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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.

Q1 2026 vs. Q4 2025

How the institutions holding Whitestone REIT changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WSR: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2113221+13
Shares33.6M5.42M33.9M+5.70M (+20.3%)
Value$466.0M$75.3M$546.8M+$156.1M (+39.9%)

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Whitestone REIT at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WSR in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC3,007,925$48.6M0.00%
Vanguard Capital Management LLC2,102,085$33.9M0.00%
Vanguard Fiduciary Trust Co289,143$4.67M0.00%
Gabelli Funds LLC53,374$862.0K0.01%
Gabelli & Co Investment Advisers, Inc.49,200$794.6K0.12%
Vanguard Asset Management, Ltd34,098$550.7K0.00%
Susquehanna International Group, LLP25,678$414.7K0.00%
Point72 Asset Management, L.P.23,872$385.5K0.00%
Eurizon Capital SGR S.p.A.22,016$356.2K0.00%
Natixis Advisors, L.P.20,042$324.0K0.00%
D. E. Shaw & Co., Inc.19,220$310.4K0.00%
Vanguard Global Advisers, LLC18,216$294.2K0.00%
Ridgewood Investments LLC18,000$290.7K0.12%
Park Avenue Securities LLC13,221$214.0K0.00%
Vanguard Investments Australia, Ltd.12,164$196.4K0.00%
Journey Strategic Wealth LLC10,723$173.2K0.00%
Swiss Life Asset Management Ltd10,670$172.3K0.00%
RW Investment Management LLC10,500$169.6K0.02%
Graham Capital Management, L.P.10,185$164.5K0.01%
Captrust Financial Advisors10,102$163.1K0.00%
Vestcor Inc9,039$146.0K0.00%
Itau Unibanco Holding S.A.2,502$40.4K0.00%
KBC Group NV2,028$33.0K0.00%
Caldwell Sutter Capital, Inc.1,500$24.2K0.01%
Twin Peaks Wealth Advisors, LLC167$2.70K0.00%
JPL Wealth Management, LLC146$2.36K0.00%
Root Financial Partners, LLC67$1.08K0.00%
Cedar Mountain Advisors, LLC39$6300.00%
Keating Financial Advisory Services, Inc.35$5650.00%
Northwestern Mutual Wealth Management Co32$5170.00%
Silicon Valley Capital Partners18$2930.00%
Kilter Group LLC10$1620.00%
GHP Investment Advisors, Inc.1$170.00%
Hughes Financial Services, LLC1$160.00%

Sold out (21)

Institutions that held Whitestone REIT at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (3)

Institutions that held Whitestone REIT at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc5,416,634$75.2M
CIBC Private Wealth Group, LLC3,523$48.9K
Global Retirement Partners, LLC517$7.18K