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, Q1 2026
Institutional positions in Whitestone REIT as of Mar 31, 2026. 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
- 221
- +13 vs. Q4 2025
- Shares held
- 33.9M
- +5.70M (+20.3%) vs. Q4 2025
- Total value
- $546.8M
- +$156.1M (+39.9%) vs. Q4 2025
- New holders
- 34
- 85 more added
- Sold out
- 21
- 58 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,033,175 | $129.7M | 0.00% | +75,343+0.9% | Added |
| Vanguard Portfolio Management LLC | 3,007,925 | $48.6M | 0.00% | +3,007,925 | New |
| Vanguard Capital Management LLC | 2,102,085 | $33.9M | 0.00% | +2,102,085 | New |
| State Street Corp | 1,850,444 | $29.9M | 0.00% | +42,570+2.4% | Added |
| Irenic Capital Management LP | 1,265,391 | $20.4M | 1.85% | +943,215+292.8% | Added |
| Geode Capital Management, LLC | 1,198,721 | $19.4M | 0.00% | +19,717+1.7% | Added |
| GW&K Investment Management, LLC | 1,035,745 | $16.7M | 0.15% | −71,165−6.4% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $14.1M | 0.99% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 742,115 | $12.0M | 0.02% | +29,066+4.1% | Added |
| Chilton Capital Management LLC | 674,201 | $10.9M | 0.38% | +54,355+8.8% | Added |
| Morgan Stanley | 654,567 | $10.6M | 0.00% | −73,362−10.1% | Reduced |
| Dimensional Fund Advisors LP | 640,742 | $10.3M | 0.00% | +19,127+3.1% | Added |
| Emmett Investment Management, LP | 632,000 | $10.2M | 7.80% | −634,543−50.1% | Reduced |
| CSM Advisors, LLC | 568,074 | $9.18M | 0.23% | −3,241−0.6% | Reduced |
| Northern Trust Corp | 541,989 | $8.75M | 0.00% | +19,096+3.7% | Added |
| Goldman Sachs Group Inc | 449,181 | $7.25M | 0.00% | −35,110−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 438,073 | $7.07M | 0.00% | +534+0.1% | Added |
| Bank of New York Mellon Corp | 407,558 | $6.58M | 0.00% | −13,736−3.3% | Reduced |
| Two Sigma Investments, LP | 337,595 | $5.45M | 0.00% | +111,680+49.4% | Added |
| Envestnet Asset Management Inc | 336,954 | $5.44M | 0.00% | +84,996+33.7% | Added |
| Qube Research & Technologies Ltd | 296,976 | $4.80M | 0.01% | −75,001−20.2% | Reduced |
| Vanguard Fiduciary Trust Co | 289,143 | $4.67M | 0.00% | +289,143 | New |
| Colony Capital, Inc. | 283,000 | $4.57M | 0.29% | −82,600−22.6% | Reduced |
| Larson Financial Group LLC | 275,226 | $4.44M | 0.14% | +12,034+4.6% | Added |
| Jacobs Levy Equity Management, Inc | 272,874 | $4.41M | 0.02% | +14,858+5.8% | Added |
| JPMorgan Chase & Co | 270,577 | $4.36M | 0.00% | −43,362−13.8% | Reduced |
| FMR LLC | 259,403 | $4.19M | 0.00% | +33,740+15.0% | Added |
| Invesco Ltd. | 253,172 | $4.09M | 0.00% | −17,281−6.4% | Reduced |
| Kennedy Capital Management, Inc. | 225,498 | $3.64M | 0.08% | +4,096+1.9% | Added |
| Principal Financial Group Inc | 218,266 | $3.52M | 0.00% | +4,249+2.0% | Added |
| Ameriprise Financial Inc | 168,102 | $2.71M | 0.00% | −23,747−12.4% | Reduced |
| Wells Fargo & Company | 163,527 | $2.64M | 0.00% | −33,103−16.8% | Reduced |
| Bank of America Corp | 162,744 | $2.63M | 0.00% | −12,279−7.0% | Reduced |
| Public Sector Pension Investment Board | 160,639 | $2.59M | 0.01% | +5,106+3.3% | Added |
| First Trust Advisors LP | 150,945 | $2.44M | 0.00% | +849+0.6% | Added |
| Exchange Traded Concepts, LLC | 147,687 | $2.39M | 0.02% | −8,347−5.3% | Reduced |
| Royal Bank of Canada | 141,217 | $2.28M | 0.00% | +32,547+30.0% | Added |
| HSBC Holdings PLC | 139,304 | $2.27M | 0.00% | +41,476+42.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 134,060 | $2.17M | 0.04% | +12,930+10.7% | Added |
| Rhumbline Advisers | 129,943 | $2.10M | 0.00% | +2,257+1.8% | Added |
| Barclays PLC | 118,740 | $1.92M | 0.00% | −111,364−48.4% | Reduced |
| Raymond James Financial Inc | 113,661 | $1.84M | 0.00% | −881−0.8% | Reduced |
| UBS Asset Management Americas Inc | 109,209 | $1.76M | 0.00% | +107,090+5,053.8% | Added |
| Legal & General Group Plc | 102,248 | $1.65M | 0.00% | −13,627−11.8% | Reduced |
| Jane Street Group, LLC | 96,128 | $1.55M | 0.00% | +57,635+149.7% | Added |
| Kestra Advisory Services, LLC | 94,790 | $1.53M | 0.01% | +88,290+1,358.3% | Added |
| Swiss National Bank | 90,600 | $1.46M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 88,841 | $1.43M | 0.00% | −108,420−55.0% | Reduced |
| Public Employees Retirement System of Ohio | 81,865 | $1.32M | 0.00% | +35,783+77.7% | Added |
| Voya Investment Management LLC | 81,057 | $1.31M | 0.00% | −248−0.3% | Reduced |
| Prudential Financial Inc | 77,213 | $1.25M | 0.00% | −9,500−11.0% | Reduced |
| Intech Investment Management LLC | 75,679 | $1.22M | 0.01% | +27,678+57.7% | Added |
| New York State Teachers Retirement System | 71,802 | $1.16M | 0.00% | −1,523−2.1% | Reduced |
| Quantinno Capital Management LP | 70,875 | $1.14M | 0.00% | +27,187+62.2% | Added |
| AQR Capital Management LLC | 70,865 | $1.14M | 0.00% | +3,919+5.9% | Added |
| Nomura Asset Management Co Ltd | 69,200 | $1.12M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 66,512 | $1.07M | 0.01% | +17,886+36.8% | Added |
| Asset Management One Co.,Ltd. | 65,025 | $1.05M | 0.00% | +250.0% | Added |
| Price T Rowe Associates Inc | 62,924 | $1.02M | 0.00% | +7,530+13.6% | Added |
| Great West Life Assurance Co | 60,844 | $985.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 60,000 | $969.0K | 0.07% | −12,600−17.4% | Reduced |
| Federated Hermes, Inc. | 54,407 | $878.7K | 0.00% | +4,949+10.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,198 | $875.3K | 0.00% | +445+0.8% | Added |
| Renaissance Technologies LLC | 53,811 | $869.0K | 0.00% | −64,489−54.5% | Reduced |
| Gabelli Funds LLC | 53,374 | $862.0K | 0.01% | +53,374 | New |
| Gabelli & Co Investment Advisers, Inc. | 49,200 | $794.6K | 0.12% | +49,200 | New |
| Virginia Retirement Systems Et Al | 49,017 | $791.6K | 0.01% | +7,300+17.5% | Added |
| State of Alaska, Department of Revenue | 47,287 | $762.0K | 0.01% | +80+0.2% | Added |
| Stephens Inc | 45,728 | $738.5K | 0.01% | +6,368+16.2% | Added |
| Greenland Capital Management LP | 45,000 | $726.8K | 0.15% | −20,000−30.8% | Reduced |
| LPL Financial LLC | 44,740 | $722.5K | 0.00% | +3,861+9.4% | Added |
| EP Wealth Advisors, LLC | 43,897 | $708.9K | 0.00% | +11,961+37.5% | Added |
| Horizon Investments, LLC | 43,584 | $703.9K | 0.01% | −2,605−5.6% | Reduced |
| California State Teachers Retirement System | 43,209 | $697.8K | 0.00% | −336−0.8% | Reduced |
| HighTower Advisors, LLC | 42,713 | $689.8K | 0.00% | +8,678+25.5% | Added |
| Alliancebernstein L.P. | 49,178 | $683.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 41,281 | $666.7K | 0.00% | +14,401+53.6% | Added |
| Martingale Asset Management L P | 39,110 | $631.6K | 0.02% | +1,400+3.7% | Added |
| Russell Investments Group, Ltd. | 38,694 | $624.9K | 0.00% | +1,962+5.3% | Added |
| Franklin Resources Inc | 38,193 | $616.8K | 0.00% | −92−0.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 38,149 | $616.1K | 0.01% | +7,372+24.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,330 | $570.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 34,098 | $550.7K | 0.00% | +34,098 | New |
| Deutsche Bank AG | 33,881 | $547.2K | 0.00% | +2,292+7.3% | Added |
| Garner Asset Management Corp | 33,328 | $538.2K | 0.21% | −5,193−13.5% | Reduced |
| Thrivent Financial for Lutherans | 32,229 | $520.0K | 0.00% | +1,378+4.5% | Added |
| Citigroup Inc | 31,512 | $508.9K | 0.00% | +10,478+49.8% | Added |
| AlphaCentric Advisors LLC | 28,490 | $460.1K | 0.46% | −1,510−5.0% | Reduced |
| Crossingbridge Advisors, LLC | 28,490 | $460.1K | 0.08% | −1,510−5.0% | Reduced |
| Denali Advisors LLC | 25,701 | $415.1K | 0.05% | −13−0.1% | Reduced |
| Susquehanna International Group, LLP | 25,678 | $414.7K | 0.00% | +25,678 | New |
| MetLife Investment Management | 25,457 | $411.1K | 0.00% | +2,011+8.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,728 | $399.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 23,872 | $385.5K | 0.00% | +23,872 | New |
| Hancock Whitney Corp | 19,991 | $378.6K | 0.01% | −1,197−5.6% | Reduced |
| UBS Group AG | 23,151 | $373.9K | 0.00% | −61,170−72.5% | Reduced |
| New York State Common Retirement Fund | 22,910 | $370.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,586 | $364.8K | 0.00% | +2,175+10.7% | Added |
| Worth Venture Partners, LLC | 22,300 | $360.1K | 1.14% | +7,000+45.8% | Added |
| Eurizon Capital SGR S.p.A. | 22,016 | $356.2K | 0.00% | +22,016 | New |