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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 47 | $0 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 35 | $0 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 19 | $183 | 0.00% | −479−96.2% | 減碼 |
| Lindbrook Capital, LLC | 19 | $183 | 0.00% | +19 | 新進 |
| Farmers & Merchants Investments Inc | 30 | $289 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 58 | $559 | 0.00% | −30−34.1% | 減碼 |
| Accurate Wealth Management, LLC | 82 | $804 | 0.00% | +82 | 新進 |
| Farther Finance Advisors, LLC | 85 | $819 | 0.00% | +85 | 新進 |
| CWM, LLC | 62 | $1,000 | 0.00% | −14−18.4% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 110 | $1,064 | 0.00% | +110 | 新進 |
| Allworth Financial LP | 175 | $1,687 | 0.00% | −1,294−88.1% | 減碼 |
| Raffa Wealth Management, LLC | 205 | $1,976 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 302 | $2,911 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 315 | $3,037 | 0.00% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 442 | $4,000 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 300 | $4,000 | 0.00% | −450−60.0% | 減碼 |
| US Bancorp | 553 | $5,331 | 0.00% | −143−20.5% | 減碼 |
| Versant Capital Management, Inc | 672 | $6,478 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 763 | $7,355 | 0.00% | −2,100−73.3% | 減碼 |
| Sutton Wealth Advisors Inc. | 1,028 | $9,910 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,065 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,190 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,388 | $1.30 萬 | 0.00% | −11,803−89.5% | 減碼 |
| Point72 Middle East FZE | 1,408 | $1.36 萬 | 0.00% | +1,408 | 新進 |
| Delta Asset Management LLC | 1,725 | $1.66 萬 | 0.00% | +1,725 | 新進 |
| Dorsey Wright & Associates | 2,049 | $1.98 萬 | 0.01% | +2,049 | 新進 |
| Russell Investments Group, Ltd. | 2,431 | $2.34 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,580 | $2.40 萬 | 0.00% | +33+1.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 3,231 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,735 | $3.60 萬 | 0.00% | +39+1.1% | 加碼 |
| Metropolitan Life Insurance Co | 4,366 | $4.21 萬 | 0.00% | −6−0.1% | 減碼 |
| Spartan Fund Management Inc. | 4,762 | $4.60 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 5,115 | $4.85 萬 | 0.00% | +1,368+36.5% | 加碼 |
| KBC Group NV | 5,577 | $5.40 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 6,258 | $6.03 萬 | 0.02% | −4,766−43.2% | 減碼 |
| Quadrant Capital Group LLC | 6,861 | $6.61 萬 | 0.01% | +760+12.5% | 加碼 |
| Bessemer Group Inc | 8,000 | $7.70 萬 | 0.00% | +8,000 | 新進 |
| Cubist Systematic Strategies, LLC | 8,844 | $8.53 萬 | 0.00% | −48,539−84.6% | 減碼 |
| HSBC Holdings PLC | 10,032 | $9.59 萬 | 0.00% | +10,032 | 新進 |
| Ausdal Financial Partners, Inc. | 10,008 | $9.65 萬 | 0.01% | −7−0.1% | 減碼 |
| Victory Capital Management Inc | 10,149 | $9.78 萬 | 0.00% | −54,627−84.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 10,398 | $10.0 萬 | 0.00% | +989+10.5% | 加碼 |
| Bank of Montreal | 10,874 | $10.5 萬 | 0.00% | +300+2.8% | 加碼 |
| FMR LLC | 10,968 | $10.6 萬 | 0.00% | −409−3.6% | 減碼 |
| Mariner, LLC | 11,176 | $10.8 萬 | 0.00% | +743+7.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,544 | $11.1 萬 | 0.00% | +2,612+29.2% | 加碼 |
| Journey Strategic Wealth LLC | 11,689 | $11.3 萬 | 0.01% | −1,084−8.5% | 減碼 |
| RW Investment Management LLC | 11,821 | $11.4 萬 | 0.04% | +11,821 | 新進 |
| Daiwa Securities Group Inc. | 12,919 | $12.5 萬 | 0.00% | −176−1.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 13,192 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 13,234 | $12.8 萬 | 0.00% | +546+4.3% | 加碼 |
| Simplex Trading, LLC | 14,195 | $13.6 萬 | 0.01% | −8,272−36.8% | 減碼 |
| Qube Research & Technologies Ltd | 14,593 | $14.1 萬 | 0.00% | −2,314−13.7% | 減碼 |
| Murphy Pohlad Asset Management LLC | 15,300 | $14.7 萬 | 0.06% | +15,300 | 新進 |
| Oregon Public Employees Retirement Fund | 15,364 | $14.8 萬 | 0.00% | +174+1.1% | 加碼 |
| Quantbot Technologies LP | 15,963 | $15.4 萬 | 0.01% | +6,048+61.0% | 加碼 |
| CI Private Wealth, LLC | 15,937 | $15.4 萬 | 0.00% | +15,937 | 新進 |
| Algert Global LLC | 16,154 | $15.6 萬 | 0.01% | −11,120−40.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 17,196 | $16.6 萬 | 0.00% | −16,009−48.2% | 減碼 |
| Maryland State Retirement & Pension System | 18,881 | $18.2 萬 | 0.01% | +18,881 | 新進 |
| Manufacturers Life Insurance Company, The | 19,063 | $18.4 萬 | 0.00% | −127−0.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,240 | $19.6 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 |
| Amalgamated Bank | 20,939 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 21,755 | $21.0 萬 | 0.00% | +404+1.9% | 加碼 |
| Louisiana State Employees Retirement System | 22,000 | $21.2 萬 | 0.01% | −200−0.9% | 減碼 |
| Stephens Inc | 22,402 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 22,558 | $21.7 萬 | 0.00% | −1,242−5.2% | 減碼 |
| Virginia Retirement Systems Et Al | 22,600 | $21.8 萬 | 0.00% | −10,500−31.7% | 減碼 |
| Everence Capital Management Inc | 22,660 | $21.8 萬 | 0.02% | −36,150−61.5% | 減碼 |
| Worth Venture Partners, LLC | 23,850 | $23.0 萬 | 0.14% | 00.0% | 不變 |
| Tiaa, FSB | 23,915 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 24,790 | $23.9 萬 | 0.00% | 00.0% | 不變 |
| M&G Investment Management Ltd | 24,016 | $24.0 萬 | 0.00% | +11,514+92.1% | 加碼 |
| Panagora Asset Management Inc | 25,211 | $24.3 萬 | 0.00% | −6,341−20.1% | 減碼 |
| American International Group, Inc. | 25,397 | $24.5 萬 | 0.00% | −198−0.8% | 減碼 |
| UBS Group AG | 27,014 | $26.0 萬 | 0.00% | +18,067+201.9% | 加碼 |
| LPL Financial LLC | 28,589 | $27.6 萬 | 0.00% | −5,309−15.7% | 減碼 |
| 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 |
| Citigroup Inc | 29,026 | $28.0 萬 | 0.00% | +6,676+29.9% | 加碼 |
| Ridgewood Investments LLC | 29,388 | $28.3 萬 | 0.20% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 29,508 | $28.4 萬 | 0.00% | −8,085−21.5% | 減碼 |
| New York State Common Retirement Fund | 29,596 | $28.5 萬 | 0.00% | −29−0.1% | 減碼 |
| Advisory Research Inc | 30,098 | $29.0 萬 | 0.03% | −25,151−45.5% | 減碼 |
| Texas Permanent School Fund | 30,222 | $29.1 萬 | 0.00% | −3,156−9.5% | 減碼 |
| Captrust Financial Advisors | 31,947 | $30.8 萬 | 0.00% | +31,947 | 新進 |
| Cambria Investment Management, L.P. | 32,166 | $31.0 萬 | 0.03% | +32,166 | 新進 |
| State of Tennessee, Treasury Department | 32,262 | $31.1 萬 | 0.00% | +1,687+5.5% | 加碼 |
| Clarus Group, Inc. | 32,293 | $31.1 萬 | 0.27% | −4,880−13.1% | 減碼 |
| Lido Advisors, LLC | 36,281 | $35.0 萬 | 0.01% | +3,605+11.0% | 加碼 |
| Credit Suisse AG | 36,719 | $35.4 萬 | 0.00% | −19,752−35.0% | 減碼 |
| Price T Rowe Associates Inc | 37,135 | $35.8 萬 | 0.00% | −12,205−24.7% | 減碼 |
| Citadel Advisors LLC | 37,267 | $35.9 萬 | 0.00% | +37,267 | 新進 |
| Susquehanna International Group, LLP | 42,360 | $40.8 萬 | 0.00% | +19,273+83.5% | 加碼 |
| Nisa Investment Advisors, LLC | 43,168 | $41.6 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 43,451 | $41.9 萬 | 0.00% | +6,562+17.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 43,726 | $42.2 萬 | 0.10% | +43,726 | 新進 |
| Ignite Planners, LLC | 41,634 | $42.8 萬 | 0.18% | +41,634 | 新進 |