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 3 季 13F 持有人
Whitestone REIT 在 2022/9/30 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
- 161
- 較 2022 年第 2 季 −13 家
- 持有股數
- 3,049 萬
- 較 2022 年第 2 季 −106.9 萬 (−3.4%)
- 總市值
- $2.58 億
- 較 2022 年第 2 季 −$8,066 萬 (−23.8%)
- 新進機構
- 18
- 另有 64 家加碼
- 清倉機構
- 31
- 另有 49 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | +47 | 新進 |
| Farmers & Merchants Investments Inc | 30 | $0 | 0.00% | +30 | 新進 |
| Glassman Wealth Services | 88 | $1,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 76 | $1,000 | 0.00% | +76 | 新進 |
| Wipfli Financial Advisors LLC, | 158 | $1,000 | 0.00% | +158 | 新進 |
| Raffa Wealth Management, LLC | 205 | $1,734 | 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 |
| Fifth Third Bancorp | 498 | $4,000 | 0.00% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 442 | $4,000 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 672 | $6,000 | 0.00% | 00.0% | 不變 |
| US Bancorp | 696 | $6,000 | 0.00% | +237+51.6% | 加碼 |
| Sutton Wealth Advisors Inc. | 1,028 | $8,697 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,065 | $9,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,190 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,362 | $1.20 萬 | 0.00% | −430−24.0% | 減碼 |
| Allworth Financial LP | 1,469 | $1.20 萬 | 0.00% | +1,294+739.4% | 加碼 |
| American Portfolios Advisors | 1,500 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 2,431 | $2.00 萬 | 0.00% | −350−12.6% | 減碼 |
| Private Trust Co NA | 2,375 | $2.00 萬 | 0.00% | +2,375 | 新進 |
| Rockefeller Capital Management L.P. | 2,547 | $2.10 萬 | 0.00% | −244−8.7% | 減碼 |
| Group One Trading, L.P. | 2,863 | $2.40 萬 | 0.00% | +500+21.2% | 加碼 |
| PEAK6 Investments LLC | 3,125 | $2.60 萬 | 0.00% | −34−1.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,231 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,747 | $3.10 萬 | 0.00% | −366−8.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,696 | $3.20 萬 | 0.00% | −506−12.0% | 減碼 |
| Point72 Hong Kong Ltd | 3,865 | $3.30 萬 | 0.00% | +3,661+1,794.6% | 加碼 |
| Metropolitan Life Insurance Co | 4,372 | $3.70 萬 | 0.00% | −604−12.1% | 減碼 |
| Spartan Fund Management Inc. | 4,762 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 5,577 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 6,101 | $5.20 萬 | 0.01% | +2,174+55.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,932 | $7.60 萬 | 0.00% | +4,539+103.3% | 加碼 |
| UBS Group AG | 8,947 | $7.60 萬 | 0.00% | +5,556+163.8% | 加碼 |
| Mutual of America Capital Management LLC | 9,233 | $7.80 萬 | 0.00% | +1,475+19.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 9,409 | $7.90 萬 | 0.00% | +5,468+138.7% | 加碼 |
| Quantbot Technologies LP | 9,915 | $8.30 萬 | 0.01% | +124+1.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,015 | $8.50 萬 | 0.01% | +15+0.2% | 加碼 |
| Mariner, LLC | 10,433 | $8.80 萬 | 0.00% | +10,433 | 新進 |
| Quantedge Capital Pte Ltd | 10,600 | $9.00 萬 | 0.03% | −28,900−73.2% | 減碼 |
| LSV Asset Management | 10,900 | $9.20 萬 | 0.00% | +10,900 | 新進 |
| State of Wyoming | 11,024 | $9.30 萬 | 0.05% | +8,008+265.5% | 加碼 |
| FMR LLC | 11,377 | $9.60 萬 | 0.00% | +956+9.2% | 加碼 |
| M&G Investment Management Ltd | 12,502 | $10.0 萬 | 0.00% | +12,502 | 新進 |
| Vestcor Inc | 12,434 | $10.5 萬 | 0.00% | −4,743−27.6% | 減碼 |
| Evergreen Capital Management LLC | 12,422 | $10.5 萬 | 0.01% | +12,422 | 新進 |
| Bank of Montreal | 10,574 | $10.6 萬 | 0.00% | −36−0.3% | 減碼 |
| Arizona State Retirement System | 12,688 | $10.7 萬 | 0.00% | +35+0.3% | 加碼 |
| Journey Strategic Wealth LLC | 12,773 | $10.8 萬 | 0.01% | +2,135+20.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 13,095 | $11.1 萬 | 0.00% | −207−1.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 13,191 | $11.2 萬 | 0.00% | +9,972+309.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 13,192 | $11.2 萬 | 0.00% | +13,192 | 新進 |
| Truist Financial Corp | 13,589 | $11.5 萬 | 0.00% | −19,621−59.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 13,611 | $11.5 萬 | 0.01% | +13,611 | 新進 |
| Graham Capital Management, L.P. | 15,231 | $12.8 萬 | 0.01% | −21,834−58.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 15,190 | $12.9 萬 | 0.00% | +139+0.9% | 加碼 |
| Qube Research & Technologies Ltd | 16,907 | $14.3 萬 | 0.00% | −4,476−20.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 19,190 | $16.2 萬 | 0.00% | −385−2.0% | 減碼 |
| Public Employees Retirement System of Ohio | 19,609 | $16.6 萬 | 0.00% | −31,314−61.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 20,171 | $17.1 萬 | 0.00% | +5,350+36.1% | 加碼 |
| Amalgamated Bank | 20,939 | $17.7 萬 | 0.00% | +153+0.7% | 加碼 |
| HRT Financial LP | 21,123 | $17.8 萬 | 0.00% | −18,505−46.7% | 減碼 |
| Deutsche Bank AG | 21,351 | $18.0 萬 | 0.00% | −1,153−5.1% | 減碼 |
| Corient Capital Partners, LLC | 17,363 | $18.7 萬 | 0.01% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 22,200 | $18.8 萬 | 0.01% | −100−0.4% | 減碼 |
| Citigroup Inc | 22,350 | $18.9 萬 | 0.00% | +1,534+7.4% | 加碼 |
| Stephens Inc | 22,402 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 22,467 | $19.0 萬 | 0.01% | +7,411+49.2% | 加碼 |
| Susquehanna International Group, LLP | 23,087 | $19.5 萬 | 0.00% | +23,087 | 新進 |
| Squarepoint Ops LLC | 23,800 | $20.1 萬 | 0.00% | −1,200−4.8% | 減碼 |
| Worth Venture Partners, LLC | 23,850 | $20.2 萬 | 0.13% | 00.0% | 不變 |
| Tiaa, FSB | 23,915 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 24,790 | $21.0 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 25,595 | $21.7 萬 | 0.00% | +295+1.2% | 加碼 |
| Algert Global LLC | 27,274 | $23.1 萬 | 0.01% | +14,024+105.8% | 加碼 |
| Ridgewood Investments LLC | 29,388 | $24.9 萬 | 0.21% | 00.0% | 不變 |
| New York State Common Retirement Fund | 29,625 | $25.1 萬 | 0.00% | +105+0.4% | 加碼 |
| State of Tennessee, Treasury Department | 30,575 | $25.8 萬 | 0.00% | +1,498+5.2% | 加碼 |
| Panagora Asset Management Inc | 31,552 | $26.7 萬 | 0.00% | −1,035−3.2% | 減碼 |
| Lido Advisors, LLC | 32,676 | $27.6 萬 | 0.01% | +32,676 | 新進 |
| Virginia Retirement Systems Et Al | 33,100 | $28.0 萬 | 0.00% | +33,100 | 新進 |
| BNP Paribas Arbitrage, SA | 33,205 | $28.1 萬 | 0.00% | +16,486+98.6% | 加碼 |
| Texas Permanent School Fund | 33,378 | $28.2 萬 | 0.00% | −130.0% | 減碼 |
| Larson Financial Group LLC | 33,695 | $28.5 萬 | 0.04% | +31,675+1,568.1% | 加碼 |
| Commonwealth Equity Services, LLC | 33,868 | $28.6 萬 | 0.00% | −425−1.2% | 減碼 |
| LPL Financial LLC | 33,898 | $28.7 萬 | 0.00% | −196−0.6% | 減碼 |
| Comerica Bank | 35,415 | $30.8 萬 | 0.00% | −3,865−9.8% | 減碼 |
| Alliancebernstein L.P. | 36,889 | $31.2 萬 | 0.00% | +4,133+12.6% | 加碼 |
| Clarus Group, Inc. | 37,173 | $31.4 萬 | 0.29% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 37,593 | $31.8 萬 | 0.00% | −663−1.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,283 | $35.8 萬 | 0.00% | +169+0.4% | 加碼 |
| Nisa Investment Advisors, LLC | 43,168 | $37.0 萬 | 0.00% | +2,300+5.6% | 加碼 |
| Nomura Asset Management Co Ltd | 43,900 | $37.1 萬 | 0.00% | +2,000+4.8% | 加碼 |
| Stifel Financial Corp | 45,231 | $38.3 萬 | 0.00% | +7,340+19.4% | 加碼 |
| Thrivent Financial for Lutherans | 47,972 | $40.6 萬 | 0.00% | +2,584+5.7% | 加碼 |
| STRS Ohio | 48,216 | $40.7 萬 | 0.00% | −12,637−20.8% | 減碼 |
| Price T Rowe Associates Inc | 49,340 | $41.8 萬 | 0.00% | +2,772+6.0% | 加碼 |
| Oliver Luxxe Assets LLC | 49,726 | $42.1 萬 | 0.13% | +1,727+3.6% | 加碼 |