |
| Two Sigma Investments, LP | 225,915 | $3.14M | 0.00% | +70,613+45.5% | Added |
| FMR LLC | 225,663 | $3.13M | 0.00% | +41,237+22.4% | Added |
| Kennedy Capital Management, Inc. | 221,402 | $3.08M | 0.07% | −1,576−0.7% | Reduced |
| Principal Financial Group Inc | 214,017 | $2.97M | 0.00% | −2,778−1.3% | Reduced |
| Nuveen, LLC | 197,261 | $2.74M | 0.00% | −185,139−48.4% | Reduced |
| Wells Fargo & Company | 196,630 | $2.73M | 0.00% | +15,984+8.8% | Added |
| Ameriprise Financial Inc | 191,849 | $2.66M | 0.00% | −15,584−7.5% | Reduced |
| Bank of America Corp | 175,023 | $2.43M | 0.00% | +43,578+33.2% | Added |
| Exchange Traded Concepts, LLC | 156,034 | $2.17M | 0.02% | +2,526+1.6% | Added |
| Public Sector Pension Investment Board | 155,533 | $2.16M | 0.01% | −19,544−11.2% | Reduced |
| First Trust Advisors LP | 150,096 | $2.08M | 0.00% | +3,497+2.4% | Added |
| Rhumbline Advisers | 127,686 | $1.77M | 0.00% | −9,116−6.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 121,130 | $1.68M | 0.03% | +1,268+1.1% | Added |
| Renaissance Technologies LLC | 118,300 | $1.64M | 0.00% | +40,500+52.1% | Added |
| Legal & General Group Plc | 115,875 | $1.61M | 0.00% | −2,048−1.7% | Reduced |
| Raymond James Financial Inc | 114,542 | $1.59M | 0.00% | −13,487−10.5% | Reduced |
| Royal Bank of Canada | 108,670 | $1.51M | 0.00% | +17,837+19.6% | Added |
| Man Group plc | 98,293 | $1.37M | 0.00% | −25,490−20.6% | Reduced |
| HSBC Holdings PLC | 97,828 | $1.35M | 0.00% | +40,291+70.0% | Added |
| Swiss National Bank | 90,600 | $1.26M | 0.00% | +7,700+9.3% | Added |
| Prudential Financial Inc | 86,713 | $1.20M | 0.00% | +12,589+17.0% | Added |
| UBS Group AG | 84,321 | $1.17M | 0.00% | −87−0.1% | Reduced |
| Voya Investment Management LLC | 81,305 | $1.13M | 0.00% | +1,423+1.8% | Added |
| New York State Teachers Retirement System | 73,325 | $1.02M | 0.00% | −3,836−5.0% | Reduced |
| Prelude Capital Management, LLC | 72,600 | $1.01M | 0.07% | −6,949−8.7% | Reduced |
| Millennium Management LLC | 71,037 | $986.7K | 0.00% | −23,169−24.6% | Reduced |
| Nomura Asset Management Co Ltd | 69,200 | $961.2K | 0.00% | +4,000+6.1% | Added |
| AQR Capital Management LLC | 66,946 | $929.9K | 0.00% | −17,359−20.6% | Reduced |
| Advisory Research Inc | 66,829 | $928.3K | 0.12% | +3,331+5.2% | Added |
| Asset Management One Co.,Ltd. | 65,000 | $903.5K | 0.00% | +3,812+6.2% | Added |
| Greenland Capital Management LP | 65,000 | $902.9K | 0.13% | −125,933−66.0% | Reduced |
| Great West Life Assurance Co | 60,844 | $844.0K | 0.00% | −570−0.9% | Reduced |
| Price T Rowe Associates Inc | 55,394 | $770.0K | 0.00% | +2,989+5.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 53,753 | $746.6K | 0.00% | −607−1.1% | Reduced |
| Two Sigma Advisers, LP | 52,100 | $723.7K | 0.00% | +6,800+15.0% | Added |
| Federated Hermes, Inc. | 49,458 | $687.0K | 0.00% | +31,956+182.6% | Added |
| Alliancebernstein L.P. | 49,178 | $683.1K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 48,626 | $675.4K | 0.01% | +36,295+294.3% | Added |
| Intech Investment Management LLC | 48,001 | $666.7K | 0.01% | +25,499+113.3% | Added |
| State of Alaska, Department of Revenue | 47,207 | $654.0K | 0.01% | +231+0.5% | Added |
| Horizon Investments, LLC | 46,189 | $641.6K | 0.01% | +2,334+5.3% | Added |
| Public Employees Retirement System of Ohio | 46,082 | $640.1K | 0.00% | +15,706+51.7% | Added |
| Quantinno Capital Management LP | 43,688 | $606.8K | 0.00% | +6,954+18.9% | Added |
| California State Teachers Retirement System | 43,545 | $604.8K | 0.00% | −4,592−9.5% | Reduced |
| Virginia Retirement Systems Et Al | 41,717 | $579.4K | 0.00% | +8,650+26.2% | Added |
| LPL Financial LLC | 40,879 | $567.8K | 0.00% | +1,448+3.7% | Added |
| Stephens Inc | 39,360 | $546.7K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 38,521 | $535.1K | 0.21% | +80.0% | Added |
| Jane Street Group, LLC | 38,493 | $534.7K | 0.00% | −85,430−68.9% | Reduced |
| Franklin Resources Inc | 38,285 | $531.8K | 0.00% | +38,285 | New |
| Martingale Asset Management L P | 37,710 | $523.8K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 36,732 | $510.2K | 0.00% | +1,626+4.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,330 | $487.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 34,035 | $472.7K | 0.00% | +197+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 32,785 | $455.4K | 0.02% | +32,785 | New |
| EP Wealth Advisors, LLC | 31,936 | $443.6K | 0.00% | +31,936 | New |
| Deutsche Bank AG | 31,589 | $438.8K | 0.00% | +4,697+17.5% | Added |
| Thrivent Financial for Lutherans | 30,851 | $429.0K | 0.00% | −1,538−4.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 30,777 | $427.5K | 0.01% | −3,109−9.2% | Reduced |
| AlphaCentric Advisors LLC | 30,000 | $416.7K | 0.42% | +30,000 | New |
| Citadel Advisors LLC | 26,880 | $373.4K | 0.00% | −6,133−18.6% | Reduced |
| Denali Advisors LLC | 25,714 | $357.2K | 0.04% | −7,086−21.6% | Reduced |
| BNP Paribas Arbitrage, SA | 25,507 | $354.3K | 0.00% | −21,027−45.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,728 | $343.5K | 0.00% | +5,751+30.3% | Added |
| Cresset Asset Management, LLC | 24,636 | $342.2K | 0.00% | +4,891+24.8% | Added |
| Illinois Municipal Retirement Fund | 24,304 | $337.6K | 0.00% | +49+0.2% | Added |
| MetLife Investment Management | 23,446 | $325.7K | 0.00% | −2,433−9.4% | Reduced |
| Skopos Labs, Inc. | 22,945 | $318.9K | 0.01% | +22,945 | New |
| New York State Common Retirement Fund | 22,910 | $318.2K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 21,188 | $294.3K | 0.01% | −84−0.4% | Reduced |
| Citigroup Inc | 21,034 | $292.2K | 0.00% | −39,638−65.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 20,964 | $291.2K | 0.00% | −245−1.2% | Reduced |
| Louisiana State Employees Retirement System | 20,600 | $286.1K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 20,571 | $285.7K | 0.02% | +20,571 | New |
| Cetera Investment Advisers | 20,411 | $283.5K | 0.00% | +1,793+9.6% | Added |