Whitestone REITWSR
13F holders, Q2 2024 (June 30)165holders +4
24new positions
21sold out
3famous investors
$13.31avg. 13F price*
At the end of Q2 2024, 165 institutions reported holding Whitestone REIT (WSR) in their 13F filings, up 4 from Q1 2024. 24 opened new positions and 21 sold out. The largest holders were BlackRock Inc. ($102.6M), Vanguard Group Inc. ($71.7M) and State Street Corp. ($25.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Whitestone REIT
- CUSIP
- 966084204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $3.8M |
| Exits | 21 | $10.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,630,903 shares bought and 1,460,601 shares sold, net +170,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| BlackRock Inc. | 0.00% | Reduce -0.4% | 7,708,702 | $102.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 5,383,215 | $71.7M |
| State Street Corp. | 0.00% | Add +0.3% | 1,922,562 | $25.6M |
| Boothbay Fund Management, LLC | 0.57% | Add +89.9% | 1,253,133 | $16.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.3% | 1,232,727 | $16.4M |
| First Eagle Investment Management, LLC | 0.03% | Add +3.9% | 1,109,722 | $14.8M |
| Morgan Stanley | 0.00% | Add +12.6% | 978,871 | $13.0M |
| Foundry Partners, LLC | 0.69% | Add +2.4% | 972,033 | $12.9M |
| Nexpoint Asset Management, L.P. | 1.56% | No change | 875,255 | $11.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.2% | 679,556 | $9.0M |
| Kennedy Capital Management LLC | 0.18% | Reduce -5.1% | 615,626 | $8.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 574,970 | $7.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 553,390 | $7.4M |
| Invesco Ltd. | 0.00% | Add +1.5% | 452,549 | $6.0M |
| DigitalBridge Group, Inc. | 0.45% | Add +11.5% | 375,657 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 327,061 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 276,684 | $3.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.0% | 254,929 | $3.4M |
| Roumell Asset Management, LLC | 4.80% | Add +105.0% | 192,065 | $2.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.0% | 184,840 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.6% | 182,652 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 175,874 | $2.3M |
| Larson Financial Group LLC | 0.15% | Add +3.7% | 169,698 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +1.7% | 154,385 | $2.1M |
| HGI Capital Management, LLC | 1.80% | Reduce -11.9% | 143,727 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -0.2% | 138,593 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.15% | Add +56.9% | 132,483 | $1.8M |
| Nuveen Asset Management, LLC | 0.00% | No change | 122,152 | $1.6M |
| Barclays PLC | 0.00% | Reduce -24.4% | 122,059 | $1.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.9% | 117,757 | $1.6M |
| Public Sector Pension Investment Board | 0.01% | Add +6.9% | 104,462 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -45.1% | 98,884 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +10.4% | 94,154 | $1.3M |
| Bank of America Corp. | 0.00% | Add +25.6% | 93,435 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Add +1.6% | 89,750 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | New | 88,870 | $1.2M |
| Swiss National Bank | 0.00% | Reduce -4.6% | 88,400 | $1.2M |
| ClariVest Asset Management LLC | 0.12% | Add +2.9% | 87,120 | $1.2M |
| Greenland Capital Management LP | 0.24% | Add +30.8% | 85,000 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.2% | 84,401 | $1.1M |
| Third Avenue Management LLC | 0.18% | No change | 80,000 | $1.1M |
| FMR LLC | 0.00% | Add +290.8% | 77,641 | $1.0M |
| AQR Capital Management | 0.00% | Reduce -55.0% | 75,745 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +5.4% | 69,782 | $928K |
| Asset Management One Co., Ltd. | 0.00% | No change | 67,442 | $898K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.1% | 65,862 | $877K |
| Dakota Wealth Management | 0.02% | Reduce -4.7% | 64,819 | $863K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +15.0% | 61,649 | $820K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +10.5% | 60,100 | $800K |
| Prelude Capital Management, LLC | 0.07% | Add +9.2% | 58,414 | $777K |
| Advisory Research Inc. | 0.14% | Add +6.7% | 54,815 | $730K |
| Prudential Financial Inc. | 0.00% | Reduce -1.9% | 52,468 | $698K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.8% | 51,254 | $681K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.5% | 51,093 | $680K |
| Alliancebernstein L.P. | 0.00% | No change | 48,964 | $652K |
| Garner Asset Management Corp | 0.24% | Reduce -30.0% | 48,015 | $639K |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 44,259 | $590K |
| California State Teachers Retirement System | 0.00% | Reduce -6.6% | 44,146 | $588K |
| Nisa Investment Advisors, LLC | 0.00% | Add +9.3% | 43,707 | $582K |
| Franklin Resources Inc. | 0.00% | Add +11.8% | 42,551 | $566K |
| Jane Street Group, LLC | 0.00% | Add +320.6% | 42,170 | $561K |
| State of Wisconsin Investment Board | 0.00% | Add +265.4% | 41,266 | $549K |
| UBS Group AG | 0.00% | Reduce -15.7% | 40,154 | $534K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.6% | 39,400 | $524K |
| Bailard, Inc. | 0.01% | Reduce -14.3% | 38,800 | $516K |
| Citigroup Inc. | 0.00% | Add +6.9% | 35,820 | $477K |
| Stephens Inc. | 0.01% | No change | 33,529 | $446K |
| MetLife Investment Management, LLC | 0.00% | Add +23.7% | 30,672 | $408K |
| Assetmark, Inc. | 0.00% | Reduce -0.3% | 29,722 | $396K |
| Ridgewood Investments LLC | 0.20% | No change | 29,388 | $391K |
| Worth Venture Partners, LLC | 3.00% | Add +5.1% | 28,750 | $383K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 28,730 | $382K |
| LPL Financial LLC | 0.00% | Reduce -22.1% | 28,308 | $377K |
| Corebridge Financial, Inc. | 0.00% | — | 28,292 | $377K |
| Cambria Investment Management, L.P. | 0.02% | Add +10.5% | 27,731 | $369K |
| Voya Investment Management LLC | 0.00% | Reduce -70.8% | 26,677 | $355K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -5.1% | 26,364 | $351K |
| BNP Paribas Financial Markets | 0.00% | Add +2.8% | 25,376 | $338K |
| Deutsche Bank AG | 0.00% | Reduce -2.0% | 24,944 | $332K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 24,405 | $325K |
| Intech Investment Management LLC | 0.00% | New | 24,082 | $321K |
| Tiaa Trust, National Association | 0.00% | No change | 23,915 | $318K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.6% | 23,900 | $318K |
| Ignite Planners, LLC | 0.08% | Reduce -17.3% | 23,957 | $317K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.1% | 23,658 | $315K |
| Los Angeles Capital Management LLC | 0.00% | Add +5.6% | 23,190 | $309K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -1.1% | 23,110 | $308K |
| Bokf, NA | 0.00% | New | 20,329 | $271K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 19,815 | $264K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +7.3% | 20,132 | $262K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +18.6% | 19,455 | $259K |
| New York State Common Retirement Fund | 0.00% | Reduce -9.2% | 19,410 | $258K |
| Corient Private Wealth LP | 0.00% | Add +4.6% | 19,365 | $258K |
| Yousif Capital Management, LLC | 0.00% | Reduce -10.4% | 19,178 | $255K |
| Mariner, LLC | 0.00% | Add +23.0% | 19,145 | $254K |
| Gsa Capital Partners LLP | 0.02% | New | 18,856 | $251K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 18,800 | $250K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.3% | 17,347 | $231K |
| State of Wyoming | 0.04% | Add +3.4% | 16,761 | $223K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -4.5% | 16,548 | $220K |
| SG Americas Securities, LLC | 0.00% | New | 16,502 | $220K |
| Cwm, LLC | 0.00% | Add +1723.0% | 16,516 | $220K |
| Wellington Management Group LLP | 0.00% | New | 15,774 | $210K |
| Hancock Whitney Corp. | 0.01% | Add +0.6% | 15,676 | $209K |
| Murphy Pohlad Asset Management LLC | 0.09% | Reduce -5.5% | 15,400 | $205K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.1% | 15,262 | $203K |
| Quantbot Technologies LP | 0.01% | New | 14,985 | $199K |
| Amalgamated Bank | 0.00% | Reduce -5.1% | 14,418 | $192K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.6% | 14,405 | $192K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,006 | $186K |
| Two Sigma Advisers, LP | 0.00% | Add +19.0% | 13,800 | $184K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 13,602 | $181K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 13,300 | $177K |
| Citadel Advisors | 0.00% | New | 13,037 | $174K |
| XTX Topco Ltd | 0.01% | New | 12,846 | $171K |
| Arizona State Retirement System | 0.00% | Reduce -2.8% | 12,588 | $168K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 12,068 | $161K |
| RW Investment Management LLC | 0.02% | No change | 11,821 | $157K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -8.7% | 11,524 | $153K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.1% | 11,448 | $152K |
| Creative Planning | 0.00% | New | 10,909 | $145K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.6% | 10,840 | $144K |
| Bank of Montreal | 0.00% | New | 10,469 | $139K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.5% | 10,227 | $136K |
| Foster & Motley Inc. | 0.01% | Reduce -35.5% | 10,189 | $136K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.0% | 10,125 | $135K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +667.6% | 9,725 | $129K |
| Quadrant Capital Group LLC | 0.01% | Add +10.2% | 9,647 | $128K |
| STRS Ohio | 0.00% | No change | 9,200 | $122K |
| Vestcor Inc | 0.00% | New | 7,174 | $95K |
| Amundi | 0.00% | Reduce -12.6% | 6,440 | $85K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 6,078 | $81K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,835 | $64K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 4,685 | $62K |
| Bogart Wealth, LLC | 0.00% | New | 4,289 | $57K |
| Manchester Capital Management LLC | 0.00% | No change | 2,518 | $34K |
| Summit Securities Group LLC | 0.01% | No change | 2,000 | $27K |
| GAMMA Investing LLC | 0.00% | Add +29.5% | 1,982 | $26K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 1,329 | $18K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -93.6% | 1,295 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +142.3% | 1,078 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,065 | $14K |
| LGT Financial Advisors LLC | 0.02% | No change | 809 | $11K |
| Delta Asset Management LLC | 0.00% | No change | 725 | $10K |
| Arax Advisory Partners | 0.00% | New | 535 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +344.4% | 520 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +184.5% | 421 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 382 | $5K |
| Horizon Bancorp Inc. | 0.00% | No change | 385 | $5K |
| Simplex Trading, LLC | 0.00% | New | 402 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 302 | $4K |
| Catalyst Funds Management Pty Ltd | 0.00% | Add +200.0% | 300 | $4K |
| Allworth Financial LP | 0.00% | Add +8.1% | 282 | $4K |
| Lindbrook Capital, LLC | 0.00% | Add +74.3% | 258 | $3K |
| Covestor Ltd | 0.00% | New | 193 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 170 | $2K |
| Huntington National Bank | 0.00% | Reduce -41.3% | 141 | $2K |
| Loomis Sayles & Co. L P | 0.00% | New | 105 | $1K |
| UMB Bank, n.a. | 0.00% | New | 64 | $852 |
| Rothschild Investment LLC | 0.00% | Add +400.0% | 50 | $666 |
| Cornerstone Planning Group LLC | 0.00% | New | 50 | $642 |
| International Assets Investment Management, LLC | 0.00% | New | 46 | $612 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $399 |
| Fifth Third Bancorp | 0.00% | New | 21 | $280 |
| Parkside Financial Bank & Trust | 0.00% | No change | 20 | $267 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.