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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 1 | $14 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $19 | 0.00% | +1 | New |
| Ankerstar Wealth, LLC | 2 | $28 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $97 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 9 | $126 | 0.00% | +9 | New |
| Signaturefd, LLC | 14 | $194 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $362 | 0.00% | −16−38.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $417 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 31 | $431 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $500 | 0.00% | +36 | New |
| UMA Financial Services, Inc. | 46 | $639 | 0.00% | +46 | New |
| Umb Bank N A | 56 | $778 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 58 | $806 | 0.00% | −48−45.3% | Reduced |
| Parkside Financial Bank & Trust | 90 | $1.25K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 96 | $1.33K | 0.00% | +96 | New |
| Rothschild Investment LLC | 108 | $1.50K | 0.00% | +3+2.9% | Added |
| Optiver Holding B.V. | 115 | $1.60K | 0.00% | −225−66.2% | Reduced |
| Parallel Advisors, LLC | 126 | $1.75K | 0.00% | +126 | New |
| Huntington National Bank | 141 | $1.96K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 177 | $2.00K | 0.00% | −3−1.7% | Reduced |
| MAI Capital Management | 171 | $2.37K | 0.00% | +17+11.0% | Added |
| Sunbelt Securities, Inc. | 238 | $3.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $4.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 315 | $4.38K | 0.00% | −92−22.6% | Reduced |
| Farther Finance Advisors, LLC | 326 | $4.53K | 0.00% | +76+30.4% | Added |
| IFP Advisors, Inc | 328 | $4.56K | 0.00% | −254−43.6% | Reduced |
| Essential Partners LLC | 425 | $5.90K | 0.00% | −404−48.7% | Reduced |
| Global Retirement Partners, LLC | 517 | $7.18K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 550 | $7.64K | 0.00% | +218+65.7% | Added |
| Jones Financial Companies LLLP | 588 | $8.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 650 | $9.19K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 725 | $10.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 751 | $10.3K | 0.00% | +689+1,111.3% | Added |
| GF Fund Management Co. Ltd. | 761 | $10.6K | 0.00% | +36+5.0% | Added |
| Quarry LP | 825 | $11.5K | 0.00% | −3,742−81.9% | Reduced |
| Massmutual Trust Co FSB | 850 | $11.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 853 | $12.0K | 0.00% | +196+29.8% | Added |
| Hantz Financial Services, Inc. | 854 | $12.0K | 0.00% | +444+108.3% | Added |
| Bessemer Group Inc | 1,006 | $14.0K | 0.00% | +792+370.1% | Added |
| EverSource Wealth Advisors, LLC | 1,071 | $14.9K | 0.00% | −433−28.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,152 | $16.0K | 0.00% | +1,147+22,940.0% | Added |
| Tower Research Capital LLC (TRC) | 1,195 | $16.6K | 0.00% | −1,184−49.8% | Reduced |
| Smartleaf Asset Management LLC | 1,239 | $17.2K | 0.00% | +73+6.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,342 | $18.6K | 0.00% | +394+41.6% | Added |
| Avion Wealth | 1,500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,637 | $22.7K | 0.02% | +1,637 | New |
| Manchester Capital Management LLC | 2,000 | $27.8K | 0.00% | −518−20.6% | Reduced |
| UBS Asset Management Americas Inc | 2,119 | $29.4K | 0.00% | +2,119 | New |
| Sterling Capital Management LLC | 2,602 | $36.1K | 0.00% | −513−16.5% | Reduced |
| GAMMA Investing LLC | 2,717 | $37.7K | 0.00% | −310−10.2% | Reduced |
| Avalon Trust Co | 3,200 | $44.4K | 0.00% | +1,100+52.4% | Added |
| Advisor Group Holdings, Inc. | 3,227 | $44.8K | 0.00% | −624−16.2% | Reduced |
| CIBC Private Wealth Group, LLC | 3,523 | $48.9K | 0.00% | +3,522+352,200.0% | Added |
| The PNC Financial Services Group, Inc. | 3,576 | $49.7K | 0.00% | −398−10.0% | Reduced |
| CWM, LLC | 3,738 | $52.0K | 0.00% | −1,116−23.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,771 | $52.4K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 5,327 | $74.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 5,392 | $74.9K | 0.03% | +5,392 | New |
| Covestor Ltd | 5,419 | $75.0K | 0.04% | −274−4.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,847 | $81.2K | 0.01% | +5,847 | New |
| Rockefeller Capital Management L.P. | 6,308 | $87.6K | 0.00% | −6,290−49.9% | Reduced |
| US Bancorp | 6,487 | $90.1K | 0.00% | −448−6.5% | Reduced |
| Kestra Advisory Services, LLC | 6,500 | $90.3K | 0.00% | +6,500 | New |
| STRS Ohio | 8,200 | $113.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,333 | $115.7K | 0.00% | −453−5.2% | Reduced |
| KLP Kapitalforvaltning AS | 9,900 | $137.5K | 0.00% | +1,500+17.9% | Added |
| SummitTX Capital, L.P. | 10,000 | $138.9K | 0.00% | +10,000 | New |
| Oregon Public Employees Retirement Fund | 10,224 | $142.0K | 0.00% | +100+1.0% | Added |
| M&T Bank Corp | 10,364 | $144.0K | 0.00% | +10,364 | New |
| HRT Financial LP | 10,376 | $144.0K | 0.00% | −19,872−65.7% | Reduced |
| Mercer Global Advisors Inc | 10,674 | $148.3K | 0.00% | −4,596−30.1% | Reduced |
| Ieq Capital, LLC | 10,762 | $149.5K | 0.00% | −4,859−31.1% | Reduced |
| Tiaa Trust, National Association | 10,862 | $150.9K | 0.00% | −13,153−54.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,115 | $154.4K | 0.00% | −319−2.8% | Reduced |
| Ignite Planners, LLC | 10,933 | $155.7K | 0.02% | −11,000−50.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,329 | $157.0K | 0.00% | −1,459−11.4% | Reduced |
| Ballentine Partners, LLC | 11,571 | $160.7K | 0.00% | −255−2.2% | Reduced |
| Aigen Investment Management, LP | 11,619 | $161.4K | 0.04% | +11,619 | New |
| Coordinated Financial Services, Inc. | 11,624 | $161.5K | 0.09% | +11,624 | New |
| SG Americas Securities, LLC | 11,910 | $165.0K | 0.00% | +3,686+44.8% | Added |
| Virtus Investment Advisers, Inc. | 12,053 | $167.4K | 0.05% | +12,053 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $167.6K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 12,229 | $169.9K | 0.09% | −15,259−55.5% | Reduced |
| Yousif Capital Management, LLC | 12,059 | $170.0K | 0.00% | −1,860−13.4% | Reduced |
| Arizona State Retirement System | 12,723 | $176.7K | 0.00% | −78−0.6% | Reduced |
| Cornerstone Investment Partners, LLC | 12,942 | $179.8K | 0.01% | +12,942 | New |
| Creative Planning | 12,950 | $179.9K | 0.00% | +1,030+8.6% | Added |
| Amalgamated Bank | 12,986 | $180.0K | 0.00% | −375−2.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,063 | $181.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,234 | $183.8K | 0.00% | −4,373−24.8% | Reduced |
| Crossingbridge Advisors, LLC | 30,000 | $184.3K | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 14,485 | $201.2K | 0.01% | +453+3.2% | Added |
| CI Private Wealth, LLC | 14,507 | $201.5K | 0.00% | −1,189−7.6% | Reduced |
| Panagora Asset Management Inc | 14,545 | $202.0K | 0.00% | +14,545 | New |
| Neuberger Berman Group LLC | 14,646 | $203.4K | 0.00% | −31−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 14,662 | $203.7K | 0.00% | −838−5.4% | Reduced |
| Lazard Asset Management LLC | 15,164 | $210.6K | 0.00% | +2,343+18.3% | Added |
| Worth Venture Partners, LLC | 15,300 | $212.5K | 1.54% | +15,300 | New |
| Gross & Hartman Investments LLC | 15,342 | $213.1K | 0.12% | +15,342 | New |