Whitestone REITWSR
13F holders, Q2 2025 (June 30)200holders −2
29new positions
30sold out
6famous investors
$12.48avg. 13F price*
At the end of Q2 2025, 200 institutions reported holding Whitestone REIT (WSR) in their 13F filings, down 2 from Q1 2025. 29 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($97.0M), Vanguard Group Inc. ($65.1M) and State Street Corp. ($23.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $13.6M |
| Exits | 30 | $17.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,419,883 shares bought and 2,846,291 shares sold, net +573,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| BlackRock, Inc. | 0.00% | Reduce -6.3% | 7,768,563 | $97.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 5,217,963 | $65.1M |
| State Street Corp. | 0.00% | Reduce -1.5% | 1,867,635 | $23.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.4% | 1,179,150 | $14.7M |
| Emmett Investment Management, LP | 11.38% | Add +42.9% | 1,145,205 | $14.3M |
| Nexpoint Asset Management, L.P. | 1.05% | No change | 875,255 | $10.9M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -26.2% | 811,040 | $10.1M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 802,752 | $10.0M |
| GW&K Investment Management, LLC | 0.07% | Reduce -0.6% | 615,083 | $7.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.4% | 592,151 | $7.4M |
| CSM Advisors, LLC | 0.21% | New | 581,167 | $7.3M |
| Northern Trust Corp. | 0.00% | Reduce -9.0% | 541,196 | $6.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +834.3% | 467,552 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 449,314 | $5.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 422,118 | $5.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +45.0% | 384,921 | $4.8M |
| Invesco Ltd. | 0.00% | Reduce -3.6% | 340,310 | $4.2M |
| DigitalBridge Group, Inc. | 0.42% | Reduce -12.1% | 333,373 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.9% | 328,787 | $4.1M |
| Chilton Capital Management LLC | 0.13% | Add +2553.8% | 294,043 | $3.7M |
| Nuveen, LLC | 0.00% | Add +112.1% | 291,030 | $3.6M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +231.4% | 276,935 | $3.5M |
| Larson Financial Group LLC | 0.13% | Add +14.5% | 249,905 | $3.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.7% | 247,104 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.5% | 238,123 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.7% | 227,882 | $2.8M |
| Kennedy Capital Management LLC | 0.07% | Reduce -13.7% | 223,762 | $2.8M |
| Renaissance Technologies | 0.00% | Add +186.8% | 212,184 | $2.6M |
| Barclays PLC | 0.00% | Add +8.1% | 197,084 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +0.0% | 175,186 | $2.2M |
| FMR LLC | 0.00% | Add +5.5% | 166,743 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +195.8% | 160,852 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | Add +8.0% | 152,644 | $1.9M |
| Rhumbline Advisers | 0.00% | Add +0.7% | 141,947 | $1.8M |
| Millennium Management | 0.00% | Reduce -36.0% | 135,885 | $1.7M |
| Greenland Capital Management LP | 0.22% | Add +10.0% | 130,933 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +13.8% | 127,031 | $1.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 117,105 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -31.2% | 113,257 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +1.1% | 112,746 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +68.5% | 107,755 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +862.7% | 94,531 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 92,910 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +39.5% | 89,907 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +20.2% | 85,387 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 84,945 | $1.1M |
| Man Group plc | 0.00% | Add +2.1% | 84,465 | $1.1M |
| UBS Group AG | 0.00% | Add +12.8% | 83,317 | $1.0M |
| Swiss National Bank | 0.00% | No change | 82,900 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -28.5% | 80,349 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +25.9% | 80,096 | $1000K |
| New York State Teachers Retirement System | 0.00% | Add +9.7% | 77,261 | $964K |
| Citadel Advisors | 0.00% | Add +379.3% | 73,919 | $923K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +11.1% | 65,200 | $814K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -13.9% | 61,373 | $766K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.0% | 61,414 | $766K |
| Advisory Research Inc. | 0.12% | Add +7.3% | 61,189 | $764K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -4.8% | 61,188 | $764K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +19.3% | 59,458 | $742K |
| Prelude Capital Management, LLC | 0.07% | Add +12.8% | 59,149 | $738K |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.0% | 58,793 | $734K |
| Magnetar Financial LLC | 0.00% | New | 57,302 | $715K |
| Tudor Investment Corporation | 0.01% | New | 56,657 | $707K |
| Two Sigma Investments, LP | 0.00% | Add +223.6% | 56,323 | $703K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.4% | 56,125 | $700K |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 55,635 | $694K |
| HSBC Holdings PLC | 0.00% | Add +0.1% | 53,096 | $658K |
| Citigroup Inc. | 0.00% | Reduce -36.0% | 52,283 | $652K |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.3% | 51,745 | $646K |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 49,178 | $614K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.1% | 48,440 | $602K |
| AQR Capital Management | 0.00% | Add +359.0% | 47,423 | $592K |
| Prudential Financial Inc. | 0.00% | Add +5.0% | 47,264 | $590K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.4% | 45,639 | $570K |
| Martingale Asset Management L P | 0.01% | Add +11.1% | 41,980 | $524K |
| Garner Asset Management Corp | 0.23% | Reduce -6.1% | 39,904 | $498K |
| Two Sigma Advisers, LP | 0.00% | Add +34.5% | 39,800 | $497K |
| California State Teachers Retirement System | 0.00% | Reduce -2.1% | 39,467 | $493K |
| Stephens Inc. | 0.01% | No change | 39,360 | $491K |
| Envestnet Asset Management Inc. | 0.00% | New | 38,028 | $475K |
| Horizon Investments, LLC | 0.01% | New | 36,404 | $451K |
| AlphaQuest LLC | 0.04% | Add +33.1% | 34,760 | $434K |
| Hancock Whitney Corp. | 0.01% | Add +106.0% | 34,698 | $433K |
| LPL Financial LLC | 0.00% | Add +10.7% | 34,163 | $426K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -8.0% | 33,521 | $418K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 32,934 | $410K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | No change | 32,667 | $408K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 32,054 | $400K |
| Public Employees Retirement System of Ohio | 0.00% | Add +80.7% | 30,376 | $379K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 29,828 | $372K |
| MetLife Investment Management, LLC | 0.00% | Reduce -6.4% | 29,720 | $371K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 28,730 | $359K |
| Marshall Wace, LLP | 0.00% | Reduce -74.5% | 28,097 | $351K |
| HRT Financial LP | 0.00% | Add +20.5% | 27,752 | $346K |
| Intech Investment Management LLC | 0.00% | Reduce -6.0% | 27,308 | $341K |
| Vestcor Inc | 0.01% | New | 26,952 | $336K |
| Deutsche Bank AG | 0.00% | Reduce -7.8% | 26,892 | $336K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.9% | 24,726 | $309K |
| Illinois Municipal Retirement Fund | 0.00% | Add +12.2% | 24,034 | $300K |
| Tiaa Trust, National Association | 0.00% | No change | 24,015 | $300K |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.