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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 296,976 | $4.80M | 0.01% | −75,001−20.2% | Reduced |
| Envestnet Asset Management Inc | 336,954 | $5.44M | 0.00% | +84,996+33.7% | Added |
| Two Sigma Investments, LP | 337,595 | $5.45M | 0.00% | +111,680+49.4% | Added |
| Bank of New York Mellon Corp | 407,558 | $6.58M | 0.00% | −13,736−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 438,073 | $7.07M | 0.00% | +534+0.1% | Added |
| Goldman Sachs Group Inc | 449,181 | $7.25M | 0.00% | −35,110−7.2% | Reduced |
| Northern Trust Corp | 541,989 | $8.75M | 0.00% | +19,096+3.7% | Added |
| CSM Advisors, LLC | 568,074 | $9.18M | 0.23% | −3,241−0.6% | Reduced |
| Emmett Investment Management, LP | 632,000 | $10.2M | 7.80% | −634,543−50.1% | Reduced |
| Dimensional Fund Advisors LP | 640,742 | $10.3M | 0.00% | +19,127+3.1% | Added |
| Morgan Stanley | 654,567 | $10.6M | 0.00% | −73,362−10.1% | Reduced |
| Chilton Capital Management LLC | 674,201 | $10.9M | 0.38% | +54,355+8.8% | Added |
| First Eagle Investment Management, LLC | 742,115 | $12.0M | 0.02% | +29,066+4.1% | Added |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $14.1M | 0.99% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,035,745 | $16.7M | 0.15% | −71,165−6.4% | Reduced |
| Geode Capital Management, LLC | 1,198,721 | $19.4M | 0.00% | +19,717+1.7% | Added |
| Irenic Capital Management LP | 1,265,391 | $20.4M | 1.85% | +943,215+292.8% | Added |
| State Street Corp | 1,850,444 | $29.9M | 0.00% | +42,570+2.4% | Added |
| Vanguard Capital Management LLC | 2,102,085 | $33.9M | 0.00% | +2,102,085 | New |
| Vanguard Portfolio Management LLC | 3,007,925 | $48.6M | 0.00% | +3,007,925 | New |
| BlackRock, Inc. | 8,033,175 | $129.7M | 0.00% | +75,343+0.9% | Added |
| Man Group plc | 0 | $0 | 0.00% | −98,293−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −71,037−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −66,829−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −52,100−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −32,785−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −24,636−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −22,945−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −20,571−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,733−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −15,164−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −14,545−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −14,485−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −12,942−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −12,229−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,619−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −10,862−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −10,762−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,392−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |