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。
2024 年第 3 季 13F 持有人
Whitestone REIT 在 2024/9/30 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
- 182
- 較 2024 年第 2 季 +19 家
- 持有股數
- 3,078 萬
- 較 2024 年第 2 季 +775.9 萬 (+33.7%)
- 總市值
- $4.16 億
- 較 2024 年第 2 季 +$1.10 億 (+35.9%)
- 新進機構
- 32
- 另有 54 家加碼
- 清倉機構
- 13
- 另有 64 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 |
2024 年第 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $45 | 0.00% | +3 | 新進 |
| Capital Performance Advisors LLP | 5 | $68 | 0.00% | +5 | 新進 |
| Parkside Financial Bank & Trust | 20 | $271 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 30 | $406 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 35 | $466 | 0.00% | +35 | 新進 |
| Cornerstone Planning Group LLC | 50 | $708 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 100 | $1,353 | 0.00% | +50+100.0% | 加碼 |
| Fifth Third Bancorp | 119 | $1,610 | 0.00% | +98+466.7% | 加碼 |
| Huntington National Bank | 141 | $1,908 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 141 | $1,908 | 0.00% | +77+120.3% | 加碼 |
| Bessemer Group Inc | 150 | $2,000 | 0.00% | +150 | 新進 |
| Sterling Capital Management LLC | 171 | $2,314 | 0.00% | +171 | 新進 |
| Lindbrook Capital, LLC | 229 | $3,098 | 0.00% | −29−11.2% | 減碼 |
| Allworth Financial LP | 282 | $3,816 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 300 | $4,059 | 0.00% | +300 | 新進 |
| EverSource Wealth Advisors, LLC | 302 | $4,086 | 0.00% | 00.0% | 不變 |
| Horizon Bancorp Inc | 385 | $5,000 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 386 | $5,000 | 0.00% | +386 | 新進 |
| Versant Capital Management, Inc | 382 | $5,168 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 450 | $6,090 | 0.00% | +29+6.9% | 加碼 |
| Global Retirement Partners, LLC | 517 | $6,995 | 0.00% | −3−0.6% | 減碼 |
| Covestor Ltd | 526 | $7,000 | 0.00% | +333+172.5% | 加碼 |
| SRS Capital Advisors, Inc. | 535 | $7,239 | 0.00% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 652 | $8,822 | 0.00% | +652 | 新進 |
| Group One Trading, L.P. | 666 | $9,011 | 0.00% | +666 | 新進 |
| Delta Asset Management LLC | 725 | $9,809 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 788 | $1.06 萬 | 0.00% | +618+363.5% | 加碼 |
| LGT Financial Advisors LLC | 809 | $1.09 萬 | 0.03% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,065 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,138 | $1.54 萬 | 0.00% | +60+5.6% | 加碼 |
| Rise Advisors, LLC | 1,342 | $1.82 萬 | 0.01% | +13+1.0% | 加碼 |
| Avion Wealth | 1,500 | $2.00 萬 | 0.01% | +1,500 | 新進 |
| Advisor Group Holdings, Inc. | 1,482 | $2.00 萬 | 0.00% | −12,923−89.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,533 | $2.07 萬 | 0.00% | +1,533 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 1,648 | $2.21 萬 | 0.00% | +353+27.3% | 加碼 |
| Clear Street Markets LLC | 2,000 | $2.70 萬 | 0.02% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,136 | $2.89 萬 | 0.00% | +154+7.8% | 加碼 |
| Manchester Capital Management LLC | 2,518 | $3.41 萬 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 3,392 | $4.60 萬 | 0.00% | +3,287+3,130.5% | 加碼 |
| Lazard Asset Management LLC | 3,597 | $4.80 萬 | 0.00% | +3,597 | 新進 |
| Catalyst Funds Management Pty Ltd | 3,700 | $5.01 萬 | 0.01% | +3,400+1,133.3% | 加碼 |
| Bogart Wealth, LLC | 4,289 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 4,835 | $6.54 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,909 | $6.64 萬 | 0.00% | +224+4.8% | 加碼 |
| Quest Partners LLC | 5,252 | $7.11 萬 | 0.01% | +5,252 | 新進 |
| US Bancorp | 6,078 | $8.22 萬 | 0.00% | 00.0% | 不變 |
| Vestcor Inc | 7,174 | $9.70 萬 | 0.00% | 00.0% | 不變 |
| Amundi | 7,578 | $10.2 萬 | 0.00% | +1,138+17.7% | 加碼 |
| CWM, LLC | 9,017 | $12.2 萬 | 0.00% | −7,499−45.4% | 減碼 |
| STRS Ohio | 9,200 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 9,635 | $13.0 萬 | 0.01% | −12−0.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 10,126 | $13.7 萬 | 0.00% | +10.0% | 加碼 |
| Bank of Montreal | 10,321 | $13.9 萬 | 0.00% | −148−1.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 10,324 | $14.0 萬 | 0.00% | −1,200−10.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,788 | $14.6 萬 | 0.00% | +1,063+10.9% | 加碼 |
| Quantbot Technologies LP | 10,812 | $14.6 萬 | 0.01% | −4,173−27.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 10,899 | $14.7 萬 | 0.00% | −14,477−57.0% | 減碼 |
| Murphy Pohlad Asset Management LLC | 11,400 | $15.4 萬 | 0.06% | −4,000−26.0% | 減碼 |
| Creative Planning | 11,430 | $15.5 萬 | 0.00% | +521+4.8% | 加碼 |
| Journey Strategic Wealth LLC | 11,513 | $15.6 萬 | 0.01% | +65+0.6% | 加碼 |
| New York State Common Retirement Fund | 11,710 | $15.8 萬 | 0.00% | −7,700−39.7% | 減碼 |
| RW Investment Management LLC | 11,821 | $16.0 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 12,228 | $16.5 萬 | 0.00% | −360−2.9% | 減碼 |
| Federated Hermes, Inc. | 12,906 | $17.5 萬 | 0.00% | +2,066+19.1% | 加碼 |
| Amalgamated Bank | 13,110 | $17.7 萬 | 0.00% | −1,308−9.1% | 減碼 |
| Naviter Wealth, LLC | 13,561 | $18.3 萬 | 0.03% | +13,561 | 新進 |
| M&G Plc | 13,287 | $18.6 萬 | 0.00% | +13,287 | 新進 |
| Cetera Investment Advisers | 13,907 | $18.8 萬 | 0.00% | +305+2.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 14,006 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 14,878 | $20.1 萬 | 0.00% | −1,670−10.1% | 減碼 |
| Daiwa Securities Group Inc. | 15,262 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 15,654 | $21.1 萬 | 0.00% | +15,654 | 新進 |
| Hancock Whitney Corp | 15,889 | $21.5 萬 | 0.01% | +213+1.4% | 加碼 |
| Yousif Capital Management, LLC | 16,678 | $22.6 萬 | 0.00% | −2,500−13.0% | 減碼 |
| Avantax Advisory Services, Inc. | 16,819 | $22.8 萬 | 0.00% | −528−3.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 17,163 | $23.1 萬 | 0.00% | −2,969−14.7% | 減碼 |
| Caxton Associates LP | 17,193 | $23.3 萬 | 0.01% | +17,193 | 新進 |
| Voya Investment Management LLC | 17,671 | $23.9 萬 | 0.00% | −9,006−33.8% | 減碼 |
| Two Sigma Advisers, LP | 18,300 | $24.8 萬 | 0.00% | +4,500+32.6% | 加碼 |
| Mariner, LLC | 18,539 | $25.1 萬 | 0.00% | −606−3.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 18,645 | $25.2 萬 | 0.00% | −810−4.2% | 減碼 |
| ExodusPoint Capital Management, LP | 18,791 | $25.4 萬 | 0.00% | +18,791 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 19,421 | $25.7 萬 | 0.00% | −908−4.5% | 減碼 |
| CI Private Wealth, LLC | 19,190 | $26.0 萬 | 0.00% | −175−0.9% | 減碼 |
| Public Employees Retirement System of Ohio | 19,345 | $26.2 萬 | 0.00% | +19,345 | 新進 |
| Janus Henderson Group PLC | 19,815 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 20,202 | $27.3 萬 | 0.00% | +20,202 | 新進 |
| Commonwealth Equity Services, LLC | 20,597 | $27.9 萬 | 0.00% | −3,061−12.9% | 減碼 |
| Los Angeles Capital Management LLC | 20,690 | $28.0 萬 | 0.00% | −2,500−10.8% | 減碼 |
| Louisiana State Employees Retirement System | 21,300 | $28.8 萬 | 0.01% | −2,600−10.9% | 減碼 |
| State of Tennessee, Treasury Department | 22,024 | $29.8 萬 | 0.00% | −1,086−4.7% | 減碼 |
| Ignite Planners, LLC | 23,657 | $32.0 萬 | 0.07% | −300−1.3% | 減碼 |
| Tiaa Trust, National Association | 24,015 | $32.5 萬 | 0.00% | +100+0.4% | 加碼 |
| Ridgewood Investments LLC | 24,500 | $33.1 萬 | 0.17% | −4,888−16.6% | 減碼 |
| Intech Investment Management LLC | 24,997 | $33.8 萬 | 0.00% | +915+3.8% | 加碼 |
| Worth Venture Partners, LLC | 25,150 | $34.0 萬 | 2.55% | −3,600−12.5% | 減碼 |
| Oxford Asset Management LLP | 25,818 | $34.9 萬 | 0.29% | +25,818 | 新進 |
| SG Americas Securities, LLC | 26,100 | $35.3 萬 | 0.00% | +9,598+58.2% | 加碼 |