Whitestone REITWSR
13F holders, Q1 2026 (March 31)221holders +10
26new positions
19sold out
5famous investors
$16.15avg. 13F price*
At the end of Q1 2026, 221 institutions reported holding Whitestone REIT (WSR) in their 13F filings, up 10 from Q4 2025. 26 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($129.7M), Vanguard Portfolio Management LLC ($48.6M) and Vanguard Capital Management LLC ($33.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $4.6M |
| Exits | 19 | $6.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,339,854 shares bought and 2,061,478 shares sold, net +278,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| BlackRock, Inc. | 0.00% | Add +0.9% | 8,033,175 | $129.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 3,007,925 | $48.6M |
| Vanguard Capital Management LLC | 0.00% | — | 2,102,085 | $33.9M |
| State Street Corp. | 0.00% | Add +2.4% | 1,850,444 | $29.9M |
| Irenic Capital Management LP | 1.85% | Add +292.8% | 1,265,391 | $20.4M |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 1,198,721 | $19.4M |
| GW&K Investment Management, LLC | 0.15% | Reduce -6.4% | 1,035,745 | $16.7M |
| Nexpoint Asset Management, L.P. | 0.99% | No change | 875,255 | $14.1M |
| First Eagle Investment Management, LLC | 0.02% | Add +4.1% | 742,115 | $12.0M |
| Chilton Capital Management LLC | 0.38% | Add +8.8% | 674,201 | $10.9M |
| Morgan Stanley | 0.00% | Reduce -10.1% | 654,567 | $10.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.1% | 640,742 | $10.3M |
| Emmett Investment Management, LP | 7.80% | Reduce -50.1% | 632,000 | $10.2M |
| CSM Advisors, LLC | 0.23% | Reduce -0.6% | 568,074 | $9.2M |
| Northern Trust Corp. | 0.00% | Add +3.6% | 541,989 | $8.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.3% | 449,181 | $7.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 438,073 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 407,558 | $6.6M |
| Two Sigma Investments, LP | 0.00% | Add +49.4% | 337,595 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.7% | 336,954 | $5.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -20.2% | 296,976 | $4.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 289,143 | $4.7M |
| DigitalBridge Group, Inc. | 0.29% | Reduce -22.6% | 283,000 | $4.6M |
| Larson Financial Group LLC | 0.14% | Add +4.6% | 275,226 | $4.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +5.8% | 272,874 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.8% | 270,577 | $4.4M |
| FMR LLC | 0.00% | Add +14.9% | 259,403 | $4.2M |
| Invesco Ltd. | 0.00% | Reduce -6.4% | 253,172 | $4.1M |
| Kennedy Capital Management LLC | 0.08% | Add +1.9% | 225,498 | $3.6M |
| Principal Financial Group Inc. | 0.00% | Add +2.0% | 218,266 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.4% | 168,102 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -16.8% | 163,527 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -7.0% | 162,744 | $2.6M |
| Public Sector Pension Investment Board | 0.01% | Add +3.3% | 160,639 | $2.6M |
| First Trust Advisors LP | 0.00% | Add +0.6% | 150,945 | $2.4M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -5.3% | 147,687 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +29.9% | 141,217 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +42.4% | 139,304 | $2.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +10.7% | 134,060 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +1.8% | 129,943 | $2.1M |
| Barclays PLC | 0.00% | Reduce -48.4% | 118,740 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 113,661 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5053.8% | 109,209 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -11.8% | 102,248 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +149.7% | 96,128 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +1358.3% | 94,790 | $1.5M |
| Swiss National Bank | 0.00% | No change | 90,600 | $1.5M |
| Nuveen, LLC | 0.00% | Reduce -55.0% | 88,841 | $1.4M |
| Public Employees Retirement System of Ohio | 0.00% | Add +77.7% | 81,865 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -0.3% | 81,057 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -11.0% | 77,213 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +57.7% | 75,679 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.1% | 71,802 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +62.2% | 70,875 | $1.1M |
| AQR Capital Management | 0.00% | Add +5.8% | 70,865 | $1.1M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 69,200 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +36.8% | 66,512 | $1.1M |
| Asset Management One Co., Ltd. | 0.00% | Add +0.0% | 65,025 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.6% | 62,924 | $1.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 60,844 | $985K |
| Prelude Capital Management, LLC | 0.07% | Reduce -17.4% | 60,000 | $969K |
| Federated Hermes, Inc. | 0.00% | Add +10.0% | 54,407 | $879K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +0.8% | 54,198 | $875K |
| Renaissance Technologies | 0.00% | Reduce -54.5% | 53,811 | $869K |
| Gabelli Funds LLC | 0.01% | New | 53,374 | $862K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.12% | New | 49,200 | $795K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +17.5% | 49,017 | $792K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.2% | 47,287 | $762K |
| Stephens Inc. | 0.01% | Add +16.2% | 45,728 | $739K |
| Greenland Capital Management LP | 0.17% | Reduce -30.8% | 45,000 | $727K |
| LPL Financial LLC | 0.00% | Add +9.4% | 44,740 | $723K |
| EP Wealth Advisors, LLC | 0.00% | Add +37.5% | 43,897 | $709K |
| Horizon Investments, LLC | 0.01% | Reduce -5.6% | 43,584 | $704K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 43,209 | $698K |
| HighTower Advisors, LLC | 0.00% | Add +25.5% | 42,713 | $690K |
| Alliancebernstein L.P. | 0.00% | No change | 49,178 | $683K |
| Citadel Advisors | 0.00% | Add +53.6% | 41,281 | $667K |
| Martingale Asset Management L P | 0.02% | Add +3.7% | 39,110 | $632K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.3% | 38,694 | $625K |
| Franklin Resources Inc. | 0.00% | Reduce -0.2% | 38,193 | $617K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +23.9% | 38,149 | $616K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 35,330 | $571K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 34,098 | $551K |
| Deutsche Bank AG | 0.00% | Add +7.3% | 33,881 | $547K |
| Garner Asset Management Corp | 0.21% | Reduce -13.5% | 33,328 | $538K |
| Thrivent Financial for Lutherans | 0.00% | Add +4.5% | 32,229 | $520K |
| Citigroup Inc. | 0.00% | Add +49.8% | 31,512 | $509K |
| AlphaCentric Advisors LLC | 0.46% | Reduce -5.0% | 28,490 | $460K |
| Crossingbridge Advisors, LLC | 0.09% | Reduce -5.0% | 28,490 | $460K |
| Denali Advisors LLC | 0.05% | Reduce -0.1% | 25,701 | $415K |
| Susquehanna International Group, LLP | 0.00% | New | 25,678 | $415K |
| MetLife Investment Management, LLC | 0.00% | Add +8.6% | 25,457 | $411K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 24,728 | $399K |
| Point72 Asset Management | 0.00% | New | 23,872 | $386K |
| Hancock Whitney Corp. | 0.01% | Reduce -5.7% | 19,991 | $379K |
| UBS Group AG | 0.00% | Reduce -72.5% | 23,151 | $374K |
| New York State Common Retirement Fund | 0.00% | No change | 22,910 | $370K |
| Cetera Investment Advisers | 0.00% | Add +10.7% | 22,586 | $365K |
| Worth Venture Partners, LLC | 2.57% | Add +45.8% | 22,300 | $360K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 22,016 | $356K |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.