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。
2023 年第 1 季 13F 持有人
Whitestone REIT 在 2023/3/31 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 2022 年第 4 季 +7 家
- 持有股數
- 2,889 萬
- 較 2022 年第 4 季 −57.4 萬 (−1.9%)
- 總市值
- $2.66 億
- 較 2022 年第 4 季 −$1,830 萬 (−6.4%)
- 新進機構
- 27
- 另有 64 家加碼
- 清倉機構
- 20
- 另有 44 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 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 2022 年第 4 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 |
| Fifth Third Bancorp | 19 | $175 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 30 | $276 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 46 | $423 | 0.00% | +46 | 新進 |
| Ameritas Advisory Services, LLC | 50 | $445 | 0.00% | +50 | 新進 |
| Glassman Wealth Services | 58 | $534 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 85 | $782 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 117 | $1,011 | 0.00% | +117 | 新進 |
| Parallel Advisors, LLC | 115 | $1,058 | 0.00% | +115 | 新進 |
| Allworth Financial LP | 175 | $1,610 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 205 | $1,886 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 302 | $2,778 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 315 | $2,898 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 351 | $3,000 | 0.00% | +289+466.1% | 加碼 |
| Horizon Bancorp Inc | 385 | $4,000 | 0.00% | +385 | 新進 |
| US Bancorp | 459 | $4,223 | 0.00% | −94−17.0% | 減碼 |
| Versant Capital Management, Inc | 513 | $4,677 | 0.00% | −159−23.7% | 減碼 |
| Sound Income Strategies, LLC | 1,065 | $9,798 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,190 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,725 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Dorsey Wright & Associates | 1,845 | $1.70 萬 | 0.01% | −204−10.0% | 減碼 |
| Chilton Capital Management LLC | 2,000 | $1.84 萬 | 0.00% | +2,000 | 新進 |
| Russell Investments Group, Ltd. | 2,468 | $2.27 萬 | 0.00% | +37+1.5% | 加碼 |
| Quarry LP | 2,541 | $2.34 萬 | 0.01% | +2,541 | 新進 |
| Ameritas Investment Partners, Inc. | 3,231 | $2.97 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,365 | $3.08 萬 | 0.00% | −1,750−34.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,689 | $3.39 萬 | 0.00% | −46−1.2% | 減碼 |
| KBC Group NV | 3,885 | $3.60 萬 | 0.00% | −1,692−30.3% | 減碼 |
| Metropolitan Life Insurance Co | 3,978 | $3.66 萬 | 0.00% | −388−8.9% | 減碼 |
| Quadrant Capital Group LLC | 3,990 | $3.67 萬 | 0.00% | −2,871−41.8% | 減碼 |
| Point72 Asset Management, L.P. | 5,503 | $5.06 萬 | 0.00% | +5,503 | 新進 |
| Point72 Middle East FZE | 5,783 | $5.32 萬 | 0.00% | +4,375+310.7% | 加碼 |
| Amundi | 6,318 | $5.51 萬 | 0.00% | +6,318 | 新進 |
| Allspring Global Investments Holdings, LLC | 6,735 | $6.20 萬 | 0.00% | −3,663−35.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 10,001 | $9.20 萬 | 0.01% | −7−0.1% | 減碼 |
| Fox Run Management, L.L.C. | 10,873 | $10.0 萬 | 0.03% | +10,873 | 新進 |
| Mariner, LLC | 11,453 | $10.5 萬 | 0.00% | +277+2.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,544 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| RW Investment Management LLC | 11,821 | $10.9 萬 | 0.03% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 11,920 | $11.0 萬 | 0.01% | +231+2.0% | 加碼 |
| FMR LLC | 12,325 | $11.3 萬 | 0.00% | +1,357+12.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,026 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 13,192 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 13,594 | $12.5 萬 | 0.00% | +360+2.7% | 加碼 |
| Mackenzie Financial Corp | 13,705 | $12.6 萬 | 0.00% | +13,705 | 新進 |
| Daiwa Securities Group Inc. | 13,936 | $12.8 萬 | 0.00% | +1,017+7.9% | 加碼 |
| State of Wyoming | 14,920 | $13.7 萬 | 0.04% | +8,662+138.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 15,324 | $14.1 萬 | 0.00% | −40−0.3% | 減碼 |
| Murphy Pohlad Asset Management LLC | 15,700 | $14.4 萬 | 0.06% | +400+2.6% | 加碼 |
| Bank of Montreal | 14,726 | $14.6 萬 | 0.00% | +3,852+35.4% | 加碼 |
| Maryland State Retirement & Pension System | 18,881 | $17.4 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 19,063 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 19,394 | $17.8 萬 | 0.00% | −1,545−7.4% | 減碼 |
| Janus Henderson Group PLC | 20,112 | $18.5 萬 | 0.00% | +20,112 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,200 | $18.6 萬 | 0.00% | +20,200 | 新進 |
| CM Wealth Advisors LLC | 21,689 | $18.9 萬 | 0.04% | +21,689 | 新進 |
| CI Private Wealth, LLC | 20,650 | $19.0 萬 | 0.00% | +4,713+29.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 20,905 | $19.2 萬 | 0.00% | +493+2.4% | 加碼 |
| Louisiana State Employees Retirement System | 21,600 | $19.9 萬 | 0.01% | −400−1.8% | 減碼 |
| Engineers Gate Manager LP | 23,239 | $21.4 萬 | 0.01% | +23,239 | 新進 |
| SG Americas Securities, LLC | 23,609 | $21.7 萬 | 0.00% | +23,609 | 新進 |
| New York State Common Retirement Fund | 23,615 | $21.7 萬 | 0.00% | −5,981−20.2% | 減碼 |
| Worth Venture Partners, LLC | 23,850 | $21.9 萬 | 0.11% | 00.0% | 不變 |
| Tiaa, FSB | 23,915 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 24,707 | $22.7 萬 | 0.02% | +8,744+54.8% | 加碼 |
| MetLife Investment Management | 24,790 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 25,407 | $23.4 萬 | 0.00% | −6,540−20.5% | 減碼 |
| American International Group, Inc. | 25,513 | $23.5 萬 | 0.00% | +116+0.5% | 加碼 |
| Yousif Capital Management, LLC | 26,083 | $24.0 萬 | 0.00% | −3,425−11.6% | 減碼 |
| Virginia Retirement Systems Et Al | 26,600 | $24.5 萬 | 0.00% | +4,000+17.7% | 加碼 |
| Mirabella Financial Services LLP | 27,504 | $25.3 萬 | 0.05% | +27,504 | 新進 |
| UBS Group AG | 28,187 | $25.9 萬 | 0.00% | +1,173+4.3% | 加碼 |
| Stephens Inc | 28,705 | $26.4 萬 | 0.01% | +6,303+28.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $26.4 萬 | 0.00% | +8,490+41.9% | 加碼 |
| Commonwealth Equity Services, LLC | 28,978 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 29,388 | $27.0 萬 | 0.17% | 00.0% | 不變 |
| LPL Financial LLC | 29,492 | $27.1 萬 | 0.00% | +903+3.2% | 加碼 |
| Deutsche Bank AG | 29,511 | $27.2 萬 | 0.00% | +7,756+35.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 30,000 | $27.6 萬 | 0.00% | −20,500−40.6% | 減碼 |
| State of Tennessee, Treasury Department | 30,805 | $28.3 萬 | 0.00% | −1,457−4.5% | 減碼 |
| Jump Financial, LLC | 31,391 | $28.9 萬 | 0.01% | +31,391 | 新進 |
| ExodusPoint Capital Management, LP | 31,428 | $28.9 萬 | 0.00% | +31,428 | 新進 |
| Clarus Group, Inc. | 32,293 | $29.7 萬 | 0.28% | 00.0% | 不變 |
| Alliancebernstein L.P. | 32,900 | $30.3 萬 | 0.00% | −10,551−24.3% | 減碼 |
| STRS Ohio | 33,829 | $31.1 萬 | 0.00% | −13,375−28.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 34,672 | $31.9 萬 | 0.00% | +17,476+101.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 35,782 | $32.9 萬 | 0.01% | +34,394+2,478.0% | 加碼 |
| Citigroup Inc | 36,564 | $33.6 萬 | 0.00% | +7,538+26.0% | 加碼 |
| Credit Suisse AG | 36,731 | $33.8 萬 | 0.00% | +120.0% | 加碼 |
| Cambria Investment Management, L.P. | 37,527 | $34.5 萬 | 0.03% | +5,361+16.7% | 加碼 |
| Price T Rowe Associates Inc | 37,786 | $34.8 萬 | 0.00% | +651+1.8% | 加碼 |
| Ignite Planners, LLC | 40,693 | $35.9 萬 | 0.15% | −941−2.3% | 減碼 |
| UBS Asset Management Americas Inc | 38,968 | $35.9 萬 | 0.00% | +38,968 | 新進 |
| Texas Permanent School Fund | 40,547 | $37.3 萬 | 0.00% | +10,325+34.2% | 加碼 |
| Nisa Investment Advisors, LLC | 42,000 | $38.6 萬 | 0.00% | −1,168−2.7% | 減碼 |
| Algert Global LLC | 43,247 | $39.8 萬 | 0.02% | +27,093+167.7% | 加碼 |
| Thrivent Financial for Lutherans | 46,006 | $42.3 萬 | 0.00% | −1,612−3.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 46,825 | $43.1 萬 | 0.00% | +46,825 | 新進 |
| Nomura Asset Management Co Ltd | 47,900 | $44.1 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,154 | $45.2 萬 | 0.00% | −529−1.1% | 減碼 |