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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 2 | $33 | 0.00% | +2 | 新進 |
| Rise Advisors, LLC | 10 | $147 | 0.00% | −1,344−99.3% | 減碼 |
| Parallel Advisors, LLC | 20 | $291 | 0.00% | +20 | 新進 |
| True Wealth Design, LLC | 27 | $394 | 0.00% | +27 | 新進 |
| Farmers & Merchants Investments Inc | 30 | $437 | 0.00% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 50 | $660 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 53 | $772 | 0.00% | −22,207−99.8% | 減碼 |
| Parkside Financial Bank & Trust | 55 | $802 | 0.00% | +35+175.0% | 加碼 |
| South State Corp. | 79 | $1,152 | 0.00% | +79 | 新進 |
| Bessemer Group Inc | 167 | $2,000 | 0.00% | +17+11.3% | 加碼 |
| Rothschild Investment LLC | 140 | $2,040 | 0.00% | +40+40.0% | 加碼 |
| Huntington National Bank | 141 | $2,054 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 189 | $2,754 | 0.00% | +23+13.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 177 | $3,000 | 0.00% | −204−53.5% | 減碼 |
| Umb Bank N A | 261 | $3,803 | 0.00% | +120+85.1% | 加碼 |
| Lindbrook Capital, LLC | 277 | $4,036 | 0.00% | +48+21.0% | 加碼 |
| Fifth Third Bancorp | 280 | $4,080 | 0.00% | +153+120.5% | 加碼 |
| Wolff Wiese Magana LLC | 300 | $4,371 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 302 | $4,400 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 353 | $4,638 | 0.00% | +71+25.2% | 加碼 |
| Farther Finance Advisors, LLC | 367 | $5,361 | 0.00% | −175−32.3% | 減碼 |
| Skopos Labs, Inc. | 474 | $6,906 | 0.00% | +291+159.0% | 加碼 |
| Covestor Ltd | 526 | $8,000 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 650 | $9,471 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 725 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 780 | $1.14 萬 | 0.00% | +8+1.0% | 加碼 |
| GF Fund Management Co. Ltd. | 815 | $1.19 萬 | 0.00% | +48+6.3% | 加碼 |
| Sterling Capital Management LLC | 855 | $1.25 萬 | 0.00% | −710−45.4% | 減碼 |
| Sound Income Strategies, LLC | 1,065 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 1,163 | $1.69 萬 | 0.00% | −25−2.1% | 減碼 |
| Massmutual Trust Co FSB | 1,184 | $1.73 萬 | 0.00% | +46+4.0% | 加碼 |
| Smartleaf Asset Management LLC | 1,230 | $1.79 萬 | 0.00% | +98+8.7% | 加碼 |
| CWM, LLC | 1,213 | $1.80 萬 | 0.00% | +16+1.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,253 | $1.83 萬 | 0.00% | −7,202−85.2% | 減碼 |
| Avion Wealth | 1,500 | $2.10 萬 | 0.01% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 1,809 | $2.60 萬 | 0.00% | −1,482−45.0% | 減碼 |
| New Age Alpha Advisors, LLC | 1,878 | $2.74 萬 | 0.00% | +1,878 | 新進 |
| GAMMA Investing LLC | 2,212 | $3.22 萬 | 0.00% | −50−2.2% | 減碼 |
| Advisor Group Holdings, Inc. | 2,255 | $3.29 萬 | 0.00% | +1,428+172.7% | 加碼 |
| Point72 (DIFC) Ltd | 2,272 | $3.31 萬 | 0.00% | +75+3.4% | 加碼 |
| Manchester Capital Management LLC | 2,518 | $3.67 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 3,653 | $5.32 萬 | 0.00% | +3,653 | 新進 |
| Copeland Capital Management, LLC | 4,127 | $6.01 萬 | 0.00% | +214+5.5% | 加碼 |
| Coldstream Capital Management Inc | 4,269 | $6.22 萬 | 0.00% | +4,269 | 新進 |
| Bogart Wealth, LLC | 4,289 | $6.25 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,418 | $6.44 萬 | 0.00% | +34+0.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,835 | $7.04 萬 | 0.00% | 00.0% | 不變 |
| Crossingbridge Advisors, LLC | 15,000 | $9.22 萬 | 0.05% | −13,470−47.3% | 減碼 |
| US Bancorp | 7,725 | $11.3 萬 | 0.00% | +346+4.7% | 加碼 |
| KLP Kapitalforvaltning AS | 8,400 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 9,200 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 9,570 | $13.9 萬 | 0.01% | −5−0.1% | 減碼 |
| Lazard Asset Management LLC | 9,819 | $14.3 萬 | 0.00% | −1,166−10.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 10,224 | $14.9 萬 | 0.00% | −300−2.9% | 減碼 |
| Evergreen Capital Management LLC | 10,324 | $15.0 萬 | 0.01% | +10,324 | 新進 |
| AQR Capital Management LLC | 10,332 | $15.1 萬 | 0.00% | +10,332 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 10,335 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,666 | $15.5 萬 | 0.00% | +10,666 | 新進 |
| Bank of Montreal | 10,832 | $15.8 萬 | 0.00% | +10,832 | 新進 |
| CIBC World Markets Corp | 10,995 | $16.0 萬 | 0.00% | +10,995 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,997 | $16.0 萬 | 0.00% | −7,803−41.5% | 減碼 |
| Chilton Capital Management LLC | 11,080 | $16.1 萬 | 0.01% | +8,542+336.6% | 加碼 |
| Naviter Wealth, LLC | 11,462 | $16.7 萬 | 0.02% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 11,513 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 11,570 | $16.9 萬 | 0.08% | +11,570 | 新進 |
| ProShare Advisors LLC | 11,587 | $16.9 萬 | 0.00% | −3,247−21.9% | 減碼 |
| Quarry LP | 11,604 | $16.9 萬 | 0.04% | +8,242+245.2% | 加碼 |
| Entropy Technologies, LP | 11,632 | $16.9 萬 | 0.02% | +1,348+13.1% | 加碼 |
| RW Investment Management LLC | 11,821 | $17.2 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,068 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 12,349 | $18.0 萬 | 0.00% | −20.0% | 減碼 |
| State of Wyoming | 12,596 | $18.4 萬 | 0.02% | +8,730+225.8% | 加碼 |
| Cetera Investment Advisers | 12,641 | $18.4 萬 | 0.00% | +2,068+19.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 12,801 | $18.7 萬 | 0.01% | +12,801 | 新進 |
| Amalgamated Bank | 12,883 | $18.8 萬 | 0.00% | −110−0.8% | 減碼 |
| Creative Planning | 13,229 | $19.3 萬 | 0.00% | +1,541+13.2% | 加碼 |
| Maryland State Retirement & Pension System | 13,380 | $19.5 萬 | 0.00% | −1,498−10.1% | 減碼 |
| New York State Common Retirement Fund | 13,410 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 13,742 | $20.0 萬 | 0.01% | −37,210−73.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 14,006 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 14,084 | $20.5 萬 | 0.00% | +14,084 | 新進 |
| Engineers Gate Manager LP | 14,567 | $21.2 萬 | 0.00% | +14,567 | 新進 |
| Los Angeles Capital Management LLC | 14,580 | $21.2 萬 | 0.00% | −2,210−13.2% | 減碼 |
| Daiwa Securities Group Inc. | 15,191 | $22.1 萬 | 0.00% | +400+2.7% | 加碼 |
| Longboard Asset Management, LP | 15,319 | $22.3 萬 | 0.66% | 00.0% | 不變 |
| Citadel Advisors LLC | 15,423 | $22.5 萬 | 0.00% | +5,764+59.7% | 加碼 |
| Neuberger Berman Group LLC | 16,302 | $23.7 萬 | 0.00% | +16,302 | 新進 |
| Public Employees Retirement System of Ohio | 16,808 | $24.5 萬 | 0.00% | −2,537−13.1% | 減碼 |
| Hancock Whitney Corp | 16,844 | $24.5 萬 | 0.01% | +870+5.4% | 加碼 |
| Amundi | 17,390 | $24.7 萬 | 0.00% | −3,901−18.3% | 減碼 |
| Yousif Capital Management, LLC | 16,991 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 17,350 | $25.3 萬 | 0.00% | −765−4.2% | 減碼 |
| Two Sigma Investments, LP | 17,405 | $25.4 萬 | 0.00% | +17,405 | 新進 |
| Federated Hermes, Inc. | 17,648 | $25.7 萬 | 0.00% | +1,509+9.4% | 加碼 |
| HighTower Advisors, LLC | 18,463 | $26.9 萬 | 0.00% | +18,463 | 新進 |
| Ignite Planners, LLC | 21,933 | $27.5 萬 | 0.05% | −880−3.9% | 減碼 |
| One68 Global Capital, LLC | 18,934 | $27.6 萬 | 0.14% | −3,917−17.1% | 減碼 |
| Jump Financial, LLC | 19,076 | $27.8 萬 | 0.00% | +19,076 | 新進 |
| Resona Asset Management Co.,Ltd. | 19,333 | $28.1 萬 | 0.00% | +1,530+8.6% | 加碼 |
| Janus Henderson Group PLC | 19,815 | $28.8 萬 | 0.00% | 00.0% | 不變 |