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 |
|---|---|---|---|---|---|
| Safe Harbor Family Capital, LLC | 15,342 | $213.1K | 0.19% | +15,342 | New |
| Verition Fund Management LLC | 15,400 | $213.9K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,733 | $218.5K | 0.00% | −8,516−35.1% | Reduced |
| Doliver Advisors, LP | 16,000 | $222.2K | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,619 | $230.8K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 16,854 | $234.0K | 0.00% | +1,019+6.4% | Added |
| Victory Capital Management Inc | 17,546 | $243.7K | 0.00% | −1,903−9.8% | Reduced |
| State of Tennessee, Treasury Department | 17,784 | $253.2K | 0.00% | −2,524−12.4% | Reduced |
| Nisa Investment Advisors, LLC | 18,952 | $263.2K | 0.00% | −2,220−10.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 19,136 | $266.0K | 0.00% | −1,589−7.7% | Reduced |
| Janus Henderson Group PLC | 19,815 | $274.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,411 | $283.5K | 0.00% | +1,793+9.6% | Added |
| FourThought Financial Partners, LLC | 20,571 | $285.7K | 0.02% | +20,571 | New |
| Louisiana State Employees Retirement System | 20,600 | $286.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 20,964 | $291.2K | 0.00% | −245−1.2% | Reduced |
| Citigroup Inc | 21,034 | $292.2K | 0.00% | −39,638−65.3% | Reduced |
| Hancock Whitney Corp | 21,188 | $294.3K | 0.01% | −84−0.4% | Reduced |
| New York State Common Retirement Fund | 22,910 | $318.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 22,945 | $318.9K | 0.01% | +22,945 | New |
| MetLife Investment Management | 23,446 | $325.7K | 0.00% | −2,433−9.4% | Reduced |
| Illinois Municipal Retirement Fund | 24,304 | $337.6K | 0.00% | +49+0.2% | Added |
| Cresset Asset Management, LLC | 24,636 | $342.2K | 0.00% | +4,891+24.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,728 | $343.5K | 0.00% | +5,751+30.3% | Added |
| BNP Paribas Arbitrage, SA | 25,507 | $354.3K | 0.00% | −21,027−45.2% | Reduced |
| Denali Advisors LLC | 25,714 | $357.2K | 0.04% | −7,086−21.6% | Reduced |
| Citadel Advisors LLC | 26,880 | $373.4K | 0.00% | −6,133−18.6% | Reduced |
| AlphaCentric Advisors LLC | 30,000 | $416.7K | 0.42% | +30,000 | New |
| Susquehanna Portfolio Strategies, LLC | 30,777 | $427.5K | 0.01% | −3,109−9.2% | Reduced |
| Thrivent Financial for Lutherans | 30,851 | $429.0K | 0.00% | −1,538−4.7% | Reduced |
| Deutsche Bank AG | 31,589 | $438.8K | 0.00% | +4,697+17.5% | Added |
| EP Wealth Advisors, LLC | 31,936 | $443.6K | 0.00% | +31,936 | New |
| Campbell & CO Investment Adviser LLC | 32,785 | $455.4K | 0.02% | +32,785 | New |
| HighTower Advisors, LLC | 34,035 | $472.7K | 0.00% | +197+0.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,330 | $487.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 36,732 | $510.2K | 0.00% | +1,626+4.6% | Added |
| Martingale Asset Management L P | 37,710 | $523.8K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 38,285 | $531.8K | 0.00% | +38,285 | New |
| Jane Street Group, LLC | 38,493 | $534.7K | 0.00% | −85,430−68.9% | Reduced |
| Garner Asset Management Corp | 38,521 | $535.1K | 0.21% | +80.0% | Added |
| Stephens Inc | 39,360 | $546.7K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 40,879 | $567.8K | 0.00% | +1,448+3.7% | Added |
| Virginia Retirement Systems Et Al | 41,717 | $579.4K | 0.00% | +8,650+26.2% | Added |
| California State Teachers Retirement System | 43,545 | $604.8K | 0.00% | −4,592−9.5% | Reduced |
| Quantinno Capital Management LP | 43,688 | $606.8K | 0.00% | +6,954+18.9% | Added |
| Public Employees Retirement System of Ohio | 46,082 | $640.1K | 0.00% | +15,706+51.7% | Added |
| Horizon Investments, LLC | 46,189 | $641.6K | 0.01% | +2,334+5.3% | Added |
| State of Alaska, Department of Revenue | 47,207 | $654.0K | 0.01% | +231+0.5% | Added |
| Intech Investment Management LLC | 48,001 | $666.7K | 0.01% | +25,499+113.3% | Added |
| Engineers Gate Manager LP | 48,626 | $675.4K | 0.01% | +36,295+294.3% | Added |
| Alliancebernstein L.P. | 49,178 | $683.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 49,458 | $687.0K | 0.00% | +31,956+182.6% | Added |
| Two Sigma Advisers, LP | 52,100 | $723.7K | 0.00% | +6,800+15.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 53,753 | $746.6K | 0.00% | −607−1.1% | Reduced |
| Price T Rowe Associates Inc | 55,394 | $770.0K | 0.00% | +2,989+5.7% | Added |
| Great West Life Assurance Co | 60,844 | $844.0K | 0.00% | −570−0.9% | Reduced |
| Greenland Capital Management LP | 65,000 | $902.9K | 0.13% | −125,933−66.0% | Reduced |
| Asset Management One Co.,Ltd. | 65,000 | $903.5K | 0.00% | +3,812+6.2% | Added |
| Advisory Research Inc | 66,829 | $928.3K | 0.12% | +3,331+5.2% | Added |
| AQR Capital Management LLC | 66,946 | $929.9K | 0.00% | −17,359−20.6% | Reduced |
| Nomura Asset Management Co Ltd | 69,200 | $961.2K | 0.00% | +4,000+6.1% | Added |
| Millennium Management LLC | 71,037 | $986.7K | 0.00% | −23,169−24.6% | Reduced |
| Prelude Capital Management, LLC | 72,600 | $1.01M | 0.07% | −6,949−8.7% | Reduced |
| New York State Teachers Retirement System | 73,325 | $1.02M | 0.00% | −3,836−5.0% | Reduced |
| Voya Investment Management LLC | 81,305 | $1.13M | 0.00% | +1,423+1.8% | Added |
| UBS Group AG | 84,321 | $1.17M | 0.00% | −87−0.1% | Reduced |
| Prudential Financial Inc | 86,713 | $1.20M | 0.00% | +12,589+17.0% | Added |
| Swiss National Bank | 90,600 | $1.26M | 0.00% | +7,700+9.3% | Added |
| HSBC Holdings PLC | 97,828 | $1.35M | 0.00% | +40,291+70.0% | Added |
| Man Group plc | 98,293 | $1.37M | 0.00% | −25,490−20.6% | Reduced |
| Royal Bank of Canada | 108,670 | $1.51M | 0.00% | +17,837+19.6% | Added |
| Raymond James Financial Inc | 114,542 | $1.59M | 0.00% | −13,487−10.5% | Reduced |
| Legal & General Group Plc | 115,875 | $1.61M | 0.00% | −2,048−1.7% | Reduced |
| Renaissance Technologies LLC | 118,300 | $1.64M | 0.00% | +40,500+52.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 121,130 | $1.68M | 0.03% | +1,268+1.1% | Added |
| Rhumbline Advisers | 127,686 | $1.77M | 0.00% | −9,116−6.7% | Reduced |
| First Trust Advisors LP | 150,096 | $2.08M | 0.00% | +3,497+2.4% | Added |
| Public Sector Pension Investment Board | 155,533 | $2.16M | 0.01% | −19,544−11.2% | Reduced |
| Exchange Traded Concepts, LLC | 156,034 | $2.17M | 0.02% | +2,526+1.6% | Added |
| Bank of America Corp | 175,023 | $2.43M | 0.00% | +43,578+33.2% | Added |
| Ameriprise Financial Inc | 191,849 | $2.66M | 0.00% | −15,584−7.5% | Reduced |
| Wells Fargo & Company | 196,630 | $2.73M | 0.00% | +15,984+8.8% | Added |
| Nuveen, LLC | 197,261 | $2.74M | 0.00% | −185,139−48.4% | Reduced |
| Principal Financial Group Inc | 214,017 | $2.97M | 0.00% | −2,778−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 221,402 | $3.08M | 0.07% | −1,576−0.7% | Reduced |
| FMR LLC | 225,663 | $3.13M | 0.00% | +41,237+22.4% | Added |
| Two Sigma Investments, LP | 225,915 | $3.14M | 0.00% | +70,613+45.5% | Added |
| Barclays PLC | 230,104 | $3.20M | 0.00% | +2,864+1.3% | Added |
| Envestnet Asset Management Inc | 251,958 | $3.50M | 0.00% | +98,699+64.4% | Added |
| Jacobs Levy Equity Management, Inc | 258,016 | $3.58M | 0.01% | −3,212−1.2% | Reduced |
| Larson Financial Group LLC | 263,192 | $3.66M | 0.12% | −297−0.1% | Reduced |
| Invesco Ltd. | 270,453 | $3.76M | 0.00% | −39,483−12.7% | Reduced |
| JPMorgan Chase & Co | 313,939 | $4.36M | 0.00% | +648+0.2% | Added |
| Irenic Capital Management LP | 322,176 | $4.48M | 0.59% | +322,176 | New |
| Colony Capital, Inc. | 365,600 | $5.08M | 0.39% | −89,174−19.6% | Reduced |
| Qube Research & Technologies Ltd | 371,977 | $5.17M | 0.01% | −13,575−3.5% | Reduced |
| Bank of New York Mellon Corp | 421,294 | $5.85M | 0.00% | −893−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 437,539 | $6.08M | 0.00% | +10,348+2.4% | Added |
| Goldman Sachs Group Inc | 484,291 | $6.73M | 0.00% | +32,314+7.1% | Added |
| Northern Trust Corp | 522,893 | $7.26M | 0.00% | −30,539−5.5% | Reduced |
| CSM Advisors, LLC | 571,315 | $7.93M | 0.22% | +7,222+1.3% | Added |