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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 13,377 | $253.6K | 0.00% | −24,772−64.9% | Reduced |
| Creative Planning | 13,980 | $265.1K | 0.00% | −81−0.6% | Reduced |
| Doliver Advisors, LP | 15,400 | $292.0K | 0.07% | −600−3.8% | Reduced |
| Vanguard Global Advisers, LLC | 15,486 | $293.6K | 0.00% | −2,730−15.0% | Reduced |
| Nisa Investment Advisors, LLC | 16,376 | $310.5K | 0.00% | −338−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 16,619 | $315.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 17,159 | $325.3K | 0.00% | −30.0% | Reduced |
| State of Tennessee, Treasury Department | 17,207 | $326.2K | 0.00% | −577−3.2% | Reduced |
| Daiwa Securities Group Inc. | 17,541 | $332.6K | 0.00% | −172−1.0% | Reduced |
| Susquehanna International Group, LLP | 17,567 | $333.1K | 0.00% | −8,111−31.6% | Reduced |
| LMR Partners LLP | 17,573 | $333.2K | 0.00% | +17,573 | New |
| Ridgewood Investments LLC | 18,000 | $341.3K | 0.13% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 18,710 | $354.7K | 0.00% | −4,200−18.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 19,344 | $366.8K | 0.00% | −1,182−5.8% | Reduced |
| Hancock Whitney Corp | 19,676 | $373.1K | 0.01% | −315−1.6% | Reduced |
| Natixis Advisors, L.P. | 19,778 | $374.0K | 0.00% | −264−1.3% | Reduced |
| Louisiana State Employees Retirement System | 19,800 | $375.4K | 0.01% | −100−0.5% | Reduced |
| Jupiter Topco LLC | 19,815 | $375.6K | 0.00% | +19,815 | New |
| One68 Global Capital, LLC | 20,000 | $379.2K | 0.80% | +20,000 | New |
| D. E. Shaw & Co., Inc. | 20,764 | $393.7K | 0.00% | +1,544+8.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 21,296 | $403.8K | 0.00% | +124+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,646 | $410.4K | 0.01% | −112,414−83.9% | Reduced |
| Illinois Municipal Retirement Fund | 24,146 | $457.8K | 0.01% | +2,930+13.8% | Added |
| PFG Investments, LLC | 26,100 | $494.9K | 0.02% | +26,100 | New |
| HighTower Advisors, LLC | 26,279 | $498.2K | 0.00% | −16,434−38.5% | Reduced |
| MetLife Investment Management | 28,415 | $538.7K | 0.00% | +2,958+11.6% | Added |
| Arrowstreet Capital, Limited Partnership | 31,044 | $588.6K | 0.00% | +31,044 | New |
| PenderFund Capital Management Ltd. | 32,100 | $608.6K | 0.08% | +32,100 | New |
| Vanguard Asset Management, Ltd | 34,098 | $646.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,086 | $703.2K | 0.00% | +12,358+50.0% | Added |
| Thrivent Financial for Lutherans | 37,111 | $704.0K | 0.00% | +4,882+15.1% | Added |
| AQR Capital Management LLC | 38,801 | $735.7K | 0.00% | −32,064−45.2% | Reduced |
| Menard Financial Group LLC | 38,919 | $737.9K | 0.40% | +38,919 | New |
| Citadel Advisors LLC | 39,442 | $747.8K | 0.00% | −1,839−4.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40,033 | $759.0K | 0.00% | +4,703+13.3% | Added |
| State of Alaska, Department of Revenue | 40,234 | $761.0K | 0.01% | −7,053−14.9% | Reduced |
| Toroso Investments, LLC | 40,293 | $764.0K | 0.00% | +40,293 | New |
| Citigroup Inc | 41,883 | $794.1K | 0.00% | +10,371+32.9% | Added |
| Boothbay Fund Management, LLC | 44,217 | $838.4K | 0.02% | +44,217 | New |
| Alliancebernstein L.P. | 52,382 | $846.0K | 0.00% | +3,204+6.5% | Added |
| Stephens Inc | 45,728 | $867.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 46,013 | $872.4K | 0.00% | −31,200−40.4% | Reduced |
| HRT Financial LP | 47,175 | $894.0K | 0.00% | +47,175 | New |
| Deutsche Bank AG | 47,363 | $898.0K | 0.00% | +13,482+39.8% | Added |
| Intech Investment Management LLC | 49,875 | $945.6K | 0.01% | −25,804−34.1% | Reduced |
| Public Employees Retirement System of Ohio | 51,844 | $983.0K | 0.00% | −30,021−36.7% | Reduced |
| Franklin Resources Inc | 52,024 | $986.4K | 0.00% | +13,831+36.2% | Added |
| California State Teachers Retirement System | 53,382 | $1.01M | 0.00% | +10,173+23.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 53,388 | $1.01M | 0.00% | −810−1.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 55,151 | $1.05M | 0.15% | +5,951+12.1% | Added |
| Russell Investments Group, Ltd. | 55,160 | $1.05M | 0.00% | +16,466+42.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 59,133 | $1.12M | 0.02% | +59,133 | New |
| Renaissance Technologies LLC | 60,100 | $1.14M | 0.00% | +6,289+11.7% | Added |
| Asset Management One Co.,Ltd. | 63,051 | $1.20M | 0.00% | −1,974−3.0% | Reduced |
| Great West Life Assurance Co | 64,216 | $1.22M | 0.00% | +3,372+5.5% | Added |
| Larson Financial Group LLC | 64,440 | $1.22M | 0.03% | −210,786−76.6% | Reduced |
| New York State Teachers Retirement System | 65,034 | $1.23M | 0.00% | −6,768−9.4% | Reduced |
| Price T Rowe Associates Inc | 66,593 | $1.26M | 0.00% | +3,669+5.8% | Added |
| VARCOV Co. | 71,843 | $1.36M | 0.52% | +71,843 | New |
| Nomura Asset Management Co Ltd | 72,200 | $1.37M | 0.00% | +3,000+4.3% | Added |
| Kestra Advisory Services, LLC | 78,600 | $1.49M | 0.00% | −16,190−17.1% | Reduced |
| Quantinno Capital Management LP | 80,584 | $1.53M | 0.00% | +9,709+13.7% | Added |
| Swiss National Bank | 87,700 | $1.66M | 0.00% | −2,900−3.2% | Reduced |
| Alpine Global Management, LLC | 87,710 | $1.66M | 0.27% | +87,710 | New |
| UBS Group AG | 89,990 | $1.71M | 0.00% | +66,839+288.7% | Added |
| Abc Arbitrage SA | 95,817 | $1.82M | 0.20% | +95,817 | New |
| Legal & General Group Plc | 102,319 | $1.94M | 0.00% | +71+0.1% | Added |
| Ameriprise Financial Inc | 104,079 | $1.97M | 0.00% | −64,023−38.1% | Reduced |
| Nuveen, LLC | 105,833 | $2.01M | 0.00% | +16,992+19.1% | Added |
| SG Americas Securities, LLC | 109,926 | $2.08M | 0.00% | +102,162+1,315.8% | Added |
| Envestnet Asset Management Inc | 111,228 | $2.11M | 0.00% | −225,726−67.0% | Reduced |
| JCP Investment Management, LLC | 114,881 | $2.18M | 1.16% | +114,881 | New |
| Rhumbline Advisers | 115,842 | $2.20M | 0.00% | −14,101−10.9% | Reduced |
| UBS Asset Management Americas Inc | 117,895 | $2.24M | 0.00% | +8,686+8.0% | Added |
| Exchange Traded Concepts, LLC | 149,527 | $2.84M | 0.01% | +1,840+1.2% | Added |
| Public Sector Pension Investment Board | 155,364 | $2.95M | 0.01% | −5,275−3.3% | Reduced |
| First Trust Advisors LP | 158,558 | $3.01M | 0.00% | +7,613+5.0% | Added |
| Wells Fargo & Company | 182,065 | $3.45M | 0.00% | +18,538+11.3% | Added |
| ExodusPoint Capital Management, LP | 192,807 | $3.66M | 0.03% | +192,807 | New |
| Invesco Ltd. | 208,831 | $3.96M | 0.00% | −44,341−17.5% | Reduced |
| Gabelli Funds LLC | 210,524 | $3.99M | 0.03% | +157,150+294.4% | Added |
| JPMorgan Chase & Co | 216,581 | $4.11M | 0.00% | −53,996−20.0% | Reduced |
| Principal Financial Group Inc | 218,601 | $4.14M | 0.00% | +335+0.2% | Added |
| Polar Asset Management Partners Inc. | 219,890 | $4.17M | 0.08% | +219,890 | New |
| Kennedy Capital Management, Inc. | 221,186 | $4.19M | 0.07% | −4,312−1.9% | Reduced |
| Transmarket Holdings LP | 245,178 | $4.65M | 3.41% | +245,178 | New |
| Two Sigma Investments, LP | 285,126 | $5.41M | 0.00% | −52,469−15.5% | Reduced |
| Vanguard Fiduciary Trust Co | 300,617 | $5.70M | 0.00% | +11,474+4.0% | Added |
| Vestcor Inc | 337,318 | $6.40M | 0.16% | +328,279+3,631.8% | Added |
| Balyasny Asset Management LLC | 355,674 | $6.74M | 0.01% | +355,674 | New |
| Goldman Sachs Group Inc | 365,715 | $6.93M | 0.00% | −83,466−18.6% | Reduced |
| Bank of America Corp | 373,951 | $7.09M | 0.00% | +211,207+129.8% | Added |
| CNH Partners LLC | 380,455 | $7.21M | 0.10% | +380,455 | New |
| Emmett Investment Management, LP | 117,689 | $7.42M | 5.20% | −514,311−81.4% | Reduced |
| Irenic Capital Management LP | 408,245 | $7.74M | 0.56% | −857,146−67.7% | Reduced |
| CSM Advisors, LLC | 409,155 | $7.76M | 0.17% | −158,919−28.0% | Reduced |
| Bank of New York Mellon Corp | 416,238 | $7.89M | 0.00% | +8,680+2.1% | Added |
| Charles Schwab Investment Management Inc | 450,663 | $8.54M | 0.00% | +12,590+2.9% | Added |
| FIL Ltd | 498,521 | $9.45M | 0.01% | +498,521 | New |
| Northern Trust Corp | 575,211 | $10.9M | 0.00% | +33,222+6.1% | Added |