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 4 季 13F 持有人
Whitestone REIT 在 2021/12/31 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
- 154
- 較 2021 年第 3 季 +5 家
- 持有股數
- 2,855 萬
- 較 2021 年第 3 季 +129.2 萬 (+4.7%)
- 總市值
- $2.89 億
- 較 2021 年第 3 季 +$2,211 萬 (+8.3%)
- 新進機構
- 22
- 另有 64 家加碼
- 清倉機構
- 17
- 另有 36 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sageworth Trust Co | 39 | $0 | 0.00% | −131−77.1% | 減碼 |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | 新進 |
| FMR LLC | 120 | $1,000 | 0.00% | −885−88.1% | 減碼 |
| Parallel Advisors, LLC | 115 | $1,000 | 0.00% | −62−35.0% | 減碼 |
| Glassman Wealth Services | 88 | $1,000 | 0.00% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 126 | $1,000 | 0.00% | +126 | 新進 |
| Allworth Financial LP | 175 | $2,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 183 | $2,000 | 0.00% | −55−23.1% | 減碼 |
| Snowden Capital Advisors LLC | 202 | $2,000 | 0.00% | +202 | 新進 |
| Raffa Wealth Management, LLC | 205 | $2,077 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 315 | $3,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 302 | $3,000 | 0.00% | +302 | 新進 |
| US Bancorp | 443 | $4,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 498 | $5,000 | 0.00% | +498 | 新進 |
| Outfitter Financial LLC | 500 | $5,000 | 0.00% | +500 | 新進 |
| Versant Capital Management, Inc | 672 | $7,000 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 1,028 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 1,060 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,190 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| TAP Consulting, LLC | 1,315 | $1.30 萬 | 0.00% | +1,315 | 新進 |
| Sound Income Strategies, LLC | 1,415 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,500 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,725 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 2,100 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 2,080 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,227 | $2.30 萬 | 0.00% | +2,192+6,262.9% | 加碼 |
| Chilton Capital Management LLC | 2,288 | $2.30 萬 | 0.00% | +2,288 | 新進 |
| Rockefeller Capital Management L.P. | 2,455 | $2.40 萬 | 0.00% | −84−3.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,231 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 3,317 | $3.40 萬 | 0.00% | −928−21.9% | 減碼 |
| State of Wyoming | 3,318 | $3.40 萬 | 0.02% | +3,318 | 新進 |
| The PNC Financial Services Group, Inc. | 3,604 | $3.50 萬 | 0.00% | −167−4.4% | 減碼 |
| Advisor Group Holdings, Inc. | 3,627 | $3.60 萬 | 0.00% | +570+18.6% | 加碼 |
| Quadrant Capital Group LLC | 3,927 | $4.00 萬 | 0.00% | +1,211+44.6% | 加碼 |
| Eaton Vance Management | 5,031 | $5.10 萬 | 0.00% | +627+14.2% | 加碼 |
| PEAK6 Investments LLC | 5,279 | $5.30 萬 | 0.00% | −7,654−59.2% | 減碼 |
| KBC Group NV | 5,897 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 6,307 | $6.40 萬 | 0.00% | +502+8.6% | 加碼 |
| MetLife Investment Management | 7,228 | $7.32 萬 | 0.00% | −8,250−53.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,424 | $9.50 萬 | 0.00% | +7,145+313.5% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,000 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Caxton Associates LP | 10,565 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 10,654 | $10.8 萬 | 0.01% | +10,654 | 新進 |
| ProShare Advisors LLC | 11,491 | $11.7 萬 | 0.00% | +11,491 | 新進 |
| Teachers Retirement System of the State of Kentucky | 12,354 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 12,449 | $12.6 萬 | 0.01% | +12,449 | 新進 |
| Daiwa Securities Group Inc. | 12,937 | $13.1 萬 | 0.00% | +1,209+10.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 12,999 | $13.2 萬 | 0.00% | −16,700−56.2% | 減碼 |
| Triton Wealth Management, PLLC | 13,211 | $13.6 萬 | 0.07% | +124+0.9% | 加碼 |
| AXA S.A. | 13,400 | $13.6 萬 | 0.00% | +13,400 | 新進 |
| Alliancebernstein L.P. | 13,483 | $13.7 萬 | 0.00% | +453+3.5% | 加碼 |
| Jane Street Group, LLC | 13,632 | $13.8 萬 | 0.00% | +13,632 | 新進 |
| Zebra Capital Management LLC | 13,813 | $14.0 萬 | 0.22% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 14,775 | $15.0 萬 | 0.01% | −888−5.7% | 減碼 |
| Metropolitan Life Insurance Co | 14,982 | $15.2 萬 | 0.00% | +1,878+14.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 16,589 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 16,747 | $17.0 萬 | 0.00% | +794+5.0% | 加碼 |
| Stephens Inc | 17,037 | $17.3 萬 | 0.00% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 17,399 | $17.6 萬 | 0.01% | +185+1.1% | 加碼 |
| Maryland State Retirement & Pension System | 18,405 | $18.6 萬 | 0.00% | +2,599+16.4% | 加碼 |
| Bank of Montreal | 18,764 | $19.0 萬 | 0.00% | −211,959−91.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 20,905 | $21.2 萬 | 0.07% | −300−1.4% | 減碼 |
| HighTower Advisors, LLC | 21,513 | $21.8 萬 | 0.00% | −30,752−58.8% | 減碼 |
| Amalgamated Bank | 21,577 | $21.9 萬 | 0.00% | +1,635+8.2% | 加碼 |
| Louisiana State Employees Retirement System | 22,300 | $22.6 萬 | 0.00% | +1,300+6.2% | 加碼 |
| CenterBook Partners LP | 23,271 | $23.6 萬 | 0.14% | +23,271 | 新進 |
| Canada Pension Plan Investment Board | 23,500 | $23.8 萬 | 0.00% | +23,500 | 新進 |
| Tiaa, FSB | 23,915 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 24,563 | $24.9 萬 | 0.00% | +36+0.1% | 加碼 |
| California State Teachers Retirement System | 25,190 | $25.5 萬 | 0.00% | +2,480+10.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 25,362 | $25.7 萬 | 0.00% | −48−0.2% | 減碼 |
| Squarepoint Ops LLC | 25,631 | $26.0 萬 | 0.00% | −11,118−30.3% | 減碼 |
| State of Tennessee, Treasury Department | 26,642 | $27.0 萬 | 0.00% | +1,125+4.4% | 加碼 |
| American International Group, Inc. | 27,978 | $28.3 萬 | 0.00% | +747+2.7% | 加碼 |
| Deutsche Bank AG | 28,652 | $29.0 萬 | 0.00% | −38,155−57.1% | 減碼 |
| Ridgewood Investments LLC | 29,688 | $30.1 萬 | 0.19% | −1,021−3.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 30,649 | $31.0 萬 | 0.00% | −14,946−32.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 32,696 | $33.1 萬 | 0.00% | −5,837−15.1% | 減碼 |
| Truist Financial Corp | 33,210 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Texas Permanent School Fund | 33,430 | $33.9 萬 | 0.00% | +1,228+3.8% | 加碼 |
| Oliver Luxxe Assets LLC | 33,579 | $34.0 萬 | 0.09% | +1,457+4.5% | 加碼 |
| Clarus Group, Inc. | 37,173 | $34.4 萬 | 0.23% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,893 | $35.3 萬 | 0.00% | +1,887+5.7% | 加碼 |
| Citigroup Inc | 35,051 | $35.5 萬 | 0.00% | +12,581+56.0% | 加碼 |
| LPL Financial LLC | 35,440 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 36,755 | $37.2 萬 | 0.00% | +348+1.0% | 加碼 |
| Commonwealth Equity Services, LLC | 37,342 | $37.8 萬 | 0.00% | +432+1.2% | 加碼 |
| Thrivent Financial for Lutherans | 37,571 | $38.1 萬 | 0.00% | +2,384+6.8% | 加碼 |
| Nomura Asset Management Co Ltd | 37,900 | $38.4 萬 | 0.00% | +6,400+20.3% | 加碼 |
| Gyon Technologies Capital Management, LP | 39,051 | $39.6 萬 | 0.07% | +39,051 | 新進 |
| SEI Investments Co | 39,613 | $40.2 萬 | 0.00% | +39,613 | 新進 |
| Comerica Bank | 39,085 | $41.1 萬 | 0.00% | −37,934−49.3% | 減碼 |
| Nisa Investment Advisors, LLC | 40,750 | $41.6 萬 | 0.00% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 41,516 | $42.1 萬 | 0.00% | +41,516 | 新進 |
| Allspring Global Investments Holdings, LLC | 42,100 | $42.6 萬 | 0.00% | +42,100 | 新進 |
| Diversified Trust Co | 44,696 | $45.3 萬 | 0.01% | +17,437+64.0% | 加碼 |
| Price T Rowe Associates Inc | 45,140 | $45.7 萬 | 0.00% | −4,853−9.7% | 減碼 |
| Russell Investments Group, Ltd. | 46,300 | $46.9 萬 | 0.00% | +46,300 | 新進 |
| Citadel Advisors LLC | 48,028 | $48.7 萬 | 0.00% | +8,234+20.7% | 加碼 |