Whitestone REITWSR
13F holders, Q4 2024 (December 31)195holders +13
27new positions
21sold out
3famous investors
$14.17avg. 13F price*
At the end of Q4 2024, 195 institutions reported holding Whitestone REIT (WSR) in their 13F filings, up 13 from Q3 2024. 27 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($111.9M), Vanguard Group Inc. ($73.6M) and State Street Corp. ($27.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $24.0M |
| Exits | 21 | $6.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,240,658 shares bought and 2,270,292 shares sold, net +970,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| BlackRock, Inc. | 0.00% | Add +5.2% | 7,897,948 | $111.9M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 5,194,695 | $73.6M |
| State Street Corp. | 0.00% | Add +4.2% | 1,941,608 | $27.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 1,247,165 | $17.7M |
| First Eagle Investment Management, LLC | 0.04% | Add +1.5% | 1,192,840 | $16.9M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 933,599 | $13.2M |
| Nexpoint Asset Management, L.P. | 1.46% | No change | 875,255 | $12.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.7% | 654,703 | $9.3M |
| Emmett Investment Management, LP | 8.00% | — | 628,313 | $8.9M |
| Northern Trust Corp. | 0.00% | Add +9.9% | 622,951 | $8.8M |
| GW&K Investment Management, LLC | 0.07% | New | 603,716 | $8.6M |
| Foundry Partners, LLC | 0.40% | Reduce -0.0% | 558,273 | $7.9M |
| Kennedy Capital Management LLC | 0.16% | Reduce -4.3% | 523,784 | $7.4M |
| Invesco Ltd. | 0.00% | Add +7.7% | 506,601 | $7.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 477,684 | $6.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.4% | 440,791 | $6.2M |
| HGI Capital Management, LLC | 6.18% | Add +37.1% | 423,740 | $6.0M |
| Nuveen Asset Management, LLC | 0.00% | Add +203.8% | 371,032 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +42.3% | 328,304 | $4.7M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 324,739 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 293,927 | $4.2M |
| Hillsdale Investment Management Inc. | 0.21% | New | 293,200 | $4.2M |
| DigitalBridge Group, Inc. | 0.30% | Add +53.9% | 290,492 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.1% | 285,452 | $4.0M |
| Principal Financial Group Inc. | 0.00% | Add +5.1% | 249,984 | $3.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +29.9% | 201,878 | $2.9M |
| Larson Financial Group LLC | 0.15% | Add +14.0% | 201,678 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 180,838 | $2.6M |
| Barclays PLC | 0.00% | Add +8.0% | 165,826 | $2.3M |
| FMR LLC | 0.00% | Add +2.6% | 157,260 | $2.2M |
| Rhumbline Advisers | 0.00% | Reduce -19.5% | 146,577 | $2.1M |
| Renaissance Technologies | 0.00% | Add +6.1% | 128,484 | $1.8M |
| Bank of America Corp. | 0.00% | Add +1.6% | 128,367 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +24.1% | 118,150 | $1.7M |
| Legal & General Group Plc | 0.00% | Add +5.0% | 114,829 | $1.6M |
| Raymond James Financial Inc. | 0.00% | — | 112,879 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +19.3% | 112,356 | $1.6M |
| Public Sector Pension Investment Board | 0.01% | Add +18.1% | 110,387 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | New | 106,785 | $1.5M |
| Millennium Management | 0.00% | Reduce -23.2% | 93,444 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | New | 90,910 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -25.1% | 87,619 | $1.2M |
| Citigroup Inc. | 0.00% | Add +17.0% | 83,562 | $1.2M |
| Swiss National Bank | 0.00% | No change | 82,900 | $1.2M |
| Greenland Capital Management LP | 0.23% | Reduce -20.0% | 80,000 | $1.1M |
| Third Avenue Management LLC | 0.22% | No change | 80,000 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.8% | 75,584 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +2.3% | 70,211 | $995K |
| Voya Investment Management LLC | 0.00% | Add +294.3% | 69,669 | $987K |
| Royal Bank of Canada | 0.00% | Add +2.4% | 69,375 | $982K |
| Asset Management One Co., Ltd. | 0.00% | No change | 66,813 | $936K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +15.2% | 61,166 | $865K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -2.0% | 57,400 | $813K |
| Advisory Research Inc. | 0.13% | Add +0.5% | 56,902 | $806K |
| Bailard, Inc. | 0.02% | No change | 55,791 | $791K |
| UBS Group AG | 0.00% | Add +52.8% | 52,535 | $744K |
| Prelude Capital Management, LLC | 0.06% | Add +55.0% | 51,526 | $730K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -93.7% | 50,952 | $722K |
| Man Group plc | 0.00% | New | 50,643 | $718K |
| Alliancebernstein L.P. | 0.00% | No change | 48,944 | $694K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.5% | 49,052 | $693K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.7% | 48,709 | $691K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.6% | 47,683 | $676K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -92.2% | 47,108 | $668K |
| Prudential Financial Inc. | 0.00% | No change | 46,018 | $652K |
| Garner Asset Management Corp | 0.29% | Reduce -5.0% | 45,228 | $641K |
| Cambria Investment Management, L.P. | 0.04% | Add +32.4% | 42,669 | $603K |
| Intech Investment Management LLC | 0.01% | Add +64.5% | 41,129 | $583K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 40,296 | $571K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.7% | 39,626 | $562K |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 36,751 | $521K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.0% | 36,234 | $513K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.4% | 34,449 | $488K |
| Deutsche Bank AG | 0.00% | Add +8.3% | 33,814 | $479K |
| Stephens Inc. | 0.01% | No change | 33,529 | $475K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 32,805 | $465K |
| MetLife Investment Management, LLC | 0.00% | Add +5.5% | 32,257 | $457K |
| Teacher Retirement System of Texas | 0.00% | New | 31,620 | $448K |
| LPL Financial LLC | 0.00% | Add +0.7% | 29,847 | $423K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 28,730 | $408K |
| AlphaCentric Advisors LLC | 0.40% | New | 28,470 | $403K |
| Crossingbridge Advisors, LLC | 0.34% | New | 28,470 | $403K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.9% | 28,072 | $398K |
| Cornercap Investment Counsel Inc. | 0.12% | No change | 26,637 | $377K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.0% | 26,206 | $371K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -7.2% | 24,797 | $351K |
| Jane Street Group, LLC | 0.00% | Reduce -77.6% | 24,369 | $345K |
| AlphaQuest LLC | 0.05% | Add +361.2% | 24,221 | $343K |
| Tiaa Trust, National Association | 0.00% | No change | 24,015 | $340K |
| Ridgewood Investments LLC | 0.16% | Reduce -2.0% | 24,000 | $340K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 23,222 | $329K |
| Ignite Planners, LLC | 0.07% | Reduce -3.6% | 22,813 | $324K |
| One68 Global Capital, LLC | 0.17% | — | 22,851 | $324K |
| Assetmark, Inc. | 0.00% | Reduce -29.4% | 22,260 | $315K |
| Louisiana State Employees Retirement System | 0.01% | Add +0.9% | 21,500 | $305K |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.2% | 21,326 | $302K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -6.8% | 20,538 | $291K |
| Amundi | 0.00% | Add +181.0% | 21,291 | $288K |
| SG Americas Securities, LLC | 0.00% | Reduce -24.1% | 19,798 | $281K |
| Janus Henderson Group PLC | 0.00% | No change | 19,815 | $281K |
| Two Sigma Advisers, LP | 0.00% | Add +7.1% | 19,600 | $278K |
| Mariner, LLC | 0.00% | Add +4.4% | 19,355 | $274K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 19,345 | $274K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 18,800 | $266K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 18,115 | $257K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +3.7% | 17,803 | $250K |
| Graham Capital Management, L.P. | 0.01% | New | 17,266 | $245K |
| Yousif Capital Management, LLC | 0.00% | Add +1.9% | 16,991 | $241K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -73.5% | 16,842 | $239K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -18.9% | 16,790 | $238K |
| Federated Hermes, Inc. | 0.00% | Add +25.1% | 16,139 | $229K |
| Hancock Whitney Corp. | 0.01% | Add +0.5% | 15,974 | $226K |
| Longboard Asset Management, LP | 0.57% | — | 15,319 | $217K |
| Corient Private Wealth LP | 0.00% | Reduce -21.0% | 15,167 | $215K |
| Maryland State Retirement & Pension System | 0.00% | No change | 14,878 | $211K |
| ProShare Advisors LLC | 0.00% | Reduce -26.6% | 14,834 | $210K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.1% | 14,791 | $210K |
| Fox Run Management, L.L.C. | 0.04% | New | 14,410 | $204K |
| PharVision Advisers, LLC | 0.17% | — | 14,239 | $202K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,006 | $198K |
| New York State Common Retirement Fund | 0.00% | Add +14.5% | 13,410 | $190K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 12,993 | $184K |
| M&G PLC | 0.00% | Reduce -5.5% | 12,558 | $176K |
| Arizona State Retirement System | 0.00% | Add +1.0% | 12,351 | $175K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,068 | $171K |
| RW Investment Management LLC | 0.02% | No change | 11,821 | $168K |
| Creative Planning | 0.00% | Add +2.3% | 11,688 | $166K |
| Journey Strategic Wealth LLC | 0.01% | No change | 11,513 | $163K |
| Naviter Wealth, LLC | 0.02% | Reduce -15.5% | 11,462 | $162K |
| First Trust Advisors LP | 0.00% | New | 11,194 | $159K |
| Lazard Asset Management LLC | 0.00% | Add +205.4% | 10,985 | $155K |
| Cetera Investment Advisers | 0.00% | Reduce -24.0% | 10,573 | $150K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.9% | 10,524 | $149K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 10,335 | $146K |
| Entropy Technologies, LP | 0.01% | New | 10,284 | $146K |
| Citadel Advisors | 0.00% | New | 9,659 | $137K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.6% | 9,575 | $136K |
| STRS Ohio | 0.00% | No change | 9,200 | $130K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -21.6% | 8,455 | $120K |
| KLP Kapitalforvaltning As | 0.00% | — | 8,400 | $119K |
| Vestcor Inc | 0.00% | Add +14.5% | 8,213 | $116K |
| US Bancorp \de | 0.00% | Add +21.4% | 7,379 | $105K |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.5% | 7,250 | $103K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,835 | $69K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.7% | 4,384 | $62K |
| Bogart Wealth, LLC | 0.00% | No change | 4,289 | $61K |
| Copeland Capital Management, LLC | 0.00% | New | 3,913 | $55K |
| State of Wyoming | 0.01% | New | 3,866 | $55K |
| Quarry LP | 0.01% | New | 3,362 | $48K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -3.0% | 3,291 | $47K |
| Chilton Capital Management LLC | 0.00% | New | 2,538 | $36K |
| Manchester Capital Management LLC | 0.00% | No change | 2,518 | $36K |
| GAMMA Investing LLC | 0.00% | Add +5.9% | 2,262 | $32K |
| Point72 (DIFC) Ltd | 0.00% | New | 2,197 | $31K |
| Sterling Capital Management LLC | 0.00% | Add +815.2% | 1,565 | $22K |
| Avion Wealth | 0.01% | No change | 1,500 | $21K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 1,354 | $19K |
| Cwm, LLC | 0.00% | Reduce -86.7% | 1,197 | $17K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -27.9% | 1,188 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,138 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +43.6% | 1,132 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,065 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.2% | 827 | $12K |
| LGT Financial Advisors LLC | 0.03% | No change | 809 | $11K |
| MAI Capital Management | 0.00% | New | 772 | $11K |
| GF Fund Management Co. LTD. | 0.00% | — | 767 | $11K |
| Delta Asset Management LLC | 0.00% | No change | 725 | $10K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 703 | $10K |
| Venturi Wealth Management, LLC | 0.00% | No change | 652 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +70.2% | 650 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.4% | 542 | $8K |
| Arax Advisory Partners | 0.00% | No change | 535 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 517 | $7K |
| Covestor Ltd | 0.00% | No change | 526 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 500 | $7K |
| Horizon Bancorp Inc. | 0.00% | No change | 385 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.3% | 381 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 302 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 300 | $4K |
| Allworth Financial LP | 0.00% | No change | 282 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 229 | $3K |
| Menard Financial Group LLC | 0.00% | New | 214 | $3K |
| Brooklyn Investment Group | 0.00% | New | 183 | $3K |
| Group One Trading LLC | 0.00% | Reduce -75.1% | 166 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 150 | $2K |
| Huntington National Bank | 0.00% | No change | 141 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 141 | $2K |
| Fifth Third Bancorp | 0.00% | Add +6.7% | 127 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 50 | $676 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $425 |
| Signaturefd, LLC | 0.00% | New | 29 | $411 |
| Parkside Financial Bank & Trust | 0.00% | No change | 20 | $284 |
| IFP Advisors, Inc | 0.00% | New | 14 | $198 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $47 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.