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 4 季 13F 持有人
Whitestone REIT 在 2025/12/31 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
- 211
- 較 2025 年第 3 季 +8 家
- 持有股數
- 3,358 萬
- 較 2025 年第 3 季 +93.0 萬 (+2.8%)
- 總市值
- $4.66 億
- 較 2025 年第 3 季 +$6,541 萬 (+16.3%)
- 新進機構
- 31
- 另有 69 家加碼
- 清倉機構
- 23
- 另有 79 家減碼
另有 4 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,957,832 | $1.11 億 | 0.00% | +121,473+1.6% | 加碼 |
| Vanguard Group Inc | 5,416,634 | $7,524 萬 | 0.00% | +166,306+3.2% | 加碼 |
| State Street Corp | 1,807,874 | $2,511 萬 | 0.00% | −19,045−1.0% | 減碼 |
| Emmett Investment Management, LP | 1,266,543 | $1,748 萬 | 13.46% | +3,900+0.3% | 加碼 |
| Geode Capital Management, LLC | 1,179,004 | $1,638 萬 | 0.00% | −5,273−0.4% | 減碼 |
| GW&K Investment Management, LLC | 1,106,910 | $1,538 萬 | 0.13% | +506,664+84.4% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $1,216 萬 | 0.85% | 00.0% | 不變 |
| Morgan Stanley | 727,929 | $1,011 萬 | 0.00% | +27,229+3.9% | 加碼 |
| First Eagle Investment Management, LLC | 713,049 | $990.4 萬 | 0.02% | −700−0.1% | 減碼 |
| Dimensional Fund Advisors LP | 621,615 | $863.4 萬 | 0.00% | +8,249+1.3% | 加碼 |
| Chilton Capital Management LLC | 619,846 | $861.0 萬 | 0.30% | +191,888+44.8% | 加碼 |
| CSM Advisors, LLC | 571,315 | $793.4 萬 | 0.22% | +7,222+1.3% | 加碼 |
| Northern Trust Corp | 522,893 | $726.3 萬 | 0.00% | −30,539−5.5% | 減碼 |
| Goldman Sachs Group Inc | 484,291 | $672.7 萬 | 0.00% | +32,314+7.1% | 加碼 |
| Charles Schwab Investment Management Inc | 437,539 | $607.7 萬 | 0.00% | +10,348+2.4% | 加碼 |
| Bank of New York Mellon Corp | 421,294 | $585.2 萬 | 0.00% | −893−0.2% | 減碼 |
| Qube Research & Technologies Ltd | 371,977 | $516.7 萬 | 0.01% | −13,575−3.5% | 減碼 |
| Colony Capital, Inc. | 365,600 | $507.8 萬 | 0.39% | −89,174−19.6% | 減碼 |
| Irenic Capital Management LP | 322,176 | $447.5 萬 | 0.59% | +322,176 | 新進 |
| JPMorgan Chase & Co | 313,939 | $436.1 萬 | 0.00% | +648+0.2% | 加碼 |
| Invesco Ltd. | 270,453 | $375.7 萬 | 0.00% | −39,483−12.7% | 減碼 |
| Larson Financial Group LLC | 263,192 | $365.6 萬 | 0.12% | −297−0.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 258,016 | $358.4 萬 | 0.01% | −3,212−1.2% | 減碼 |
| Envestnet Asset Management Inc | 251,958 | $350.0 萬 | 0.00% | +98,699+64.4% | 加碼 |
| Barclays PLC | 230,104 | $319.6 萬 | 0.00% | +2,864+1.3% | 加碼 |
| Two Sigma Investments, LP | 225,915 | $313.8 萬 | 0.00% | +70,613+45.5% | 加碼 |
| FMR LLC | 225,663 | $313.4 萬 | 0.00% | +41,237+22.4% | 加碼 |
| Kennedy Capital Management, Inc. | 221,402 | $307.5 萬 | 0.07% | −1,576−0.7% | 減碼 |
| Principal Financial Group Inc | 214,017 | $297.3 萬 | 0.00% | −2,778−1.3% | 減碼 |
| Nuveen, LLC | 197,261 | $274.0 萬 | 0.00% | −185,139−48.4% | 減碼 |
| Wells Fargo & Company | 196,630 | $273.1 萬 | 0.00% | +15,984+8.8% | 加碼 |
| Ameriprise Financial Inc | 191,849 | $266.5 萬 | 0.00% | −15,584−7.5% | 減碼 |
| Bank of America Corp | 175,023 | $243.1 萬 | 0.00% | +43,578+33.2% | 加碼 |
| Exchange Traded Concepts, LLC | 156,034 | $216.7 萬 | 0.02% | +2,526+1.6% | 加碼 |
| Public Sector Pension Investment Board | 155,533 | $216.0 萬 | 0.01% | −19,544−11.2% | 減碼 |
| First Trust Advisors LP | 150,096 | $208.5 萬 | 0.00% | +3,497+2.4% | 加碼 |
| Rhumbline Advisers | 127,686 | $177.4 萬 | 0.00% | −9,116−6.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 121,130 | $168.2 萬 | 0.03% | +1,268+1.1% | 加碼 |
| Renaissance Technologies LLC | 118,300 | $164.3 萬 | 0.00% | +40,500+52.1% | 加碼 |
| Legal & General Group Plc | 115,875 | $161.0 萬 | 0.00% | −2,048−1.7% | 減碼 |
| Raymond James Financial Inc | 114,542 | $159.1 萬 | 0.00% | −13,487−10.5% | 減碼 |
| Royal Bank of Canada | 108,670 | $151.0 萬 | 0.00% | +17,837+19.6% | 加碼 |
| Man Group plc | 98,293 | $136.5 萬 | 0.00% | −25,490−20.6% | 減碼 |
| HSBC Holdings PLC | 97,828 | $134.9 萬 | 0.00% | +40,291+70.0% | 加碼 |
| Swiss National Bank | 90,600 | $125.8 萬 | 0.00% | +7,700+9.3% | 加碼 |
| Prudential Financial Inc | 86,713 | $120.4 萬 | 0.00% | +12,589+17.0% | 加碼 |
| UBS Group AG | 84,321 | $117.1 萬 | 0.00% | −87−0.1% | 減碼 |
| Voya Investment Management LLC | 81,305 | $112.9 萬 | 0.00% | +1,423+1.8% | 加碼 |
| New York State Teachers Retirement System | 73,325 | $101.8 萬 | 0.00% | −3,836−5.0% | 減碼 |
| Prelude Capital Management, LLC | 72,600 | $100.8 萬 | 0.07% | −6,949−8.7% | 減碼 |
| Millennium Management LLC | 71,037 | $98.7 萬 | 0.00% | −23,169−24.6% | 減碼 |
| Nomura Asset Management Co Ltd | 69,200 | $96.1 萬 | 0.00% | +4,000+6.1% | 加碼 |
| AQR Capital Management LLC | 66,946 | $93.0 萬 | 0.00% | −17,359−20.6% | 減碼 |
| Advisory Research Inc | 66,829 | $92.8 萬 | 0.12% | +3,331+5.2% | 加碼 |
| Asset Management One Co.,Ltd. | 65,000 | $90.3 萬 | 0.00% | +3,812+6.2% | 加碼 |
| Greenland Capital Management LP | 65,000 | $90.3 萬 | 0.13% | −125,933−66.0% | 減碼 |
| Great West Life Assurance Co | 60,844 | $84.4 萬 | 0.00% | −570−0.9% | 減碼 |
| Price T Rowe Associates Inc | 55,394 | $77.0 萬 | 0.00% | +2,989+5.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 53,753 | $74.7 萬 | 0.00% | −607−1.1% | 減碼 |
| Two Sigma Advisers, LP | 52,100 | $72.4 萬 | 0.00% | +6,800+15.0% | 加碼 |
| Federated Hermes, Inc. | 49,458 | $68.7 萬 | 0.00% | +31,956+182.6% | 加碼 |
| Alliancebernstein L.P. | 49,178 | $68.3 萬 | 0.00% | 00.0% | 不變 |
| Engineers Gate Manager LP | 48,626 | $67.5 萬 | 0.01% | +36,295+294.3% | 加碼 |
| Intech Investment Management LLC | 48,001 | $66.7 萬 | 0.01% | +25,499+113.3% | 加碼 |
| State of Alaska, Department of Revenue | 47,207 | $65.4 萬 | 0.01% | +231+0.5% | 加碼 |
| Horizon Investments, LLC | 46,189 | $64.2 萬 | 0.01% | +2,334+5.3% | 加碼 |
| Public Employees Retirement System of Ohio | 46,082 | $64.0 萬 | 0.00% | +15,706+51.7% | 加碼 |
| Quantinno Capital Management LP | 43,688 | $60.7 萬 | 0.00% | +6,954+18.9% | 加碼 |
| California State Teachers Retirement System | 43,545 | $60.5 萬 | 0.00% | −4,592−9.5% | 減碼 |
| Virginia Retirement Systems Et Al | 41,717 | $57.9 萬 | 0.00% | +8,650+26.2% | 加碼 |
| LPL Financial LLC | 40,879 | $56.8 萬 | 0.00% | +1,448+3.7% | 加碼 |
| Stephens Inc | 39,360 | $54.7 萬 | 0.01% | 00.0% | 不變 |
| Garner Asset Management Corp | 38,521 | $53.5 萬 | 0.21% | +80.0% | 加碼 |
| Jane Street Group, LLC | 38,493 | $53.5 萬 | 0.00% | −85,430−68.9% | 減碼 |
| Franklin Resources Inc | 38,285 | $53.2 萬 | 0.00% | +38,285 | 新進 |
| Martingale Asset Management L P | 37,710 | $52.4 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 36,732 | $51.0 萬 | 0.00% | +1,626+4.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,330 | $48.8 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 34,035 | $47.3 萬 | 0.00% | +197+0.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 32,785 | $45.5 萬 | 0.02% | +32,785 | 新進 |
| EP Wealth Advisors, LLC | 31,936 | $44.4 萬 | 0.00% | +31,936 | 新進 |
| Deutsche Bank AG | 31,589 | $43.9 萬 | 0.00% | +4,697+17.5% | 加碼 |
| Thrivent Financial for Lutherans | 30,851 | $42.9 萬 | 0.00% | −1,538−4.7% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 30,777 | $42.7 萬 | 0.01% | −3,109−9.2% | 減碼 |
| AlphaCentric Advisors LLC | 30,000 | $41.7 萬 | 0.42% | +30,000 | 新進 |
| Citadel Advisors LLC | 26,880 | $37.3 萬 | 0.00% | −6,133−18.6% | 減碼 |
| Denali Advisors LLC | 25,714 | $35.7 萬 | 0.04% | −7,086−21.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 25,507 | $35.4 萬 | 0.00% | −21,027−45.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,728 | $34.3 萬 | 0.00% | +5,751+30.3% | 加碼 |
| Cresset Asset Management, LLC | 24,636 | $34.2 萬 | 0.00% | +4,891+24.8% | 加碼 |
| Illinois Municipal Retirement Fund | 24,304 | $33.8 萬 | 0.00% | +49+0.2% | 加碼 |
| MetLife Investment Management | 23,446 | $32.6 萬 | 0.00% | −2,433−9.4% | 減碼 |
| Skopos Labs, Inc. | 22,945 | $31.9 萬 | 0.01% | +22,945 | 新進 |
| New York State Common Retirement Fund | 22,910 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Hancock Whitney Corp | 21,188 | $29.4 萬 | 0.01% | −84−0.4% | 減碼 |
| Citigroup Inc | 21,034 | $29.2 萬 | 0.00% | −39,638−65.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 20,964 | $29.1 萬 | 0.00% | −245−1.2% | 減碼 |
| Louisiana State Employees Retirement System | 20,600 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 20,571 | $28.6 萬 | 0.02% | +20,571 | 新進 |
| Cetera Investment Advisers | 20,411 | $28.4 萬 | 0.00% | +1,793+9.6% | 加碼 |