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。
2026 年第 1 季 13F 持有人
Whitestone REIT 在 2026/3/31 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
- 221
- 較 2025 年第 4 季 +13 家
- 持有股數
- 3,386 萬
- 較 2025 年第 4 季 +570.4 萬 (+20.3%)
- 總市值
- $5.47 億
- 較 2025 年第 4 季 +$1.56 億 (+39.9%)
- 新進機構
- 34
- 另有 85 家加碼
- 清倉機構
- 21
- 另有 58 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,033,175 | $1.30 億 | 0.00% | +75,343+0.9% | 加碼 |
| Vanguard Portfolio Management LLC | 3,007,925 | $4,858 萬 | 0.00% | +3,007,925 | 新進 |
| Vanguard Capital Management LLC | 2,102,085 | $3,395 萬 | 0.00% | +2,102,085 | 新進 |
| State Street Corp | 1,850,444 | $2,988 萬 | 0.00% | +42,570+2.4% | 加碼 |
| Irenic Capital Management LP | 1,265,391 | $2,044 萬 | 1.85% | +943,215+292.8% | 加碼 |
| Geode Capital Management, LLC | 1,198,721 | $1,936 萬 | 0.00% | +19,717+1.7% | 加碼 |
| GW&K Investment Management, LLC | 1,035,745 | $1,673 萬 | 0.15% | −71,165−6.4% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 875,255 | $1,414 萬 | 0.99% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 742,115 | $1,199 萬 | 0.02% | +29,066+4.1% | 加碼 |
| Chilton Capital Management LLC | 674,201 | $1,089 萬 | 0.38% | +54,355+8.8% | 加碼 |
| Morgan Stanley | 654,567 | $1,057 萬 | 0.00% | −73,362−10.1% | 減碼 |
| Dimensional Fund Advisors LP | 640,742 | $1,035 萬 | 0.00% | +19,127+3.1% | 加碼 |
| Emmett Investment Management, LP | 632,000 | $1,021 萬 | 7.80% | −634,543−50.1% | 減碼 |
| CSM Advisors, LLC | 568,074 | $917.5 萬 | 0.23% | −3,241−0.6% | 減碼 |
| Northern Trust Corp | 541,989 | $875.3 萬 | 0.00% | +19,096+3.7% | 加碼 |
| Goldman Sachs Group Inc | 449,181 | $725.4 萬 | 0.00% | −35,110−7.2% | 減碼 |
| Charles Schwab Investment Management Inc | 438,073 | $707.5 萬 | 0.00% | +534+0.1% | 加碼 |
| Bank of New York Mellon Corp | 407,558 | $658.2 萬 | 0.00% | −13,736−3.3% | 減碼 |
| Two Sigma Investments, LP | 337,595 | $545.2 萬 | 0.00% | +111,680+49.4% | 加碼 |
| Envestnet Asset Management Inc | 336,954 | $544.2 萬 | 0.00% | +84,996+33.7% | 加碼 |
| Qube Research & Technologies Ltd | 296,976 | $479.6 萬 | 0.01% | −75,001−20.2% | 減碼 |
| Vanguard Fiduciary Trust Co | 289,143 | $467.0 萬 | 0.00% | +289,143 | 新進 |
| Colony Capital, Inc. | 283,000 | $457.0 萬 | 0.29% | −82,600−22.6% | 減碼 |
| Larson Financial Group LLC | 275,226 | $444.5 萬 | 0.14% | +12,034+4.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 272,874 | $440.7 萬 | 0.02% | +14,858+5.8% | 加碼 |
| JPMorgan Chase & Co | 270,577 | $435.6 萬 | 0.00% | −43,362−13.8% | 減碼 |
| FMR LLC | 259,403 | $418.9 萬 | 0.00% | +33,740+15.0% | 加碼 |
| Invesco Ltd. | 253,172 | $408.9 萬 | 0.00% | −17,281−6.4% | 減碼 |
| Kennedy Capital Management, Inc. | 225,498 | $364.2 萬 | 0.08% | +4,096+1.9% | 加碼 |
| Principal Financial Group Inc | 218,266 | $352.5 萬 | 0.00% | +4,249+2.0% | 加碼 |
| Ameriprise Financial Inc | 168,102 | $271.5 萬 | 0.00% | −23,747−12.4% | 減碼 |
| Wells Fargo & Company | 163,527 | $264.1 萬 | 0.00% | −33,103−16.8% | 減碼 |
| Bank of America Corp | 162,744 | $262.8 萬 | 0.00% | −12,279−7.0% | 減碼 |
| Public Sector Pension Investment Board | 160,639 | $259.4 萬 | 0.01% | +5,106+3.3% | 加碼 |
| First Trust Advisors LP | 150,945 | $243.8 萬 | 0.00% | +849+0.6% | 加碼 |
| Exchange Traded Concepts, LLC | 147,687 | $238.5 萬 | 0.02% | −8,347−5.3% | 減碼 |
| Royal Bank of Canada | 141,217 | $228.0 萬 | 0.00% | +32,547+30.0% | 加碼 |
| HSBC Holdings PLC | 139,304 | $226.9 萬 | 0.00% | +41,476+42.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 134,060 | $216.5 萬 | 0.04% | +12,930+10.7% | 加碼 |
| Rhumbline Advisers | 129,943 | $209.9 萬 | 0.00% | +2,257+1.8% | 加碼 |
| Barclays PLC | 118,740 | $191.8 萬 | 0.00% | −111,364−48.4% | 減碼 |
| Raymond James Financial Inc | 113,661 | $183.6 萬 | 0.00% | −881−0.8% | 減碼 |
| UBS Asset Management Americas Inc | 109,209 | $176.4 萬 | 0.00% | +107,090+5,053.8% | 加碼 |
| Legal & General Group Plc | 102,248 | $165.1 萬 | 0.00% | −13,627−11.8% | 減碼 |
| Jane Street Group, LLC | 96,128 | $155.2 萬 | 0.00% | +57,635+149.7% | 加碼 |
| Kestra Advisory Services, LLC | 94,790 | $153.1 萬 | 0.01% | +88,290+1,358.3% | 加碼 |
| Swiss National Bank | 90,600 | $146.3 萬 | 0.00% | 00.0% | 不變 |
| Nuveen, LLC | 88,841 | $143.5 萬 | 0.00% | −108,420−55.0% | 減碼 |
| Public Employees Retirement System of Ohio | 81,865 | $132.2 萬 | 0.00% | +35,783+77.7% | 加碼 |
| Voya Investment Management LLC | 81,057 | $130.9 萬 | 0.00% | −248−0.3% | 減碼 |
| Prudential Financial Inc | 77,213 | $124.7 萬 | 0.00% | −9,500−11.0% | 減碼 |
| Intech Investment Management LLC | 75,679 | $122.2 萬 | 0.01% | +27,678+57.7% | 加碼 |
| New York State Teachers Retirement System | 71,802 | $116.0 萬 | 0.00% | −1,523−2.1% | 減碼 |
| Quantinno Capital Management LP | 70,875 | $114.5 萬 | 0.00% | +27,187+62.2% | 加碼 |
| AQR Capital Management LLC | 70,865 | $114.4 萬 | 0.00% | +3,919+5.9% | 加碼 |
| Nomura Asset Management Co Ltd | 69,200 | $111.8 萬 | 0.00% | 00.0% | 不變 |
| Engineers Gate Manager LP | 66,512 | $107.4 萬 | 0.01% | +17,886+36.8% | 加碼 |
| Asset Management One Co.,Ltd. | 65,025 | $105.0 萬 | 0.00% | +250.0% | 加碼 |
| Price T Rowe Associates Inc | 62,924 | $101.7 萬 | 0.00% | +7,530+13.6% | 加碼 |
| Great West Life Assurance Co | 60,844 | $98.5 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 60,000 | $96.9 萬 | 0.07% | −12,600−17.4% | 減碼 |
| Federated Hermes, Inc. | 54,407 | $87.9 萬 | 0.00% | +4,949+10.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,198 | $87.5 萬 | 0.00% | +445+0.8% | 加碼 |
| Renaissance Technologies LLC | 53,811 | $86.9 萬 | 0.00% | −64,489−54.5% | 減碼 |
| Gabelli Funds LLC | 53,374 | $86.2 萬 | 0.01% | +53,374 | 新進 |
| Gabelli & Co Investment Advisers, Inc. | 49,200 | $79.5 萬 | 0.12% | +49,200 | 新進 |
| Virginia Retirement Systems Et Al | 49,017 | $79.2 萬 | 0.01% | +7,300+17.5% | 加碼 |
| State of Alaska, Department of Revenue | 47,287 | $76.2 萬 | 0.01% | +80+0.2% | 加碼 |
| Stephens Inc | 45,728 | $73.9 萬 | 0.01% | +6,368+16.2% | 加碼 |
| Greenland Capital Management LP | 45,000 | $72.7 萬 | 0.15% | −20,000−30.8% | 減碼 |
| LPL Financial LLC | 44,740 | $72.3 萬 | 0.00% | +3,861+9.4% | 加碼 |
| EP Wealth Advisors, LLC | 43,897 | $70.9 萬 | 0.00% | +11,961+37.5% | 加碼 |
| Horizon Investments, LLC | 43,584 | $70.4 萬 | 0.01% | −2,605−5.6% | 減碼 |
| California State Teachers Retirement System | 43,209 | $69.8 萬 | 0.00% | −336−0.8% | 減碼 |
| HighTower Advisors, LLC | 42,713 | $69.0 萬 | 0.00% | +8,678+25.5% | 加碼 |
| Alliancebernstein L.P. | 49,178 | $68.3 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 41,281 | $66.7 萬 | 0.00% | +14,401+53.6% | 加碼 |
| Martingale Asset Management L P | 39,110 | $63.2 萬 | 0.02% | +1,400+3.7% | 加碼 |
| Russell Investments Group, Ltd. | 38,694 | $62.5 萬 | 0.00% | +1,962+5.3% | 加碼 |
| Franklin Resources Inc | 38,193 | $61.7 萬 | 0.00% | −92−0.2% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 38,149 | $61.6 萬 | 0.01% | +7,372+24.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,330 | $57.1 萬 | 0.00% | 00.0% | 不變 |
| Vanguard Asset Management, Ltd | 34,098 | $55.1 萬 | 0.00% | +34,098 | 新進 |
| Deutsche Bank AG | 33,881 | $54.7 萬 | 0.00% | +2,292+7.3% | 加碼 |
| Garner Asset Management Corp | 33,328 | $53.8 萬 | 0.21% | −5,193−13.5% | 減碼 |
| Thrivent Financial for Lutherans | 32,229 | $52.0 萬 | 0.00% | +1,378+4.5% | 加碼 |
| Citigroup Inc | 31,512 | $50.9 萬 | 0.00% | +10,478+49.8% | 加碼 |
| AlphaCentric Advisors LLC | 28,490 | $46.0 萬 | 0.46% | −1,510−5.0% | 減碼 |
| Crossingbridge Advisors, LLC | 28,490 | $46.0 萬 | 0.08% | −1,510−5.0% | 減碼 |
| Denali Advisors LLC | 25,701 | $41.5 萬 | 0.05% | −13−0.1% | 減碼 |
| Susquehanna International Group, LLP | 25,678 | $41.5 萬 | 0.00% | +25,678 | 新進 |
| MetLife Investment Management | 25,457 | $41.1 萬 | 0.00% | +2,011+8.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,728 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 23,872 | $38.6 萬 | 0.00% | +23,872 | 新進 |
| Hancock Whitney Corp | 19,991 | $37.9 萬 | 0.01% | −1,197−5.6% | 減碼 |
| UBS Group AG | 23,151 | $37.4 萬 | 0.00% | −61,170−72.5% | 減碼 |
| New York State Common Retirement Fund | 22,910 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 22,586 | $36.5 萬 | 0.00% | +2,175+10.7% | 加碼 |
| Worth Venture Partners, LLC | 22,300 | $36.0 萬 | 1.14% | +7,000+45.8% | 加碼 |
| Eurizon Capital SGR S.p.A. | 22,016 | $35.6 萬 | 0.00% | +22,016 | 新進 |