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, Q2 2026
Institutional positions in Whitestone REIT as of Jun 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
- Institutional holders
- 217
- +1 vs. Q1 2026
- Shares held
- 41.1M
- +7.25M (+21.4%) vs. Q1 2026
- Total value
- $783.5M
- +$237.5M (+43.5%) vs. Q1 2026
- New holders
- 43
- 68 more added
- Sold out
- 42
- 72 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2026
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| GHP Investment Advisors, Inc. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $38 | 0.00% | +1+100.0% | Added |
| Clearstead Advisors, LLC | 2 | $38 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 2 | $38 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $57 | 0.00% | +3 | New |
| Zions Bancorporation, National Association | 6 | $114 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $132 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7 | $133 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $152 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 12 | $228 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 18 | $347 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $512 | 0.00% | −301−91.8% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $569 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 33 | $626 | 0.00% | +4+13.8% | Added |
| Keating Financial Advisory Services, Inc. | 35 | $664 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $683 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 38 | $720 | 0.00% | −387−91.1% | Reduced |
| Cedar Mountain Advisors, LLC | 39 | $739 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 46 | $873 | 0.00% | −67−59.3% | Reduced |
| UMA Financial Services, Inc. | 65 | $1.23K | 0.00% | −27−29.3% | Reduced |
| Quarry LP | 71 | $1.35K | 0.00% | +4+6.0% | Added |
| Rothschild Investment LLC | 73 | $1.38K | 0.00% | −35−32.4% | Reduced |
| Umb Bank N A | 76 | $1.44K | 0.00% | +20+35.7% | Added |
| Parkside Financial Bank & Trust | 90 | $1.71K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 122 | $2.00K | 0.00% | +14+13.0% | Added |
| Picton Mahoney Asset Management | 139 | $2.63K | 0.00% | +139 | New |
| Huntington National Bank | 141 | $2.67K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 146 | $2.77K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 155 | $2.94K | 0.00% | +6+4.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 180 | $3.41K | 0.00% | −765−81.0% | Reduced |
| EverSource Wealth Advisors, LLC | 188 | $3.56K | 0.00% | −854−82.0% | Reduced |
| Delta Asset Management LLC | 300 | $5.69K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $5.69K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 303 | $5.75K | 0.00% | +303 | New |
| Farther Finance Advisors, LLC | 337 | $6.39K | 0.00% | −14−4.0% | Reduced |
| Fifth Third Bancorp | 339 | $6.43K | 0.00% | +17+5.3% | Added |
| Optiver Holding B.V. | 351 | $6.66K | 0.00% | +231+192.5% | Added |
| Prosperity Bancshares Inc | 369 | $7.00K | 0.00% | −1,268−77.5% | Reduced |
| Harbor Capital Advisors, Inc. | 367 | $7.00K | 0.00% | −110−23.1% | Reduced |
| Global Retirement Partners, LLC | 400 | $7.58K | 0.00% | +400 | New |
| Signaturefd, LLC | 409 | $7.75K | 0.00% | +395+2,821.4% | Added |
| GF Fund Management Co. Ltd. | 587 | $11.1K | 0.00% | −117−16.6% | Reduced |
| Assetmark, Inc | 600 | $11.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $11.4K | 0.00% | +568+1,775.0% | Added |
| Versant Capital Management, Inc | 654 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 751 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 936 | $17.7K | 0.00% | −559−37.4% | Reduced |
| Hantz Financial Services, Inc. | 974 | $18.0K | 0.00% | +30+3.2% | Added |
| Wolverine Asset Management LLC | 957 | $18.1K | 0.00% | +957 | New |
| Smartleaf Asset Management LLC | 962 | $18.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,000 | $19.0K | 0.00% | +1,000 | New |
| Massmutual Trust Co FSB | 1,114 | $21.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,285 | $24.4K | 0.00% | +343+36.4% | Added |
| Chilton Capital Management LLC | 1,297 | $24.6K | 0.00% | −672,904−99.8% | Reduced |
| Bessemer Group Inc | 1,387 | $26.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,398 | $26.5K | 0.00% | +351+33.5% | Added |
| Allworth Financial LP | 1,407 | $26.7K | 0.00% | +1,055+299.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,764 | $33.4K | 0.00% | +376+27.1% | Added |
| Manchester Capital Management LLC | 2,000 | $37.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,028 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,141 | $40.6K | 0.00% | −452−17.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,556 | $67.4K | 0.00% | +69+2.0% | Added |
| Ameritas Investment Partners, Inc. | 4,215 | $79.9K | 0.00% | +444+11.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,850 | $110.9K | 0.01% | +3+0.1% | Added |
| Royal Bank of Canada | 5,902 | $112.0K | 0.00% | −135,315−95.8% | Reduced |
| GAMMA Investing LLC | 6,486 | $123.0K | 0.00% | +293+4.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,800 | $128.9K | 0.00% | +6,800 | New |
| BNP Paribas Arbitrage, SA | 7,046 | $133.6K | 0.00% | −6,869−49.4% | Reduced |
| US Bancorp | 7,164 | $135.8K | 0.00% | +641+9.8% | Added |
| STRS Ohio | 8,200 | $155.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,549 | $162.1K | 0.00% | −24−0.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 9,010 | $171.0K | 0.00% | −13,006−59.1% | Reduced |
| Oregon Public Employees Retirement Fund | 10,200 | $193.4K | 0.00% | −24−0.2% | Reduced |
| Virtus Investment Advisers, Inc. | 10,304 | $195.4K | 0.05% | −1,305−11.2% | Reduced |
| Voya Investment Management LLC | 10,332 | $195.9K | 0.00% | −70,725−87.3% | Reduced |
| Ignite Planners, LLC | 10,683 | $202.6K | 0.03% | −250−2.3% | Reduced |
| Cetera Investment Advisers | 10,828 | $205.3K | 0.00% | −11,758−52.1% | Reduced |
| M&T Bank Corp | 10,846 | $205.6K | 0.00% | +553+5.4% | Added |
| Pallas Capital Advisors LLC | 11,070 | $209.9K | 0.01% | +11,070 | New |
| Yousif Capital Management, LLC | 11,184 | $212.0K | 0.00% | −848−7.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,329 | $214.0K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 11,459 | $217.3K | 0.00% | +789+7.4% | Added |
| IMA Wealth, Inc. | 11,624 | $220.4K | 0.01% | +11,624 | New |
| LPL Financial LLC | 11,625 | $220.4K | 0.00% | −33,115−74.0% | Reduced |
| Ballentine Partners, LLC | 11,947 | $226.5K | 0.00% | +171+1.5% | Added |
| Arizona State Retirement System | 12,053 | $228.5K | 0.00% | −575−4.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $228.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 12,164 | $230.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 12,187 | $231.0K | 0.00% | −744−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,923 | $245.0K | 0.00% | +28+0.2% | Added |
| Mercer Global Advisors Inc | 12,970 | $245.9K | 0.00% | +722+5.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,063 | $247.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 13,130 | $248.9K | 0.00% | −105,610−88.9% | Reduced |
| Pinnacle Associates Ltd | 13,187 | $250.0K | 0.00% | +13,187 | New |
| Mariner, LLC | 13,206 | $250.4K | 0.00% | −719−5.2% | Reduced |