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 2 季 13F 持有人
Whitestone REIT 在 2025/6/30 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
- 200
- 較 2025 年第 1 季 0 家
- 持有股數
- 3,257 萬
- 較 2025 年第 1 季 +55.5 萬 (+1.7%)
- 總市值
- $4.06 億
- 較 2025 年第 1 季 −$5,894 萬 (−12.7%)
- 新進機構
- 31
- 另有 70 家加碼
- 清倉機構
- 31
- 另有 64 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,768,563 | $9,695 萬 | 0.00% | −518,632−6.3% | 減碼 |
| Vanguard Group Inc | 5,217,963 | $6,512 萬 | 0.00% | −47,838−0.9% | 減碼 |
| State Street Corp | 1,867,635 | $2,331 萬 | 0.00% | −27,856−1.5% | 減碼 |
| Geode Capital Management, LLC | 1,179,150 | $1,472 萬 | 0.00% | −40,820−3.3% | 減碼 |
| Emmett Investment Management, LP | 1,145,205 | $1,435 萬 | 11.38% | +343,687+42.9% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $1,092 萬 | 1.04% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 811,040 | $1,012 萬 | 0.02% | −287,500−26.2% | 減碼 |
| Morgan Stanley | 802,752 | $1,002 萬 | 0.00% | −21,010−2.6% | 減碼 |
| GW&K Investment Management, LLC | 615,083 | $767.6 萬 | 0.07% | −3,850−0.6% | 減碼 |
| Dimensional Fund Advisors LP | 592,151 | $739.0 萬 | 0.00% | −40,559−6.4% | 減碼 |
| CSM Advisors, LLC | 581,167 | $725.5 萬 | 0.21% | +581,167 | 新進 |
| Northern Trust Corp | 541,196 | $675.4 萬 | 0.00% | −53,657−9.0% | 減碼 |
| Balyasny Asset Management LLC | 467,552 | $583.5 萬 | 0.01% | +417,508+834.3% | 加碼 |
| Bank of New York Mellon Corp | 449,314 | $560.7 萬 | 0.00% | −9,660−2.1% | 減碼 |
| Charles Schwab Investment Management Inc | 422,118 | $526.8 萬 | 0.00% | −7,538−1.8% | 減碼 |
| Qube Research & Technologies Ltd | 384,921 | $480.4 萬 | 0.01% | +119,369+45.0% | 加碼 |
| Invesco Ltd. | 340,310 | $424.7 萬 | 0.00% | −12,603−3.6% | 減碼 |
| Colony Capital, Inc. | 333,373 | $416.0 萬 | 0.42% | −45,719−12.1% | 減碼 |
| Goldman Sachs Group Inc | 328,787 | $410.3 萬 | 0.00% | −97,848−22.9% | 減碼 |
| Chilton Capital Management LLC | 294,043 | $367.0 萬 | 0.13% | +282,963+2,553.8% | 加碼 |
| Nuveen, LLC | 291,030 | $363.2 萬 | 0.00% | +153,799+112.1% | 加碼 |
| Jacobs Levy Equity Management, Inc | 276,935 | $345.6 萬 | 0.01% | +193,380+231.4% | 加碼 |
| Larson Financial Group LLC | 249,905 | $311.9 萬 | 0.13% | +31,709+14.5% | 加碼 |
| Principal Financial Group Inc | 247,104 | $308.4 萬 | 0.00% | −9,377−3.7% | 減碼 |
| Ameriprise Financial Inc | 238,123 | $297.2 萬 | 0.00% | −47,032−16.5% | 減碼 |
| JPMorgan Chase & Co | 227,882 | $284.4 萬 | 0.00% | −21,586−8.7% | 減碼 |
| Kennedy Capital Management, Inc. | 223,762 | $279.3 萬 | 0.07% | −35,534−13.7% | 減碼 |
| Renaissance Technologies LLC | 212,184 | $264.8 萬 | 0.00% | +138,200+186.8% | 加碼 |
| Barclays PLC | 197,084 | $246.0 萬 | 0.00% | +14,825+8.1% | 加碼 |
| Wells Fargo & Company | 175,186 | $218.6 萬 | 0.00% | +100.0% | 加碼 |
| FMR LLC | 166,743 | $208.1 萬 | 0.00% | +8,622+5.5% | 加碼 |
| UBS Asset Management Americas Inc | 160,852 | $200.7 萬 | 0.00% | +106,467+195.8% | 加碼 |
| Public Sector Pension Investment Board | 152,644 | $190.5 萬 | 0.01% | +11,332+8.0% | 加碼 |
| Rhumbline Advisers | 141,947 | $177.1 萬 | 0.00% | +960+0.7% | 加碼 |
| Millennium Management LLC | 135,885 | $169.6 萬 | 0.00% | −76,350−36.0% | 減碼 |
| Greenland Capital Management LP | 130,933 | $163.4 萬 | 0.21% | +11,933+10.0% | 加碼 |
| Raymond James Financial Inc | 127,031 | $158.5 萬 | 0.00% | +15,370+13.8% | 加碼 |
| Legal & General Group Plc | 117,105 | $146.1 萬 | 0.00% | −810−0.7% | 減碼 |
| Bank of America Corp | 113,257 | $141.3 萬 | 0.00% | −51,432−31.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 112,746 | $140.7 萬 | 0.03% | +1,217+1.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 107,755 | $134.5 萬 | 0.00% | +43,826+68.6% | 加碼 |
| Lazard Asset Management LLC | 94,531 | $117.9 萬 | 0.00% | +84,712+862.7% | 加碼 |
| Kestra Advisory Services, LLC | 92,910 | $116.0 萬 | 0.01% | +2,000+2.2% | 加碼 |
| Voya Investment Management LLC | 89,907 | $112.2 萬 | 0.00% | +25,466+39.5% | 加碼 |
| Royal Bank of Canada | 85,387 | $106.6 萬 | 0.00% | +14,347+20.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 84,945 | $106.0 萬 | 0.03% | +84,945 | 新進 |
| Man Group plc | 84,465 | $105.4 萬 | 0.00% | +1,768+2.1% | 加碼 |
| UBS Group AG | 83,317 | $104.0 萬 | 0.00% | +9,438+12.8% | 加碼 |
| Swiss National Bank | 82,900 | $103.5 萬 | 0.00% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 80,349 | $100.3 萬 | 0.00% | −32,007−28.5% | 減碼 |
| Jane Street Group, LLC | 80,096 | $100.0 萬 | 0.00% | +16,494+25.9% | 加碼 |
| New York State Teachers Retirement System | 77,261 | $96.4 萬 | 0.00% | +6,814+9.7% | 加碼 |
| Citadel Advisors LLC | 73,919 | $92.3 萬 | 0.00% | +58,496+379.3% | 加碼 |
| Nomura Asset Management Co Ltd | 65,200 | $81.4 萬 | 0.00% | +6,500+11.1% | 加碼 |
| ExodusPoint Capital Management, LP | 61,373 | $76.6 萬 | 0.01% | −9,918−13.9% | 減碼 |
| Great West Life Assurance Co | 61,414 | $76.6 萬 | 0.00% | +7,528+14.0% | 加碼 |
| Advisory Research Inc | 61,189 | $76.4 萬 | 0.12% | +4,137+7.3% | 加碼 |
| Asset Management One Co.,Ltd. | 61,188 | $76.4 萬 | 0.00% | −3,088−4.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 59,458 | $74.2 萬 | 0.01% | +9,613+19.3% | 加碼 |
| Prelude Capital Management, LLC | 59,149 | $73.8 萬 | 0.07% | +6,723+12.8% | 加碼 |
| Exchange Traded Concepts, LLC | 58,793 | $73.4 萬 | 0.01% | +1,128+2.0% | 加碼 |
| Magnetar Financial LLC | 57,302 | $71.5 萬 | 0.00% | +57,302 | 新進 |
| Tudor Investment Corp Et Al | 56,657 | $70.7 萬 | 0.01% | +56,657 | 新進 |
| Two Sigma Investments, LP | 56,323 | $70.3 萬 | 0.00% | +38,918+223.6% | 加碼 |
| Susquehanna International Group, LLP | 56,125 | $70.0 萬 | 0.00% | −5,798−9.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 55,635 | $69.4 萬 | 0.02% | +55,635 | 新進 |
| HSBC Holdings PLC | 53,096 | $65.8 萬 | 0.00% | +240.0% | 加碼 |
| Citigroup Inc | 52,283 | $65.2 萬 | 0.00% | −29,414−36.0% | 減碼 |
| Price T Rowe Associates Inc | 51,745 | $64.6 萬 | 0.00% | +1,634+3.3% | 加碼 |
| Alliancebernstein L.P. | 49,178 | $61.4 萬 | 0.00% | +63+0.1% | 加碼 |
| State of Alaska, Department of Revenue | 48,440 | $60.2 萬 | 0.01% | +230.0% | 加碼 |
| AQR Capital Management LLC | 47,423 | $59.2 萬 | 0.00% | +37,091+359.0% | 加碼 |
| Prudential Financial Inc | 47,264 | $59.0 萬 | 0.00% | +2,266+5.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,639 | $57.0 萬 | 0.00% | −1,602−3.4% | 減碼 |
| Martingale Asset Management L P | 41,980 | $52.4 萬 | 0.01% | +4,200+11.1% | 加碼 |
| Garner Asset Management Corp | 39,904 | $49.8 萬 | 0.23% | −2,592−6.1% | 減碼 |
| Two Sigma Advisers, LP | 39,800 | $49.7 萬 | 0.00% | +10,200+34.5% | 加碼 |
| California State Teachers Retirement System | 39,467 | $49.3 萬 | 0.00% | −829−2.1% | 減碼 |
| Stephens Inc | 39,360 | $49.1 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 38,028 | $47.5 萬 | 0.00% | +38,028 | 新進 |
| Horizon Investments, LLC | 36,404 | $45.1 萬 | 0.01% | +36,404 | 新進 |
| Quest Partners LLC | 34,760 | $43.4 萬 | 0.04% | +8,650+33.1% | 加碼 |
| Hancock Whitney Corp | 34,698 | $43.3 萬 | 0.01% | +17,854+106.0% | 加碼 |
| LPL Financial LLC | 34,163 | $42.6 萬 | 0.00% | +3,287+10.6% | 加碼 |
| Nisa Investment Advisors, LLC | 33,521 | $41.8 萬 | 0.00% | −2,931−8.0% | 減碼 |
| Thrivent Financial for Lutherans | 32,934 | $41.0 萬 | 0.00% | +198+0.6% | 加碼 |
| Virginia Retirement Systems Et Al | 32,667 | $40.8 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 32,054 | $40.0 萬 | 0.00% | +128+0.4% | 加碼 |
| Public Employees Retirement System of Ohio | 30,376 | $37.9 萬 | 0.00% | +13,568+80.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 29,828 | $37.2 萬 | 0.00% | +29,828 | 新進 |
| MetLife Investment Management | 29,720 | $37.1 萬 | 0.00% | −2,021−6.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,730 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| Marshall Wace, LLP | 28,097 | $35.1 萬 | 0.00% | −82,041−74.5% | 減碼 |
| HRT Financial LP | 27,752 | $34.6 萬 | 0.00% | +4,729+20.5% | 加碼 |
| Intech Investment Management LLC | 27,308 | $34.1 萬 | 0.00% | −1,741−6.0% | 減碼 |
| Vestcor Inc | 26,952 | $33.6 萬 | 0.01% | +26,952 | 新進 |
| Deutsche Bank AG | 26,892 | $33.6 萬 | 0.00% | −2,264−7.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 24,726 | $30.9 萬 | 0.00% | −4,686−15.9% | 減碼 |
| Illinois Municipal Retirement Fund | 24,034 | $30.0 萬 | 0.00% | +2,606+12.2% | 加碼 |
| Tiaa Trust, National Association | 24,015 | $30.0 萬 | 0.00% | 00.0% | 不變 |