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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $47 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 14 | $198 | 0.00% | +14 | 新進 |
| Parkside Financial Bank & Trust | 20 | $284 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 29 | $411 | 0.00% | +29 | 新進 |
| Farmers & Merchants Investments Inc | 30 | $425 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 50 | $676 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 100 | $1,417 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 127 | $1,800 | 0.00% | +8+6.7% | 加碼 |
| Huntington National Bank | 141 | $1,998 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 141 | $1,998 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 150 | $2,000 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 166 | $2,352 | 0.00% | −500−75.1% | 減碼 |
| Skopos Labs, Inc. | 183 | $2,581 | 0.00% | +183 | 新進 |
| Menard Financial Group LLC | 214 | $3,032 | 0.00% | +214 | 新進 |
| Lindbrook Capital, LLC | 229 | $3,245 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 282 | $3,768 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 300 | $4,251 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 302 | $4,279 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 381 | $5,000 | 0.00% | −5−1.3% | 減碼 |
| Horizon Bancorp Inc | 385 | $6,000 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 500 | $6,680 | 0.00% | +500 | 新進 |
| Covestor Ltd | 526 | $7,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 517 | $7,326 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 535 | $7,581 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 542 | $7,679 | 0.00% | +92+20.4% | 加碼 |
| Versant Capital Management, Inc | 650 | $9,211 | 0.00% | +268+70.2% | 加碼 |
| Venturi Wealth Management, LLC | 652 | $9,239 | 0.00% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 703 | $9,958 | 0.00% | +703 | 新進 |
| Delta Asset Management LLC | 725 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 767 | $1.09 萬 | 0.00% | +767 | 新進 |
| MAI Capital Management | 772 | $1.09 萬 | 0.00% | +772 | 新進 |
| LGT Financial Advisors LLC | 809 | $1.15 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 827 | $1.17 萬 | 0.00% | −655−44.2% | 減碼 |
| Sound Income Strategies, LLC | 1,065 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,132 | $1.60 萬 | 0.00% | +344+43.7% | 加碼 |
| Massmutual Trust Co FSB | 1,138 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 1,188 | $1.66 萬 | 0.00% | −460−27.9% | 減碼 |
| CWM, LLC | 1,197 | $1.70 萬 | 0.00% | −7,820−86.7% | 減碼 |
| Rise Advisors, LLC | 1,354 | $1.92 萬 | 0.01% | +12+0.9% | 加碼 |
| Avion Wealth | 1,500 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Sterling Capital Management LLC | 1,565 | $2.22 萬 | 0.00% | +1,394+815.2% | 加碼 |
| Point72 (DIFC) Ltd | 2,197 | $3.11 萬 | 0.00% | +2,197 | 新進 |
| GAMMA Investing LLC | 2,262 | $3.21 萬 | 0.00% | +126+5.9% | 加碼 |
| Manchester Capital Management LLC | 2,518 | $3.57 萬 | 0.00% | 00.0% | 不變 |
| Chilton Capital Management LLC | 2,538 | $3.60 萬 | 0.00% | +2,538 | 新進 |
| Loomis Sayles & Co L P | 3,291 | $4.70 萬 | 0.00% | −101−3.0% | 減碼 |
| Quarry LP | 3,362 | $4.76 萬 | 0.01% | +3,362 | 新進 |
| State of Wyoming | 3,866 | $5.48 萬 | 0.01% | +3,866 | 新進 |
| Copeland Capital Management, LLC | 3,913 | $5.54 萬 | 0.00% | +3,913 | 新進 |
| Bogart Wealth, LLC | 4,289 | $6.08 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,384 | $6.21 萬 | 0.00% | −525−10.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,835 | $6.85 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 7,250 | $10.3 萬 | 0.00% | −3,649−33.5% | 減碼 |
| US Bancorp | 7,379 | $10.5 萬 | 0.00% | +1,301+21.4% | 加碼 |
| Vestcor Inc | 8,213 | $11.6 萬 | 0.00% | +1,039+14.5% | 加碼 |
| KLP Kapitalforvaltning AS | 8,400 | $11.9 萬 | 0.00% | +8,400 | 新進 |
| Tower Research Capital LLC (TRC) | 8,455 | $12.0 萬 | 0.00% | −2,333−21.6% | 減碼 |
| STRS Ohio | 9,200 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 9,575 | $13.6 萬 | 0.01% | −60−0.6% | 減碼 |
| Citadel Advisors LLC | 9,659 | $13.7 萬 | 0.00% | +9,659 | 新進 |
| Entropy Technologies, LP | 10,284 | $14.6 萬 | 0.02% | +10,284 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 10,335 | $14.6 萬 | 0.00% | +10,335 | 新進 |
| Oregon Public Employees Retirement Fund | 10,524 | $14.9 萬 | 0.00% | +200+1.9% | 加碼 |
| Cetera Investment Advisers | 10,573 | $15.0 萬 | 0.00% | −3,334−24.0% | 減碼 |
| Lazard Asset Management LLC | 10,985 | $15.5 萬 | 0.00% | +7,388+205.4% | 加碼 |
| First Trust Advisors LP | 11,194 | $15.9 萬 | 0.00% | +11,194 | 新進 |
| Naviter Wealth, LLC | 11,462 | $16.2 萬 | 0.02% | −2,099−15.5% | 減碼 |
| Journey Strategic Wealth LLC | 11,513 | $16.3 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 11,688 | $16.6 萬 | 0.00% | +258+2.3% | 加碼 |
| RW Investment Management LLC | 11,821 | $16.8 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 12,351 | $17.5 萬 | 0.00% | +123+1.0% | 加碼 |
| M&G Plc | 12,558 | $17.6 萬 | 0.00% | −729−5.5% | 減碼 |
| Amalgamated Bank | 12,993 | $18.4 萬 | 0.00% | −117−0.9% | 減碼 |
| New York State Common Retirement Fund | 13,410 | $19.0 萬 | 0.00% | +1,700+14.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 14,006 | $19.8 萬 | 0.00% | 00.0% | 不變 |
| PharVision Advisers, LLC | 14,239 | $20.2 萬 | 0.17% | +14,239 | 新進 |
| Fox Run Management, L.L.C. | 14,410 | $20.4 萬 | 0.04% | +14,410 | 新進 |
| Daiwa Securities Group Inc. | 14,791 | $21.0 萬 | 0.00% | −471−3.1% | 減碼 |
| ProShare Advisors LLC | 14,834 | $21.0 萬 | 0.00% | −5,368−26.6% | 減碼 |
| Maryland State Retirement & Pension System | 14,878 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 15,167 | $21.5 萬 | 0.00% | −4,023−21.0% | 減碼 |
| Longboard Asset Management, LP | 15,319 | $21.7 萬 | 0.57% | +15,319 | 新進 |
| Hancock Whitney Corp | 15,974 | $22.6 萬 | 0.01% | +85+0.5% | 加碼 |
| Federated Hermes, Inc. | 16,139 | $22.9 萬 | 0.00% | +3,233+25.1% | 加碼 |
| Los Angeles Capital Management LLC | 16,790 | $23.8 萬 | 0.00% | −3,900−18.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 16,842 | $23.9 萬 | 0.00% | −46,710−73.5% | 減碼 |
| Yousif Capital Management, LLC | 16,991 | $24.1 萬 | 0.00% | +313+1.9% | 加碼 |
| Graham Capital Management, L.P. | 17,266 | $24.5 萬 | 0.01% | +17,266 | 新進 |
| Resona Asset Management Co.,Ltd. | 17,803 | $25.0 萬 | 0.00% | +640+3.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 18,115 | $25.7 萬 | 0.00% | −530−2.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 19,345 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 19,355 | $27.4 萬 | 0.00% | +816+4.4% | 加碼 |
| Two Sigma Advisers, LP | 19,600 | $27.8 萬 | 0.00% | +1,300+7.1% | 加碼 |
| Janus Henderson Group PLC | 19,815 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 19,798 | $28.1 萬 | 0.00% | −6,302−24.1% | 減碼 |
| Amundi | 21,291 | $28.8 萬 | 0.00% | +13,713+181.0% | 加碼 |
| State of Tennessee, Treasury Department | 20,538 | $29.1 萬 | 0.00% | −1,486−6.7% | 減碼 |
| Susquehanna International Group, LLP | 21,326 | $30.2 萬 | 0.00% | −7,581−26.2% | 減碼 |