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 4 季 13F 持有人
Whitestone REIT 在 2022/12/31 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
- 159
- 較 2022 年第 3 季 +1 家
- 持有股數
- 3,008 萬
- 較 2022 年第 3 季 −38.9 萬 (−1.3%)
- 總市值
- $2.90 億
- 較 2022 年第 3 季 +$3,180 萬 (+12.3%)
- 新進機構
- 19
- 另有 55 家加碼
- 清倉機構
- 18
- 另有 56 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,876,839 | $7,593 萬 | 0.00% | +247,050+3.2% | 加碼 |
| Vanguard Group Inc | 3,134,594 | $3,022 萬 | 0.00% | +127,561+4.2% | 加碼 |
| Conversant Capital LLC | 2,253,070 | $2,172 萬 | 5.08% | +30,115+1.4% | 加碼 |
| State Street Corp | 1,824,594 | $1,759 萬 | 0.00% | +61,788+3.5% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 1,615,518 | $1,557 萬 | 1.21% | +10,000+0.6% | 加碼 |
| Geode Capital Management, LLC | 891,736 | $859.6 萬 | 0.00% | +38,489+4.5% | 加碼 |
| Nuveen Asset Management, LLC | 751,693 | $724.6 萬 | 0.00% | +65,856+9.6% | 加碼 |
| Morgan Stanley | 741,830 | $715.1 萬 | 0.00% | +27,974+3.9% | 加碼 |
| Dimensional Fund Advisors LP | 625,535 | $603.0 萬 | 0.00% | +1,103+0.2% | 加碼 |
| Hazelview Securities Inc. | 593,967 | $572.6 萬 | 0.86% | −123,750−17.2% | 減碼 |
| AQR Capital Management LLC | 583,238 | $562.2 萬 | 0.01% | +132,312+29.3% | 加碼 |
| Bank of New York Mellon Corp | 566,982 | $546.6 萬 | 0.00% | −49,870−8.1% | 減碼 |
| Kennedy Capital Management, Inc. | 565,205 | $544.9 萬 | 0.15% | +126,498+28.8% | 加碼 |
| Northern Trust Corp | 524,866 | $506.0 萬 | 0.00% | −22,037−4.0% | 減碼 |
| Renaissance Technologies LLC | 485,584 | $468.1 萬 | 0.01% | −84,700−14.9% | 減碼 |
| First Eagle Investment Management, LLC | 393,456 | $379.3 萬 | 0.01% | +106,248+37.0% | 加碼 |
| Ameriprise Financial Inc | 369,585 | $356.3 萬 | 0.00% | −27,128−6.8% | 減碼 |
| Boothbay Fund Management, LLC | 311,870 | $300.6 萬 | 0.10% | +60,659+24.1% | 加碼 |
| Nordea Investment Management AB | 308,833 | $294.3 萬 | 0.00% | −8,662−2.7% | 減碼 |
| Principal Financial Group Inc | 300,120 | $289.3 萬 | 0.00% | +13,113+4.6% | 加碼 |
| Invesco Ltd. | 227,713 | $219.5 萬 | 0.00% | +23,146+11.3% | 加碼 |
| Two Sigma Advisers, LP | 196,900 | $189.8 萬 | 0.01% | −60,600−23.5% | 減碼 |
| Prudential Financial Inc | 195,469 | $188.4 萬 | 0.00% | +31,200+19.0% | 加碼 |
| Rhumbline Advisers | 188,241 | $181.5 萬 | 0.00% | +36,252+23.9% | 加碼 |
| Wells Fargo & Company | 173,620 | $167.4 萬 | 0.00% | −1,632−0.9% | 減碼 |
| JPMorgan Chase & Co | 173,469 | $167.2 萬 | 0.00% | +3,116+1.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 156,331 | $150.7 萬 | 0.00% | +11,600+8.0% | 加碼 |
| Goldman Sachs Group Inc | 137,896 | $132.9 萬 | 0.00% | −58,542−29.8% | 減碼 |
| Charles Schwab Investment Management Inc | 129,991 | $125.3 萬 | 0.00% | −207,494−61.5% | 減碼 |
| Larson Financial Group LLC | 121,366 | $117.0 萬 | 0.14% | +87,671+260.2% | 加碼 |
| Swiss National Bank | 113,200 | $109.1 萬 | 0.00% | +3,200+2.9% | 加碼 |
| Legal & General Group Plc | 111,103 | $107.1 萬 | 0.00% | +2,958+2.7% | 加碼 |
| Foster & Motley Inc | 107,127 | $103.3 萬 | 0.09% | +107,127 | 新進 |
| New York State Teachers Retirement System | 104,159 | $100.4 萬 | 0.00% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 100,670 | $97.0 萬 | 0.17% | +9,691+10.7% | 加碼 |
| Barclays PLC | 99,845 | $96.3 萬 | 0.00% | +7,536+8.2% | 加碼 |
| Globeflex Capital L P | 96,225 | $92.8 萬 | 0.12% | 00.0% | 不變 |
| Garner Asset Management Corp | 93,871 | $90.5 萬 | 0.45% | −391−0.4% | 減碼 |
| Public Sector Pension Investment Board | 85,520 | $82.4 萬 | 0.01% | 00.0% | 不變 |
| AXA S.A. | 85,509 | $82.4 萬 | 0.00% | −1,500−1.7% | 減碼 |
| Voya Investment Management LLC | 77,205 | $74.4 萬 | 0.00% | +214+0.3% | 加碼 |
| Bank of America Corp | 75,509 | $72.8 萬 | 0.00% | +22,401+42.2% | 加碼 |
| Dakota Wealth Management | 72,830 | $70.2 萬 | 0.05% | −1,850−2.5% | 減碼 |
| Royal Bank of Canada | 72,673 | $70.0 萬 | 0.00% | +6,919+10.5% | 加碼 |
| Asset Management One Co.,Ltd. | 72,125 | $69.0 萬 | 0.00% | −2,612−3.5% | 減碼 |
| Two Sigma Investments, LP | 66,200 | $63.8 萬 | 0.00% | −109,210−62.3% | 減碼 |
| Federated Hermes, Inc. | 64,129 | $61.8 萬 | 0.00% | −143−0.2% | 減碼 |
| Millennium Management LLC | 59,829 | $57.7 萬 | 0.00% | −537,178−90.0% | 減碼 |
| California State Teachers Retirement System | 59,410 | $57.3 萬 | 0.00% | +770+1.3% | 加碼 |
| Great West Life Assurance Co | 58,449 | $56.5 萬 | 0.00% | +1,958+3.5% | 加碼 |
| Teacher Retirement System of Texas | 58,524 | $56.4 萬 | 0.00% | +2,780+5.0% | 加碼 |
| State of Alaska, Department of Revenue | 55,836 | $53.7 萬 | 0.01% | +780+1.4% | 加碼 |
| Oliver Luxxe Assets LLC | 54,841 | $52.9 萬 | 0.15% | +5,115+10.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 52,854 | $51.0 萬 | 0.00% | +427+0.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 50,500 | $48.7 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,683 | $47.9 萬 | 0.00% | +7,400+17.5% | 加碼 |
| Nomura Asset Management Co Ltd | 47,900 | $46.2 萬 | 0.00% | +4,000+9.1% | 加碼 |
| Thrivent Financial for Lutherans | 47,618 | $45.9 萬 | 0.00% | −354−0.7% | 減碼 |
| STRS Ohio | 47,204 | $45.5 萬 | 0.00% | −1,012−2.1% | 減碼 |
| Ignite Planners, LLC | 41,634 | $42.8 萬 | 0.18% | +41,634 | 新進 |
| Campbell & CO Investment Adviser LLC | 43,726 | $42.2 萬 | 0.10% | +43,726 | 新進 |
| Alliancebernstein L.P. | 43,451 | $41.9 萬 | 0.00% | +6,562+17.8% | 加碼 |
| Nisa Investment Advisors, LLC | 43,168 | $41.6 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 42,360 | $40.8 萬 | 0.00% | +19,273+83.5% | 加碼 |
| Citadel Advisors LLC | 37,267 | $35.9 萬 | 0.00% | +37,267 | 新進 |
| Price T Rowe Associates Inc | 37,135 | $35.8 萬 | 0.00% | −12,205−24.7% | 減碼 |
| Credit Suisse AG | 36,719 | $35.4 萬 | 0.00% | −19,752−35.0% | 減碼 |
| Lido Advisors, LLC | 36,281 | $35.0 萬 | 0.01% | +3,605+11.0% | 加碼 |
| Clarus Group, Inc. | 32,293 | $31.1 萬 | 0.27% | −4,880−13.1% | 減碼 |
| State of Tennessee, Treasury Department | 32,262 | $31.1 萬 | 0.00% | +1,687+5.5% | 加碼 |
| Cambria Investment Management, L.P. | 32,166 | $31.0 萬 | 0.03% | +32,166 | 新進 |
| Captrust Financial Advisors | 31,947 | $30.8 萬 | 0.00% | +31,947 | 新進 |
| Texas Permanent School Fund | 30,222 | $29.1 萬 | 0.00% | −3,156−9.5% | 減碼 |
| Advisory Research Inc | 30,098 | $29.0 萬 | 0.03% | −25,151−45.5% | 減碼 |
| New York State Common Retirement Fund | 29,596 | $28.5 萬 | 0.00% | −29−0.1% | 減碼 |
| Yousif Capital Management, LLC | 29,508 | $28.4 萬 | 0.00% | −8,085−21.5% | 減碼 |
| Ridgewood Investments LLC | 29,388 | $28.3 萬 | 0.20% | 00.0% | 不變 |
| Citigroup Inc | 29,026 | $28.0 萬 | 0.00% | +6,676+29.9% | 加碼 |
| Comerica Bank | 27,330 | $27.9 萬 | 0.00% | −8,085−22.8% | 減碼 |
| Commonwealth Equity Services, LLC | 28,978 | $27.9 萬 | 0.00% | −4,890−14.4% | 減碼 |
| LPL Financial LLC | 28,589 | $27.6 萬 | 0.00% | −5,309−15.7% | 減碼 |
| UBS Group AG | 27,014 | $26.0 萬 | 0.00% | +18,067+201.9% | 加碼 |
| American International Group, Inc. | 25,397 | $24.5 萬 | 0.00% | −198−0.8% | 減碼 |
| Panagora Asset Management Inc | 25,211 | $24.3 萬 | 0.00% | −6,341−20.1% | 減碼 |
| M&G Investment Management Ltd | 24,016 | $24.0 萬 | 0.00% | +11,514+92.1% | 加碼 |
| MetLife Investment Management | 24,790 | $23.9 萬 | 0.00% | 00.0% | 不變 |
| Tiaa, FSB | 23,915 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Worth Venture Partners, LLC | 23,850 | $23.0 萬 | 0.14% | 00.0% | 不變 |
| Everence Capital Management Inc | 22,660 | $21.8 萬 | 0.02% | −36,150−61.5% | 減碼 |
| Virginia Retirement Systems Et Al | 22,600 | $21.8 萬 | 0.00% | −10,500−31.7% | 減碼 |
| Squarepoint Ops LLC | 22,558 | $21.7 萬 | 0.00% | −1,242−5.2% | 減碼 |
| Stephens Inc | 22,402 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 22,000 | $21.2 萬 | 0.01% | −200−0.9% | 減碼 |
| Deutsche Bank AG | 21,755 | $21.0 萬 | 0.00% | +404+1.9% | 加碼 |
| Amalgamated Bank | 20,939 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 20,412 | $19.7 萬 | 0.00% | +241+1.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 19,063 | $18.4 萬 | 0.00% | −127−0.7% | 減碼 |
| Maryland State Retirement & Pension System | 18,881 | $18.2 萬 | 0.01% | +18,881 | 新進 |
| BNP Paribas Arbitrage, SA | 17,196 | $16.6 萬 | 0.00% | −16,009−48.2% | 減碼 |