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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 49,257 | $49.9 萬 | 0.00% | −18,063−26.8% | 減碼 |
| Algert Global LLC | 49,592 | $50.2 萬 | 0.06% | −8,010−13.9% | 減碼 |
| Public Employees Retirement System of Ohio | 50,923 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 56,115 | $56.8 萬 | 0.01% | +1,654+3.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,055 | $57.8 萬 | 0.00% | +2,478+4.5% | 加碼 |
| JPMorgan Chase & Co | 57,790 | $58.5 萬 | 0.00% | +7,638+15.2% | 加碼 |
| STRS Ohio | 60,285 | $61.0 萬 | 0.00% | +2,352+4.1% | 加碼 |
| Panagora Asset Management Inc | 61,529 | $62.3 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 63,328 | $64.2 萬 | 0.00% | +24,195+61.8% | 加碼 |
| Gsa Capital Partners LLP | 67,310 | $68.2 萬 | 0.09% | +19,137+39.7% | 加碼 |
| Royal Bank of Canada | 68,470 | $69.3 萬 | 0.00% | +3,108+4.8% | 加碼 |
| Loveless Wealth Management LLC | 68,965 | $69.9 萬 | 0.38% | −400−0.6% | 減碼 |
| Voya Investment Management LLC | 69,922 | $70.8 萬 | 0.00% | −282−0.4% | 減碼 |
| Asset Management One Co.,Ltd. | 82,665 | $83.0 萬 | 0.00% | +20,040+32.0% | 加碼 |
| First Trust Advisors LP | 83,242 | $84.3 萬 | 0.00% | +14,055+20.3% | 加碼 |
| Man Group plc | 88,173 | $89.3 萬 | 0.00% | +69,887+382.2% | 加碼 |
| First Eagle Investment Management, LLC | 92,565 | $93.8 萬 | 0.00% | +92,565 | 新進 |
| Public Sector Pension Investment Board | 94,032 | $95.3 萬 | 0.01% | +6,070+6.9% | 加碼 |
| Garner Asset Management Corp | 94,159 | $95.4 萬 | 0.40% | −400−0.4% | 減碼 |
| New York State Teachers Retirement System | 95,059 | $96.3 萬 | 0.00% | +1,002+1.1% | 加碼 |
| Globeflex Capital L P | 96,225 | $97.5 萬 | 0.20% | 00.0% | 不變 |
| Legal & General Group Plc | 96,868 | $98.1 萬 | 0.00% | +10,761+12.5% | 加碼 |
| Bank of America Corp | 97,603 | $98.9 萬 | 0.00% | +8,308+9.3% | 加碼 |
| Cornercap Investment Counsel Inc | 99,003 | $100.3 萬 | 0.15% | −10,371−9.5% | 減碼 |
| Barclays PLC | 131,433 | $133.1 萬 | 0.00% | −52,418−28.5% | 減碼 |
| Rhumbline Advisers | 132,282 | $134.0 萬 | 0.00% | −37,730−22.2% | 減碼 |
| Independent Financial Group, LLC | 142,914 | $144.8 萬 | 0.12% | +14,014+10.9% | 加碼 |
| Anson Funds Management LP | 199,000 | $201.6 萬 | 0.28% | +31,000+18.5% | 加碼 |
| Charles Schwab Investment Management Inc | 218,731 | $221.7 萬 | 0.00% | −135,129−38.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 231,427 | $234.4 萬 | 0.02% | +4,695+2.1% | 加碼 |
| Wells Fargo & Company | 241,627 | $244.8 萬 | 0.00% | +29,322+13.8% | 加碼 |
| Millennium Management LLC | 241,989 | $245.1 萬 | 0.00% | −181,786−42.9% | 減碼 |
| Morgan Stanley | 244,666 | $247.9 萬 | 0.00% | −86,388−26.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 283,785 | $287.5 萬 | 0.11% | +10,285+3.8% | 加碼 |
| Principal Financial Group Inc | 308,156 | $312.2 萬 | 0.00% | +10,914+3.7% | 加碼 |
| AQR Capital Management LLC | 332,259 | $336.6 萬 | 0.01% | +30,270+10.0% | 加碼 |
| Renaissance Technologies LLC | 356,584 | $361.2 萬 | 0.00% | +28,500+8.7% | 加碼 |
| Ameriprise Financial Inc | 411,686 | $417.1 萬 | 0.00% | +186,073+82.5% | 加碼 |
| Two Sigma Investments, LP | 449,360 | $455.2 萬 | 0.01% | −108,870−19.5% | 減碼 |
| Two Sigma Advisers, LP | 466,800 | $472.9 萬 | 0.01% | +5,800+1.3% | 加碼 |
| Nuveen Asset Management, LLC | 539,364 | $496.7 萬 | 0.00% | +3,716+0.7% | 加碼 |
| Northern Trust Corp | 494,401 | $500.8 萬 | 0.00% | +17,347+3.6% | 加碼 |
| Invesco Ltd. | 501,782 | $508.3 萬 | 0.00% | +221,291+78.9% | 加碼 |
| Bank of New York Mellon Corp | 604,548 | $612.5 萬 | 0.00% | +128,577+27.0% | 加碼 |
| Parametric Portfolio Associates LLC | 618,605 | $626.6 萬 | 0.00% | −56,159−8.3% | 減碼 |
| Goldman Sachs Group Inc | 623,774 | $631.9 萬 | 0.00% | +219,376+54.2% | 加碼 |
| Dimensional Fund Advisors LP | 655,991 | $664.5 萬 | 0.00% | +25,518+4.0% | 加碼 |
| Prudential Financial Inc | 686,354 | $695.2 萬 | 0.01% | −70,966−9.4% | 減碼 |
| Acadian Asset Management LLC | 710,628 | $719.5 萬 | 0.03% | +368,453+107.7% | 加碼 |
| Geode Capital Management, LLC | 809,629 | $820.1 萬 | 0.00% | +48,596+6.4% | 加碼 |
| State Street Corp | 1,764,546 | $1,788 萬 | 0.00% | +125,466+7.7% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 2,269,195 | $2,299 萬 | 3.25% | 00.0% | 不變 |
| Vanguard Group Inc | 2,870,698 | $2,908 萬 | 0.00% | +385,716+15.5% | 加碼 |
| BlackRock Inc. | 7,555,899 | $7,654 萬 | 0.00% | +278,443+3.8% | 加碼 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −113,983−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −105,800−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −52,175−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −40,170−100.0% | 清倉 |
| Quilter Plc | 0 | $0 | 0.00% | −18,316−100.0% | 清倉 |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −15,557−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,217−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,010−100.0% | 清倉 |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −10,300−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −9,600−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,624−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,241−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,019−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,162−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −24−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |