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 2 季 13F 持有人
Whitestone REIT 在 2022/6/30 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
- 177
- 較 2022 年第 1 季 +19 家
- 持有股數
- 3,163 萬
- 較 2022 年第 1 季 +77.0 萬 (+2.5%)
- 總市值
- $3.40 億
- 較 2022 年第 1 季 −$6,842 萬 (−16.8%)
- 新進機構
- 35
- 另有 56 家加碼
- 清倉機構
- 16
- 另有 56 家減碼
另有 6 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 |
2022 年第 2 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 2022 年第 1 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% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | +35 | 新進 |
| Ellevest, Inc. | 54 | $1,000 | 0.00% | −435−89.0% | 減碼 |
| Glassman Wealth Services | 88 | $1,000 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 204 | $2,000 | 0.00% | −3,848−95.0% | 減碼 |
| Allworth Financial LP | 175 | $2,000 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 205 | $2,204 | 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% | 00.0% | 不變 |
| Signaturefd, LLC | 507 | $5,000 | 0.00% | −124−19.7% | 減碼 |
| Fifth Third Bancorp | 498 | $5,000 | 0.00% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 442 | $5,000 | 0.01% | 00.0% | 不變 |
| US Bancorp | 459 | $5,000 | 0.00% | +195+73.9% | 加碼 |
| Versant Capital Management, Inc | 672 | $7,000 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 775 | $8,000 | 0.00% | −285−26.9% | 減碼 |
| Lindbrook Capital, LLC | 838 | $9,000 | 0.00% | +54+6.9% | 加碼 |
| Hillsdale Investment Management Inc. | 900 | $1.00 萬 | 0.00% | +900 | 新進 |
| Sound Income Strategies, LLC | 1,065 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 1,028 | $1.11 萬 | 0.00% | −9−0.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 1,190 | $1.30 萬 | 0.00% | −201−14.5% | 減碼 |
| American Portfolios Advisors | 1,500 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,792 | $1.90 萬 | 0.00% | −223−11.1% | 減碼 |
| Charter Oak Capital Management, LLC | 2,080 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,020 | $2.20 萬 | 0.00% | +2,020 | 新進 |
| Spire Wealth Management | 2,100 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,363 | $2.50 萬 | 0.00% | −1,000−29.7% | 減碼 |
| USA Financial Portformulas Corp | 2,282 | $2.50 萬 | 0.03% | +2,282 | 新進 |
| Russell Investments Group, Ltd. | 2,781 | $2.90 萬 | 0.00% | +2,781 | 新進 |
| Rockefeller Capital Management L.P. | 2,791 | $3.00 萬 | 0.00% | +312+12.6% | 加碼 |
| State of Wyoming | 3,016 | $3.20 萬 | 0.02% | +3,016 | 新進 |
| Ameritas Investment Partners, Inc. | 3,231 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 3,159 | $3.40 萬 | 0.00% | +3,159 | 新進 |
| Tower Research Capital LLC (TRC) | 3,219 | $3.50 萬 | 0.00% | +753+30.5% | 加碼 |
| UBS Group AG | 3,391 | $3.60 萬 | 0.00% | −15,023−81.6% | 減碼 |
| Dorsey Wright & Associates | 3,355 | $3.60 萬 | 0.01% | −207−5.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,941 | $4.20 萬 | 0.00% | −37,756−90.5% | 減碼 |
| Quadrant Capital Group LLC | 3,927 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Chilton Capital Management LLC | 4,000 | $4.30 萬 | 0.00% | +4,000 | 新進 |
| Advisor Group Holdings, Inc. | 4,113 | $4.40 萬 | 0.00% | −5,039−55.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,202 | $4.60 萬 | 0.00% | +564+15.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,393 | $4.70 萬 | 0.00% | +4,393 | 新進 |
| Spartan Fund Management Inc. | 4,762 | $5.10 萬 | 0.01% | +4,762 | 新進 |
| Metropolitan Life Insurance Co | 4,976 | $5.35 萬 | 0.00% | −658−11.7% | 減碼 |
| KBC Group NV | 5,577 | $6.00 萬 | 0.00% | −3,817−40.6% | 減碼 |
| Mutual of America Capital Management LLC | 7,758 | $8.30 萬 | 0.00% | +1,106+16.6% | 加碼 |
| Quantbot Technologies LP | 9,791 | $10.5 萬 | 0.01% | +9,791 | 新進 |
| Ausdal Financial Partners, Inc. | 10,000 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| Bank of Nova Scotia | 10,179 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 10,421 | $11.2 萬 | 0.00% | +142+1.4% | 加碼 |
| Journey Strategic Wealth LLC | 10,638 | $11.4 萬 | 0.02% | −2,135−16.7% | 減碼 |
| Bank of Montreal | 10,610 | $11.7 萬 | 0.00% | −7,872−42.6% | 減碼 |
| State of Wisconsin Investment Board | 11,261 | $12.1 萬 | 0.00% | +11,261 | 新進 |
| HSBC Holdings PLC | 12,047 | $13.0 萬 | 0.00% | +12,047 | 新進 |
| Arizona State Retirement System | 12,653 | $13.6 萬 | 0.00% | +12,653 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $14.0 萬 | 0.01% | +13,026 | 新進 |
| Algert Global LLC | 13,250 | $14.2 萬 | 0.01% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 13,302 | $14.3 萬 | 0.00% | −739−5.3% | 減碼 |
| New York Life Investment Management LLC | 13,637 | $14.7 萬 | 0.00% | +13,637 | 新進 |
| Zebra Capital Management LLC | 13,813 | $14.8 萬 | 0.43% | 00.0% | 不變 |
| HighTower Advisors, LLC | 13,874 | $15.1 萬 | 0.00% | −14,423−51.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,821 | $15.9 萬 | 0.00% | +14,821 | 新進 |
| Simplex Trading, LLC | 15,056 | $16.1 萬 | 0.01% | −13,959−48.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 15,051 | $16.2 萬 | 0.00% | −2,400−13.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 16,719 | $18.0 萬 | 0.00% | −8,138−32.7% | 減碼 |
| Vestcor Inc | 17,177 | $18.5 萬 | 0.01% | +17,177 | 新進 |
| Corient Capital Partners, LLC | 17,363 | $18.7 萬 | 0.01% | −28−0.2% | 減碼 |
| Maryland State Retirement & Pension System | 18,881 | $20.3 萬 | 0.01% | +476+2.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 19,575 | $21.0 萬 | 0.00% | −752−3.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 20,786 | $22.3 萬 | 0.00% | +252+1.2% | 加碼 |
| Citigroup Inc | 20,816 | $22.4 萬 | 0.00% | −17,720−46.0% | 減碼 |
| SG Americas Securities, LLC | 20,845 | $22.4 萬 | 0.00% | −8,068−27.9% | 減碼 |
| Natixis Advisors, L.P. | 20,980 | $22.6 萬 | 0.00% | +20,980 | 新進 |
| Qube Research & Technologies Ltd | 21,383 | $23.0 萬 | 0.00% | +21,383 | 新進 |
| Assetmark, Inc | 21,961 | $23.6 萬 | 0.00% | +21,961 | 新進 |
| Stephens Inc | 22,402 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 22,504 | $24.2 萬 | 0.00% | −3,188−12.4% | 減碼 |
| Louisiana State Employees Retirement System | 22,300 | $24.3 萬 | 0.01% | −100−0.4% | 減碼 |
| Engineers Gate Manager LP | 22,890 | $24.6 萬 | 0.01% | +22,890 | 新進 |
| Tiaa, FSB | 23,915 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Worth Venture Partners, LLC | 23,850 | $26.0 萬 | 0.16% | +3,350+16.3% | 加碼 |
| MetLife Investment Management | 24,790 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 25,000 | $26.9 萬 | 0.00% | +3,758+17.7% | 加碼 |
| American International Group, Inc. | 25,300 | $27.2 萬 | 0.00% | −1,063−4.0% | 減碼 |
| Belvedere Trading LLC | 25,393 | $27.7 萬 | 0.30% | −5,277−17.2% | 減碼 |
| SEI Investments Co | 28,178 | $30.2 萬 | 0.00% | +4,188+17.5% | 加碼 |
| State of Tennessee, Treasury Department | 29,077 | $31.3 萬 | 0.00% | −851−2.8% | 減碼 |
| Millennium Management LLC | 29,111 | $31.3 萬 | 0.00% | +29,111 | 新進 |
| Ridgewood Investments LLC | 29,388 | $31.6 萬 | 0.25% | 00.0% | 不變 |
| New York State Common Retirement Fund | 29,520 | $31.7 萬 | 0.00% | −110−0.4% | 減碼 |
| Panagora Asset Management Inc | 32,587 | $35.0 萬 | 0.00% | +32,587 | 新進 |
| Alliancebernstein L.P. | 32,756 | $35.2 萬 | 0.00% | +32,756 | 新進 |
| Truist Financial Corp | 33,210 | $35.7 萬 | 0.00% | 00.0% | 不變 |
| Texas Permanent School Fund | 33,391 | $35.9 萬 | 0.01% | +661+2.0% | 加碼 |
| LPL Financial LLC | 34,094 | $36.7 萬 | 0.00% | +130.0% | 加碼 |
| Commonwealth Equity Services, LLC | 34,293 | $36.8 萬 | 0.00% | +516+1.5% | 加碼 |
| Victory Capital Management Inc | 35,325 | $38.0 萬 | 0.00% | +24,724+233.2% | 加碼 |
| Eqis Capital Management, Inc. | 36,448 | $39.2 萬 | 0.04% | +36,448 | 新進 |
| Graham Capital Management, L.P. | 37,065 | $39.8 萬 | 0.02% | +24,671+199.1% | 加碼 |
| Clarus Group, Inc. | 37,173 | $40.0 萬 | 0.34% | 00.0% | 不變 |