Whitestone REITWSR

13F holders, Q3 2025 (September 30)
207holders +7
29new positions
22sold out
6famous investors
$12.27avg. 13F price*

At the end of Q3 2025, 207 institutions reported holding Whitestone REIT (WSR) in their 13F filings, up 7 from Q2 2025. 29 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($96.2M), Vanguard Group Inc. ($64.5M) and State Street Corp. ($22.4M). 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

050100150200250 Q1 2024: 161Q1 2024Q2 2024: 165Q2 2024Q3 2024: 182Q3 2024Q4 2024: 195Q4 2024Q1 2025: 202Q1 2025Q2 2025: 200Q2 2025Q3 2025: 207Q3 2025Q4 2025: 211Q4 2025Q1 2026: 221Q1 2026Q2 2026: 217Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions29$6.0M
Exits22$6.8M

All 13F filers, Q2 2025 → Q3 2025: 2,175,047 shares bought and 1,991,150 shares sold, net +183,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 207 holders

BlackRock, Inc. 0.00% Add +0.9% 7,836,359 $96.2M
Vanguard Group Inc. 0.00% Add +0.6% 5,250,328 $64.5M
State Street Corp. 0.00% Reduce -2.2% 1,826,919 $22.4M
Emmett Investment Management, LP 12.09% Add +10.3% 1,262,643 $15.4M
Geode Capital Management, LLC 0.00% Add +0.4% 1,184,277 $14.5M
Nexpoint Asset Management, L.P. 0.96% No change 875,255 $10.7M
First Eagle Investment Management, LLC 0.02% Reduce -12.0% 713,749 $8.8M
Morgan Stanley 0.00% Reduce -12.7% 700,700 $8.6M
Dimensional Fund Advisors LP 0.00% Add +3.6% 613,366 $7.5M
GW&K Investment Management, LLC 0.07% Reduce -2.4% 600,246 $7.4M
CSM Advisors, LLC 0.19% Reduce -2.9% 564,093 $6.9M
Northern Trust Corp. 0.00% Add +2.3% 553,432 $6.8M
DigitalBridge Group, Inc. 0.46% Add +36.4% 454,774 $5.6M
Goldman Sachs Group Inc. 0.00% Add +37.5% 451,977 $5.6M
Chilton Capital Management LLC 0.18% Add +45.5% 427,958 $5.3M
Charles Schwab Investment Management Inc. 0.00% Add +1.2% 427,191 $5.2M
Bank of New York Mellon Corp 0.00% Reduce -6.0% 422,187 $5.2M
Qube Research & Technologies Ltd 0.01% Add +0.2% 385,552 $4.7M
Nuveen, LLC 0.00% Add +31.4% 382,400 $4.7M
JPMorgan Chase & Co. 0.00% Add +37.5% 313,291 $3.8M
Invesco Ltd. 0.00% Reduce -8.9% 309,936 $3.8M
Larson Financial Group LLC 0.11% Add +5.4% 263,489 $3.2M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -5.7% 261,228 $3.2M
Barclays PLC 0.00% Add +15.3% 227,240 $2.8M
Kennedy Capital Management LLC 0.06% Reduce -0.3% 222,978 $2.7M
Principal Financial Group Inc. 0.00% Reduce -12.3% 216,795 $2.7M
Ameriprise Financial Inc. 0.00% Reduce -12.9% 207,433 $2.5M
Greenland Capital Management LP 0.38% Add +45.8% 190,933 $2.4M
FMR LLC 0.00% Add +10.6% 184,426 $2.3M
Wells Fargo & Company 0.00% Add +3.1% 180,646 $2.2M
Public Sector Pension Investment Board 0.01% Add +14.7% 175,077 $2.1M
Two Sigma Investments, LP 0.00% Add +175.7% 155,302 $1.9M
Exchange Traded Concepts, LLC 0.02% Add +161.1% 153,508 $1.9M
Envestnet Asset Management Inc. 0.00% Add +303.0% 153,259 $1.9M
First Trust Advisors LP 0.00% New 146,599 $1.8M
Rhumbline Advisers 0.00% Reduce -3.6% 136,802 $1.7M
Bank of America Corp. 0.00% Add +16.1% 131,445 $1.6M
Raymond James Financial Inc. 0.00% Add +0.8% 128,029 $1.6M
Jane Street Group, LLC 0.00% Add +54.7% 123,923 $1.5M
Man Group plc 0.00% Add +46.5% 123,783 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +6.3% 119,862 $1.5M
Legal & General Group Plc 0.00% Add +0.7% 117,923 $1.4M
Millennium Management 0.00% Reduce -30.7% 94,206 $1.2M
Royal Bank of Canada 0.00% Add +6.4% 90,833 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -81.7% 85,566 $1.1M
UBS Group AG 0.00% Add +1.3% 84,408 $1.0M
AQR Capital Management 0.00% Add +77.8% 84,305 $1.0M
Swiss National Bank 0.00% No change 82,900 $1.0M
Voya Investment Management LLC 0.00% Reduce -11.2% 79,882 $981K
Prelude Capital Management, LLC 0.08% Add +34.5% 79,549 $977K
Renaissance Technologies 0.00% Reduce -63.3% 77,800 $955K
New York State Teachers Retirement System 0.00% Reduce -0.1% 77,161 $948K
Cubist Systematic Strategies, LLC 0.01% Add +26.2% 75,032 $921K
Prudential Financial Inc. 0.00% Add +56.8% 74,124 $910K
Gsa Capital Partners LLP 0.07% New 71,194 $874K
Nomura Asset Management Co. Ltd. 0.00% No change 65,200 $801K
Advisory Research Inc. 0.10% Add +3.8% 63,498 $780K
Tudor Investment Corporation 0.01% Add +8.2% 61,305 $753K
Asset Management One Co., Ltd. 0.00% No change 61,188 $751K
CANADA LIFE ASSURANCE Co 0.00% No change 61,414 $750K
Citigroup Inc. 0.00% Add +16.1% 60,672 $745K
HSBC Holdings PLC 0.00% Add +8.4% 57,537 $705K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +19.1% 54,360 $668K
D. E. Shaw & Co. 0.00% Reduce -49.7% 54,196 $666K
T. Rowe Price Associates Inc. 0.00% Add +1.3% 52,405 $644K
Alliancebernstein L.P. 0.00% No change 49,178 $604K
California State Teachers Retirement System 0.00% Add +22.0% 48,137 $591K
State of Alaska, Department of Revenue 0.01% Reduce -3.0% 46,976 $575K
BNP Paribas Financial Markets 0.00% Add +111.7% 46,534 $571K
Two Sigma Advisers, LP 0.00% Add +13.8% 45,300 $556K
Horizon Investments, LLC 0.01% Add +20.5% 43,855 $535K
LPL Financial LLC 0.00% Add +15.4% 39,431 $484K
Stephens Inc. 0.01% No change 39,360 $483K
Garner Asset Management Corp 0.19% Reduce -3.5% 38,513 $473K
Martingale Asset Management L P 0.01% Reduce -10.2% 37,710 $463K
Quantinno Capital Management LP 0.00% Add +114.0% 36,734 $451K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +23.0% 35,330 $434K
Russell Investments Group, Ltd. 0.00% Add +9.5% 35,106 $431K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -39.1% 33,886 $416K
HighTower Advisors, LLC 0.00% Add +77.7% 33,838 $416K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +1.2% 33,067 $406K
Citadel Advisors 0.00% Reduce -55.3% 33,013 $405K
Denali Advisors LLC 0.05% New 32,800 $403K
Thrivent Financial for Lutherans 0.00% Reduce -1.6% 32,389 $396K
Public Employees Retirement System of Ohio 0.00% No change 30,376 $373K
HRT Financial LP 0.00% Add +9.0% 30,248 $371K
Arrowstreet Capital, Limited Partnership 0.00% No change 29,828 $366K
PharVision Advisers, LLC 0.19% New 27,488 $338K
Jupiter Asset Management Ltd. 0.00% New 27,468 $337K
Deutsche Bank AG 0.00% No change 26,892 $330K
MetLife Investment Management, LLC 0.00% Reduce -12.9% 25,879 $318K
Illinois Municipal Retirement Fund 0.00% Add +0.9% 24,255 $298K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -71.5% 24,249 $298K
Tiaa Trust, National Association 0.00% No change 24,015 $295K
New York State Common Retirement Fund 0.00% Add +70.8% 22,910 $281K
Intech Investment Management LLC 0.00% Reduce -17.6% 22,502 $276K
Ignite Planners, LLC 0.04% No change 21,933 $269K
Hancock Whitney Corp. 0.00% Reduce -38.7% 21,272 $261K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.2% 21,209 $260K
Nisa Investment Advisors, LLC 0.00% Reduce -36.8% 21,172 $260K

"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.

Show all 207 holders