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 2 季 13F 持有人
Whitestone REIT 在 2023/6/30 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
- 155
- 較 2023 年第 1 季 −9 家
- 持有股數
- 2,900 萬
- 較 2023 年第 1 季 +11.0 萬 (+0.4%)
- 總市值
- $2.81 億
- 較 2023 年第 1 季 +$1,557 萬 (+5.9%)
- 新進機構
- 13
- 另有 55 家加碼
- 清倉機構
- 22
- 另有 56 家減碼
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 2 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 2023 年第 1 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 |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | 新進 |
| Fifth Third Bancorp | 19 | $184 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 23 | $223 | 0.00% | +23 | 新進 |
| Farmers & Merchants Investments Inc | 30 | $291 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 58 | $563 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 85 | $825 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 117 | $1,135 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 140 | $1,358 | 0.00% | +140 | 新進 |
| Allworth Financial LP | 175 | $1,698 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 205 | $1,989 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 302 | $2,929 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 315 | $3,056 | 0.00% | 00.0% | 不變 |
| Horizon Bancorp Inc | 385 | $4,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 518 | $5,025 | 0.00% | +518 | 新進 |
| Versant Capital Management, Inc | 534 | $5,180 | 0.00% | +21+4.1% | 加碼 |
| Sound Income Strategies, LLC | 1,065 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,448 | $1.40 萬 | 0.00% | +1,097+312.5% | 加碼 |
| Delta Asset Management LLC | 1,725 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,897 | $1.84 萬 | 0.00% | −33,885−94.7% | 減碼 |
| Citadel Advisors LLC | 1,940 | $1.88 萬 | 0.00% | −130,375−98.5% | 減碼 |
| Chilton Capital Management LLC | 2,000 | $1.94 萬 | 0.00% | 00.0% | 不變 |
| Dorsey Wright & Associates | 2,049 | $1.99 萬 | 0.01% | +204+11.1% | 加碼 |
| US Bancorp | 2,261 | $2.19 萬 | 0.00% | +1,802+392.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 3,231 | $3.13 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 3,365 | $3.27 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 3,885 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 3,965 | $3.85 萬 | 0.00% | +276+7.5% | 加碼 |
| Metropolitan Life Insurance Co | 3,966 | $3.85 萬 | 0.00% | −12−0.3% | 減碼 |
| Federated Hermes, Inc. | 5,147 | $4.99 萬 | 0.00% | −75,166−93.6% | 減碼 |
| Amundi | 5,480 | $5.36 萬 | 0.00% | −838−13.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 5,717 | $5.55 萬 | 0.00% | −1,018−15.1% | 減碼 |
| Quadrant Capital Group LLC | 5,918 | $5.74 萬 | 0.01% | +1,928+48.3% | 加碼 |
| State of Wyoming | 9,283 | $9.00 萬 | 0.03% | −5,637−37.8% | 減碼 |
| STRS Ohio | 9,800 | $9.50 萬 | 0.00% | −24,029−71.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 10,006 | $9.71 萬 | 0.01% | +50.0% | 加碼 |
| Bank of Montreal | 10,047 | $9.88 萬 | 0.00% | −4,679−31.8% | 減碼 |
| Graham Capital Management, L.P. | 10,322 | $10.0 萬 | 0.00% | +10,322 | 新進 |
| Quantbot Technologies LP | 11,375 | $11.0 萬 | 0.01% | −13,332−54.0% | 減碼 |
| Journey Strategic Wealth LLC | 11,579 | $11.2 萬 | 0.01% | −341−2.9% | 減碼 |
| Creative Planning | 11,604 | $11.3 萬 | 0.00% | +11,604 | 新進 |
| RW Investment Management LLC | 11,821 | $11.5 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 12,182 | $11.8 萬 | 0.00% | +729+6.4% | 加碼 |
| Denali Advisors LLC | 12,300 | $11.9 萬 | 0.04% | +12,300 | 新進 |
| Mackenzie Financial Corp | 13,032 | $12.7 萬 | 0.00% | −673−4.9% | 減碼 |
| Arizona State Retirement System | 13,188 | $12.8 萬 | 0.00% | −406−3.0% | 減碼 |
| Algert Global LLC | 13,247 | $12.8 萬 | 0.01% | −30,000−69.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,651 | $13.2 萬 | 0.01% | +625+4.8% | 加碼 |
| Daiwa Securities Group Inc. | 13,936 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 14,006 | $13.6 萬 | 0.00% | +814+6.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 14,524 | $14.1 萬 | 0.00% | −800−5.2% | 減碼 |
| Hancock Whitney Corp | 15,249 | $14.8 萬 | 0.01% | +15,249 | 新進 |
| Murphy Pohlad Asset Management LLC | 15,700 | $15.2 萬 | 0.07% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,013 | $15.5 萬 | 0.00% | +4,469+38.7% | 加碼 |
| FMR LLC | 17,909 | $17.4 萬 | 0.00% | +5,584+45.3% | 加碼 |
| Maryland State Retirement & Pension System | 18,101 | $17.6 萬 | 0.00% | −780−4.1% | 減碼 |
| Amalgamated Bank | 18,772 | $18.2 萬 | 0.00% | −622−3.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 19,932 | $19.3 萬 | 0.00% | −14,740−42.5% | 減碼 |
| Janus Henderson Group PLC | 20,090 | $19.5 萬 | 0.00% | −22−0.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 20,540 | $19.9 萬 | 0.00% | −365−1.7% | 減碼 |
| CI Private Wealth, LLC | 20,553 | $19.9 萬 | 0.00% | −97−0.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 20,878 | $20.3 萬 | 0.00% | +1,815+9.5% | 加碼 |
| Jane Street Group, LLC | 21,353 | $20.7 萬 | 0.00% | +21,353 | 新進 |
| Deutsche Bank AG | 22,538 | $21.9 萬 | 0.00% | −6,973−23.6% | 減碼 |
| Barclays PLC | 23,892 | $23.2 萬 | 0.00% | −80,380−77.1% | 減碼 |
| Tiaa, FSB | 23,915 | $23.2 萬 | 0.00% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 24,400 | $23.7 萬 | 0.01% | +2,800+13.0% | 加碼 |
| MetLife Investment Management | 24,790 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 24,892 | $24.1 萬 | 0.00% | −1,191−4.6% | 減碼 |
| American International Group, Inc. | 26,008 | $25.2 萬 | 0.00% | +495+1.9% | 加碼 |
| State of Tennessee, Treasury Department | 27,415 | $26.6 萬 | 0.00% | −3,390−11.0% | 減碼 |
| Worth Venture Partners, LLC | 28,150 | $27.3 萬 | 0.15% | +4,300+18.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 28,500 | $27.6 萬 | 0.00% | +8,300+41.1% | 加碼 |
| Stephens Inc | 28,705 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 28,830 | $28.0 萬 | 0.00% | +3,423+13.5% | 加碼 |
| Commonwealth Equity Services, LLC | 28,978 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 29,388 | $28.5 萬 | 0.16% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 32,212 | $31.2 萬 | 0.00% | +29,744+1,205.2% | 加碼 |
| Clarus Group, Inc. | 32,293 | $31.3 萬 | 0.23% | 00.0% | 不變 |
| LPL Financial LLC | 33,891 | $32.9 萬 | 0.00% | +4,399+14.9% | 加碼 |
| Cambria Investment Management, L.P. | 33,953 | $32.9 萬 | 0.03% | −3,574−9.5% | 減碼 |
| ExodusPoint Capital Management, LP | 35,387 | $34.3 萬 | 0.00% | +3,959+12.6% | 加碼 |
| Citigroup Inc | 35,478 | $34.4 萬 | 0.00% | −1,086−3.0% | 減碼 |
| Alliancebernstein L.P. | 35,850 | $34.8 萬 | 0.00% | +2,950+9.0% | 加碼 |
| Franklin Resources Inc | 36,655 | $35.6 萬 | 0.00% | +36,655 | 新進 |
| UBS Asset Management Americas Inc | 38,968 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| Putnam Investments LLC | 38,021 | $36.9 萬 | 0.00% | +38,021 | 新進 |
| Price T Rowe Associates Inc | 38,750 | $37.6 萬 | 0.00% | +964+2.6% | 加碼 |
| Ignite Planners, LLC | 39,558 | $38.3 萬 | 0.15% | −1,135−2.8% | 減碼 |
| Credit Suisse AG | 39,631 | $38.4 萬 | 0.00% | +2,900+7.9% | 加碼 |
| Texas Permanent School Fund | 39,805 | $38.6 萬 | 0.00% | −742−1.8% | 減碼 |
| Truist Financial Corp | 40,676 | $39.5 萬 | 0.00% | −11,994−22.8% | 減碼 |
| UBS Group AG | 42,080 | $40.8 萬 | 0.00% | +13,893+49.3% | 加碼 |
| Nisa Investment Advisors, LLC | 42,750 | $41.5 萬 | 0.00% | +750+1.8% | 加碼 |
| Thrivent Financial for Lutherans | 44,445 | $43.1 萬 | 0.00% | −1,561−3.4% | 減碼 |
| New York Life Investment Management LLC | 44,797 | $43.5 萬 | 0.00% | −7,404−14.2% | 減碼 |
| Nomura Asset Management Co Ltd | 49,700 | $48.2 萬 | 0.00% | +1,800+3.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 51,698 | $50.1 萬 | 0.00% | −2,444−4.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,516 | $50.9 萬 | 0.00% | +3,362+6.8% | 加碼 |