Whitestone REIT
WSR2026/7/14 下市- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001175535
Whitestone REIT 已在 2026/7/14 下市；內部人最後一份 Form 4 在 2026/7/15 申報；2026 年第 2 季末有 217 家機構在 13F 申報持有，市值合計 $7.84 億；沒有大師持有。
2021 年第 3 季 13F 持有人
Whitestone REIT 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 150
- 較 2021 年第 2 季 0 家
- 持有股數
- 2,726 萬
- 較 2021 年第 2 季 +279.3 萬 (+11.4%)
- 總市值
- $2.67 億
- 較 2021 年第 2 季 +$6,467 萬 (+32.0%)
- 新進機構
- 26
- 另有 60 家加碼
- 清倉機構
- 26
- 另有 39 家減碼
另有 1 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WSR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 217 | $7.84 億 |
| 2026 年第 1 季 | 221 | $5.47 億 |
| 2025 年第 4 季 | 211 | $4.66 億 |
| 2025 年第 3 季 | 207 | $4.02 億 |
| 2025 年第 2 季 | 200 | $4.06 億 |
| 2025 年第 1 季 | 202 | $4.73 億 |
| 2024 年第 4 季 | 195 | $4.60 億 |
| 2024 年第 3 季 | 182 | $4.16 億 |
| 2024 年第 2 季 | 165 | $4.12 億 |
| 2024 年第 1 季 | 161 | $3.86 億 |
| 2023 年第 4 季 | 164 | $3.96 億 |
| 2023 年第 3 季 | 160 | $2.89 億 |
| 2023 年第 2 季 | 155 | $2.81 億 |
| 2023 年第 1 季 | 164 | $2.66 億 |
| 2022 年第 4 季 | 159 | $2.90 億 |
| 2022 年第 3 季 | 161 | $2.58 億 |
| 2022 年第 2 季 | 177 | $3.40 億 |
| 2022 年第 1 季 | 164 | $4.18 億 |
| 2021 年第 4 季 | 154 | $2.89 億 |
| 2021 年第 3 季 | 150 | $2.67 億 |
| 2021 年第 2 季 | 151 | $2.04 億 |
| 2021 年第 1 季 | 127 | $2.21 億 |
2021 年第 3 季持有機構
每家機構持有 Whitestone REIT 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eaton Vance Management | 4,404 | $0 | 0.00% | −9,230−67.7% | 減碼 |
| Fifth Third Bancorp | 35 | $0 | 0.00% | +35 | 新進 |
| Harbour Investments, Inc. | 24 | $0 | 0.00% | +24 | 新進 |
| Glassman Wealth Services | 88 | $1,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co | 170 | $2,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 238 | $2,000 | 0.00% | +109+84.5% | 加碼 |
| Parallel Advisors, LLC | 177 | $2,000 | 0.00% | +62+53.9% | 加碼 |
| Allworth Financial LP | 175 | $2,000 | 0.00% | +175 | 新進 |
| Raffa Wealth Management, LLC | 205 | $2,005 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 315 | $3,000 | 0.00% | +20+6.8% | 加碼 |
| US Bancorp | 443 | $4,000 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 672 | $7,000 | 0.00% | +36+5.7% | 加碼 |
| Fieldpoint Private Securities, LLC | 1,060 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1,005 | $1.00 萬 | 0.00% | +975+3,250.0% | 加碼 |
| Sutton Wealth Advisors Inc. | 1,028 | $1.01 萬 | 0.00% | +1+0.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,190 | $1.20 萬 | 0.00% | +250+26.6% | 加碼 |
| Sound Income Strategies, LLC | 1,415 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,500 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 1,549 | $1.50 萬 | 0.00% | +332+27.3% | 加碼 |
| Delta Asset Management LLC | 1,725 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 2,080 | $2.00 萬 | 0.00% | +2,080 | 新進 |
| Meeder Asset Management Inc | 2,162 | $2.10 萬 | 0.00% | −133−5.8% | 減碼 |
| Spire Wealth Management | 2,100 | $2.10 萬 | 0.00% | +2,100 | 新進 |
| Tower Research Capital LLC (TRC) | 2,279 | $2.20 萬 | 0.00% | −143−5.9% | 減碼 |
| Rockefeller Capital Management L.P. | 2,539 | $2.40 萬 | 0.00% | +139+5.8% | 加碼 |
| Quadrant Capital Group LLC | 2,716 | $2.70 萬 | 0.00% | +1,186+77.5% | 加碼 |
| Zions Bancorporation, N.A. | 3,000 | $2.90 萬 | 0.00% | +3,000 | 新進 |
| Point72 Hong Kong Ltd | 3,019 | $3.00 萬 | 0.00% | −8,913−74.7% | 減碼 |
| Advisor Group Holdings, Inc. | 3,057 | $3.00 萬 | 0.00% | +892+41.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 3,231 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,241 | $3.20 萬 | 0.00% | +3,241 | 新進 |
| The PNC Financial Services Group, Inc. | 3,771 | $3.60 萬 | 0.00% | +1,823+93.6% | 加碼 |
| Group One Trading, L.P. | 4,245 | $4.20 萬 | 0.00% | −1,555−26.8% | 減碼 |
| Mutual of America Capital Management LLC | 5,805 | $5.70 萬 | 0.00% | +128+2.3% | 加碼 |
| KBC Group NV | 5,897 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 9,624 | $7.90 萬 | 0.00% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 9,600 | $9.40 萬 | 0.00% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 10,000 | $9.80 萬 | 0.01% | 00.0% | 不變 |
| HighVista Strategies LLC | 10,300 | $10.0 萬 | 0.07% | 00.0% | 不變 |
| Caxton Associates LP | 10,565 | $10.3 萬 | 0.01% | +10,565 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 11,010 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 11,217 | $11.0 萬 | 0.00% | +11,217 | 新進 |
| Daiwa Securities Group Inc. | 11,728 | $11.5 萬 | 0.00% | +2,846+32.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 12,354 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 12,933 | $12.6 萬 | 0.00% | −13,612−51.3% | 減碼 |
| Alliancebernstein L.P. | 13,030 | $12.7 萬 | 0.00% | −6,840−34.4% | 減碼 |
| Metropolitan Life Insurance Co | 13,104 | $12.8 萬 | 0.00% | +10,561+415.3% | 加碼 |
| Triton Wealth Management, PLLC | 13,087 | $13.2 萬 | 0.06% | +123+0.9% | 加碼 |
| Zebra Capital Management LLC | 13,813 | $13.5 萬 | 0.16% | 00.0% | 不變 |
| MetLife Investment Management | 15,478 | $15.1 萬 | 0.00% | +15,478 | 新進 |
| IndexIQ Advisors LLC | 15,663 | $15.3 萬 | 0.01% | −2,113−11.9% | 減碼 |
| ETF Managers Group, LLC | 15,557 | $15.4 萬 | 0.00% | +15,557 | 新進 |
| Oregon Public Employees Retirement Fund | 15,953 | $15.6 萬 | 0.00% | −100−0.6% | 減碼 |
| Maryland State Retirement & Pension System | 15,806 | $15.6 萬 | 0.00% | +15,806 | 新進 |
| State Board of Administration of Florida Retirement System | 16,589 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 17,037 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 17,214 | $16.8 萬 | 0.01% | −373−2.1% | 減碼 |
| Man Group plc | 18,286 | $17.9 萬 | 0.00% | −88,700−82.9% | 減碼 |
| Quilter Plc | 18,316 | $17.9 萬 | 0.01% | −5,000−21.4% | 減碼 |
| Amalgamated Bank | 19,942 | $19.5 萬 | 0.00% | +162+0.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $19.8 萬 | 0.00% | +5,940+41.5% | 加碼 |
| Louisiana State Employees Retirement System | 21,000 | $20.5 萬 | 0.00% | +3,000+16.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 21,205 | $20.7 萬 | 0.07% | −300−1.4% | 減碼 |
| Citigroup Inc | 22,470 | $22.0 萬 | 0.00% | −5,767−20.4% | 減碼 |
| California State Teachers Retirement System | 22,710 | $22.2 萬 | 0.00% | −32,496−58.9% | 減碼 |
| Tiaa, FSB | 23,915 | $23.4 萬 | 0.00% | +23,915 | 新進 |
| New York State Common Retirement Fund | 24,527 | $24.0 萬 | 0.00% | −7,810−24.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 25,410 | $24.9 萬 | 0.00% | −2,022−7.4% | 減碼 |
| State of Tennessee, Treasury Department | 25,517 | $25.0 萬 | 0.00% | +1,220+5.0% | 加碼 |
| American International Group, Inc. | 27,231 | $26.6 萬 | 0.00% | +1,229+4.7% | 加碼 |
| Diversified Trust Co | 27,259 | $26.7 萬 | 0.01% | +4,482+19.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 29,699 | $29.0 萬 | 0.01% | +29,699 | 新進 |
| Ridgewood Investments LLC | 30,709 | $30.0 萬 | 0.20% | −998−3.1% | 減碼 |
| Nomura Asset Management Co Ltd | 31,500 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 32,122 | $31.4 萬 | 0.09% | +32,122 | 新進 |
| Texas Permanent School Fund | 32,202 | $31.5 萬 | 0.00% | +2,445+8.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,006 | $32.3 萬 | 0.00% | +2,363+7.7% | 加碼 |
| Truist Financial Corp | 33,210 | $32.5 萬 | 0.00% | +33,210 | 新進 |
| Thrivent Financial for Lutherans | 35,187 | $34.4 萬 | 0.00% | +2,544+7.8% | 加碼 |
| LPL Financial LLC | 35,440 | $34.7 萬 | 0.00% | −690−1.9% | 減碼 |
| Great West Life Assurance Co | 36,407 | $35.9 萬 | 0.00% | +4,017+12.4% | 加碼 |
| Squarepoint Ops LLC | 36,749 | $35.9 萬 | 0.00% | +7,099+23.9% | 加碼 |
| Commonwealth Equity Services, LLC | 36,910 | $36.0 萬 | 0.00% | +70.0% | 加碼 |
| Clarus Group, Inc. | 37,173 | $36.4 萬 | 0.25% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 38,533 | $37.7 萬 | 0.00% | −48,923−55.9% | 減碼 |
| UBS Group AG | 39,133 | $38.2 萬 | 0.00% | +13,868+54.9% | 加碼 |
| Citadel Advisors LLC | 39,794 | $38.9 萬 | 0.00% | +22,543+130.7% | 加碼 |
| HSBC Holdings PLC | 40,170 | $39.1 萬 | 0.00% | −25,648−39.0% | 減碼 |
| Nisa Investment Advisors, LLC | 40,750 | $39.9 萬 | 0.00% | −1,654−3.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 45,595 | $44.6 萬 | 0.00% | +27,901+157.7% | 加碼 |
| Gsa Capital Partners LLP | 48,173 | $47.1 萬 | 0.05% | −5,114−9.6% | 減碼 |
| Price T Rowe Associates Inc | 49,993 | $48.9 萬 | 0.00% | +896+1.8% | 加碼 |
| JPMorgan Chase & Co | 50,152 | $49.0 萬 | 0.00% | −44,673−47.1% | 減碼 |
| Public Employees Retirement System of Ohio | 50,923 | $49.8 萬 | 0.00% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 52,175 | $51.0 萬 | 0.00% | +52,175 | 新進 |
| HighTower Advisors, LLC | 52,265 | $51.2 萬 | 0.00% | +52,265 | 新進 |
| State of Alaska, Department of Revenue | 54,461 | $53.2 萬 | 0.01% | +10,092+22.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,577 | $53.4 萬 | 0.00% | 00.0% | 不變 |
| Algert Global LLC | 57,602 | $56.3 萬 | 0.07% | +57,602 | 新進 |
| STRS Ohio | 57,933 | $56.6 萬 | 0.00% | +3,234+5.9% | 加碼 |