Whitestone REITWSR
13F holders, Q3 2024 (September 30)182holders +17
30new positions
13sold out
2famous investors
$13.53avg. 13F price*
At the end of Q3 2024, 182 institutions reported holding Whitestone REIT (WSR) in their 13F filings, up 17 from Q2 2024. 30 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($101.5M), Vanguard Group Inc. ($70.4M) and State Street Corp. ($25.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Whitestone REIT
- CUSIP
- 966084204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $19.7M |
| Exits | 13 | $6.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,628,591 shares bought and 2,374,280 shares sold, net +254,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| BlackRock, Inc. | 0.00% | — | 7,504,375 | $101.5M |
| Vanguard Group Inc. | 0.00% | Reduce -3.3% | 5,204,673 | $70.4M |
| State Street Corp. | 0.00% | Reduce -3.0% | 1,864,118 | $25.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 1,250,836 | $16.9M |
| First Eagle Investment Management, LLC | 0.03% | Add +5.9% | 1,174,722 | $15.9M |
| Morgan Stanley | 0.00% | Reduce -3.2% | 947,738 | $12.8M |
| Nexpoint Asset Management, L.P. | 1.44% | No change | 875,255 | $11.8M |
| Boothbay Fund Management, LLC | 0.36% | Reduce -36.0% | 802,280 | $10.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.0% | 659,519 | $8.9M |
| Balyasny Asset Management L.P. | 0.02% | New | 604,414 | $8.2M |
| Northern Trust Corp. | 0.00% | Add +2.5% | 566,936 | $7.7M |
| Foundry Partners, LLC | 0.37% | Reduce -42.6% | 558,383 | $7.6M |
| Kennedy Capital Management LLC | 0.16% | Reduce -11.1% | 547,211 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.8% | 495,327 | $6.7M |
| Invesco Ltd. | 0.00% | Add +3.9% | 470,343 | $6.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +130.7% | 426,509 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +100.7% | 366,615 | $5.0M |
| HGI Capital Management, LLC | 3.65% | Add +115.0% | 308,952 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 300,769 | $4.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -6.7% | 237,807 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.4% | 230,783 | $3.1M |
| DigitalBridge Group, Inc. | 0.20% | Reduce -49.8% | 188,756 | $2.6M |
| Rhumbline Advisers | 0.00% | Add +18.0% | 182,121 | $2.5M |
| Larson Financial Group LLC | 0.14% | Add +4.2% | 176,891 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 174,862 | $2.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 168,963 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 155,369 | $2.1M |
| Barclays PLC | 0.00% | Add +25.8% | 153,515 | $2.1M |
| FMR LLC | 0.00% | Add +97.4% | 153,285 | $2.1M |
| Bank of America Corp. | 0.00% | Add +35.3% | 126,384 | $1.7M |
| Nuveen Asset Management, LLC | 0.00% | No change | 122,152 | $1.7M |
| Millennium Management | 0.00% | New | 121,641 | $1.6M |
| Renaissance Technologies | 0.00% | Add +22.4% | 121,084 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.12% | Reduce -11.8% | 116,919 | $1.6M |
| Legal & General Group Plc | 0.00% | Reduce -7.1% | 109,403 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +157.5% | 108,606 | $1.5M |
| Greenland Capital Management LP | 0.25% | Add +17.6% | 100,000 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +44.5% | 95,188 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 94,154 | $1.3M |
| Public Sector Pension Investment Board | 0.01% | Reduce -10.5% | 93,462 | $1.3M |
| ClariVest Asset Management LLC | 0.12% | No change | 87,120 | $1.2M |
| Swiss National Bank | 0.00% | Reduce -6.2% | 82,900 | $1.1M |
| Third Avenue Management LLC | 0.18% | No change | 80,000 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -13.3% | 77,784 | $1.1M |
| Citigroup Inc. | 0.00% | Add +99.4% | 71,440 | $967K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 68,614 | $928K |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 67,767 | $917K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -0.9% | 66,813 | $904K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 63,552 | $860K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -2.5% | 58,600 | $793K |
| Advisory Research Inc. | 0.14% | Add +3.3% | 56,611 | $766K |
| Bailard, Inc. | 0.02% | Add +43.8% | 55,791 | $755K |
| Gsa Capital Partners LLP | 0.06% | Add +195.3% | 55,680 | $753K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -13.9% | 53,078 | $718K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 48,944 | $662K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.7% | 48,315 | $653K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -6.1% | 47,954 | $649K |
| Garner Asset Management Corp | 0.22% | Reduce -0.8% | 47,622 | $644K |
| Prudential Financial Inc. | 0.00% | Reduce -12.3% | 46,018 | $623K |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.3% | 44,812 | $607K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.9% | 41,134 | $557K |
| California State Teachers Retirement System | 0.00% | Reduce -8.0% | 40,614 | $550K |
| Franklin Resources Inc. | 0.00% | Reduce -13.6% | 36,749 | $517K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -12.2% | 34,598 | $468K |
| UBS Group AG | 0.00% | Reduce -14.3% | 34,392 | $465K |
| Stephens Inc. | 0.01% | No change | 33,529 | $454K |
| Prelude Capital Management, LLC | 0.03% | Reduce -43.1% | 33,237 | $450K |
| Cambria Investment Management, L.P. | 0.03% | Add +16.3% | 32,239 | $436K |
| Assetmark, Inc. | 0.00% | Add +6.1% | 31,525 | $427K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -63.0% | 31,246 | $423K |
| Deutsche Bank AG | 0.00% | Add +25.1% | 31,209 | $422K |
| Sherbrooke Park Advisers LLC | 0.10% | New | 31,049 | $420K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.4% | 30,560 | $413K |
| LPL Financial LLC | 0.00% | Add +4.7% | 29,635 | $401K |
| Susquehanna International Group, LLP | 0.00% | New | 28,907 | $391K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 28,730 | $389K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 27,865 | $377K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.6% | 26,750 | $362K |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.4% | 26,727 | $362K |
| Cornercap Investment Counsel Inc. | 0.11% | New | 26,637 | $360K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 26,608 | $360K |
| SG Americas Securities, LLC | 0.00% | Add +58.2% | 26,100 | $353K |
| Oxford Asset Management LLP | 0.30% | New | 25,818 | $349K |
| Worth Venture Partners, LLC | 2.55% | Reduce -12.5% | 25,150 | $340K |
| Intech Investment Management LLC | 0.00% | Add +3.8% | 24,997 | $338K |
| Ridgewood Investments LLC | 0.17% | Reduce -16.6% | 24,500 | $331K |
| Tiaa Trust, National Association | 0.00% | Add +0.4% | 24,015 | $325K |
| Ignite Planners, LLC | 0.07% | Reduce -1.3% | 23,657 | $320K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.7% | 22,024 | $298K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -10.9% | 21,300 | $288K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -10.8% | 20,690 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.9% | 20,597 | $279K |
| ProShare Advisors LLC | 0.00% | New | 20,202 | $273K |
| Janus Henderson Group PLC | 0.00% | No change | 19,815 | $268K |
| Public Employees Retirement System of Ohio | 0.00% | New | 19,345 | $262K |
| Corient Private Wealth LP | 0.00% | Reduce -0.9% | 19,190 | $260K |
| Bokf, NA | 0.00% | Reduce -4.5% | 19,421 | $257K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 18,800 | $254K |
| ExodusPoint Capital Management, LP | 0.00% | New | 18,791 | $254K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.2% | 18,645 | $252K |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.