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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 19,815 | $274.9K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 19,136 | $266.0K | 0.00% | −1,589−7.7% | Reduced |
| Nisa Investment Advisors, LLC | 18,952 | $263.2K | 0.00% | −2,220−10.5% | Reduced |
| State of Tennessee, Treasury Department | 17,784 | $253.2K | 0.00% | −2,524−12.4% | Reduced |
| Victory Capital Management Inc | 17,546 | $243.7K | 0.00% | −1,903−9.8% | Reduced |
| Daiwa Securities Group Inc. | 16,854 | $234.0K | 0.00% | +1,019+6.4% | Added |
| State Board of Administration of Florida Retirement System | 16,619 | $230.8K | 0.00% | 00.0% | Unchanged |
| Doliver Advisors, LP | 16,000 | $222.2K | 0.06% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,733 | $218.5K | 0.00% | −8,516−35.1% | Reduced |
| Verition Fund Management LLC | 15,400 | $213.9K | 0.00% | 00.0% | Unchanged |
| Gross & Hartman Investments LLC | 15,342 | $213.1K | 0.12% | +15,342 | New |
| Safe Harbor Family Capital, LLC | 15,342 | $213.1K | 0.19% | +15,342 | New |
| Worth Venture Partners, LLC | 15,300 | $212.5K | 1.54% | +15,300 | New |
| Lazard Asset Management LLC | 15,164 | $210.6K | 0.00% | +2,343+18.3% | Added |
| Manufacturers Life Insurance Company, The | 14,662 | $203.7K | 0.00% | −838−5.4% | Reduced |
| Neuberger Berman Group LLC | 14,646 | $203.4K | 0.00% | −31−0.2% | Reduced |
| Panagora Asset Management Inc | 14,545 | $202.0K | 0.00% | +14,545 | New |
| CI Private Wealth, LLC | 14,507 | $201.5K | 0.00% | −1,189−7.6% | Reduced |
| Quest Partners LLC | 14,485 | $201.2K | 0.01% | +453+3.2% | Added |
| Crossingbridge Advisors, LLC | 30,000 | $184.3K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 13,234 | $183.8K | 0.00% | −4,373−24.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,063 | $181.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 12,986 | $180.0K | 0.00% | −375−2.8% | Reduced |
| Creative Planning | 12,950 | $179.9K | 0.00% | +1,030+8.6% | Added |
| Cornerstone Investment Partners, LLC | 12,942 | $179.8K | 0.01% | +12,942 | New |
| Arizona State Retirement System | 12,723 | $176.7K | 0.00% | −78−0.6% | Reduced |
| Yousif Capital Management, LLC | 12,059 | $170.0K | 0.00% | −1,860−13.4% | Reduced |
| PharVision Advisers, LLC | 12,229 | $169.9K | 0.09% | −15,259−55.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $167.6K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 12,053 | $167.4K | 0.05% | +12,053 | New |
| SG Americas Securities, LLC | 11,910 | $165.0K | 0.00% | +3,686+44.8% | Added |
| Coordinated Financial Services, Inc. | 11,624 | $161.5K | 0.09% | +11,624 | New |
| Aigen Investment Management, LP | 11,619 | $161.4K | 0.04% | +11,619 | New |
| Ballentine Partners, LLC | 11,571 | $160.7K | 0.00% | −255−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,329 | $157.0K | 0.00% | −1,459−11.4% | Reduced |
| Ignite Planners, LLC | 10,933 | $155.7K | 0.02% | −11,000−50.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,115 | $154.4K | 0.00% | −319−2.8% | Reduced |
| Tiaa Trust, National Association | 10,862 | $150.9K | 0.00% | −13,153−54.8% | Reduced |
| Ieq Capital, LLC | 10,762 | $149.5K | 0.00% | −4,859−31.1% | Reduced |
| Mercer Global Advisors Inc | 10,674 | $148.3K | 0.00% | −4,596−30.1% | Reduced |
| HRT Financial LP | 10,376 | $144.0K | 0.00% | −19,872−65.7% | Reduced |
| M&T Bank Corp | 10,364 | $144.0K | 0.00% | +10,364 | New |
| Oregon Public Employees Retirement Fund | 10,224 | $142.0K | 0.00% | +100+1.0% | Added |
| SummitTX Capital, L.P. | 10,000 | $138.9K | 0.00% | +10,000 | New |
| KLP Kapitalforvaltning AS | 9,900 | $137.5K | 0.00% | +1,500+17.9% | Added |
| Quadrant Capital Group LLC | 8,333 | $115.7K | 0.00% | −453−5.2% | Reduced |
| STRS Ohio | 8,200 | $113.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,500 | $90.3K | 0.00% | +6,500 | New |
| US Bancorp | 6,487 | $90.1K | 0.00% | −448−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 6,308 | $87.6K | 0.00% | −6,290−49.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,847 | $81.2K | 0.01% | +5,847 | New |
| Covestor Ltd | 5,419 | $75.0K | 0.04% | −274−4.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,392 | $74.9K | 0.03% | +5,392 | New |
| Copeland Capital Management, LLC | 5,327 | $74.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,771 | $52.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,738 | $52.0K | 0.00% | −1,116−23.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,576 | $49.7K | 0.00% | −398−10.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,523 | $48.9K | 0.00% | +3,522+352,200.0% | Added |
| Advisor Group Holdings, Inc. | 3,227 | $44.8K | 0.00% | −624−16.2% | Reduced |
| Avalon Trust Co | 3,200 | $44.4K | 0.00% | +1,100+52.4% | Added |
| GAMMA Investing LLC | 2,717 | $37.7K | 0.00% | −310−10.2% | Reduced |
| Sterling Capital Management LLC | 2,602 | $36.1K | 0.00% | −513−16.5% | Reduced |
| UBS Asset Management Americas Inc | 2,119 | $29.4K | 0.00% | +2,119 | New |
| Manchester Capital Management LLC | 2,000 | $27.8K | 0.00% | −518−20.6% | Reduced |
| Prosperity Bancshares Inc | 1,637 | $22.7K | 0.02% | +1,637 | New |
| Avion Wealth | 1,500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,342 | $18.6K | 0.00% | +394+41.6% | Added |
| Smartleaf Asset Management LLC | 1,239 | $17.2K | 0.00% | +73+6.3% | Added |
| Tower Research Capital LLC (TRC) | 1,195 | $16.6K | 0.00% | −1,184−49.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,152 | $16.0K | 0.00% | +1,147+22,940.0% | Added |
| EverSource Wealth Advisors, LLC | 1,071 | $14.9K | 0.00% | −433−28.8% | Reduced |
| Bessemer Group Inc | 1,006 | $14.0K | 0.00% | +792+370.1% | Added |
| 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 |
| Massmutual Trust Co FSB | 850 | $11.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 825 | $11.5K | 0.00% | −3,742−81.9% | Reduced |
| GF Fund Management Co. Ltd. | 761 | $10.6K | 0.00% | +36+5.0% | Added |
| Salomon & Ludwin, LLC | 751 | $10.3K | 0.00% | +689+1,111.3% | Added |
| Delta Asset Management LLC | 725 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 650 | $9.19K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 588 | $8.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 550 | $7.64K | 0.00% | +218+65.7% | Added |
| Global Retirement Partners, LLC | 517 | $7.18K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 425 | $5.90K | 0.00% | −404−48.7% | Reduced |
| IFP Advisors, Inc | 328 | $4.56K | 0.00% | −254−43.6% | Reduced |
| Farther Finance Advisors, LLC | 326 | $4.53K | 0.00% | +76+30.4% | Added |
| Allworth Financial LP | 315 | $4.38K | 0.00% | −92−22.6% | Reduced |
| Wolff Wiese Magana LLC | 300 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 238 | $3.31K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 171 | $2.37K | 0.00% | +17+11.0% | Added |
| Harbor Capital Advisors, Inc. | 177 | $2.00K | 0.00% | −3−1.7% | Reduced |
| Huntington National Bank | 141 | $1.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 126 | $1.75K | 0.00% | +126 | New |
| Optiver Holding B.V. | 115 | $1.60K | 0.00% | −225−66.2% | Reduced |
| Rothschild Investment LLC | 108 | $1.50K | 0.00% | +3+2.9% | Added |
| International Assets Investment Management, LLC | 96 | $1.33K | 0.00% | +96 | New |
| Parkside Financial Bank & Trust | 90 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 58 | $806 | 0.00% | −48−45.3% | Reduced |
| Umb Bank N A | 56 | $778 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 46 | $639 | 0.00% | +46 | New |