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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 21,216 | $342.6K | 0.00% | −3,088−12.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,172 | $341.9K | 0.00% | +208+1.0% | Added |
| Resona Asset Management Co.,Ltd. | 20,526 | $330.5K | 0.00% | +1,390+7.3% | Added |
| Natixis Advisors, L.P. | 20,042 | $324.0K | 0.00% | +20,042 | New |
| Louisiana State Employees Retirement System | 19,900 | $321.4K | 0.01% | −700−3.4% | Reduced |
| Janus Henderson Group PLC | 19,815 | $319.9K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 19,220 | $310.4K | 0.00% | +19,220 | New |
| Vanguard Global Advisers, LLC | 18,216 | $294.2K | 0.00% | +18,216 | New |
| Gross & Hartman Investments LLC | 18,162 | $293.3K | 0.15% | +2,820+18.4% | Added |
| Safe Harbor Family Capital, LLC | 18,162 | $293.3K | 0.23% | +2,820+18.4% | Added |
| Ridgewood Investments LLC | 18,000 | $290.7K | 0.12% | +18,000 | New |
| State of Tennessee, Treasury Department | 17,784 | $287.2K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 17,713 | $286.1K | 0.00% | +859+5.1% | Added |
| Victory Capital Management Inc | 17,403 | $281.1K | 0.00% | −143−0.8% | Reduced |
| Neuberger Berman Group LLC | 17,162 | $277.2K | 0.00% | +2,516+17.2% | Added |
| Nisa Investment Advisors, LLC | 16,714 | $269.9K | 0.00% | −2,238−11.8% | Reduced |
| State Board of Administration of Florida Retirement System | 16,619 | $268.4K | 0.00% | 00.0% | Unchanged |
| Doliver Advisors, LP | 16,000 | $258.4K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,613 | $236.0K | 0.00% | +106+0.7% | Added |
| Creative Planning | 14,061 | $227.1K | 0.00% | +1,111+8.6% | Added |
| Mariner, LLC | 13,925 | $224.9K | 0.00% | +691+5.2% | Added |
| BNP Paribas Arbitrage, SA | 13,915 | $224.7K | 0.00% | −11,592−45.4% | Reduced |
| Park Avenue Securities LLC | 13,221 | $214.0K | 0.00% | +13,221 | New |
| Police & Firemen's Retirement System of New Jersey | 13,063 | $211.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 12,931 | $209.0K | 0.00% | −55−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 12,895 | $208.3K | 0.00% | −1,767−12.1% | Reduced |
| Arizona State Retirement System | 12,628 | $203.9K | 0.00% | −95−0.7% | Reduced |
| Mercer Global Advisors Inc | 12,248 | $197.8K | 0.00% | +1,574+14.7% | Added |
| Vanguard Investments Australia, Ltd. | 12,164 | $196.4K | 0.00% | +12,164 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $194.9K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 12,032 | $194.3K | 0.00% | −27−0.2% | Reduced |
| Ballentine Partners, LLC | 11,776 | $190.2K | 0.00% | +205+1.8% | Added |
| Coordinated Financial Services, Inc. | 11,624 | $187.7K | 0.11% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 11,609 | $187.5K | 0.05% | −444−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,329 | $183.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,103 | $179.3K | 0.00% | −12−0.1% | Reduced |
| Ignite Planners, LLC | 10,933 | $176.6K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,723 | $173.2K | 0.00% | +10,723 | New |
| Swiss Life Asset Management Ltd | 10,670 | $172.3K | 0.00% | +10,670 | New |
| RW Investment Management LLC | 10,500 | $169.6K | 0.02% | +10,500 | New |
| M&T Bank Corp | 10,293 | $166.2K | 0.00% | −71−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 10,224 | $165.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,185 | $164.5K | 0.01% | +10,185 | New |
| Captrust Financial Advisors | 10,102 | $163.1K | 0.00% | +10,102 | New |
| KLP Kapitalforvaltning AS | 9,900 | $159.9K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 9,039 | $146.0K | 0.00% | +9,039 | New |
| Rockefeller Capital Management L.P. | 8,573 | $138.5K | 0.00% | +2,265+35.9% | Added |
| Quadrant Capital Group LLC | 8,261 | $133.4K | 0.00% | −72−0.9% | Reduced |
| STRS Ohio | 8,200 | $132.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,764 | $125.0K | 0.00% | −4,146−34.8% | Reduced |
| US Bancorp | 6,523 | $105.3K | 0.00% | +36+0.6% | Added |
| GAMMA Investing LLC | 6,193 | $100.0K | 0.00% | +3,476+127.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,847 | $94.4K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 5,533 | $89.4K | 0.00% | +206+3.9% | Added |
| CWM, LLC | 3,783 | $61.1K | 0.00% | +45+1.2% | Added |
| Ameritas Investment Partners, Inc. | 3,771 | $60.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,487 | $56.3K | 0.00% | −89−2.5% | Reduced |
| Avalon Trust Co | 3,400 | $54.9K | 0.00% | +200+6.3% | Added |
| Tower Research Capital LLC (TRC) | 2,593 | $41.9K | 0.00% | +1,398+117.0% | Added |
| Itau Unibanco Holding S.A. | 2,502 | $40.4K | 0.00% | +2,502 | New |
| KBC Group NV | 2,028 | $33.0K | 0.00% | +2,028 | New |
| Manchester Capital Management LLC | 2,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,637 | $26.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,500 | $24.2K | 0.01% | +1,500 | New |
| Sterling Capital Management LLC | 1,495 | $24.1K | 0.00% | −1,107−42.5% | Reduced |
| Avion Wealth | 1,500 | $24.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,388 | $22.4K | 0.00% | +535+62.7% | Added |
| Bessemer Group Inc | 1,387 | $22.0K | 0.00% | +381+37.9% | Added |
| Massmutual Trust Co FSB | 1,114 | $18.0K | 0.00% | +264+31.1% | Added |
| Advisor Group Holdings, Inc. | 1,047 | $16.9K | 0.00% | −2,180−67.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,042 | $16.8K | 0.00% | −29−2.7% | Reduced |
| Smartleaf Asset Management LLC | 962 | $15.5K | 0.00% | −277−22.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 945 | $15.3K | 0.00% | −397−29.6% | Reduced |
| Jones Financial Companies LLLP | 942 | $15.1K | 0.00% | +354+60.2% | Added |
| Hantz Financial Services, Inc. | 944 | $15.0K | 0.00% | +90+10.5% | Added |
| Salomon & Ludwin, LLC | 751 | $12.5K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 704 | $11.4K | 0.00% | −57−7.5% | Reduced |
| Sound Income Strategies, LLC | 650 | $10.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 654 | $10.6K | 0.00% | +104+18.9% | Added |
| Assetmark, Inc | 600 | $9.69K | 0.00% | +569+1,835.5% | Added |
| Harbor Capital Advisors, Inc. | 477 | $8.00K | 0.00% | +300+169.5% | Added |
| Essential Partners LLC | 425 | $6.86K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 351 | $5.72K | 0.00% | +25+7.7% | Added |
| Allworth Financial LP | 352 | $5.68K | 0.00% | +37+11.7% | Added |
| IFP Advisors, Inc | 328 | $5.30K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 322 | $5.20K | 0.00% | +264+455.2% | 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 |
| Sunbelt Securities, Inc. | 286 | $4.62K | 0.00% | +48+20.2% | Added |
| MAI Capital Management | 171 | $2.76K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 167 | $2.70K | 0.00% | +167 | New |
| Parallel Advisors, LLC | 149 | $2.41K | 0.00% | +23+18.3% | Added |
| JPL Wealth Management, LLC | 146 | $2.36K | 0.00% | +146 | New |
| Huntington National Bank | 141 | $2.28K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $2.00K | 0.00% | −5,311−98.0% | Reduced |
| Optiver Holding B.V. | 120 | $1.94K | 0.00% | +5+4.3% | Added |
| International Assets Investment Management, LLC | 113 | $1.84K | 0.00% | +17+17.7% | Added |
| Rothschild Investment LLC | 108 | $1.74K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 92 | $1.49K | 0.00% | +46+100.0% | Added |
| Parkside Financial Bank & Trust | 90 | $1.45K | 0.00% | 00.0% | Unchanged |