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。
2022 年第 1 季 13F 持有人
Whitestone REIT 在 2022/3/31 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
- 164
- 較 2021 年第 4 季 +10 家
- 持有股數
- 3,157 萬
- 較 2021 年第 4 季 +301.6 萬 (+10.6%)
- 總市值
- $4.18 億
- 較 2021 年第 4 季 +$1.29 億 (+44.7%)
- 新進機構
- 32
- 另有 47 家加碼
- 清倉機構
- 22
- 另有 59 家減碼
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 21 | $0 | 0.00% | −105−83.3% | 減碼 |
| Toronto Dominion Bank | 5 | $0 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 88 | $1,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 175 | $2,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 115 | $2,000 | 0.00% | 00.0% | 不變 |
| Mach-1 Financial Group, Inc. | 200 | $2,000 | 0.00% | +200 | 新進 |
| Raffa Wealth Management, LLC | 205 | $2,716 | 0.00% | 00.0% | 不變 |
| US Bancorp | 264 | $3,000 | 0.00% | −179−40.4% | 減碼 |
| Parkside Financial Bank & Trust | 315 | $4,000 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 302 | $4,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 489 | $6,000 | 0.00% | +306+167.2% | 加碼 |
| Hanseatic Management Services Inc | 442 | $6,000 | 0.01% | +442 | 新進 |
| Fifth Third Bancorp | 498 | $7,000 | 0.00% | −1,729−77.6% | 減碼 |
| Signaturefd, LLC | 631 | $8,000 | 0.00% | +133+26.7% | 加碼 |
| Versant Capital Management, Inc | 672 | $9,000 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 712 | $9,000 | 0.00% | +712 | 新進 |
| Lindbrook Capital, LLC | 784 | $1.00 萬 | 0.00% | +784 | 新進 |
| Sutton Wealth Advisors Inc. | 1,037 | $1.37 萬 | 0.00% | +9+0.9% | 加碼 |
| Sound Income Strategies, LLC | 1,065 | $1.40 萬 | 0.00% | −350−24.7% | 減碼 |
| Fieldpoint Private Securities, LLC | 1,060 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,391 | $1.90 萬 | 0.00% | +201+16.9% | 加碼 |
| American Portfolios Advisors | 1,500 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,015 | $2.70 萬 | 0.00% | +2,015 | 新進 |
| Charter Oak Capital Management, LLC | 2,080 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 2,100 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 2,276 | $3.00 萬 | 0.00% | +2,276 | 新進 |
| Tower Research Capital LLC (TRC) | 2,466 | $3.20 萬 | 0.00% | −6,958−73.8% | 減碼 |
| Rockefeller Capital Management L.P. | 2,479 | $3.20 萬 | 0.00% | +24+1.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,552 | $3.40 萬 | 0.00% | +2,552 | 新進 |
| Federated Hermes, Inc. | 2,807 | $3.70 萬 | 0.00% | +2,807 | 新進 |
| 1832 Asset Management L.P. | 2,905 | $3.80 萬 | 0.00% | +2,905 | 新進 |
| Ameritas Investment Partners, Inc. | 3,231 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 3,363 | $4.50 萬 | 0.00% | +46+1.4% | 加碼 |
| Dorsey Wright & Associates | 3,562 | $4.70 萬 | 0.01% | +3,562 | 新進 |
| The PNC Financial Services Group, Inc. | 3,638 | $4.90 萬 | 0.00% | +34+0.9% | 加碼 |
| Quadrant Capital Group LLC | 3,927 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 4,052 | $5.40 萬 | 0.00% | +4,052 | 新進 |
| Advisor Group Holdings, Inc. | 9,152 | $6.60 萬 | 0.00% | +5,525+152.3% | 加碼 |
| Metropolitan Life Insurance Co | 5,634 | $7.47 萬 | 0.00% | −9,348−62.4% | 減碼 |
| Mutual of America Capital Management LLC | 6,652 | $8.80 萬 | 0.00% | +345+5.5% | 加碼 |
| KBC Group NV | 9,394 | $12.4 萬 | 0.00% | +3,497+59.3% | 加碼 |
| Victory Capital Management Inc | 10,601 | $12.9 萬 | 0.00% | +10,601 | 新進 |
| Ausdal Financial Partners, Inc. | 10,000 | $13.3 萬 | 0.02% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,234 | $13.4 萬 | 0.00% | −1,257−10.9% | 減碼 |
| Bank of Nova Scotia | 10,179 | $13.5 萬 | 0.00% | +10,179 | 新進 |
| Triton Wealth Management, PLLC | 13,211 | $13.6 萬 | 0.07% | 00.0% | 不變 |
| FMR LLC | 10,279 | $13.7 萬 | 0.00% | +10,159+8,465.8% | 加碼 |
| Everence Capital Management Inc | 11,640 | $15.4 萬 | 0.01% | +11,640 | 新進 |
| FORA Capital, LLC | 11,922 | $15.7 萬 | 0.03% | +11,922 | 新進 |
| Teachers Retirement System of the State of Kentucky | 12,354 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 12,394 | $16.4 萬 | 0.01% | +12,394 | 新進 |
| Journey Strategic Wealth LLC | 12,773 | $16.9 萬 | 0.02% | +2,119+19.9% | 加碼 |
| Algert Global LLC | 13,250 | $17.6 萬 | 0.01% | −36,342−73.3% | 減碼 |
| Zebra Capital Management LLC | 13,813 | $18.3 萬 | 0.42% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 13,993 | $18.5 萬 | 0.01% | −782−5.3% | 減碼 |
| Daiwa Securities Group Inc. | 14,041 | $18.6 萬 | 0.00% | +1,104+8.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 16,589 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 17,391 | $23.0 萬 | 0.02% | −80.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 17,451 | $23.1 萬 | 0.00% | +704+4.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 17,605 | $23.3 萬 | 0.06% | −3,300−15.8% | 減碼 |
| UBS Group AG | 18,414 | $24.3 萬 | 0.00% | −44,914−70.9% | 減碼 |
| Maryland State Retirement & Pension System | 18,405 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Bank of Montreal | 18,482 | $25.0 萬 | 0.00% | −282−1.5% | 減碼 |
| California State Teachers Retirement System | 19,712 | $26.1 萬 | 0.00% | −5,478−21.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 20,327 | $26.9 萬 | 0.00% | −5,035−19.9% | 減碼 |
| Amalgamated Bank | 20,534 | $27.2 萬 | 0.00% | −1,043−4.8% | 減碼 |
| Worth Venture Partners, LLC | 20,500 | $27.2 萬 | 0.13% | +20,500 | 新進 |
| Amalgamated Financial Corp. | 20,534 | $27.2 萬 | 0.00% | +20,534 | 新進 |
| Squarepoint Ops LLC | 21,242 | $28.1 萬 | 0.00% | −4,389−17.1% | 減碼 |
| Stephens Inc | 22,402 | $29.7 萬 | 0.00% | +5,365+31.5% | 加碼 |
| Louisiana State Employees Retirement System | 22,400 | $30.2 萬 | 0.01% | +100+0.4% | 加碼 |
| SEI Investments Co | 23,990 | $31.7 萬 | 0.00% | −15,623−39.4% | 減碼 |
| Tiaa, FSB | 23,915 | $31.7 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 24,790 | $32.8 萬 | 0.00% | +17,562+243.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 24,857 | $32.9 萬 | 0.00% | −5,792−18.9% | 減碼 |
| Deutsche Bank AG | 25,692 | $34.0 萬 | 0.00% | −2,960−10.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 26,090 | $34.6 萬 | 0.01% | +13,091+100.7% | 加碼 |
| American International Group, Inc. | 26,363 | $34.9 萬 | 0.00% | −1,615−5.8% | 減碼 |
| Midwest Wealth Management Inc. | 27,515 | $36.5 萬 | 0.22% | +27,515 | 新進 |
| HighTower Advisors, LLC | 28,297 | $37.7 萬 | 0.00% | +6,784+31.5% | 加碼 |
| SG Americas Securities, LLC | 28,913 | $38.3 萬 | 0.00% | −20,344−41.3% | 減碼 |
| Simplex Trading, LLC | 29,015 | $38.4 萬 | 0.01% | +29,015 | 新進 |
| Ridgewood Investments LLC | 29,388 | $38.9 萬 | 0.26% | −300−1.0% | 減碼 |
| New York State Common Retirement Fund | 29,630 | $39.3 萬 | 0.00% | +5,067+20.6% | 加碼 |
| State of Tennessee, Treasury Department | 29,928 | $39.7 萬 | 0.00% | +3,286+12.3% | 加碼 |
| Belvedere Trading LLC | 30,670 | $40.9 萬 | 0.29% | +30,670 | 新進 |
| Advisory Research Inc | 31,027 | $41.1 萬 | 0.03% | +31,027 | 新進 |
| Texas Permanent School Fund | 32,730 | $43.4 萬 | 0.01% | −700−2.1% | 減碼 |
| Truist Financial Corp | 33,210 | $44.0 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 33,777 | $44.7 萬 | 0.00% | −3,565−9.5% | 減碼 |
| LPL Financial LLC | 34,081 | $45.2 萬 | 0.00% | −1,359−3.8% | 減碼 |
| Clarus Group, Inc. | 37,173 | $49.3 萬 | 0.34% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 37,583 | $49.8 萬 | 0.00% | +120.0% | 加碼 |
| Voya Investment Management LLC | 37,774 | $50.1 萬 | 0.00% | −32,148−46.0% | 減碼 |
| Great West Life Assurance Co | 37,279 | $50.6 萬 | 0.00% | +524+1.4% | 加碼 |
| Citigroup Inc | 38,536 | $51.1 萬 | 0.00% | +3,485+9.9% | 加碼 |
| Comerica Bank | 38,575 | $52.1 萬 | 0.00% | −510−1.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,800 | $52.7 萬 | 0.01% | +4,907+14.1% | 加碼 |
| Nomura Asset Management Co Ltd | 39,900 | $52.9 萬 | 0.00% | +2,000+5.3% | 加碼 |