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 4 季 13F 持有人
Whitestone REIT 在 2023/12/31 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
- 164
- 較 2023 年第 3 季 +5 家
- 持有股數
- 3,222 萬
- 較 2023 年第 3 季 +238.3 萬 (+8.0%)
- 總市值
- $3.96 億
- 較 2023 年第 3 季 +$1.09 億 (+37.8%)
- 新進機構
- 22
- 另有 50 家加碼
- 清倉機構
- 17
- 另有 60 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 5 | $58 | 0.00% | +5 | 新進 |
| Parkside Financial Bank & Trust | 20 | $246 | 0.00% | −295−93.7% | 減碼 |
| Private Trust Co NA | 20 | $246 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 30 | $369 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 58 | $713 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 117 | $1,439 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 148 | $1,819 | 0.00% | +63+74.1% | 加碼 |
| Lindbrook Capital, LLC | 148 | $1,819 | 0.00% | +148 | 新進 |
| Huntington National Bank | 240 | $2,950 | 0.00% | +240 | 新進 |
| Allworth Financial LP | 261 | $3,208 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 302 | $3,712 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 382 | $4,695 | 0.00% | −152−28.5% | 減碼 |
| Horizon Bancorp Inc | 385 | $5,000 | 0.00% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 411 | $5,051 | 0.00% | +411 | 新進 |
| Massmutual Trust Co FSB | 471 | $5,789 | 0.00% | +334+243.8% | 加碼 |
| Delta Asset Management LLC | 725 | $8,910 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 703 | $9,000 | 0.00% | +113+19.2% | 加碼 |
| Sound Income Strategies, LLC | 1,065 | $1.31 萬 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 2,079 | $1.95 萬 | 0.01% | +79+4.0% | 加碼 |
| GAMMA Investing LLC | 1,538 | $1.99 萬 | 0.01% | +1,538 | 新進 |
| PEAK6 Investments LLC | 1,883 | $2.31 萬 | 0.00% | +1,883 | 新進 |
| Chilton Capital Management LLC | 2,000 | $2.46 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,393 | $2.94 萬 | 0.00% | +2,393 | 新進 |
| Simplex Trading, LLC | 2,449 | $3.00 萬 | 0.00% | +2,449 | 新進 |
| Manchester Capital Management LLC | 2,518 | $3.09 萬 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 2,500 | $3.10 萬 | 0.01% | +2,500 | 新進 |
| KBC Group NV | 2,839 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 4,669 | $5.74 萬 | 0.00% | −20.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,835 | $5.94 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,851 | $5.96 萬 | 0.00% | +793+19.5% | 加碼 |
| Quantbot Technologies LP | 5,267 | $6.47 萬 | 0.00% | −4,741−47.4% | 減碼 |
| US Bancorp | 6,128 | $7.53 萬 | 0.00% | +4,131+206.9% | 加碼 |
| Amundi | 6,934 | $8.09 萬 | 0.00% | +635+10.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 8,567 | $10.5 萬 | 0.00% | +1,963+29.7% | 加碼 |
| Quadrant Capital Group LLC | 8,754 | $10.8 萬 | 0.01% | +1,499+20.7% | 加碼 |
| STRS Ohio | 9,800 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 10,006 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 10,122 | $12.4 萬 | 0.00% | +10.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,165 | $12.5 萬 | 0.00% | −21,287−67.7% | 減碼 |
| Mackenzie Financial Corp | 11,064 | $13.6 萬 | 0.00% | −1,968−15.1% | 減碼 |
| State of Wyoming | 11,426 | $14.0 萬 | 0.03% | −3,039−21.0% | 減碼 |
| Journey Strategic Wealth LLC | 11,433 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| RW Investment Management LLC | 11,821 | $14.5 萬 | 0.02% | 00.0% | 不變 |
| Federated Hermes, Inc. | 11,848 | $14.6 萬 | 0.00% | +1,650+16.2% | 加碼 |
| Arizona State Retirement System | 13,152 | $16.2 萬 | 0.00% | −217−1.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 13,724 | $16.9 萬 | 0.00% | −300−2.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 14,006 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 14,570 | $17.9 萬 | 0.00% | +2,683+22.6% | 加碼 |
| Daiwa Securities Group Inc. | 14,662 | $18.0 萬 | 0.00% | −222−1.5% | 減碼 |
| Hancock Whitney Corp | 15,459 | $19.0 萬 | 0.01% | −452−2.8% | 減碼 |
| Abel Hall, LLC | 15,897 | $19.5 萬 | 0.17% | +15,897 | 新進 |
| Murphy Pohlad Asset Management LLC | 16,300 | $20.0 萬 | 0.08% | 00.0% | 不變 |
| Jane Street Group, LLC | 16,393 | $20.1 萬 | 0.00% | +16,393 | 新進 |
| Manufacturers Life Insurance Company, The | 16,407 | $20.2 萬 | 0.00% | −4,471−21.4% | 減碼 |
| Verition Fund Management LLC | 17,185 | $21.1 萬 | 0.00% | +17,185 | 新進 |
| Avantax Advisory Services, Inc. | 17,294 | $21.3 萬 | 0.00% | +2,295+15.3% | 加碼 |
| Maryland State Retirement & Pension System | 17,328 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 17,365 | $21.3 萬 | 0.00% | +16,541+2,007.4% | 加碼 |
| Amalgamated Bank | 17,831 | $21.9 萬 | 0.00% | −941−5.0% | 減碼 |
| FMR LLC | 18,754 | $23.0 萬 | 0.00% | +410+2.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $23.1 萬 | 0.00% | +2,787+17.4% | 加碼 |
| CI Private Wealth, LLC | 19,913 | $24.5 萬 | 0.00% | −206−1.0% | 減碼 |
| Janus Henderson Group PLC | 20,051 | $24.7 萬 | 0.00% | −42−0.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 20,356 | $25.0 萬 | 0.00% | −12,182−37.4% | 減碼 |
| Squarepoint Ops LLC | 20,413 | $25.1 萬 | 0.00% | +20,413 | 新進 |
| Cambria Investment Management, L.P. | 21,443 | $26.4 萬 | 0.02% | +21,443 | 新進 |
| Assetmark, Inc | 21,536 | $26.5 萬 | 0.00% | +21,536 | 新進 |
| Los Angeles Capital Management LLC | 21,960 | $27.0 萬 | 0.00% | +21,960 | 新進 |
| Deutsche Bank AG | 22,455 | $27.6 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 23,070 | $28.4 萬 | 0.00% | +2,932+14.6% | 加碼 |
| Louisiana State Employees Retirement System | 23,600 | $29.0 萬 | 0.01% | −300−1.3% | 減碼 |
| Yousif Capital Management, LLC | 23,607 | $29.0 萬 | 0.00% | +225+1.0% | 加碼 |
| Captrust Financial Advisors | 23,781 | $29.2 萬 | 0.00% | −5,153−17.8% | 減碼 |
| Tiaa Trust, National Association | 23,915 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 24,790 | $30.5 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 26,403 | $32.4 萬 | 0.00% | −215−0.8% | 減碼 |
| State of Tennessee, Treasury Department | 26,449 | $32.5 萬 | 0.00% | −469−1.7% | 減碼 |
| Worth Venture Partners, LLC | 26,450 | $32.5 萬 | 0.18% | −1,700−6.0% | 減碼 |
| Illinois Municipal Retirement Fund | 26,871 | $33.0 萬 | 0.01% | −1,505−5.3% | 減碼 |
| Commonwealth Equity Services, LLC | 27,196 | $33.4 萬 | 0.00% | +570+2.1% | 加碼 |
| Advisor Group Holdings, Inc. | 27,665 | $34.0 萬 | 0.00% | +21,633+358.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $34.3 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 28,705 | $35.3 萬 | 0.01% | 00.0% | 不變 |
| Ridgewood Investments LLC | 29,388 | $36.1 萬 | 0.21% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 29,815 | $36.6 萬 | 0.00% | +34+0.1% | 加碼 |
| Citigroup Inc | 30,063 | $36.9 萬 | 0.00% | +11,046+58.1% | 加碼 |
| Ignite Planners, LLC | 31,244 | $38.1 萬 | 0.11% | −3,187−9.3% | 減碼 |
| Truist Financial Corp | 32,791 | $40.3 萬 | 0.00% | −1,059−3.1% | 減碼 |
| Foster & Motley Inc | 33,146 | $40.7 萬 | 0.03% | −28,713−46.4% | 減碼 |
| Gsa Capital Partners LLP | 35,491 | $43.6 萬 | 0.04% | +35,491 | 新進 |
| Alliancebernstein L.P. | 35,624 | $43.8 萬 | 0.00% | +5,624+18.7% | 加碼 |
| New York Life Investment Management LLC | 37,538 | $46.1 萬 | 0.00% | −1,162−3.0% | 減碼 |
| Franklin Resources Inc | 37,798 | $46.5 萬 | 0.00% | +363+1.0% | 加碼 |
| Citadel Advisors LLC | 38,962 | $47.9 萬 | 0.00% | +31,779+442.4% | 加碼 |
| Nisa Investment Advisors, LLC | 39,896 | $49.0 萬 | 0.00% | −3,348−7.7% | 減碼 |
| Texas Permanent School Fund | 40,675 | $50.0 萬 | 0.00% | +1,164+2.9% | 加碼 |
| Price T Rowe Associates Inc | 40,685 | $50.1 萬 | 0.00% | +673+1.7% | 加碼 |
| LPL Financial LLC | 41,067 | $50.5 萬 | 0.00% | −2,959−6.7% | 減碼 |
| HGI Capital Management, LLC | 41,074 | $50.5 萬 | 0.57% | +41,074 | 新進 |