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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $6.0M |
| Exits | 22 | $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 |
| Caxton Associates LLP | 0.01% | New | 20,723 | $254K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +16.1% | 20,725 | $254K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -1.4% | 20,600 | $253K |
| State of Tennessee, Department of Treasury | 0.00% | Add +1.8% | 20,308 | $249K |
| XTX Topco Ltd | 0.01% | New | 20,234 | $248K |
| Janus Henderson Group PLC | 0.00% | No change | 19,815 | $243K |
| Cresset Asset Management, LLC | 0.00% | Add +22.6% | 19,745 | $242K |
| Victory Capital Management Inc. | 0.00% | New | 19,449 | $239K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +91.1% | 18,977 | $233K |
| Cetera Investment Advisers | 0.00% | Add +26.8% | 18,618 | $229K |
| Ridgewood Investments LLC | 0.09% | Reduce -25.0% | 18,000 | $221K |
| Mariner, LLC | 0.00% | Add +9.9% | 17,607 | $216K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.2% | 17,502 | $215K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -79.3% | 16,619 | $204K |
| Doliver Advisors, LP | 0.05% | New | 16,000 | $196K |
| Daiwa Securities Group Inc. | 0.00% | Add +0.2% | 15,835 | $194K |
| Corient Private Wealth LP | 0.00% | Add +44.6% | 15,696 | $193K |
| Ieq Capital, LLC | 0.00% | Add +40.5% | 15,621 | $192K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.8% | 15,500 | $190K |
| Verition Fund Management LLC | 0.00% | No change | 15,400 | $189K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,270 | $188K |
| Boothbay Fund Management, LLC | 0.00% | New | 15,089 | $185K |
| Crossingbridge Advisors, LLC | 0.23% | No change | 30,000 | $184K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.3% | 14,677 | $180K |
| AlphaQuest LLC | 0.01% | Reduce -59.6% | 14,032 | $172K |
| Yousif Capital Management, LLC | 0.00% | Reduce -17.7% | 13,919 | $171K |
| Amalgamated Bank | 0.00% | Add +3.7% | 13,361 | $164K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +26.4% | 13,063 | $160K |
| Lazard Asset Management LLC | 0.00% | Reduce -86.4% | 12,821 | $157K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 12,801 | $157K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -8.7% | 12,788 | $157K |
| Rockefeller Capital Management L.P. | 0.00% | New | 12,598 | $155K |
| Engineers Gate Manager LP | 0.00% | New | 12,331 | $151K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,068 | $148K |
| Creative Planning | 0.00% | Add +3.3% | 11,920 | $146K |
| Ballentine Partners, LLC | 0.00% | Add +3.4% | 11,826 | $145K |
| RW Investment Management LLC | 0.01% | No change | 11,821 | $145K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.6% | 11,434 | $140K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.5% | 10,934 | $134K |
| Pathstone Holdings, LLC | 0.00% | New | 10,748 | $132K |
| Journey Strategic Wealth LLC | 0.00% | Reduce -2.5% | 10,126 | $124K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -1.0% | 10,124 | $124K |
| Warwick Investment Management, Inc. | 0.02% | New | 10,016 | $123K |
| Quadrant Capital Group LLC | 0.00% | New | 8,786 | $108K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,400 | $103K |
| SG Americas Securities, LLC | 0.00% | New | 8,224 | $101K |
| STRS Ohio | 0.00% | Reduce -10.9% | 8,200 | $101K |
| US Bancorp \de | 0.00% | No change | 6,935 | $85K |
| Covestor Ltd | 0.04% | Add +475.1% | 5,693 | $70K |
| Copeland Capital Management, LLC | 0.00% | Add +90.7% | 5,327 | $65K |
| Cwm, LLC | 0.00% | Add +79.8% | 4,854 | $60K |
| State of Wyoming | 0.01% | New | 4,878 | $60K |
| Quarry LP | 0.01% | New | 4,567 | $56K |
| Bogart Wealth, LLC | 0.00% | No change | 4,289 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.9% | 3,974 | $49K |
| Osaic Holdings, Inc. | 0.00% | Add +27.5% | 3,851 | $48K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -22.0% | 3,771 | $46K |
| Simplex Trading, LLC | 0.00% | Add +26435.7% | 3,715 | $45K |
| Arax Advisory Partners | 0.00% | Add +4680.3% | 3,155 | $39K |
| Sterling Capital Management LLC | 0.00% | Add +155.5% | 3,115 | $38K |
| GAMMA Investing LLC | 0.00% | Add +18.7% | 3,027 | $37K |
| Manchester Capital Management LLC | 0.00% | No change | 2,518 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.1% | 2,379 | $29K |
| Point72 (DIFC) Ltd | 0.00% | New | 2,368 | $29K |
| Avalon Trust Co | 0.00% | New | 2,100 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5.5% | 1,504 | $18K |
| Avion Wealth | 0.00% | No change | 1,500 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +51.8% | 1,166 | $14K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.8% | 948 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.6% | 850 | $10K |
| Essential Partners LLC | 0.00% | Add +441.8% | 829 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 725 | $9K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -6.8% | 725 | $9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 657 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 650 | $8K |
| Jones Financial Companies LLLP | 0.00% | No change | 588 | $7K |
| IFP Advisors, Inc | 0.00% | Add +13.2% | 582 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 517 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Add +44.4% | 410 | $5K |
| Allworth Financial LP | 0.00% | Reduce -20.7% | 407 | $5K |
| Optiver Holding B.V. | 0.00% | New | 340 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +4.4% | 332 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 300 | $4K |
| Quantbot Technologies LP | 0.00% | Reduce -98.2% | 267 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.1% | 250 | $3K |
| Bessemer Group Inc. | 0.00% | Add +28.1% | 214 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 238 | $3K |
| Wealthspire Advisors, LLC | 0.00% | New | 167 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 180 | $2K |
| MAI Capital Management | 0.00% | Reduce -52.8% | 154 | $2K |
| Huntington National Bank | 0.00% | No change | 141 | $2K |
| Fifth Third Bancorp | 0.00% | Add +43.2% | 106 | $1K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 105 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 90 | $1K |
| SouthState Bank Corp | 0.00% | No change | 79 | $971 |
| Salomon & Ludwin, LLC | 0.00% | New | 62 | $748 |
| UMB Bank, n.a. | 0.00% | No change | 56 | $688 |
| True Wealth Design, LLC | 0.00% | Add +162.5% | 42 | $516 |
| Financial Consulate, Inc. | 0.00% | New | 35 | $430 |
| Clearstead Trust, LLC | 0.00% | No change | 34 | $418 |
| Assetmark, Inc. | 0.00% | Reduce -41.5% | 31 | $381 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $368 |
| Signaturefd, LLC | 0.00% | New | 14 | $172 |
| Rise Advisors, LLC | 0.00% | No change | 10 | $126 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 5 | $61 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $29 |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $12 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.