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 |
|---|---|---|---|---|---|
| FMR LLC | 587,118 | $11.1M | 0.00% | +327,715+126.3% | Added |
| Alpine Associates Management Inc. | 639,008 | $12.1M | 0.76% | +639,008 | New |
| Morgan Stanley | 641,319 | $12.2M | 0.00% | −13,248−2.0% | Reduced |
| Dimensional Fund Advisors LP | 648,901 | $12.3M | 0.00% | +8,159+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 682,965 | $12.9M | 0.07% | +682,965 | New |
| First Eagle Investment Management, LLC | 697,240 | $13.2M | 0.02% | −44,875−6.0% | Reduced |
| Millennium Management LLC | 769,812 | $14.6M | 0.01% | +769,812 | New |
| Qube Research & Technologies Ltd | 899,685 | $17.1M | 0.02% | +602,709+202.9% | Added |
| Vivaldi Asset Management, LLC | 1,085,310 | $20.6M | 1.20% | +1,085,310 | New |
| Water Island Capital LLC | 1,227,709 | $23.3M | 2.46% | +1,227,709 | New |
| Geode Capital Management, LLC | 1,419,392 | $26.9M | 0.00% | +220,671+18.4% | Added |
| Glazer Capital, LLC | 1,883,574 | $35.7M | 0.88% | +1,883,574 | New |
| State Street Corp | 1,941,309 | $36.8M | 0.00% | +90,865+4.9% | Added |
| Vanguard Capital Management LLC | 2,116,495 | $40.1M | 0.00% | +14,410+0.7% | Added |
| Vanguard Portfolio Management LLC | 2,875,464 | $54.5M | 0.00% | −132,461−4.4% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 3,050,205 | $57.8M | 3.87% | +2,174,950+248.5% | Added |
| BlackRock, Inc. | 8,272,745 | $156.9M | 0.00% | +239,570+3.0% | Added |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −1,035,745−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −283,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −272,874−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −139,304−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −113,661−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −96,128−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −66,512−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −54,407−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −49,017−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −43,897−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −43,584−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −39,110−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −33,328−100.0% | Sold out |
| Crossingbridge Advisors, LLC | 0 | $0 | 0.00% | −28,490−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −28,490−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −25,701−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −23,872−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Gross & Hartman Investments LLC | 0 | $0 | 0.00% | −18,162−100.0% | Sold out |
| Safe Harbor Family Capital, LLC | 0 | $0 | 0.00% | −18,162−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −17,403−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −14,613−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −13,221−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −11,103−100.0% | Sold out |
| RW Investment Management LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,185−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,102−100.0% | Sold out |
| KLP Kapitalforvaltning AS | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8,261−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |