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 |
| Ridgewood Investments LLC | 0.13% | No change | 24,000 | $300K |
| Squarepoint Ops LLC | 0.00% | New | 22,752 | $284K |
| BNP Paribas Financial Markets | 0.00% | Add +2.3% | 21,981 | $274K |
| Ignite Planners, LLC | 0.05% | No change | 21,933 | $273K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -0.5% | 20,900 | $261K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -11.7% | 19,948 | $249K |
| Janus Henderson Group PLC | 0.00% | No change | 19,815 | $247K |
| HighTower Advisors, LLC | 0.00% | Add +3.1% | 19,040 | $238K |
| Federated Hermes, Inc. | 0.00% | Add +5.8% | 18,662 | $233K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -7.7% | 17,852 | $224K |
| Quantinno Capital Management LP | 0.00% | Add +21.9% | 17,168 | $214K |
| Yousif Capital Management, LLC | 0.00% | Reduce -0.5% | 16,914 | $211K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.2% | 16,273 | $203K |
| Cresset Asset Management, LLC | 0.00% | New | 16,105 | $201K |
| Mariner, LLC | 0.00% | Reduce -23.8% | 16,018 | $200K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.9% | 15,835 | $197K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.0% | 15,806 | $197K |
| Verition Fund Management LLC | 0.00% | Reduce -58.1% | 15,400 | $192K |
| Quantbot Technologies LP | 0.00% | New | 14,897 | $186K |
| Crossingbridge Advisors, LLC | 0.22% | Add +100.0% | 30,000 | $184K |
| Cetera Investment Advisers | 0.00% | Add +16.1% | 14,681 | $183K |
| M&G PLC | 0.00% | New | 14,949 | $179K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,006 | $175K |
| New York State Common Retirement Fund | 0.00% | No change | 13,410 | $167K |
| Maryland State Retirement & Pension System | 0.00% | No change | 13,380 | $167K |
| Amalgamated Bank | 0.00% | No change | 12,883 | $161K |
| Arizona State Retirement System | 0.00% | Add +2.2% | 12,625 | $158K |
| Aigen Investment Management, LP | 0.02% | New | 12,167 | $152K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,068 | $151K |
| RW Investment Management LLC | 0.02% | No change | 11,821 | $148K |
| Creative Planning | 0.00% | Reduce -12.8% | 11,540 | $144K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.8% | 11,499 | $144K |
| Naviter Wealth, LLC | 0.02% | No change | 11,462 | $143K |
| Ballentine Partners, LLC | 0.00% | New | 11,441 | $143K |
| EntryPoint Capital, LLC | 0.07% | Reduce -3.2% | 11,203 | $140K |
| Ieq Capital, LLC | 0.00% | New | 11,120 | $139K |
| Bank of Montreal | 0.00% | Add +0.2% | 10,858 | $136K |
| Corient Private Wealth LP | 0.00% | New | 10,856 | $135K |
| Journey Strategic Wealth LLC | 0.00% | Reduce -9.8% | 10,386 | $130K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 10,335 | $129K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 10,224 | $128K |
| ProShare Advisors LLC | 0.00% | Reduce -13.1% | 10,069 | $126K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -9.7% | 9,930 | $124K |
| STRS Ohio | 0.00% | No change | 9,200 | $115K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,400 | $105K |
| US Bancorp \de | 0.00% | Reduce -10.2% | 6,935 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +401.1% | 6,279 | $78K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,835 | $60K |
| Bogart Wealth, LLC | 0.00% | No change | 4,289 | $54K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 3,991 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.3% | 3,787 | $47K |
| Osaic Holdings, Inc. | 0.00% | Add +34.0% | 3,021 | $38K |
| Copeland Capital Management, LLC | 0.00% | Reduce -32.3% | 2,794 | $35K |
| Cwm, LLC | 0.00% | Add +122.6% | 2,700 | $34K |
| GAMMA Investing LLC | 0.00% | Add +15.3% | 2,551 | $32K |
| Manchester Capital Management LLC | 0.00% | No change | 2,518 | $31K |
| Trust Co. of Vermont | 0.00% | New | 1,900 | $24K |
| Avion Wealth | 0.00% | No change | 1,500 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +372.2% | 1,426 | $18K |
| Sterling Capital Management LLC | 0.00% | Add +42.6% | 1,219 | $15K |
| Summit Securities Group LLC | 0.00% | New | 1,050 | $13K |
| Covestor Ltd | 0.01% | Add +88.2% | 990 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.3% | 920 | $11K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -23.0% | 896 | $11K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -4.5% | 778 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -37.6% | 768 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 725 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -39.0% | 650 | $8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 657 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 588 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 517 | $6K |
| IFP Advisors, Inc | 0.00% | New | 514 | $6K |
| Allworth Financial LP | 0.00% | Add +45.3% | 513 | $6K |
| Brooklyn Investment Group | 0.00% | Reduce -23.8% | 361 | $4K |
| MAI Capital Management | 0.00% | Reduce -58.2% | 326 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 284 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -51.1% | 318 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 300 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -38.1% | 227 | $3K |
| Group One Trading LLC | 0.00% | No change | 189 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.7% | 180 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 167 | $2K |
| Essential Partners LLC | 0.00% | — | 153 | $2K |
| Huntington National Bank | 0.00% | No change | 141 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +63.6% | 90 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -35.7% | 90 | $1K |
| SouthState Bank Corp | 0.00% | No change | 79 | $986 |
| Fifth Third Bancorp | 0.00% | Reduce -73.6% | 74 | $924 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 71 | $887 |
| Arax Advisory Partners | 0.00% | New | 66 | $824 |
| UMB Bank, n.a. | 0.00% | Reduce -78.5% | 56 | $699 |
| Assetmark, Inc. | 0.00% | No change | 53 | $661 |
| Cornerstone Planning Group LLC | 0.00% | No change | 50 | $609 |
| Clearstead Trust, LLC | 0.00% | New | 34 | $425 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $374 |
| True Wealth Design, LLC | 0.00% | Reduce -40.7% | 16 | $200 |
| Rise Advisors, LLC | 0.00% | No change | 10 | $127 |
| Clearstead Advisors, LLC | 0.00% | New | 8 | $100 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $29 |
| Simplex Trading, LLC | 0.00% | New | 14 | $0 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.