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 |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -12.7% | 21,216 | $343K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 21,172 | $342K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +7.3% | 20,526 | $331K |
| Natixis Advisors, LLC | 0.00% | New | 20,042 | $324K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.4% | 19,900 | $321K |
| Janus Henderson Group PLC | 0.00% | No change | 19,815 | $320K |
| D. E. Shaw & Co. | 0.00% | New | 19,220 | $310K |
| Vanguard Global Advisers, LLC | 0.00% | — | 18,216 | $294K |
| Safe Harbor Family Capital, LLC | 0.23% | Add +18.4% | 18,162 | $293K |
| Gross & Hartman Investments LLC | 0.15% | Add +18.4% | 18,162 | $293K |
| Ridgewood Investments LLC | 0.12% | — | 18,000 | $291K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,784 | $287K |
| Daiwa Securities Group Inc. | 0.00% | Add +5.1% | 17,713 | $286K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.8% | 17,403 | $281K |
| Neuberger Berman Group LLC | 0.00% | Add +17.2% | 17,162 | $277K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -11.8% | 16,714 | $270K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,619 | $268K |
| Doliver Advisors, LP | 0.06% | No change | 16,000 | $258K |
| Corient Private Wealth LP | 0.00% | Add +0.7% | 14,613 | $236K |
| Creative Planning | 0.00% | Add +8.6% | 14,061 | $227K |
| Mariner, LLC | 0.00% | Add +5.2% | 13,925 | $225K |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.5% | 13,915 | $225K |
| Park Avenue Securities LLC | 0.00% | New | 13,221 | $214K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 13,063 | $211K |
| Amalgamated Bank | 0.00% | Reduce -0.4% | 12,931 | $209K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -12.1% | 12,895 | $208K |
| Arizona State Retirement System | 0.00% | Reduce -0.8% | 12,628 | $204K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.8% | 12,248 | $198K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 12,164 | $196K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,068 | $195K |
| Yousif Capital Management, LLC | 0.00% | Reduce -0.2% | 12,032 | $194K |
| Ballentine Partners, LLC | 0.00% | Add +1.8% | 11,776 | $190K |
| Coordinated Financial Services, Inc. | 0.11% | No change | 11,624 | $188K |
| Virtus Investment Advisers, LLC | 0.05% | Reduce -3.7% | 11,609 | $187K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 11,329 | $183K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 11,103 | $179K |
| Ignite Planners, LLC | 0.03% | No change | 10,933 | $177K |
| Journey Strategic Wealth LLC | 0.00% | New | 10,723 | $173K |
| Swiss Life Asset Management Ltd | 0.00% | New | 10,670 | $172K |
| RW Investment Management LLC | 0.02% | — | 10,500 | $170K |
| M&T Bank Corp | 0.00% | Reduce -0.7% | 10,293 | $166K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 10,224 | $165K |
| Graham Capital Management, L.P. | 0.01% | New | 10,185 | $164K |
| Captrust Financial Advisors | 0.00% | New | 10,102 | $163K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,900 | $160K |
| Vestcor Inc | 0.00% | New | 9,039 | $146K |
| Rockefeller Capital Management L.P. | 0.00% | Add +35.9% | 8,573 | $138K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.9% | 8,261 | $133K |
| STRS Ohio | 0.00% | No change | 8,200 | $132K |
| SG Americas Securities, LLC | 0.00% | Reduce -34.8% | 7,764 | $125K |
| US Bancorp \de | 0.00% | Add +0.6% | 6,523 | $105K |
| GAMMA Investing LLC | 0.00% | Add +127.9% | 6,193 | $100K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 5,847 | $94K |
| Copeland Capital Management, LLC | 0.00% | Add +3.9% | 5,533 | $89K |
| Cwm, LLC | 0.00% | Add +1.2% | 3,783 | $61K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,771 | $61K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 3,487 | $56K |
| Avalon Trust Co | 0.00% | Add +6.3% | 3,400 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +117.0% | 2,593 | $42K |
| Itau Unibanco Holding S.A. | 0.00% | New | 2,502 | $40K |
| KBC Group NV | 0.00% | New | 2,028 | $33K |
| Manchester Capital Management LLC | 0.00% | No change | 2,000 | $32K |
| Prosperity Bancshares Inc | 0.02% | No change | 1,637 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 1,500 | $24K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 1,495 | $24K |
| Avion Wealth | 0.01% | No change | 1,500 | $24K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +62.7% | 1,388 | $22K |
| Bessemer Group Inc. | 0.00% | Add +37.9% | 1,387 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +31.1% | 1,114 | $18K |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.6% | 1,047 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.7% | 1,042 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.4% | 962 | $15K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.6% | 945 | $15K |
| Jones Financial Companies LLLP | 0.00% | Add +60.2% | 942 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +10.5% | 944 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 751 | $12K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -7.5% | 704 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 650 | $11K |
| Versant Capital Management, Inc | 0.00% | Add +18.9% | 654 | $11K |
| Assetmark, Inc. | 0.00% | Add +1835.5% | 600 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +169.5% | 477 | $8K |
| Essential Partners LLC | 0.00% | No change | 425 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.7% | 351 | $6K |
| Allworth Financial LP | 0.00% | Add +11.8% | 352 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 328 | $5K |
| Fifth Third Bancorp | 0.00% | Add +455.2% | 322 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 300 | $5K |
| Delta Asset Management LLC | 0.00% | Reduce -58.6% | 300 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Add +20.2% | 286 | $5K |
| MAI Capital Management | 0.00% | No change | 171 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 167 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +18.3% | 149 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 146 | $2K |
| Huntington National Bank | 0.00% | No change | 141 | $2K |
| Covestor Ltd | 0.00% | Reduce -98.0% | 108 | $2K |
| Optiver Holding B.V. | 0.00% | Add +4.3% | 120 | $2K |
| International Assets Investment Management, LLC | 0.00% | Add +17.7% | 113 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 108 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +100.0% | 92 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 90 | $1K |
| Quarry LP | 0.00% | Reduce -91.9% | 67 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 67 | $1K |
| UMB Bank, n.a. | 0.00% | No change | 56 | $904 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 39 | $630 |
| Bare Financial Services, Inc | 0.00% | No change | 36 | $581 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 35 | $565 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 32 | $517 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $485 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.5% | 29 | $468 |
| True Wealth Design, LLC | 0.00% | No change | 26 | $420 |
| Silicon Valley Capital Partners | 0.00% | New | 18 | $293 |
| Signaturefd, LLC | 0.00% | No change | 14 | $226 |
| Gilpin Wealth Management, LLC | 0.00% | Add +33.3% | 12 | $194 |
| Kilter Group LLC | 0.00% | New | 10 | $162 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 7 | $113 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $38 |
| Ankerstar Wealth, LLC | 0.00% | No change | 2 | $32 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $21 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $17 |
| Triumph Capital Management | 0.00% | No change | 1 | $16 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $16 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.