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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $16 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $17 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $32 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $113 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $162 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 12 | $194 | 0.00% | +3+33.3% | Added |
| Signaturefd, LLC | 14 | $226 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 18 | $293 | 0.00% | +18 | New |
| True Wealth Design, LLC | 26 | $420 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 29 | $468 | 0.00% | −1,123−97.5% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $485 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 32 | $517 | 0.00% | +32 | New |
| Keating Financial Advisory Services, Inc. | 35 | $565 | 0.00% | +35 | New |
| Bare Financial Services, Inc | 36 | $581 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 39 | $630 | 0.00% | +39 | New |
| Umb Bank N A | 56 | $904 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 67 | $1.08K | 0.00% | −758−91.9% | Reduced |
| Root Financial Partners, LLC | 67 | $1.08K | 0.00% | +67 | New |
| Parkside Financial Bank & Trust | 90 | $1.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 92 | $1.49K | 0.00% | +46+100.0% | Added |
| Rothschild Investment LLC | 108 | $1.74K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 113 | $1.84K | 0.00% | +17+17.7% | Added |
| Optiver Holding B.V. | 120 | $1.94K | 0.00% | +5+4.3% | Added |
| Covestor Ltd | 108 | $2.00K | 0.00% | −5,311−98.0% | Reduced |
| Huntington National Bank | 141 | $2.28K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 146 | $2.36K | 0.00% | +146 | New |
| Parallel Advisors, LLC | 149 | $2.41K | 0.00% | +23+18.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 167 | $2.70K | 0.00% | +167 | New |
| MAI Capital Management | 171 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 286 | $4.62K | 0.00% | +48+20.2% | Added |
| Delta Asset Management LLC | 300 | $4.84K | 0.00% | −425−58.6% | Reduced |
| Wolff Wiese Magana LLC | 300 | $4.84K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 322 | $5.20K | 0.00% | +264+455.2% | Added |
| IFP Advisors, Inc | 328 | $5.30K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 352 | $5.68K | 0.00% | +37+11.7% | Added |
| Farther Finance Advisors, LLC | 351 | $5.72K | 0.00% | +25+7.7% | Added |
| Essential Partners LLC | 425 | $6.86K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 477 | $8.00K | 0.00% | +300+169.5% | Added |
| Assetmark, Inc | 600 | $9.69K | 0.00% | +569+1,835.5% | Added |
| Versant Capital Management, Inc | 654 | $10.6K | 0.00% | +104+18.9% | Added |
| Sound Income Strategies, LLC | 650 | $10.6K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 704 | $11.4K | 0.00% | −57−7.5% | Reduced |
| Salomon & Ludwin, LLC | 751 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 944 | $15.0K | 0.00% | +90+10.5% | Added |
| Jones Financial Companies LLLP | 942 | $15.1K | 0.00% | +354+60.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 945 | $15.3K | 0.00% | −397−29.6% | Reduced |
| Smartleaf Asset Management LLC | 962 | $15.5K | 0.00% | −277−22.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,042 | $16.8K | 0.00% | −29−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,047 | $16.9K | 0.00% | −2,180−67.6% | Reduced |
| Massmutual Trust Co FSB | 1,114 | $18.0K | 0.00% | +264+31.1% | Added |
| Bessemer Group Inc | 1,387 | $22.0K | 0.00% | +381+37.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,388 | $22.4K | 0.00% | +535+62.7% | Added |
| Avion Wealth | 1,500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,495 | $24.1K | 0.00% | −1,107−42.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,500 | $24.2K | 0.01% | +1,500 | New |
| Prosperity Bancshares Inc | 1,637 | $26.4K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,028 | $33.0K | 0.00% | +2,028 | New |
| Itau Unibanco Holding S.A. | 2,502 | $40.4K | 0.00% | +2,502 | New |
| Tower Research Capital LLC (TRC) | 2,593 | $41.9K | 0.00% | +1,398+117.0% | Added |
| Avalon Trust Co | 3,400 | $54.9K | 0.00% | +200+6.3% | Added |
| The PNC Financial Services Group, Inc. | 3,487 | $56.3K | 0.00% | −89−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,771 | $60.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,783 | $61.1K | 0.00% | +45+1.2% | Added |
| Copeland Capital Management, LLC | 5,533 | $89.4K | 0.00% | +206+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,847 | $94.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,193 | $100.0K | 0.00% | +3,476+127.9% | Added |
| US Bancorp | 6,523 | $105.3K | 0.00% | +36+0.6% | Added |
| SG Americas Securities, LLC | 7,764 | $125.0K | 0.00% | −4,146−34.8% | Reduced |
| STRS Ohio | 8,200 | $132.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,261 | $133.4K | 0.00% | −72−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 8,573 | $138.5K | 0.00% | +2,265+35.9% | Added |
| Vestcor Inc | 9,039 | $146.0K | 0.00% | +9,039 | New |
| KLP Kapitalforvaltning AS | 9,900 | $159.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,102 | $163.1K | 0.00% | +10,102 | New |
| Graham Capital Management, L.P. | 10,185 | $164.5K | 0.01% | +10,185 | New |
| Oregon Public Employees Retirement Fund | 10,224 | $165.1K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 10,293 | $166.2K | 0.00% | −71−0.7% | Reduced |
| RW Investment Management LLC | 10,500 | $169.6K | 0.02% | +10,500 | New |
| Swiss Life Asset Management Ltd | 10,670 | $172.3K | 0.00% | +10,670 | New |
| Journey Strategic Wealth LLC | 10,723 | $173.2K | 0.00% | +10,723 | New |
| Ignite Planners, LLC | 10,933 | $176.6K | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,103 | $179.3K | 0.00% | −12−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,329 | $183.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 11,609 | $187.5K | 0.05% | −444−3.7% | Reduced |
| Coordinated Financial Services, Inc. | 11,624 | $187.7K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 11,776 | $190.2K | 0.00% | +205+1.8% | Added |
| Yousif Capital Management, LLC | 12,032 | $194.3K | 0.00% | −27−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $194.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 12,164 | $196.4K | 0.00% | +12,164 | New |
| Mercer Global Advisors Inc | 12,248 | $197.8K | 0.00% | +1,574+14.7% | Added |
| Arizona State Retirement System | 12,628 | $203.9K | 0.00% | −95−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 12,895 | $208.3K | 0.00% | −1,767−12.1% | Reduced |
| Amalgamated Bank | 12,931 | $209.0K | 0.00% | −55−0.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,063 | $211.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,221 | $214.0K | 0.00% | +13,221 | New |
| BNP Paribas Arbitrage, SA | 13,915 | $224.7K | 0.00% | −11,592−45.4% | Reduced |