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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 19,800 | $375.4K | 0.01% | −100−0.5% | Reduced |
| Natixis Advisors, L.P. | 19,778 | $374.0K | 0.00% | −264−1.3% | Reduced |
| Hancock Whitney Corp | 19,676 | $373.1K | 0.01% | −315−1.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 19,344 | $366.8K | 0.00% | −1,182−5.8% | Reduced |
| New York State Common Retirement Fund | 18,710 | $354.7K | 0.00% | −4,200−18.3% | Reduced |
| Ridgewood Investments LLC | 18,000 | $341.3K | 0.13% | 00.0% | Unchanged |
| LMR Partners LLP | 17,573 | $333.2K | 0.00% | +17,573 | New |
| Susquehanna International Group, LLP | 17,567 | $333.1K | 0.00% | −8,111−31.6% | Reduced |
| Daiwa Securities Group Inc. | 17,541 | $332.6K | 0.00% | −172−1.0% | Reduced |
| State of Tennessee, Treasury Department | 17,207 | $326.2K | 0.00% | −577−3.2% | Reduced |
| Neuberger Berman Group LLC | 17,159 | $325.3K | 0.00% | −30.0% | Reduced |
| State Board of Administration of Florida Retirement System | 16,619 | $315.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16,376 | $310.5K | 0.00% | −338−2.0% | Reduced |
| Vanguard Global Advisers, LLC | 15,486 | $293.6K | 0.00% | −2,730−15.0% | Reduced |
| Doliver Advisors, LP | 15,400 | $292.0K | 0.07% | −600−3.8% | Reduced |
| Creative Planning | 13,980 | $265.1K | 0.00% | −81−0.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 13,377 | $253.6K | 0.00% | −24,772−64.9% | Reduced |
| Mariner, LLC | 13,206 | $250.4K | 0.00% | −719−5.2% | Reduced |
| Pinnacle Associates Ltd | 13,187 | $250.0K | 0.00% | +13,187 | New |
| Barclays PLC | 13,130 | $248.9K | 0.00% | −105,610−88.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,063 | $247.7K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,970 | $245.9K | 0.00% | +722+5.9% | Added |
| Manufacturers Life Insurance Company, The | 12,923 | $245.0K | 0.00% | +28+0.2% | Added |
| Amalgamated Bank | 12,187 | $231.0K | 0.00% | −744−5.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 12,164 | $230.6K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $228.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,053 | $228.5K | 0.00% | −575−4.6% | Reduced |
| Ballentine Partners, LLC | 11,947 | $226.5K | 0.00% | +171+1.5% | Added |
| LPL Financial LLC | 11,625 | $220.4K | 0.00% | −33,115−74.0% | Reduced |
| IMA Wealth, Inc. | 11,624 | $220.4K | 0.01% | +11,624 | New |
| Swiss Life Asset Management Ltd | 11,459 | $217.3K | 0.00% | +789+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 11,329 | $214.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,184 | $212.0K | 0.00% | −848−7.0% | Reduced |
| Pallas Capital Advisors LLC | 11,070 | $209.9K | 0.01% | +11,070 | New |
| M&T Bank Corp | 10,846 | $205.6K | 0.00% | +553+5.4% | Added |
| Cetera Investment Advisers | 10,828 | $205.3K | 0.00% | −11,758−52.1% | Reduced |
| Ignite Planners, LLC | 10,683 | $202.6K | 0.03% | −250−2.3% | Reduced |
| Voya Investment Management LLC | 10,332 | $195.9K | 0.00% | −70,725−87.3% | Reduced |
| Virtus Investment Advisers, Inc. | 10,304 | $195.4K | 0.05% | −1,305−11.2% | Reduced |
| Oregon Public Employees Retirement Fund | 10,200 | $193.4K | 0.00% | −24−0.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 9,010 | $171.0K | 0.00% | −13,006−59.1% | Reduced |
| Rockefeller Capital Management L.P. | 8,549 | $162.1K | 0.00% | −24−0.3% | Reduced |
| STRS Ohio | 8,200 | $155.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,164 | $135.8K | 0.00% | +641+9.8% | Added |
| BNP Paribas Arbitrage, SA | 7,046 | $133.6K | 0.00% | −6,869−49.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,800 | $128.9K | 0.00% | +6,800 | New |
| GAMMA Investing LLC | 6,486 | $123.0K | 0.00% | +293+4.7% | Added |
| Royal Bank of Canada | 5,902 | $112.0K | 0.00% | −135,315−95.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,850 | $110.9K | 0.01% | +3+0.1% | Added |
| Ameritas Investment Partners, Inc. | 4,215 | $79.9K | 0.00% | +444+11.8% | Added |
| The PNC Financial Services Group, Inc. | 3,556 | $67.4K | 0.00% | +69+2.0% | Added |
| Tower Research Capital LLC (TRC) | 2,141 | $40.6K | 0.00% | −452−17.4% | Reduced |
| KBC Group NV | 2,028 | $38.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $37.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,764 | $33.4K | 0.00% | +376+27.1% | Added |
| Allworth Financial LP | 1,407 | $26.7K | 0.00% | +1,055+299.7% | Added |
| Advisor Group Holdings, Inc. | 1,398 | $26.5K | 0.00% | +351+33.5% | Added |
| Bessemer Group Inc | 1,387 | $26.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,297 | $24.6K | 0.00% | −672,904−99.8% | Reduced |
| Jones Financial Companies LLLP | 1,285 | $24.4K | 0.00% | +343+36.4% | Added |
| Massmutual Trust Co FSB | 1,114 | $21.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,000 | $19.0K | 0.00% | +1,000 | New |
| Smartleaf Asset Management LLC | 962 | $18.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 957 | $18.1K | 0.00% | +957 | New |
| Hantz Financial Services, Inc. | 974 | $18.0K | 0.00% | +30+3.2% | Added |
| Sterling Capital Management LLC | 936 | $17.7K | 0.00% | −559−37.4% | Reduced |
| Salomon & Ludwin, LLC | 751 | $14.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 654 | $12.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| GF Fund Management Co. Ltd. | 587 | $11.1K | 0.00% | −117−16.6% | Reduced |
| Signaturefd, LLC | 409 | $7.75K | 0.00% | +395+2,821.4% | Added |
| Global Retirement Partners, LLC | 400 | $7.58K | 0.00% | +400 | New |
| Harbor Capital Advisors, Inc. | 367 | $7.00K | 0.00% | −110−23.1% | Reduced |
| Prosperity Bancshares Inc | 369 | $7.00K | 0.00% | −1,268−77.5% | Reduced |
| Optiver Holding B.V. | 351 | $6.66K | 0.00% | +231+192.5% | Added |
| Fifth Third Bancorp | 339 | $6.43K | 0.00% | +17+5.3% | Added |
| Farther Finance Advisors, LLC | 337 | $6.39K | 0.00% | −14−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 303 | $5.75K | 0.00% | +303 | New |
| Delta Asset Management LLC | 300 | $5.69K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $5.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 188 | $3.56K | 0.00% | −854−82.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 180 | $3.41K | 0.00% | −765−81.0% | Reduced |
| Parallel Advisors, LLC | 155 | $2.94K | 0.00% | +6+4.0% | Added |
| JPL Wealth Management, LLC | 146 | $2.77K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 141 | $2.67K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 139 | $2.63K | 0.00% | +139 | New |
| Covestor Ltd | 122 | $2.00K | 0.00% | +14+13.0% | Added |
| Parkside Financial Bank & Trust | 90 | $1.71K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 76 | $1.44K | 0.00% | +20+35.7% | Added |
| Rothschild Investment LLC | 73 | $1.38K | 0.00% | −35−32.4% | Reduced |
| Quarry LP | 71 | $1.35K | 0.00% | +4+6.0% | Added |
| UMA Financial Services, Inc. | 65 | $1.23K | 0.00% | −27−29.3% | Reduced |
| International Assets Investment Management, LLC | 46 | $873 | 0.00% | −67−59.3% | Reduced |
| Cedar Mountain Advisors, LLC | 39 | $739 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 38 | $720 | 0.00% | −387−91.1% | Reduced |
| Bare Financial Services, Inc | 36 | $683 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 35 | $664 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 33 | $626 | 0.00% | +4+13.8% | Added |
| Farmers & Merchants Investments Inc | 30 | $569 | 0.00% | 00.0% | Unchanged |