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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.

Q2 2026 vs. Q1 2026

How the institutions holding Whitestone REIT changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of WSR: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2215217+1
Shares33.9M46.2K41.1M+7.25M (+21.4%)
Value$546.8M$746.5K$783.5M+$237.5M (+43.5%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Whitestone REIT at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to WSR in Q2 2026
InstitutionSharesValue% of portfolio
Glazer Capital, LLC1,883,574$35.7M0.88%
Water Island Capital LLC1,227,709$23.3M2.46%
Vivaldi Asset Management, LLC1,085,310$20.6M1.20%
Millennium Management LLC769,812$14.6M0.01%
Schonfeld Strategic Advisors LLC682,965$12.9M0.07%
Alpine Associates Management Inc.639,008$12.1M0.76%
FIL Ltd498,521$9.45M0.01%
CNH Partners LLC380,455$7.21M0.10%
Balyasny Asset Management LLC355,674$6.74M0.01%
Transmarket Holdings LP245,178$4.65M3.41%
Polar Asset Management Partners Inc.219,890$4.17M0.08%
ExodusPoint Capital Management, LP192,807$3.66M0.03%
JCP Investment Management, LLC114,881$2.18M1.16%
Abc Arbitrage SA95,817$1.82M0.20%
Alpine Global Management, LLC87,710$1.66M0.27%
VARCOV Co.71,843$1.36M0.52%
Y-Intercept (Hong Kong) Ltd59,133$1.12M0.02%
HRT Financial LP47,175$894.0K0.00%
Boothbay Fund Management, LLC44,217$838.4K0.02%
Toroso Investments, LLC40,293$764.0K0.00%
Menard Financial Group LLC38,919$737.9K0.40%
PenderFund Capital Management Ltd.32,100$608.6K0.08%
Arrowstreet Capital, Limited Partnership31,044$588.6K0.00%
PFG Investments, LLC26,100$494.9K0.02%
One68 Global Capital, LLC20,000$379.2K0.80%
Jupiter Topco LLC19,815$375.6K0.00%
LMR Partners LLP17,573$333.2K0.00%
Pinnacle Associates Ltd13,187$250.0K0.00%
IMA Wealth, Inc.11,624$220.4K0.01%
Pallas Capital Advisors LLC11,070$209.9K0.01%
Steward Partners Investment Advisory, LLC6,800$128.9K0.00%
Grove Bank & Trust1,000$19.0K0.00%
Wolverine Asset Management LLC957$18.1K0.00%
Global Retirement Partners, LLC400$7.58K0.00%
SRS Capital Advisors, Inc.303$5.75K0.00%
Picton Mahoney Asset Management139$2.63K0.00%
JFS Wealth Advisors, LLC8$1520.00%
Quantbot Technologies LP7$1330.00%
Zions Bancorporation, National Association6$1140.00%
Davis Capital Management3$570.00%
Clearstead Advisors, LLC2$380.00%
Fortitude Family Office, LLC2$380.00%
Evolution Advisers, Inc.6$00.00%

Sold out (42)

Institutions that held Whitestone REIT at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of WSR in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
GW&K Investment Management, LLC1,035,745$16.7M
Colony Capital, Inc.283,000$4.57M
Jacobs Levy Equity Management, Inc272,874$4.41M
HSBC Holdings PLC139,304$2.27M
Raymond James Financial Inc113,661$1.84M
Jane Street Group, LLC96,128$1.55M
Engineers Gate Manager LP66,512$1.07M
Prelude Capital Management, LLC60,000$969.0K
Federated Hermes, Inc.54,407$878.7K
Virginia Retirement Systems Et Al49,017$791.6K
Greenland Capital Management LP45,000$726.8K
EP Wealth Advisors, LLC43,897$708.9K
Horizon Investments, LLC43,584$703.9K
Martingale Asset Management L P39,110$631.6K
Garner Asset Management Corp33,328$538.2K
Crossingbridge Advisors, LLC28,490$460.1K
AlphaCentric Advisors LLC28,490$460.1K
Denali Advisors LLC25,701$415.1K
Point72 Asset Management, L.P.23,872$385.5K
Worth Venture Partners, LLC22,300$360.1K
Gross & Hartman Investments LLC18,162$293.3K
Safe Harbor Family Capital, LLC18,162$293.3K
Victory Capital Management Inc17,403$281.1K
CI Private Wealth, LLC14,613$236.0K
Park Avenue Securities LLC13,221$214.0K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,103$179.3K
RW Investment Management LLC10,500$169.6K
Graham Capital Management, L.P.10,185$164.5K
Captrust Financial Advisors10,102$163.1K
KLP Kapitalforvaltning AS9,900$159.9K
Quadrant Capital Group LLC8,261$133.4K
Copeland Capital Management, LLC5,533$89.4K
Avalon Trust Co3,400$54.9K
Itau Unibanco Holding S.A.2,502$40.4K
Caldwell Sutter Capital, Inc.1,500$24.2K
Avion Wealth1,500$24.0K
Sound Income Strategies, LLC650$10.6K
MAI Capital Management171$2.76K
Twin Peaks Wealth Advisors, LLC167$2.70K
Root Financial Partners, LLC67$1.08K
True Wealth Design, LLC26$420
Kilter Group LLC10$162

Not filed for Q2 2026 yet (5)

Institutions that held Whitestone REIT at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSR in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC19,815$319.9K
Coordinated Financial Services, Inc.11,624$187.7K
Journey Strategic Wealth LLC10,723$173.2K
CWM, LLC3,783$61.1K
Sunbelt Securities, Inc.286$4.62K