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 4 季 13F 持有人
Whitestone REIT 在 2024/12/31 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
- 195
- 較 2024 年第 3 季 +15 家
- 持有股數
- 3,247 萬
- 較 2024 年第 3 季 +178.3 萬 (+5.8%)
- 總市值
- $4.60 億
- 較 2024 年第 3 季 +$4,486 萬 (+10.8%)
- 新進機構
- 36
- 另有 63 家加碼
- 清倉機構
- 21
- 另有 51 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,897,948 | $1.12 億 | 0.00% | +393,573+5.2% | 加碼 |
| Vanguard Group Inc | 5,194,695 | $7,361 萬 | 0.00% | −9,978−0.2% | 減碼 |
| State Street Corp | 1,941,608 | $2,751 萬 | 0.00% | +77,490+4.2% | 加碼 |
| Geode Capital Management, LLC | 1,247,165 | $1,768 萬 | 0.00% | −3,671−0.3% | 減碼 |
| First Eagle Investment Management, LLC | 1,192,840 | $1,690 萬 | 0.04% | +18,118+1.5% | 加碼 |
| Morgan Stanley | 933,599 | $1,323 萬 | 0.00% | −14,139−1.5% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $1,240 萬 | 1.44% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 654,703 | $927.7 萬 | 0.00% | −4,816−0.7% | 減碼 |
| Emmett Investment Management, LP | 628,313 | $890.3 萬 | 8.00% | +628,313 | 新進 |
| Northern Trust Corp | 622,951 | $882.7 萬 | 0.00% | +56,015+9.9% | 加碼 |
| GW&K Investment Management, LLC | 603,716 | $855.5 萬 | 0.07% | +603,716 | 新進 |
| Foundry Partners, LLC | 558,273 | $791.1 萬 | 0.40% | −1100.0% | 減碼 |
| Kennedy Capital Management, Inc. | 523,784 | $742.2 萬 | 0.16% | −23,427−4.3% | 減碼 |
| Invesco Ltd. | 506,601 | $717.9 萬 | 0.00% | +36,258+7.7% | 加碼 |
| Bank of New York Mellon Corp | 477,684 | $676.9 萬 | 0.00% | −17,643−3.6% | 減碼 |
| Charles Schwab Investment Management Inc | 440,791 | $624.6 萬 | 0.00% | +14,282+3.3% | 加碼 |
| HGI Capital Management, LLC | 423,740 | $600.4 萬 | 6.18% | +114,788+37.2% | 加碼 |
| Nuveen Asset Management, LLC | 371,032 | $525.8 萬 | 0.00% | +248,880+203.7% | 加碼 |
| JPMorgan Chase & Co | 328,304 | $465.2 萬 | 0.00% | +97,521+42.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 324,739 | $460.2 萬 | 0.03% | +324,739 | 新進 |
| Ameriprise Financial Inc | 293,927 | $416.5 萬 | 0.00% | −6,842−2.3% | 減碼 |
| Hillsdale Investment Management Inc. | 293,200 | $415.5 萬 | 0.21% | +293,200 | 新進 |
| Colony Capital, Inc. | 290,492 | $411.6 萬 | 0.30% | +101,736+53.9% | 加碼 |
| Goldman Sachs Group Inc | 285,452 | $404.5 萬 | 0.00% | −81,163−22.1% | 減碼 |
| Principal Financial Group Inc | 249,984 | $354.2 萬 | 0.00% | +12,177+5.1% | 加碼 |
| Qube Research & Technologies Ltd | 201,878 | $286.1 萬 | 0.00% | +46,509+29.9% | 加碼 |
| Larson Financial Group LLC | 201,678 | $285.8 萬 | 0.15% | +24,787+14.0% | 加碼 |
| Wells Fargo & Company | 180,838 | $256.2 萬 | 0.00% | +5,976+3.4% | 加碼 |
| Barclays PLC | 165,826 | $235.0 萬 | 0.00% | +12,311+8.0% | 加碼 |
| FMR LLC | 157,260 | $222.8 萬 | 0.00% | +3,975+2.6% | 加碼 |
| Rhumbline Advisers | 146,577 | $207.7 萬 | 0.00% | −35,544−19.5% | 減碼 |
| Renaissance Technologies LLC | 128,484 | $182.1 萬 | 0.00% | +7,400+6.1% | 加碼 |
| Bank of America Corp | 128,367 | $181.9 萬 | 0.00% | +1,983+1.6% | 加碼 |
| UBS Asset Management Americas Inc | 118,150 | $167.4 萬 | 0.00% | +22,962+24.1% | 加碼 |
| Legal & General Group Plc | 114,829 | $162.7 萬 | 0.00% | +5,426+5.0% | 加碼 |
| Raymond James Financial Inc | 112,879 | $159.9 萬 | 0.00% | +112,879 | 新進 |
| State Board of Administration of Florida Retirement System | 112,356 | $159.2 萬 | 0.00% | +18,202+19.3% | 加碼 |
| Public Sector Pension Investment Board | 110,387 | $156.4 萬 | 0.01% | +16,925+18.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 106,785 | $151.3 萬 | 0.04% | +106,785 | 新進 |
| Millennium Management LLC | 93,444 | $132.4 萬 | 0.00% | −28,197−23.2% | 減碼 |
| Kestra Advisory Services, LLC | 90,910 | $128.8 萬 | 0.01% | +90,910 | 新進 |
| Campbell & CO Investment Adviser LLC | 87,619 | $124.2 萬 | 0.10% | −29,300−25.1% | 減碼 |
| Citigroup Inc | 83,562 | $118.4 萬 | 0.00% | +12,122+17.0% | 加碼 |
| Swiss National Bank | 82,900 | $117.5 萬 | 0.00% | 00.0% | 不變 |
| Greenland Capital Management LP | 80,000 | $113.4 萬 | 0.23% | −20,000−20.0% | 減碼 |
| Third Avenue Management LLC | 80,000 | $113.4 萬 | 0.22% | 00.0% | 不變 |
| New York State Teachers Retirement System | 75,584 | $107.1 萬 | 0.00% | −2,200−2.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 70,211 | $99.5 萬 | 0.00% | +1,597+2.3% | 加碼 |
| Voya Investment Management LLC | 69,669 | $98.7 萬 | 0.00% | +51,998+294.3% | 加碼 |
| Royal Bank of Canada | 69,375 | $98.2 萬 | 0.00% | +1,608+2.4% | 加碼 |
| Asset Management One Co.,Ltd. | 66,813 | $93.6 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 61,166 | $86.5 萬 | 0.00% | +8,088+15.2% | 加碼 |
| Nomura Asset Management Co Ltd | 57,400 | $81.3 萬 | 0.00% | −1,200−2.0% | 減碼 |
| Advisory Research Inc | 56,902 | $80.6 萬 | 0.13% | +291+0.5% | 加碼 |
| Bailard, Inc. | 55,791 | $79.1 萬 | 0.02% | 00.0% | 不變 |
| UBS Group AG | 52,535 | $74.4 萬 | 0.00% | +18,143+52.8% | 加碼 |
| Prelude Capital Management, LLC | 51,526 | $73.0 萬 | 0.06% | +18,289+55.0% | 加碼 |
| Boothbay Fund Management, LLC | 50,952 | $72.2 萬 | 0.02% | −751,328−93.6% | 減碼 |
| Man Group plc | 50,643 | $71.8 萬 | 0.00% | +50,643 | 新進 |
| Alliancebernstein L.P. | 48,944 | $69.4 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 49,052 | $69.3 萬 | 0.01% | +737+1.5% | 加碼 |
| Price T Rowe Associates Inc | 48,709 | $69.1 萬 | 0.00% | +3,897+8.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,683 | $67.6 萬 | 0.00% | −271−0.6% | 減碼 |
| Balyasny Asset Management LLC | 47,108 | $66.8 萬 | 0.00% | −557,306−92.2% | 減碼 |
| Prudential Financial Inc | 46,018 | $65.2 萬 | 0.00% | 00.0% | 不變 |
| Garner Asset Management Corp | 45,228 | $64.1 萬 | 0.30% | −2,394−5.0% | 減碼 |
| Cambria Investment Management, L.P. | 42,669 | $60.3 萬 | 0.04% | +10,430+32.4% | 加碼 |
| Intech Investment Management LLC | 41,129 | $58.3 萬 | 0.01% | +16,132+64.5% | 加碼 |
| California State Teachers Retirement System | 40,296 | $57.1 萬 | 0.00% | −318−0.8% | 減碼 |
| Nisa Investment Advisors, LLC | 39,626 | $56.1 萬 | 0.00% | −1,508−3.7% | 減碼 |
| Franklin Resources Inc | 36,751 | $52.1 萬 | 0.00% | +20.0% | 加碼 |
| Russell Investments Group, Ltd. | 36,234 | $51.3 萬 | 0.00% | +4,988+16.0% | 加碼 |
| Thrivent Financial for Lutherans | 34,449 | $48.8 萬 | 0.00% | −149−0.4% | 減碼 |
| Deutsche Bank AG | 33,814 | $47.9 萬 | 0.00% | +2,605+8.3% | 加碼 |
| Stephens Inc | 33,529 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 32,805 | $46.5 萬 | 0.01% | +32,805 | 新進 |
| MetLife Investment Management | 32,257 | $45.7 萬 | 0.00% | +1,697+5.6% | 加碼 |
| Teacher Retirement System of Texas | 31,620 | $44.8 萬 | 0.00% | +31,620 | 新進 |
| LPL Financial LLC | 29,847 | $42.3 萬 | 0.00% | +212+0.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $40.8 萬 | 0.00% | 00.0% | 不變 |
| Crossingbridge Advisors, LLC | 28,470 | $40.3 萬 | 0.13% | +28,470 | 新進 |
| AlphaCentric Advisors LLC | 28,470 | $40.3 萬 | 0.40% | +28,470 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 28,072 | $39.8 萬 | 0.00% | +1,322+4.9% | 加碼 |
| Cornercap Investment Counsel Inc | 26,637 | $37.7 萬 | 0.12% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 26,206 | $37.1 萬 | 0.00% | −1,659−6.0% | 減碼 |
| Illinois Municipal Retirement Fund | 24,797 | $35.1 萬 | 0.00% | −1,930−7.2% | 減碼 |
| Jane Street Group, LLC | 24,369 | $34.5 萬 | 0.00% | −84,237−77.6% | 減碼 |
| Quest Partners LLC | 24,221 | $34.3 萬 | 0.05% | +18,969+361.2% | 加碼 |
| Tiaa Trust, National Association | 24,015 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 24,000 | $34.0 萬 | 0.16% | −500−2.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 23,222 | $32.9 萬 | 0.02% | +23,222 | 新進 |
| Ignite Planners, LLC | 22,813 | $32.4 萬 | 0.07% | −844−3.6% | 減碼 |
| One68 Global Capital, LLC | 22,851 | $32.4 萬 | 0.17% | +22,851 | 新進 |
| Assetmark, Inc | 22,260 | $31.5 萬 | 0.00% | −9,265−29.4% | 減碼 |
| Louisiana State Employees Retirement System | 21,500 | $30.5 萬 | 0.01% | +200+0.9% | 加碼 |
| Susquehanna International Group, LLP | 21,326 | $30.2 萬 | 0.00% | −7,581−26.2% | 減碼 |
| State of Tennessee, Treasury Department | 20,538 | $29.1 萬 | 0.00% | −1,486−6.7% | 減碼 |
| Amundi | 21,291 | $28.8 萬 | 0.00% | +13,713+181.0% | 加碼 |
| SG Americas Securities, LLC | 19,798 | $28.1 萬 | 0.00% | −6,302−24.1% | 減碼 |
| Janus Henderson Group PLC | 19,815 | $28.1 萬 | 0.00% | 00.0% | 不變 |