Whitestone REITWSR
13F holders, Q1 2025 (March 31)202holders +7
30new positions
21sold out
5famous investors
$14.53avg. 13F price*
At the end of Q1 2025, 202 institutions reported holding Whitestone REIT (WSR) in their 13F filings, up 7 from Q4 2024. 30 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($120.7M), Vanguard Group Inc. ($76.7M) and State Street Corp. ($27.6M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Whitestone REIT
- CUSIP
- 966084204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $11.4M |
| Exits | 21 | $8.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,312,288 shares bought and 1,975,373 shares sold, net +336,915 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| BlackRock, Inc. | 0.00% | Add +4.9% | 8,287,195 | $120.7M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 5,265,801 | $76.7M |
| State Street Corp. | 0.00% | Reduce -2.4% | 1,895,491 | $27.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.2% | 1,219,970 | $17.8M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -7.9% | 1,098,540 | $16.0M |
| Nexpoint Asset Management, L.P. | 1.22% | No change | 875,255 | $12.8M |
| Morgan Stanley | 0.00% | Reduce -11.8% | 823,762 | $12.0M |
| Emmett Investment Management, LP | 10.72% | Add +27.6% | 801,518 | $11.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.4% | 632,710 | $9.2M |
| GW&K Investment Management, LLC | 0.08% | Add +2.5% | 618,933 | $9.0M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 594,853 | $8.7M |
| Foundry Partners, LLC | 0.43% | Reduce -0.2% | 557,312 | $8.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 458,974 | $6.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.5% | 429,656 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.5% | 426,635 | $6.2M |
| Invesco Ltd. | 0.00% | Reduce -30.3% | 352,913 | $5.1M |
| DigitalBridge Group, Inc. | 0.36% | Add +30.5% | 379,092 | $4.5M |
| Hillsdale Investment Management Inc. | 0.22% | Add +3.4% | 303,100 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 285,155 | $4.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +31.5% | 265,552 | $3.9M |
| HGI Capital Management, LLC | 4.80% | Reduce -37.6% | 264,334 | $3.9M |
| Kennedy Capital Management LLC | 0.09% | Reduce -50.5% | 259,296 | $3.8M |
| Principal Financial Group Inc. | 0.00% | Add +2.6% | 256,481 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.0% | 249,468 | $3.6M |
| Larson Financial Group LLC | 0.15% | Add +8.2% | 218,196 | $3.2M |
| Millennium Management | 0.00% | Add +127.1% | 212,235 | $3.1M |
| Barclays PLC | 0.00% | Add +9.9% | 182,259 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 175,176 | $2.6M |
| Bank of America Corp. | 0.00% | Add +28.3% | 164,689 | $2.4M |
| FMR LLC | 0.00% | Add +0.6% | 158,121 | $2.3M |
| Public Sector Pension Investment Board | 0.01% | Add +28.0% | 141,312 | $2.1M |
| Rhumbline Advisers | 0.00% | Reduce -3.8% | 140,987 | $2.1M |
| Nuveen, LLC | 0.00% | — | 137,231 | $2.0M |
| Greenland Capital Management LP | 0.31% | Add +48.8% | 119,000 | $1.7M |
| Legal & General Group Plc | 0.00% | Add +2.7% | 117,915 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 112,356 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 111,661 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +4.4% | 111,529 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 110,138 | $1.6M |
| Gsa Capital Partners LLP | 0.13% | New | 100,398 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | No change | 90,910 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +19.0% | 83,555 | $1.2M |
| Swiss National Bank | 0.00% | No change | 82,900 | $1.2M |
| Man Group plc | 0.00% | Add +63.3% | 82,697 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -2.2% | 81,697 | $1.2M |
| Third Avenue Management LLC | 0.23% | No change | 80,000 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -42.4% | 73,984 | $1.1M |
| UBS Group AG | 0.00% | Add +40.6% | 73,879 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | New | 71,291 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 71,040 | $1.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -6.8% | 70,447 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -7.5% | 64,441 | $939K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -3.8% | 64,276 | $937K |
| D. E. Shaw & Co. | 0.00% | New | 63,929 | $931K |
| Jane Street Group, LLC | 0.00% | Add +161.0% | 63,602 | $927K |
| Susquehanna International Group, LLP | 0.00% | Add +190.4% | 61,923 | $902K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +2.3% | 58,700 | $855K |
| Exchange Traded Concepts, LLC | 0.01% | New | 57,665 | $840K |
| Advisory Research Inc. | 0.15% | Add +0.3% | 57,052 | $831K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -54.0% | 54,385 | $792K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -11.9% | 53,886 | $786K |
| HSBC Holdings PLC | 0.00% | New | 53,072 | $775K |
| Prelude Capital Management, LLC | 0.08% | Add +1.8% | 52,426 | $764K |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.9% | 50,111 | $731K |
| Balyasny Asset Management L.P. | 0.00% | Add +6.2% | 50,044 | $729K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +51.9% | 49,845 | $726K |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 49,115 | $716K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.3% | 48,417 | $703K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.9% | 47,241 | $688K |
| SG Americas Securities, LLC | 0.00% | Add +137.5% | 47,019 | $685K |
| Prudential Financial Inc. | 0.00% | Reduce -2.2% | 44,998 | $656K |
| Garner Asset Management Corp | 0.27% | Reduce -6.0% | 42,496 | $619K |
| California State Teachers Retirement System | 0.00% | No change | 40,296 | $587K |
| Stephens Inc. | 0.01% | Add +17.4% | 39,360 | $573K |
| Martingale Asset Management L P | 0.01% | New | 37,780 | $550K |
| Moloney Securities Asset Management, LLC | 0.07% | New | 37,762 | $550K |
| Verition Fund Management LLC | 0.00% | New | 36,720 | $535K |
| PharVision Advisers, LLC | 0.74% | Add +156.1% | 36,471 | $531K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -8.0% | 36,452 | $531K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 32,667 | $476K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 32,736 | $475K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.9% | 31,926 | $465K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.6% | 31,741 | $462K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -63.8% | 31,689 | $462K |
| LPL Financial LLC | 0.00% | Add +3.5% | 30,876 | $450K |
| Two Sigma Advisers, LP | 0.00% | Add +51.0% | 29,600 | $431K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.8% | 29,412 | $429K |
| Deutsche Bank AG | 0.00% | Reduce -13.8% | 29,156 | $425K |
| Intech Investment Management LLC | 0.00% | Reduce -29.4% | 29,049 | $423K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 28,730 | $419K |
| Bailard, Inc. | 0.01% | Reduce -49.6% | 28,091 | $409K |
| AlphaQuest LLC | 0.04% | Add +7.8% | 26,110 | $380K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.9% | 25,714 | $375K |
| Tiaa Trust, National Association | 0.00% | No change | 24,015 | $350K |
| Ridgewood Investments LLC | 0.16% | No change | 24,000 | $350K |
| HRT Financial LP | 0.00% | New | 23,023 | $335K |
| State of Tennessee, Department of Treasury | 0.00% | Add +9.9% | 22,581 | $329K |
| Graham Capital Management, L.P. | 0.01% | Add +26.4% | 21,825 | $318K |
| BNP Paribas Financial Markets | 0.00% | Add +196.5% | 21,493 | $313K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -13.6% | 21,428 | $312K |
| Mariner, LLC | 0.00% | Add +8.7% | 21,033 | $306K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.3% | 21,000 | $306K |
| Janus Henderson Group PLC | 0.00% | No change | 19,815 | $288K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +8.6% | 19,333 | $281K |
| Jump Financial, LLC | 0.00% | New | 19,076 | $278K |
| One68 Global Capital, LLC | 0.14% | Reduce -17.1% | 18,934 | $276K |
| Ignite Planners, LLC | 0.05% | Reduce -3.9% | 21,933 | $275K |
| HighTower Advisors, LLC | 0.00% | New | 18,463 | $269K |
| Federated Hermes, Inc. | 0.00% | Add +9.3% | 17,648 | $257K |
| Two Sigma Investments, LP | 0.00% | New | 17,405 | $254K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.2% | 17,350 | $253K |
| Yousif Capital Management, LLC | 0.00% | No change | 16,991 | $248K |
| Amundi | 0.00% | Reduce -18.3% | 17,390 | $247K |
| Hancock Whitney Corp. | 0.01% | Add +5.5% | 16,844 | $245K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.1% | 16,808 | $245K |
| Neuberger Berman Group LLC | 0.00% | New | 16,302 | $237K |
| Citadel Advisors | 0.00% | Add +59.7% | 15,423 | $225K |
| Longboard Asset Management, LP | 0.66% | No change | 15,319 | $223K |
| Daiwa Securities Group Inc. | 0.00% | Add +2.7% | 15,191 | $221K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -13.2% | 14,580 | $212K |
| Engineers Gate Manager LP | 0.00% | New | 14,567 | $212K |
| Quantinno Capital Management LP | 0.00% | New | 14,084 | $205K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,006 | $204K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -73.0% | 13,742 | $200K |
| New York State Common Retirement Fund | 0.00% | No change | 13,410 | $195K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -10.1% | 13,380 | $195K |
| Creative Planning | 0.00% | Add +13.2% | 13,229 | $193K |
| Amalgamated Bank | 0.00% | Reduce -0.8% | 12,883 | $188K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 12,801 | $187K |
| Cetera Investment Advisers | 0.00% | Add +19.6% | 12,641 | $184K |
| State of Wyoming | 0.02% | Add +225.8% | 12,596 | $184K |
| Arizona State Retirement System | 0.00% | Reduce -0.0% | 12,349 | $180K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,068 | $176K |
| RW Investment Management LLC | 0.02% | No change | 11,821 | $172K |
| Entropy Technologies, LP | 0.02% | Add +13.1% | 11,632 | $169K |
| Quarry LP | 0.04% | Add +245.2% | 11,604 | $169K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 11,587 | $169K |
| EntryPoint Capital, LLC | 0.08% | New | 11,570 | $169K |
| Journey Strategic Wealth LLC | 0.01% | No change | 11,513 | $168K |
| Naviter Wealth, LLC | 0.02% | No change | 11,462 | $167K |
| Chilton Capital Management LLC | 0.01% | Add +336.6% | 11,080 | $161K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -41.5% | 10,997 | $160K |
| Cibc World Markets Corp. | 0.00% | New | 10,995 | $160K |
| Bank of Montreal | 0.00% | New | 10,832 | $158K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | New | 10,666 | $155K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 10,335 | $151K |
| AQR Capital Management | 0.00% | New | 10,332 | $151K |
| Evergreen Capital Management LLC | 0.01% | New | 10,324 | $150K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -2.9% | 10,224 | $149K |
| Lazard Asset Management LLC | 0.00% | Reduce -10.6% | 9,819 | $143K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.1% | 9,570 | $139K |
| STRS Ohio | 0.00% | No change | 9,200 | $134K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,400 | $122K |
| US Bancorp \de | 0.00% | Add +4.7% | 7,725 | $113K |
| Crossingbridge Advisors, LLC | 0.08% | Reduce -47.3% | 15,000 | $92K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,835 | $70K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 4,418 | $64K |
| Bogart Wealth, LLC | 0.00% | No change | 4,289 | $62K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,269 | $62K |
| Copeland Capital Management, LLC | 0.00% | Add +5.5% | 4,127 | $60K |
| Meeder Asset Management Inc. | 0.00% | New | 3,653 | $53K |
| Manchester Capital Management LLC | 0.00% | No change | 2,518 | $37K |
| Point72 (DIFC) Ltd | 0.00% | Add +3.4% | 2,272 | $33K |
| Osaic Holdings, Inc. | 0.00% | Add +172.7% | 2,255 | $33K |
| GAMMA Investing LLC | 0.00% | Reduce -2.2% | 2,212 | $32K |
| New Age Alpha Advisors, LLC | 0.00% | New | 1,878 | $27K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -45.0% | 1,809 | $26K |
| Avion Wealth | 0.01% | No change | 1,500 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.2% | 1,253 | $18K |
| Cwm, LLC | 0.00% | Add +1.3% | 1,213 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +8.7% | 1,230 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.0% | 1,184 | $17K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.1% | 1,163 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,065 | $16K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.4% | 855 | $12K |
| GF Fund Management Co. LTD. | 0.00% | Add +6.3% | 815 | $12K |
| MAI Capital Management | 0.00% | Add +1.0% | 780 | $11K |
| Delta Asset Management LLC | 0.00% | No change | 725 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 650 | $9K |
| Covestor Ltd | 0.01% | No change | 526 | $8K |
| Brooklyn Investment Group | 0.00% | Add +159.0% | 474 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.3% | 367 | $5K |
| Allworth Financial LP | 0.00% | Add +25.2% | 353 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 302 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 300 | $4K |
| Fifth Third Bancorp | 0.00% | Add +120.5% | 280 | $4K |
| Lindbrook Capital, LLC | 0.00% | Add +21.0% | 277 | $4K |
| UMB Bank, n.a. | 0.00% | Add +85.1% | 261 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -53.5% | 177 | $3K |
| Group One Trading LLC | 0.00% | Add +13.9% | 189 | $3K |
| Huntington National Bank | 0.00% | No change | 141 | $2K |
| Rothschild Investment LLC | 0.00% | Add +40.0% | 140 | $2K |
| Bessemer Group Inc. | 0.00% | Add +11.3% | 167 | $2K |
| SouthState Bank Corp | 0.00% | New | 79 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +175.0% | 55 | $802 |
| Assetmark, Inc. | 0.00% | Reduce -99.8% | 53 | $772 |
| Cornerstone Planning Group LLC | 0.00% | No change | 50 | $660 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $437 |
| True Wealth Design, LLC | 0.00% | New | 27 | $394 |
| Parallel Advisors, LLC | 0.00% | New | 20 | $291 |
| Rise Advisors, LLC | 0.00% | Reduce -99.3% | 10 | $147 |
| AdvisorNet Financial, Inc | 0.00% | New | 2 | $33 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.