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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 619,846 | $8.61M | 0.30% | +191,888+44.8% | Added |
| Dimensional Fund Advisors LP | 621,615 | $8.63M | 0.00% | +8,249+1.3% | Added |
| First Eagle Investment Management, LLC | 713,049 | $9.90M | 0.02% | −700−0.1% | Reduced |
| Morgan Stanley | 727,929 | $10.1M | 0.00% | +27,229+3.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $12.2M | 0.85% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,106,910 | $15.4M | 0.13% | +506,664+84.4% | Added |
| Geode Capital Management, LLC | 1,179,004 | $16.4M | 0.00% | −5,273−0.4% | Reduced |
| Emmett Investment Management, LP | 1,266,543 | $17.5M | 13.46% | +3,900+0.3% | Added |
| State Street Corp | 1,807,874 | $25.1M | 0.00% | −19,045−1.0% | Reduced |
| Vanguard Group Inc | 5,416,634 | $75.2M | 0.00% | +166,306+3.2% | Added |
| BlackRock, Inc. | 7,957,832 | $110.5M | 0.00% | +121,473+1.6% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −85,566−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −71,194−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,305−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −54,196−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −29,828−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −27,468−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −20,723−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,234−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,089−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,934−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −10,748−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −10,126−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −10,016−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,878−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,155−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Ridgewood Investments LLC | – | – | – | – | Not filed |
| RW Investment Management LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |