Whitestone REITWSR
13F holders, Q4 2025 (December 31)211holders +4
24new positions
23sold out
4famous investors
$13.88avg. 13F price*
At the end of Q4 2025, 211 institutions reported holding Whitestone REIT (WSR) in their 13F filings, up 4 from Q3 2025. 24 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($110.5M), Vanguard Group Inc. ($75.2M) and State Street Corp. ($25.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Whitestone REIT
- CUSIP
- 966084204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $7.7M |
| Exits | 23 | $5.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,220,082 shares bought and 1,384,447 shares sold, net +835,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| BlackRock, Inc. | 0.00% | Add +1.6% | 7,957,832 | $110.5M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 5,416,634 | $75.2M |
| State Street Corp. | 0.00% | Reduce -1.0% | 1,807,874 | $25.1M |
| Emmett Investment Management, LP | 13.46% | Add +0.3% | 1,266,543 | $17.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 1,179,004 | $16.4M |
| GW&K Investment Management, LLC | 0.13% | Add +84.4% | 1,106,910 | $15.4M |
| Nexpoint Asset Management, L.P. | 0.85% | No change | 875,255 | $12.2M |
| Morgan Stanley | 0.00% | Add +3.9% | 727,929 | $10.1M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -0.1% | 713,049 | $9.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.3% | 621,615 | $8.6M |
| Chilton Capital Management LLC | 0.30% | Add +44.8% | 619,846 | $8.6M |
| CSM Advisors, LLC | 0.22% | Add +1.3% | 571,315 | $7.9M |
| Northern Trust Corp. | 0.00% | Reduce -5.5% | 522,893 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.2% | 484,291 | $6.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.4% | 437,539 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 421,294 | $5.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -3.5% | 371,977 | $5.2M |
| DigitalBridge Group, Inc. | 0.39% | Reduce -19.6% | 365,600 | $5.1M |
| Irenic Capital Management LP | 0.62% | New | 322,176 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 313,939 | $4.4M |
| Invesco Ltd. | 0.00% | Reduce -12.7% | 270,453 | $3.8M |
| Larson Financial Group LLC | 0.12% | Reduce -0.1% | 263,192 | $3.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -1.2% | 258,016 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +64.4% | 251,958 | $3.5M |
| Barclays PLC | 0.00% | Add +1.3% | 230,104 | $3.2M |
| Two Sigma Investments, LP | 0.01% | Add +45.5% | 225,915 | $3.1M |
| FMR LLC | 0.00% | Add +22.4% | 225,663 | $3.1M |
| Kennedy Capital Management LLC | 0.07% | Reduce -0.7% | 221,402 | $3.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.3% | 214,017 | $3.0M |
| Nuveen, LLC | 0.00% | Reduce -48.4% | 197,261 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +8.8% | 196,630 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.5% | 191,849 | $2.7M |
| Bank of America Corp. | 0.00% | Add +33.1% | 175,023 | $2.4M |
| Exchange Traded Concepts, LLC | 0.02% | Add +1.6% | 156,034 | $2.2M |
| Public Sector Pension Investment Board | 0.01% | Reduce -11.2% | 155,533 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +2.4% | 150,096 | $2.1M |
| Rhumbline Advisers | 0.00% | Reduce -6.7% | 127,686 | $1.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +1.1% | 121,130 | $1.7M |
| Renaissance Technologies | 0.00% | Add +52.1% | 118,300 | $1.6M |
| Legal & General Group Plc | 0.00% | Reduce -1.7% | 115,875 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.5% | 114,542 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +19.6% | 108,670 | $1.5M |
| Man Group plc | 0.00% | Reduce -20.6% | 98,293 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +70.0% | 97,828 | $1.3M |
| Swiss National Bank | 0.00% | Add +9.3% | 90,600 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +17.0% | 86,713 | $1.2M |
| UBS Group AG | 0.00% | Reduce -0.1% | 84,321 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +1.8% | 81,305 | $1.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -5.0% | 73,325 | $1.0M |
| Prelude Capital Management, LLC | 0.07% | Reduce -8.7% | 72,600 | $1.0M |
| Millennium Management | 0.00% | Reduce -24.6% | 71,037 | $987K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +6.1% | 69,200 | $961K |
| AQR Capital Management | 0.00% | Reduce -20.6% | 66,946 | $930K |
| Advisory Research Inc. | 0.12% | Add +5.3% | 66,829 | $928K |
| Asset Management One Co., Ltd. | 0.00% | Add +6.2% | 65,000 | $904K |
| Greenland Capital Management LP | 0.14% | Reduce -66.0% | 65,000 | $903K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.9% | 60,844 | $844K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 55,394 | $770K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.1% | 53,753 | $747K |
| Two Sigma Advisers, LP | 0.00% | Add +15.0% | 52,100 | $724K |
| Federated Hermes, Inc. | 0.00% | Add +182.6% | 49,458 | $687K |
| Alliancebernstein L.P. | 0.00% | No change | 49,178 | $683K |
| Engineers Gate Manager LP | 0.01% | Add +294.3% | 48,626 | $675K |
| Intech Investment Management LLC | 0.01% | Add +113.3% | 48,001 | $667K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.5% | 47,207 | $654K |
| Horizon Investments, LLC | 0.01% | Add +5.3% | 46,189 | $642K |
| Public Employees Retirement System of Ohio | 0.00% | Add +51.7% | 46,082 | $640K |
| Quantinno Capital Management LP | 0.00% | Add +18.9% | 43,688 | $607K |
| California State Teachers Retirement System | 0.00% | Reduce -9.5% | 43,545 | $605K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +26.2% | 41,717 | $579K |
| LPL Financial LLC | 0.00% | Add +3.7% | 40,879 | $568K |
| Stephens Inc. | 0.01% | No change | 39,360 | $547K |
| Garner Asset Management Corp | 0.21% | Add +0.0% | 38,521 | $535K |
| Jane Street Group, LLC | 0.00% | Reduce -68.9% | 38,493 | $535K |
| Franklin Resources Inc. | 0.00% | New | 38,285 | $532K |
| Martingale Asset Management L P | 0.01% | No change | 37,710 | $524K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.6% | 36,732 | $510K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 35,330 | $488K |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 34,035 | $473K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 32,785 | $455K |
| EP Wealth Advisors, LLC | 0.00% | — | 31,936 | $444K |
| Deutsche Bank AG | 0.00% | Add +17.5% | 31,589 | $439K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.8% | 30,851 | $429K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -9.2% | 30,777 | $427K |
| AlphaCentric Advisors LLC | 0.42% | — | 30,000 | $417K |
| Citadel Advisors | 0.00% | Reduce -18.6% | 26,880 | $373K |
| Denali Advisors LLC | 0.04% | Reduce -21.6% | 25,714 | $357K |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.2% | 25,507 | $354K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +30.3% | 24,728 | $343K |
| Cresset Asset Management, LLC | 0.00% | Add +24.8% | 24,636 | $342K |
| Illinois Municipal Retirement Fund | 0.00% | Add +0.2% | 24,304 | $338K |
| MetLife Investment Management, LLC | 0.00% | Reduce -9.4% | 23,446 | $326K |
| Brooklyn Investment Group | 0.01% | New | 22,945 | $319K |
| New York State Common Retirement Fund | 0.00% | No change | 22,910 | $318K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.4% | 21,188 | $294K |
| Citigroup Inc. | 0.00% | Reduce -65.3% | 21,034 | $292K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 20,964 | $291K |
| Louisiana State Employees Retirement System | 0.00% | No change | 20,600 | $286K |
| FourThought Financial Partners, LLC | 0.02% | New | 20,571 | $286K |
| Cetera Investment Advisers | 0.00% | Add +9.6% | 20,411 | $284K |
| Janus Henderson Group PLC | 0.00% | No change | 19,815 | $275K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -7.7% | 19,136 | $266K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -10.5% | 18,952 | $263K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -12.4% | 17,784 | $253K |
| Victory Capital Management Inc. | 0.00% | Reduce -9.8% | 17,546 | $244K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.4% | 16,854 | $234K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,619 | $231K |
| Doliver Advisors, LP | 0.06% | No change | 16,000 | $222K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -35.1% | 15,733 | $219K |
| Verition Fund Management LLC | 0.00% | No change | 15,400 | $214K |
| Safe Harbor Family Capital, LLC | 0.19% | — | 15,342 | $213K |
| Gross & Hartman Investments LLC | 0.12% | — | 15,342 | $213K |
| Worth Venture Partners, LLC | 1.54% | New | 15,300 | $213K |
| Lazard Asset Management LLC | 0.00% | Add +18.3% | 15,164 | $211K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.4% | 14,662 | $204K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.2% | 14,646 | $203K |
| Panagora Asset Management Inc. | 0.00% | New | 14,545 | $202K |
| Corient Private Wealth LP | 0.00% | Reduce -7.6% | 14,507 | $202K |
| AlphaQuest LLC | 0.01% | Add +3.2% | 14,485 | $201K |
| Crossingbridge Advisors, LLC | 0.11% | No change | 30,000 | $184K |
| Mariner, LLC | 0.00% | Reduce -24.8% | 13,234 | $184K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 13,063 | $181K |
| Amalgamated Bank | 0.00% | Reduce -2.8% | 12,986 | $180K |
| Creative Planning | 0.00% | Add +8.6% | 12,950 | $180K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 12,942 | $180K |
| Arizona State Retirement System | 0.00% | Reduce -0.6% | 12,723 | $177K |
| Yousif Capital Management, LLC | 0.00% | Reduce -13.4% | 12,059 | $170K |
| PharVision Advisers, LLC | 0.09% | Reduce -55.5% | 12,229 | $170K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,068 | $168K |
| Virtus Investment Advisers, LLC | 0.05% | New | 12,053 | $167K |
| SG Americas Securities, LLC | 0.00% | Add +44.8% | 11,910 | $165K |
| Coordinated Financial Services, Inc. | 0.09% | New | 11,624 | $161K |
| Aigen Investment Management, LP | 0.04% | New | 11,619 | $161K |
| Ballentine Partners, LLC | 0.00% | Reduce -2.2% | 11,571 | $161K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.4% | 11,329 | $157K |
| Ignite Planners, LLC | 0.02% | Reduce -50.1% | 10,933 | $156K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 11,115 | $154K |
| Tiaa Trust, National Association | 0.00% | Reduce -54.8% | 10,862 | $151K |
| Ieq Capital, LLC | 0.00% | Reduce -31.1% | 10,762 | $149K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.1% | 10,674 | $148K |
| HRT Financial LP | 0.00% | Reduce -65.7% | 10,376 | $144K |
| M&T Bank Corp | 0.00% | New | 10,364 | $144K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.0% | 10,224 | $142K |
| SummitTX Capital, L.P. | 0.00% | New | 10,000 | $139K |
| KLP Kapitalforvaltning As | 0.00% | Add +17.9% | 9,900 | $138K |
| Quadrant Capital Group LLC | 0.00% | Reduce -5.2% | 8,333 | $116K |
| STRS Ohio | 0.00% | No change | 8,200 | $114K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,500 | $90K |
| US Bancorp \de | 0.00% | Reduce -6.5% | 6,487 | $90K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -49.9% | 6,308 | $88K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 5,847 | $81K |
| Covestor Ltd | 0.04% | Reduce -4.8% | 5,419 | $75K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 5,392 | $75K |
| Copeland Capital Management, LLC | 0.00% | No change | 5,327 | $74K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,771 | $52K |
| Cwm, LLC | 0.00% | Reduce -23.0% | 3,738 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.0% | 3,576 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | Add +352200.0% | 3,523 | $49K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.2% | 3,227 | $45K |
| Avalon Trust Co | 0.00% | Add +52.4% | 3,200 | $44K |
| GAMMA Investing LLC | 0.00% | Reduce -10.2% | 2,717 | $38K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.5% | 2,602 | $36K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,119 | $29K |
| Manchester Capital Management LLC | 0.00% | Reduce -20.6% | 2,000 | $28K |
| Prosperity Bancshares Inc | 0.02% | — | 1,637 | $23K |
| Avion Wealth | 0.00% | No change | 1,500 | $20K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +41.6% | 1,342 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.3% | 1,239 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.8% | 1,195 | $17K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +22940.0% | 1,152 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -28.8% | 1,071 | $15K |
| Bessemer Group Inc. | 0.00% | Add +370.1% | 1,006 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +108.3% | 854 | $12K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +29.8% | 853 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 850 | $12K |
| Quarry LP | 0.00% | Reduce -81.9% | 825 | $11K |
| GF Fund Management Co. LTD. | 0.00% | Add +5.0% | 761 | $11K |
| Salomon & Ludwin, LLC | 0.00% | Add +1111.3% | 751 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 725 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 650 | $9K |
| Jones Financial Companies LLLP | 0.00% | No change | 588 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +65.7% | 550 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 517 | $7K |
| Essential Partners LLC | 0.00% | Reduce -48.7% | 425 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -43.6% | 328 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +30.4% | 326 | $5K |
| Allworth Financial LP | 0.00% | Reduce -22.6% | 315 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 300 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 238 | $3K |
| MAI Capital Management | 0.00% | Add +11.0% | 171 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 177 | $2K |
| Huntington National Bank | 0.00% | No change | 141 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 126 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -66.2% | 115 | $2K |
| Rothschild Investment LLC | 0.00% | Add +2.9% | 108 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 96 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 90 | $1K |
| Fifth Third Bancorp | 0.00% | Reduce -45.3% | 58 | $806 |
| UMB Bank, n.a. | 0.00% | No change | 56 | $778 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 46 | $639 |
| Bare Financial Services, Inc | 0.00% | New | 36 | $500 |
| Assetmark, Inc. | 0.00% | No change | 31 | $431 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $417 |
| True Wealth Design, LLC | 0.00% | Reduce -38.1% | 26 | $362 |
| Signaturefd, LLC | 0.00% | No change | 14 | $194 |
| Gilpin Wealth Management, LLC | 0.00% | — | 9 | $126 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 7 | $97 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $33 |
| Ankerstar Wealth, LLC | 0.00% | — | 2 | $28 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $19 |
| Triumph Capital Management | 0.00% | New | 1 | $14 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.