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Livermore
Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Whitestone REIT changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WSR: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2074211+8
Shares32.8M107.2K33.6M+929.9K (+2.8%)
Value$402.0M$1.32M$466.0M+$65.4M (+16.3%)

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Whitestone REIT at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to WSR in Q4 2025
InstitutionSharesValue% of portfolio
Irenic Capital Management LP322,176$4.48M0.59%
Franklin Resources Inc38,285$531.8K0.00%
Campbell & CO Investment Adviser LLC32,785$455.4K0.02%
EP Wealth Advisors, LLC31,936$443.6K0.00%
AlphaCentric Advisors LLC30,000$416.7K0.42%
Skopos Labs, Inc.22,945$318.9K0.01%
FourThought Financial Partners, LLC20,571$285.7K0.02%
Gross & Hartman Investments LLC15,342$213.1K0.12%
Safe Harbor Family Capital, LLC15,342$213.1K0.19%
Worth Venture Partners, LLC15,300$212.5K1.54%
Panagora Asset Management Inc14,545$202.0K0.00%
Cornerstone Investment Partners, LLC12,942$179.8K0.01%
Virtus Investment Advisers, Inc.12,053$167.4K0.05%
Coordinated Financial Services, Inc.11,624$161.5K0.09%
Aigen Investment Management, LP11,619$161.4K0.04%
M&T Bank Corp10,364$144.0K0.00%
SummitTX Capital, L.P.10,000$138.9K0.00%
Kestra Advisory Services, LLC6,500$90.3K0.00%
Pinnacle Wealth Planning Services, Inc.5,847$81.2K0.01%
Aster Capital Management (DIFC) Ltd5,392$74.9K0.03%
UBS Asset Management Americas Inc2,119$29.4K0.00%
Prosperity Bancshares Inc1,637$22.7K0.02%
Parallel Advisors, LLC126$1.75K0.00%
International Assets Investment Management, LLC96$1.33K0.00%
UMA Financial Services, Inc.46$6390.00%
Bare Financial Services, Inc36$5000.00%
Gilpin Wealth Management, LLC9$1260.00%
Transamerica Financial Advisors, Inc.7$970.00%
Ankerstar Wealth, LLC2$280.00%
Dunhill Financial, LLC1$190.00%
Triumph Capital Management1$140.00%

Sold out (23)

Institutions that held Whitestone REIT at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of WSR in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Balyasny Asset Management LLC85,566$1.05M
Gsa Capital Partners LLP71,194$874.0K
Tudor Investment Corp Et Al61,305$752.8K
D. E. Shaw & Co., Inc.54,196$665.5K
Arrowstreet Capital, Limited Partnership29,828$366.3K
Jupiter Asset Management Ltd27,468$337.3K
Caxton Associates LLP20,723$254.5K
XTX Topco Ltd20,234$248.5K
Boothbay Fund Management, LLC15,089$185.3K
Susquehanna International Group, LLP10,934$134.3K
Pathstone Holdings, LLC10,748$132.0K
Journey Strategic Wealth LLC10,126$124.3K
Warwick Investment Management, Inc.10,016$123.0K
State of Wyoming4,878$59.9K
Bogart Wealth, LLC4,289$52.7K
Simplex Trading, LLC3,715$45.0K
SRS Capital Advisors, Inc.3,155$38.7K
Quantbot Technologies LP267$3.28K
Wealthspire Advisors, LLC167$2.05K
South State Corp.79$971
Financial Consulate, Inc35$430
Atlantic Trust, LLC34$418
Rise Advisors, LLC10$126

Not filed for Q4 2025 yet (4)

Institutions that held Whitestone REIT at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Cubist Systematic Strategies, LLC75,032$921.4K
Ridgewood Investments LLC18,000$221.0K
RW Investment Management LLC11,821$145.2K
Point72 (DIFC) Ltd2,368$29.1K