Whitestone REITWSR
13F holders, Q1 2024 (March 31)161holders
2famous investors
$12.54avg. 13F price*
At the end of Q1 2024, 161 institutions reported holding Whitestone REIT (WSR) in their 13F filings. The largest holders were BlackRock Inc. ($97.1M), Vanguard Group Inc. ($68.5M) and State Street Corp. ($24.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Whitestone REIT
- CUSIP
- 966084204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.1M |
| Exits | 24 | $18.2M |
Ownership 161 holders
| BlackRock Inc. | 0.00% | Reduce -0.7% | 7,738,519 | $97.1M |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 5,454,972 | $68.5M |
| State Street Corp. | 0.00% | Add +1.7% | 1,917,114 | $24.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.4% | 1,181,907 | $14.8M |
| First Eagle Investment Management, LLC | 0.03% | Add +10.1% | 1,068,522 | $13.4M |
| Foundry Partners, LLC | 0.64% | Add +17.6% | 949,110 | $11.9M |
| Nexpoint Asset Management, L.P. | 1.71% | No change | 875,255 | $11.0M |
| Morgan Stanley | 0.00% | Add +5.8% | 869,427 | $10.9M |
| Boothbay Fund Management, LLC | 0.26% | Reduce -8.8% | 659,856 | $8.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.4% | 658,259 | $8.3M |
| Kennedy Capital Management LLC | 0.17% | Reduce -1.9% | 648,864 | $8.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 573,678 | $7.2M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 567,981 | $7.1M |
| ExodusPoint Capital Management, LP | 0.09% | Reduce -31.9% | 566,229 | $7.1M |
| Invesco Ltd. | 0.00% | Reduce -8.7% | 445,795 | $5.6M |
| DigitalBridge Group, Inc. | 0.39% | Reduce -21.4% | 336,830 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.3% | 323,185 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 304,272 | $3.8M |
| Principal Financial Group Inc. | 0.00% | Add +7.0% | 262,867 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.1% | 211,344 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -28.6% | 180,084 | $2.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.8% | 174,297 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 168,785 | $2.1M |
| AQR Capital Management | 0.00% | Reduce -3.9% | 168,175 | $2.1M |
| Larson Financial Group LLC | 0.16% | Add +7.0% | 163,659 | $2.1M |
| HGI Capital Management, LLC | 2.21% | Add +297.0% | 163,081 | $2.0M |
| Barclays PLC | 0.00% | Reduce -28.2% | 161,473 | $2.0M |
| Rhumbline Advisers | 0.00% | Reduce -2.1% | 151,784 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +3.0% | 138,863 | $1.7M |
| Nuveen Asset Management, LLC | 0.00% | No change | 122,152 | $1.5M |
| Legal & General Group Plc | 0.00% | Reduce -3.4% | 121,276 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +250.5% | 104,508 | $1.3M |
| Public Sector Pension Investment Board | 0.01% | No change | 97,753 | $1.2M |
| Roumell Asset Management, LLC | 2.21% | New | 93,715 | $1.2M |
| Swiss National Bank | 0.00% | No change | 92,700 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -5.3% | 91,286 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.4% | 88,349 | $1.1M |
| ClariVest Asset Management LLC | 0.11% | New | 84,706 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.09% | New | 84,466 | $1.1M |
| Third Avenue Management LLC | 0.16% | No change | 80,000 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -38.4% | 74,422 | $934K |
| Garner Asset Management Corp | 0.33% | Add +2.4% | 68,608 | $861K |
| Dakota Wealth Management | 0.02% | Reduce -0.3% | 68,019 | $854K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -10.4% | 67,442 | $846K |
| Credit Suisse AG/ | 0.00% | No change | 66,926 | $840K |
| Royal Bank of Canada | 0.00% | Reduce -19.2% | 66,215 | $832K |
| Greenland Capital Management LP | 0.14% | Add +30.0% | 65,000 | $816K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -3.8% | 85,245 | $784K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 55,746 | $700K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -0.6% | 54,400 | $683K |
| Prelude Capital Management, LLC | 0.05% | Reduce -17.9% | 53,478 | $671K |
| Prudential Financial Inc. | 0.00% | Reduce -2.6% | 53,468 | $671K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +3.1% | 53,597 | $670K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 52,432 | $658K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.3% | 51,678 | $648K |
| Advisory Research Inc. | 0.13% | Reduce -4.7% | 51,388 | $645K |
| Alliancebernstein L.P. | 0.00% | Add +37.5% | 48,964 | $614K |
| UBS Group AG | 0.00% | Reduce -14.2% | 47,625 | $598K |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 47,272 | $593K |
| Bailard, Inc. | 0.02% | New | 45,300 | $569K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.4% | 42,868 | $538K |
| Texas Permanent School Fund Corp. | 0.00% | Add +1.4% | 41,227 | $517K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 40,866 | $513K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 39,977 | $502K |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 38,046 | $477K |
| LPL Financial LLC | 0.00% | Reduce -11.5% | 36,339 | $456K |
| Stephens Inc. | 0.01% | Add +16.8% | 33,529 | $421K |
| Citigroup Inc. | 0.00% | Add +11.4% | 33,503 | $420K |
| Truist Financial Corp. | 0.00% | No change | 32,791 | $412K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -39.1% | 30,406 | $382K |
| Monograph Wealth Advisors, LLC | 0.06% | New | 30,000 | $377K |
| Assetmark, Inc. | 0.00% | Add +38.5% | 29,821 | $374K |
| Ridgewood Investments LLC | 0.20% | No change | 29,388 | $369K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 28,730 | $361K |
| Ignite Planners, LLC | 0.10% | Reduce -7.3% | 28,976 | $354K |
| Illinois Municipal Retirement Fund | 0.01% | Add +3.4% | 27,782 | $349K |
| Worth Venture Partners, LLC | 2.40% | Add +3.4% | 27,350 | $343K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 26,596 | $334K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 26,170 | $328K |
| Deutsche Bank AG | 0.00% | Add +13.4% | 25,457 | $319K |
| Cambria Investment Management, L.P. | 0.02% | Add +17.0% | 25,091 | $314K |
| MetLife Investment Management, LLC | 0.00% | No change | 24,790 | $311K |
| BNP Paribas Financial Markets | 0.00% | Add +21.3% | 24,695 | $310K |
| Tiaa Trust, National Association | 0.00% | No change | 23,915 | $300K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -11.7% | 23,362 | $293K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.3% | 23,300 | $292K |
| Los Angeles Capital Management LLC | 0.00% | No change | 21,960 | $276K |
| Yousif Capital Management, LLC | 0.00% | Reduce -9.4% | 21,397 | $269K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.7% | 21,380 | $268K |
| New York State Common Retirement Fund | 0.00% | Reduce -58.8% | 21,372 | $268K |
| Janus Henderson Group PLC | 0.00% | Reduce -0.0% | 20,048 | $251K |
| FMR LLC | 0.00% | Add +5.9% | 19,867 | $249K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 18,800 | $236K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 18,756 | $235K |
| Corient Private Wealth LP | 0.00% | Reduce -7.0% | 18,512 | $232K |
| Verition Fund Management LLC | 0.00% | Add +7.6% | 18,485 | $232K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 17,294 | $217K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 16,407 | $206K |
| Murphy Pohlad Asset Management LLC | 0.08% | No change | 16,300 | $205K |
| State of Wyoming | 0.03% | Add +41.9% | 16,210 | $203K |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.