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。
2025 年第 1 季 13F 持有人
Whitestone REIT 在 2025/3/31 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
- 202
- 較 2024 年第 4 季 +10 家
- 持有股數
- 3,257 萬
- 較 2024 年第 4 季 +50.6 萬 (+1.6%)
- 總市值
- $4.73 億
- 較 2024 年第 4 季 +$1,905 萬 (+4.2%)
- 新進機構
- 32
- 另有 72 家加碼
- 清倉機構
- 22
- 另有 64 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,287,195 | $1.21 億 | 0.00% | +389,247+4.9% | 加碼 |
| Vanguard Group Inc | 5,265,801 | $7,672 萬 | 0.00% | +71,106+1.4% | 加碼 |
| State Street Corp | 1,895,491 | $2,762 萬 | 0.00% | −46,117−2.4% | 減碼 |
| Geode Capital Management, LLC | 1,219,970 | $1,778 萬 | 0.00% | −27,195−2.2% | 減碼 |
| First Eagle Investment Management, LLC | 1,098,540 | $1,601 萬 | 0.03% | −94,300−7.9% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $1,275 萬 | 1.21% | 00.0% | 不變 |
| Morgan Stanley | 823,762 | $1,200 萬 | 0.00% | −109,837−11.8% | 減碼 |
| Emmett Investment Management, LP | 801,518 | $1,173 萬 | 10.72% | +173,205+27.6% | 加碼 |
| Dimensional Fund Advisors LP | 632,710 | $921.8 萬 | 0.00% | −21,993−3.4% | 減碼 |
| GW&K Investment Management, LLC | 618,933 | $901.8 萬 | 0.08% | +15,217+2.5% | 加碼 |
| Northern Trust Corp | 594,853 | $866.7 萬 | 0.00% | −28,098−4.5% | 減碼 |
| Foundry Partners, LLC | 557,312 | $812.0 萬 | 0.43% | −961−0.2% | 減碼 |
| Bank of New York Mellon Corp | 458,974 | $668.7 萬 | 0.00% | −18,710−3.9% | 減碼 |
| Charles Schwab Investment Management Inc | 429,656 | $626.0 萬 | 0.00% | −11,135−2.5% | 減碼 |
| Goldman Sachs Group Inc | 426,635 | $621.6 萬 | 0.00% | +141,183+49.5% | 加碼 |
| Invesco Ltd. | 352,913 | $514.2 萬 | 0.00% | −153,688−30.3% | 減碼 |
| Colony Capital, Inc. | 379,092 | $445.9 萬 | 0.36% | +88,600+30.5% | 加碼 |
| Hillsdale Investment Management Inc. | 303,100 | $441.6 萬 | 0.22% | +9,900+3.4% | 加碼 |
| Ameriprise Financial Inc | 285,155 | $415.5 萬 | 0.00% | −8,772−3.0% | 減碼 |
| Qube Research & Technologies Ltd | 265,552 | $386.9 萬 | 0.01% | +63,674+31.5% | 加碼 |
| HGI Capital Management, LLC | 264,334 | $385.1 萬 | 4.80% | −159,406−37.6% | 減碼 |
| Kennedy Capital Management, Inc. | 259,296 | $377.8 萬 | 0.09% | −264,488−50.5% | 減碼 |
| Principal Financial Group Inc | 256,481 | $373.7 萬 | 0.00% | +6,497+2.6% | 加碼 |
| JPMorgan Chase & Co | 249,468 | $363.5 萬 | 0.00% | −78,836−24.0% | 減碼 |
| Larson Financial Group LLC | 218,196 | $317.9 萬 | 0.15% | +16,518+8.2% | 加碼 |
| Millennium Management LLC | 212,235 | $309.2 萬 | 0.00% | +118,791+127.1% | 加碼 |
| Barclays PLC | 182,259 | $265.6 萬 | 0.00% | +16,433+9.9% | 加碼 |
| Wells Fargo & Company | 175,176 | $255.2 萬 | 0.00% | −5,662−3.1% | 減碼 |
| Bank of America Corp | 164,689 | $240.0 萬 | 0.00% | +36,322+28.3% | 加碼 |
| FMR LLC | 158,121 | $230.4 萬 | 0.00% | +861+0.5% | 加碼 |
| Public Sector Pension Investment Board | 141,312 | $205.9 萬 | 0.01% | +30,925+28.0% | 加碼 |
| Rhumbline Advisers | 140,987 | $205.4 萬 | 0.00% | −5,590−3.8% | 減碼 |
| Nuveen, LLC | 137,231 | $199.9 萬 | 0.00% | +137,231 | 新進 |
| Greenland Capital Management LP | 119,000 | $173.4 萬 | 0.30% | +39,000+48.8% | 加碼 |
| Legal & General Group Plc | 117,915 | $171.8 萬 | 0.00% | +3,086+2.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 112,356 | $163.7 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Inc | 111,661 | $162.7 萬 | 0.00% | −1,218−1.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 111,529 | $162.5 萬 | 0.04% | +4,744+4.4% | 加碼 |
| Marshall Wace, LLP | 110,138 | $160.5 萬 | 0.00% | +110,138 | 新進 |
| Gsa Capital Partners LLP | 100,398 | $146.3 萬 | 0.13% | +100,398 | 新進 |
| Kestra Advisory Services, LLC | 90,910 | $132.5 萬 | 0.01% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 83,555 | $121.7 萬 | 0.00% | +13,344+19.0% | 加碼 |
| Swiss National Bank | 82,900 | $120.8 萬 | 0.00% | 00.0% | 不變 |
| Man Group plc | 82,697 | $120.5 萬 | 0.00% | +32,054+63.3% | 加碼 |
| Citigroup Inc | 81,697 | $119.0 萬 | 0.00% | −1,865−2.2% | 減碼 |
| Third Avenue Management LLC | 80,000 | $116.6 萬 | 0.23% | 00.0% | 不變 |
| Renaissance Technologies LLC | 73,984 | $107.8 萬 | 0.00% | −54,500−42.4% | 減碼 |
| UBS Group AG | 73,879 | $107.6 萬 | 0.00% | +21,344+40.6% | 加碼 |
| ExodusPoint Capital Management, LP | 71,291 | $103.9 萬 | 0.01% | +71,291 | 新進 |
| Royal Bank of Canada | 71,040 | $103.5 萬 | 0.00% | +1,665+2.4% | 加碼 |
| New York State Teachers Retirement System | 70,447 | $102.6 萬 | 0.00% | −5,137−6.8% | 減碼 |
| Voya Investment Management LLC | 64,441 | $93.9 萬 | 0.00% | −5,228−7.5% | 減碼 |
| Asset Management One Co.,Ltd. | 64,276 | $93.7 萬 | 0.00% | −2,537−3.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 63,929 | $93.1 萬 | 0.00% | +63,929 | 新進 |
| Jane Street Group, LLC | 63,602 | $92.7 萬 | 0.00% | +39,233+161.0% | 加碼 |
| Susquehanna International Group, LLP | 61,923 | $90.2 萬 | 0.00% | +40,597+190.4% | 加碼 |
| Nomura Asset Management Co Ltd | 58,700 | $85.5 萬 | 0.00% | +1,300+2.3% | 加碼 |
| Exchange Traded Concepts, LLC | 57,665 | $84.0 萬 | 0.02% | +57,665 | 新進 |
| Advisory Research Inc | 57,052 | $83.1 萬 | 0.15% | +150+0.3% | 加碼 |
| UBS Asset Management Americas Inc | 54,385 | $79.2 萬 | 0.00% | −63,765−54.0% | 減碼 |
| Great West Life Assurance Co | 53,886 | $78.6 萬 | 0.00% | −7,280−11.9% | 減碼 |
| HSBC Holdings PLC | 53,072 | $77.5 萬 | 0.00% | +53,072 | 新進 |
| Prelude Capital Management, LLC | 52,426 | $76.4 萬 | 0.08% | +900+1.7% | 加碼 |
| Price T Rowe Associates Inc | 50,111 | $73.1 萬 | 0.00% | +1,402+2.9% | 加碼 |
| Balyasny Asset Management LLC | 50,044 | $72.9 萬 | 0.00% | +2,936+6.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 49,845 | $72.6 萬 | 0.01% | +17,040+51.9% | 加碼 |
| Alliancebernstein L.P. | 49,115 | $71.6 萬 | 0.00% | +171+0.3% | 加碼 |
| State of Alaska, Department of Revenue | 48,417 | $70.3 萬 | 0.01% | −635−1.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 47,241 | $68.8 萬 | 0.00% | −442−0.9% | 減碼 |
| SG Americas Securities, LLC | 47,019 | $68.5 萬 | 0.00% | +27,221+137.5% | 加碼 |
| Prudential Financial Inc | 44,998 | $65.6 萬 | 0.00% | −1,020−2.2% | 減碼 |
| Garner Asset Management Corp | 42,496 | $61.9 萬 | 0.27% | −2,732−6.0% | 減碼 |
| California State Teachers Retirement System | 40,296 | $58.7 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 39,360 | $57.3 萬 | 0.01% | +5,831+17.4% | 加碼 |
| Martingale Asset Management L P | 37,780 | $55.0 萬 | 0.01% | +37,780 | 新進 |
| Moloney Securities Asset Management, LLC | 37,762 | $55.0 萬 | 0.07% | +37,762 | 新進 |
| Verition Fund Management LLC | 36,720 | $53.5 萬 | 0.00% | +36,720 | 新進 |
| PharVision Advisers, LLC | 36,471 | $53.1 萬 | 0.74% | +22,232+156.1% | 加碼 |
| Nisa Investment Advisors, LLC | 36,452 | $53.1 萬 | 0.00% | −3,174−8.0% | 減碼 |
| Virginia Retirement Systems Et Al | 32,667 | $47.6 萬 | 0.00% | +32,667 | 新進 |
| Thrivent Financial for Lutherans | 32,736 | $47.5 萬 | 0.00% | −1,713−5.0% | 減碼 |
| Russell Investments Group, Ltd. | 31,926 | $46.5 萬 | 0.00% | −4,308−11.9% | 減碼 |
| MetLife Investment Management | 31,741 | $46.2 萬 | 0.00% | −516−1.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 31,689 | $46.2 萬 | 0.04% | −55,930−63.8% | 減碼 |
| LPL Financial LLC | 30,876 | $45.0 萬 | 0.00% | +1,029+3.4% | 加碼 |
| Two Sigma Advisers, LP | 29,600 | $43.1 萬 | 0.00% | +10,000+51.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 29,412 | $42.9 萬 | 0.00% | +1,340+4.8% | 加碼 |
| Deutsche Bank AG | 29,156 | $42.5 萬 | 0.00% | −4,658−13.8% | 減碼 |
| Intech Investment Management LLC | 29,049 | $42.3 萬 | 0.00% | −12,080−29.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $41.9 萬 | 0.00% | 00.0% | 不變 |
| Bailard, Inc. | 28,091 | $40.9 萬 | 0.01% | −27,700−49.6% | 減碼 |
| Quest Partners LLC | 26,110 | $38.0 萬 | 0.04% | +1,889+7.8% | 加碼 |
| Corebridge Financial, Inc. | 25,714 | $37.5 萬 | 0.00% | −492−1.9% | 減碼 |
| Tiaa Trust, National Association | 24,015 | $35.0 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 24,000 | $35.0 萬 | 0.16% | 00.0% | 不變 |
| HRT Financial LP | 23,023 | $33.5 萬 | 0.00% | +23,023 | 新進 |
| State of Tennessee, Treasury Department | 22,581 | $32.9 萬 | 0.00% | +2,043+9.9% | 加碼 |
| Graham Capital Management, L.P. | 21,825 | $31.8 萬 | 0.01% | +4,559+26.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 21,493 | $31.3 萬 | 0.00% | +14,243+196.5% | 加碼 |
| Illinois Municipal Retirement Fund | 21,428 | $31.2 萬 | 0.00% | −3,369−13.6% | 減碼 |