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, Q3 2026
Institutional positions in Whitestone REIT as of Sep 30, 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 0
- −1 vs. Q2 2026
- Shares held
- 0
- −15.4K (−100.0%) vs. Q2 2026
- Total value
- $0
- −$292.0K (−100.0%) vs. Q2 2026
- New holders
- 0
- 0 more added
- Sold out
- 1
- 0 more reduced
216 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2026: 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, Q3 2026
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | – | – | – | – | Not filed |
| Silicon Valley Capital Partners | – | – | – | – | Not filed |
| Gilpin Wealth Management, LLC | – | – | – | – | Not filed |
| JFS Wealth Advisors, LLC | – | – | – | – | Not filed |
| Quantbot Technologies LP | – | – | – | – | Not filed |
| Transamerica Financial Advisors, Inc. | – | – | – | – | Not filed |
| Zions Bancorporation, National Association | – | – | – | – | Not filed |
| Davis Capital Management | – | – | – | – | Not filed |
| AdvisorNet Financial, Inc | – | – | – | – | Not filed |
| Clearstead Advisors, LLC | – | – | – | – | Not filed |
| Fortitude Family Office, LLC | – | – | – | – | Not filed |
| Ankerstar Wealth, LLC | – | – | – | – | Not filed |
| Hughes Financial Services, LLC | – | – | – | – | Not filed |
| Dunhill Financial, LLC | – | – | – | – | Not filed |
| GHP Investment Advisors, Inc. | – | – | – | – | Not filed |
| Triumph Capital Management | – | – | – | – | Not filed |
| Evolution Advisers, Inc. | – | – | – | – | Not filed |