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 |
| Mariner, LLC | 0.00% | Reduce -3.2% | 18,539 | $251K |
| Two Sigma Advisers, LP | 0.00% | Add +32.6% | 18,300 | $248K |
| Voya Investment Management LLC | 0.00% | Reduce -33.8% | 17,671 | $239K |
| Caxton Associates LP | 0.01% | New | 17,193 | $233K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -14.8% | 17,163 | $231K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.0% | 16,819 | $228K |
| Yousif Capital Management, LLC | 0.00% | Reduce -13.0% | 16,678 | $226K |
| Hancock Whitney Corp. | 0.01% | Add +1.4% | 15,889 | $215K |
| HSBC Holdings PLC | 0.00% | New | 15,654 | $211K |
| Daiwa Securities Group Inc. | 0.00% | No change | 15,262 | $206K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -10.1% | 14,878 | $201K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,006 | $189K |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 13,907 | $188K |
| M&G PLC | 0.00% | New | 13,287 | $186K |
| Naviter Wealth, LLC | 0.03% | New | 13,561 | $183K |
| Amalgamated Bank | 0.00% | Reduce -9.1% | 13,110 | $177K |
| Federated Hermes, Inc. | 0.00% | Add +19.1% | 12,906 | $175K |
| Arizona State Retirement System | 0.00% | Reduce -2.9% | 12,228 | $165K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,068 | $163K |
| RW Investment Management LLC | 0.02% | No change | 11,821 | $160K |
| New York State Common Retirement Fund | 0.00% | Reduce -39.7% | 11,710 | $158K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.6% | 11,513 | $156K |
| Creative Planning | 0.00% | Add +4.8% | 11,430 | $155K |
| Murphy Pohlad Asset Management LLC | 0.06% | Reduce -26.0% | 11,400 | $154K |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.0% | 10,899 | $147K |
| Quantbot Technologies LP | 0.01% | Reduce -27.9% | 10,812 | $146K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +10.9% | 10,788 | $146K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -10.4% | 10,324 | $140K |
| Bank of Montreal | 0.00% | Reduce -1.4% | 10,321 | $139K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.0% | 10,126 | $137K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.1% | 9,635 | $130K |
| STRS Ohio | 0.00% | No change | 9,200 | $124K |
| Cwm, LLC | 0.00% | Reduce -45.4% | 9,017 | $122K |
| Amundi | 0.00% | Add +17.7% | 7,578 | $102K |
| Vestcor Inc | 0.00% | No change | 7,174 | $97K |
| US Bancorp \de | 0.00% | No change | 6,078 | $82K |
| AlphaQuest LLC | 0.01% | New | 5,252 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.8% | 4,909 | $66K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,835 | $65K |
| Bogart Wealth, LLC | 0.00% | No change | 4,289 | $58K |
| Catalyst Funds Management Pty Ltd | 0.01% | Add +1133.3% | 3,700 | $50K |
| Lazard Asset Management LLC | 0.00% | New | 3,597 | $48K |
| Loomis Sayles & Co. L P | 0.00% | Add +3130.5% | 3,392 | $46K |
| Manchester Capital Management LLC | 0.00% | No change | 2,518 | $34K |
| GAMMA Investing LLC | 0.00% | Add +7.8% | 2,136 | $29K |
| Summit Securities Group LLC | 0.02% | No change | 2,000 | $27K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +27.3% | 1,648 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,533 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.7% | 1,482 | $20K |
| Avion Wealth | 0.01% | New | 1,500 | $20K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 1,342 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.6% | 1,138 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,065 | $14K |
| LGT Financial Advisors LLC | 0.03% | No change | 809 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +363.5% | 788 | $11K |
| Delta Asset Management LLC | 0.00% | No change | 725 | $10K |
| Group One Trading LLC | 0.00% | New | 666 | $9K |
| Venturi Wealth Management, LLC | 0.00% | New | 652 | $9K |
| Arax Advisory Partners | 0.00% | No change | 535 | $7K |
| Covestor Ltd | 0.00% | Add +172.5% | 526 | $7K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.6% | 517 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.9% | 450 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 382 | $5K |
| Horizon Bancorp Inc. | 0.00% | No change | 385 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 386 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 302 | $4K |
| Wolff Wiese Magana LLC | 0.00% | New | 300 | $4K |
| Allworth Financial LP | 0.00% | No change | 282 | $4K |
| Lindbrook Capital, LLC | 0.00% | Reduce -11.2% | 229 | $3K |
| Sterling Capital Management LLC | 0.00% | — | 171 | $2K |
| Bessemer Group Inc. | 0.00% | New | 150 | $2K |
| Huntington National Bank | 0.00% | No change | 141 | $2K |
| UMB Bank, n.a. | 0.00% | Add +120.3% | 141 | $2K |
| Fifth Third Bancorp | 0.00% | Add +466.7% | 119 | $2K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 100 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 50 | $708 |
| International Assets Investment Management, LLC | 0.00% | No change | 46 | $622 |
| Blue Trust, Inc. | 0.00% | New | 35 | $466 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $406 |
| Parkside Financial Bank & Trust | 0.00% | No change | 20 | $271 |
| Earned Wealth Advisors, LLC | 0.00% | New | 5 | $68 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $45 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.