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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 52,201 | $48.0 萬 | 0.01% | +52,201 | 新進 |
| Truist Financial Corp | 52,670 | $48.5 萬 | 0.00% | +52,670 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,142 | $49.8 萬 | 0.00% | +1,288+2.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 54,844 | $50.5 萬 | 0.09% | +11,118+25.4% | 加碼 |
| State of Alaska, Department of Revenue | 56,008 | $51.4 萬 | 0.01% | +172+0.3% | 加碼 |
| Advisory Research Inc | 56,672 | $52.1 萬 | 0.09% | +26,574+88.3% | 加碼 |
| Great West Life Assurance Co | 57,246 | $52.6 萬 | 0.00% | −1,203−2.1% | 減碼 |
| California State Teachers Retirement System | 58,606 | $53.9 萬 | 0.00% | −804−1.4% | 減碼 |
| Oliver Luxxe Assets LLC | 59,629 | $54.9 萬 | 0.14% | +4,788+8.7% | 加碼 |
| Royal Bank of Canada | 61,504 | $56.5 萬 | 0.00% | −11,169−15.4% | 減碼 |
| Panagora Asset Management Inc | 66,931 | $61.6 萬 | 0.00% | +41,720+165.5% | 加碼 |
| Teacher Retirement System of Texas | 68,537 | $63.1 萬 | 0.00% | +10,013+17.1% | 加碼 |
| Dakota Wealth Management | 69,689 | $64.1 萬 | 0.04% | −3,141−4.3% | 減碼 |
| Asset Management One Co.,Ltd. | 73,671 | $67.8 萬 | 0.00% | +1,546+2.1% | 加碼 |
| Voya Investment Management LLC | 77,205 | $71.0 萬 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 80,313 | $73.9 萬 | 0.00% | +16,184+25.2% | 加碼 |
| Public Sector Pension Investment Board | 81,647 | $75.1 萬 | 0.01% | −3,873−4.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 85,245 | $78.4 萬 | 0.00% | −71,086−45.5% | 減碼 |
| AXA S.A. | 87,309 | $80.3 萬 | 0.00% | +1,800+2.1% | 加碼 |
| Garner Asset Management Corp | 93,189 | $85.7 萬 | 0.41% | −682−0.7% | 減碼 |
| Globeflex Capital L P | 96,225 | $88.5 萬 | 0.11% | 00.0% | 不變 |
| New York State Teachers Retirement System | 97,857 | $90.0 萬 | 0.00% | −6,302−6.1% | 減碼 |
| Susquehanna International Group, LLP | 99,124 | $91.2 萬 | 0.00% | +56,764+134.0% | 加碼 |
| Cornercap Investment Counsel Inc | 100,670 | $92.6 萬 | 0.16% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 101,232 | $93.1 萬 | 0.01% | +92,388+1,044.6% | 加碼 |
| Swiss National Bank | 101,300 | $93.2 萬 | 0.00% | −11,900−10.5% | 減碼 |
| Barclays PLC | 104,272 | $95.9 萬 | 0.00% | +4,427+4.4% | 加碼 |
| Two Sigma Investments, LP | 105,200 | $96.8 萬 | 0.00% | +39,000+58.9% | 加碼 |
| Legal & General Group Plc | 110,005 | $101.2 萬 | 0.00% | −1,098−1.0% | 減碼 |
| Millennium Management LLC | 114,938 | $105.7 萬 | 0.00% | +55,109+92.1% | 加碼 |
| Bank of America Corp | 119,384 | $109.8 萬 | 0.00% | +43,875+58.1% | 加碼 |
| Larson Financial Group LLC | 120,345 | $110.7 萬 | 0.12% | −1,021−0.8% | 減碼 |
| Citadel Advisors LLC | 132,315 | $121.7 萬 | 0.00% | +95,048+255.0% | 加碼 |
| Charles Schwab Investment Management Inc | 135,935 | $125.1 萬 | 0.00% | +5,944+4.6% | 加碼 |
| Gsa Capital Partners LLP | 144,146 | $132.6 萬 | 0.13% | +144,146 | 新進 |
| HRT Financial LP | 144,131 | $132.6 萬 | 0.02% | +144,131 | 新進 |
| Prudential Financial Inc | 144,569 | $133.0 萬 | 0.00% | −50,900−26.0% | 減碼 |
| JPMorgan Chase & Co | 156,401 | $144.1 萬 | 0.00% | −17,068−9.8% | 減碼 |
| Foster & Motley Inc | 176,574 | $162.4 萬 | 0.13% | +69,447+64.8% | 加碼 |
| Invesco Ltd. | 178,302 | $164.0 萬 | 0.00% | −49,411−21.7% | 減碼 |
| Wells Fargo & Company | 179,942 | $165.5 萬 | 0.00% | +6,322+3.6% | 加碼 |
| Rhumbline Advisers | 196,451 | $180.7 萬 | 0.00% | +8,210+4.4% | 加碼 |
| Two Sigma Advisers, LP | 231,800 | $213.3 萬 | 0.01% | +34,900+17.7% | 加碼 |
| Goldman Sachs Group Inc | 277,556 | $255.4 萬 | 0.00% | +139,660+101.3% | 加碼 |
| Principal Financial Group Inc | 293,569 | $270.1 萬 | 0.00% | −6,551−2.2% | 減碼 |
| Nordea Investment Management AB | 304,460 | $276.8 萬 | 0.00% | −4,373−1.4% | 減碼 |
| Ameriprise Financial Inc | 370,976 | $341.3 萬 | 0.00% | +1,391+0.4% | 加碼 |
| Boothbay Fund Management, LLC | 371,083 | $341.4 萬 | 0.10% | +59,213+19.0% | 加碼 |
| Hillsdale Investment Management Inc. | 415,700 | $382.4 萬 | 0.33% | +415,700 | 新進 |
| AQR Capital Management LLC | 513,891 | $472.8 萬 | 0.01% | −69,347−11.9% | 減碼 |
| Northern Trust Corp | 514,633 | $473.5 萬 | 0.00% | −10,233−1.9% | 減碼 |
| First Eagle Investment Management, LLC | 538,456 | $495.4 萬 | 0.01% | +145,000+36.9% | 加碼 |
| Renaissance Technologies LLC | 545,184 | $501.6 萬 | 0.01% | +59,600+12.3% | 加碼 |
| Bank of New York Mellon Corp | 576,637 | $530.5 萬 | 0.00% | +9,655+1.7% | 加碼 |
| Kennedy Capital Management, Inc. | 593,992 | $546.5 萬 | 0.16% | +28,787+5.1% | 加碼 |
| Dimensional Fund Advisors LP | 635,637 | $584.7 萬 | 0.00% | +10,102+1.6% | 加碼 |
| Morgan Stanley | 760,401 | $699.6 萬 | 0.00% | +18,571+2.5% | 加碼 |
| Nuveen Asset Management, LLC | 891,235 | $819.9 萬 | 0.00% | +139,542+18.6% | 加碼 |
| Geode Capital Management, LLC | 933,239 | $858.6 萬 | 0.00% | +41,503+4.7% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 1,179,518 | $1,085 萬 | 1.19% | −436,000−27.0% | 減碼 |
| State Street Corp | 1,901,421 | $1,749 萬 | 0.00% | +76,827+4.2% | 加碼 |
| Vanguard Group Inc | 3,213,797 | $2,957 萬 | 0.00% | +79,203+2.5% | 加碼 |
| BlackRock Inc. | 7,825,071 | $7,199 萬 | 0.00% | −51,768−0.7% | 減碼 |
| Cerity Partners LLC | 587 | – | – | +587 | 新進 |
| Conversant Capital LLC | 0 | $0 | 0.00% | −2,253,070−100.0% | 清倉 |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −36,281−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −24,016−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −22,660−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,558−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,593−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,195−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,149−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,032−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Spartan Fund Management Inc. | 0 | $0 | 0.00% | −4,762−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,580−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,028−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −763−100.0% | 清倉 |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −442−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −110−100.0% | 清倉 |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| Hazelview Securities Inc. | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |