Whitestone REITWSR
13F holders, Q2 2026 (June 30)217holders −4
41new positions
42sold out
5famous investors
$19.08avg. 13F price*
At the end of Q2 2026, 217 institutions reported holding Whitestone REIT (WSR) in their 13F filings, down 4 from Q1 2026. 41 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($156.9M), Nexpoint Asset Management, L.P. ($57.8M) and Vanguard Portfolio Management LLC ($54.5M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Whitestone REIT
- CUSIP
- 966084204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $169.7M |
| Exits | 42 | $43.0M |
All 13F filers, Q1 2026 → Q2 2026: 13,753,693 shares bought and 6,528,676 shares sold, net +7,225,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| BlackRock, Inc. | 0.00% | Add +3.0% | 8,272,745 | $156.9M |
| Nexpoint Asset Management, L.P. | 3.88% | Add +248.5% | 3,050,205 | $57.8M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -4.4% | 2,875,464 | $54.5M |
| Vanguard Capital Management LLC | 0.00% | Add +0.7% | 2,116,495 | $40.1M |
| State Street Corp. | 0.00% | Add +4.9% | 1,941,309 | $36.8M |
| Glazer Capital, LLC | 0.91% | New | 1,883,574 | $35.7M |
| Geode Capital Management, LLC | 0.00% | Add +18.4% | 1,419,392 | $26.9M |
| Water Island Capital LLC | 2.58% | New | 1,227,709 | $23.3M |
| First Trust Capital Management L.P. | 1.20% | New | 1,085,310 | $20.6M |
| Qube Research & Technologies Ltd | 0.02% | Add +202.9% | 899,685 | $17.1M |
| Millennium Management | 0.01% | New | 769,812 | $14.6M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -6.0% | 697,240 | $13.2M |
| Schonfeld Strategic Advisors LLC | 0.07% | New | 682,965 | $12.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.3% | 648,901 | $12.3M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 641,319 | $12.2M |
| Alpine Associates Management Inc. | 0.76% | New | 639,008 | $12.1M |
| FMR LLC | 0.00% | Add +126.3% | 587,118 | $11.1M |
| Northern Trust Corp. | 0.00% | Add +6.1% | 575,211 | $10.9M |
| FIL Ltd | 0.01% | New | 498,521 | $9.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.9% | 450,663 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Add +2.1% | 416,238 | $7.9M |
| CSM Advisors, LLC | 0.17% | Reduce -28.0% | 409,155 | $7.8M |
| Irenic Capital Management LP | 0.56% | Reduce -67.7% | 408,245 | $7.7M |
| Emmett Investment Management, LP | 5.20% | Reduce -81.4% | 117,689 | $7.4M |
| AQR Arbitrage LLC | 0.12% | New | 380,455 | $7.2M |
| Bank of America Corp. | 0.00% | Add +129.8% | 373,951 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.6% | 365,715 | $6.9M |
| Balyasny Asset Management L.P. | 0.01% | New | 355,674 | $6.7M |
| Vestcor Inc | 0.16% | Add +3631.8% | 337,318 | $6.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +4.0% | 300,617 | $5.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -15.5% | 285,126 | $5.4M |
| Transmarket Holdings LP | 3.41% | New | 245,178 | $4.6M |
| Kennedy Capital Management LLC | 0.07% | Reduce -1.9% | 221,186 | $4.2M |
| Polar Asset Management Partners Inc. | 0.10% | New | 219,890 | $4.2M |
| Principal Financial Group Inc. | 0.00% | Add +0.1% | 218,601 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.0% | 216,581 | $4.1M |
| Gabelli Funds LLC | 0.03% | Add +294.4% | 210,524 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -17.5% | 208,831 | $4.0M |
| ExodusPoint Capital Management, LP | 0.03% | New | 192,807 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +11.3% | 182,065 | $3.5M |
| First Trust Advisors LP | 0.00% | Add +5.0% | 158,558 | $3.0M |
| Public Sector Pension Investment Board | 0.01% | Reduce -3.3% | 155,364 | $2.9M |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.3% | 149,527 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8.0% | 117,895 | $2.2M |
| Rhumbline Advisers | 0.00% | Reduce -10.8% | 115,842 | $2.2M |
| JCP Investment Management, LLC | 1.16% | New | 114,881 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.0% | 111,228 | $2.1M |
| SG Americas Securities, LLC | 0.00% | Add +1315.8% | 109,926 | $2.1M |
| Nuveen, LLC | 0.00% | Add +19.1% | 105,833 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.1% | 104,079 | $2.0M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 102,319 | $1.9M |
| Abc Arbitrage SA | 0.20% | New | 95,817 | $1.8M |
| UBS Group AG | 0.00% | Add +288.7% | 89,990 | $1.7M |
| Alpine Global Management, LLC | 0.27% | New | 87,710 | $1.7M |
| Swiss National Bank | 0.00% | Reduce -3.2% | 87,700 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +13.7% | 80,584 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.1% | 78,600 | $1.5M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +4.3% | 72,200 | $1.4M |
| VARCOV Co. | 0.52% | New | 71,843 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 66,593 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -9.4% | 65,034 | $1.2M |
| Larson Financial Group LLC | 0.03% | Reduce -76.6% | 64,440 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.5% | 64,216 | $1.2M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -3.0% | 63,051 | $1.2M |
| Renaissance Technologies | 0.00% | Add +11.7% | 60,100 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 59,133 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +42.5% | 55,160 | $1.0M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.15% | Add +12.1% | 55,151 | $1.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.5% | 53,388 | $1.0M |
| California State Teachers Retirement System | 0.00% | Add +23.5% | 53,382 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +36.2% | 52,024 | $986K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -36.7% | 51,844 | $983K |
| Intech Investment Management LLC | 0.01% | Reduce -34.1% | 49,875 | $946K |
| Deutsche Bank AG | 0.00% | Add +39.8% | 47,363 | $898K |
| HRT Financial LP | 0.00% | New | 47,175 | $894K |
| Prudential Financial Inc. | 0.00% | Reduce -40.4% | 46,013 | $872K |
| Stephens Inc. | 0.01% | No change | 45,728 | $867K |
| Alliancebernstein L.P. | 0.00% | Add +6.5% | 52,382 | $846K |
| Boothbay Fund Management, LLC | 0.02% | New | 44,217 | $838K |
| Citigroup Inc. | 0.00% | Add +32.9% | 41,883 | $794K |
| Tidal Investments LLC | 0.00% | New | 40,293 | $764K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -14.9% | 40,234 | $761K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +13.3% | 40,033 | $759K |
| Citadel Advisors | 0.00% | Reduce -4.5% | 39,442 | $748K |
| Menard Financial Group LLC | 0.40% | New | 38,919 | $738K |
| AQR Capital Management | 0.00% | Reduce -45.3% | 38,801 | $736K |
| Thrivent Financial for Lutherans | 0.00% | Add +15.2% | 37,111 | $704K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +50.0% | 37,086 | $703K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 34,098 | $646K |
| PenderFund Capital Management Ltd. | 0.27% | New | 32,100 | $609K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 31,044 | $589K |
| MetLife Investment Management, LLC | 0.00% | Add +11.6% | 28,415 | $539K |
| HighTower Advisors, LLC | 0.00% | Reduce -38.5% | 26,279 | $498K |
| PFG Investments, LLC | 0.02% | New | 26,100 | $495K |
| Illinois Municipal Retirement Fund | 0.01% | Add +13.8% | 24,146 | $458K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -83.8% | 21,646 | $410K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.6% | 21,296 | $404K |
| D. E. Shaw & Co. | 0.00% | Add +8.0% | 20,764 | $394K |
| One68 Global Capital, LLC | 0.80% | New | 20,000 | $379K |
| Jupiter Topco LLC | 0.00% | — | 19,815 | $376K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.5% | 19,800 | $375K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.3% | 19,778 | $374K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.6% | 19,676 | $373K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -5.8% | 19,344 | $367K |
| New York State Common Retirement Fund | 0.00% | Reduce -18.3% | 18,710 | $355K |
| Ridgewood Investments LLC | 0.13% | No change | 18,000 | $341K |
| LMR Partners LLP | 0.00% | New | 17,573 | $333K |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.6% | 17,567 | $333K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -1.0% | 17,541 | $333K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -3.2% | 17,207 | $326K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.0% | 17,159 | $325K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,619 | $315K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.0% | 16,376 | $310K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -15.0% | 15,486 | $294K |
| Doliver Advisors, LP | 0.07% | Reduce -3.8% | 15,400 | $292K |
| Creative Planning | 0.00% | Reduce -0.6% | 13,980 | $265K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -64.9% | 13,377 | $254K |
| Mariner, LLC | 0.00% | Reduce -5.2% | 13,206 | $250K |
| Pinnacle Associates Ltd. | 0.00% | New | 13,187 | $250K |
| Barclays PLC | 0.00% | Reduce -88.9% | 13,130 | $249K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 13,063 | $248K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.9% | 12,970 | $246K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.2% | 12,923 | $245K |
| Amalgamated Bank | 0.00% | Reduce -5.8% | 12,187 | $231K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 12,164 | $231K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 12,068 | $229K |
| Arizona State Retirement System | 0.00% | Reduce -4.5% | 12,053 | $229K |
| Ballentine Partners, LLC | 0.00% | Add +1.4% | 11,947 | $227K |
| LPL Financial LLC | 0.00% | Reduce -74.0% | 11,625 | $220K |
| IMA Advisory Services, Inc. | 0.01% | New | 11,624 | $220K |
| Swiss Life Asset Management Ltd | 0.00% | Add +7.4% | 11,459 | $217K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 11,329 | $214K |
| Yousif Capital Management, LLC | 0.00% | Reduce -7.0% | 11,184 | $212K |
| Pallas Capital Advisors LLC | 0.01% | New | 11,070 | $210K |
| M&T Bank Corp | 0.00% | Add +5.4% | 10,846 | $206K |
| Cetera Investment Advisers | 0.00% | Reduce -52.1% | 10,828 | $205K |
| Ignite Planners, LLC | 0.03% | Reduce -2.3% | 10,683 | $203K |
| Voya Investment Management LLC | 0.00% | Reduce -87.3% | 10,332 | $196K |
| Virtus Investment Advisers, LLC | 0.05% | Reduce -11.2% | 10,304 | $195K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -0.2% | 10,200 | $193K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -59.1% | 9,010 | $171K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 8,549 | $162K |
| STRS Ohio | 0.00% | No change | 8,200 | $155K |
| US Bancorp \de | 0.00% | Add +9.8% | 7,164 | $136K |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.4% | 7,046 | $134K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6,800 | $129K |
| GAMMA Investing LLC | 0.00% | Add +4.7% | 6,486 | $123K |
| Royal Bank of Canada | 0.00% | Reduce -95.8% | 5,902 | $112K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +0.1% | 5,850 | $111K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +11.8% | 4,215 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 3,556 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -17.4% | 2,141 | $41K |
| KBC Group NV | 0.00% | No change | 2,028 | $38K |
| Manchester Capital Management LLC | 0.00% | No change | 2,000 | $38K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +27.1% | 1,764 | $33K |
| Allworth Financial LP | 0.00% | Add +299.7% | 1,407 | $27K |
| Osaic Holdings, Inc. | 0.00% | Add +33.5% | 1,398 | $26K |
| Bessemer Group Inc. | 0.00% | No change | 1,387 | $26K |
| Chilton Capital Management LLC | 0.00% | Reduce -99.8% | 1,297 | $25K |
| Jones Financial Companies LLLP | 0.00% | Add +36.4% | 1,285 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,114 | $21K |
| Grove Bank & Trust | 0.00% | New | 1,000 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 962 | $18K |
| Wolverine Asset Management LLC | 0.00% | New | 957 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +3.2% | 974 | $18K |
| Sterling Capital Management LLC | 0.00% | Reduce -37.4% | 936 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 751 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 654 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1775.0% | 600 | $11K |
| Assetmark, Inc. | 0.00% | No change | 600 | $11K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -16.6% | 587 | $11K |
| Signaturefd, LLC | 0.00% | Add +2821.4% | 409 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 400 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -23.1% | 367 | $7K |
| Prosperity Bancshares Inc | 0.00% | Reduce -77.5% | 369 | $7K |
| Optiver Holding B.V. | 0.00% | Add +192.5% | 351 | $7K |
| Fifth Third Bancorp | 0.00% | Add +5.3% | 339 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.0% | 337 | $6K |
| Arax Advisory Partners | 0.00% | New | 303 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 300 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -82.0% | 188 | $4K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -81.0% | 180 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +4.0% | 155 | $3K |
| JPL Wealth Management, LLC | 0.00% | No change | 146 | $3K |
| Huntington National Bank | 0.00% | No change | 141 | $3K |
| Picton Mahoney Asset Management | 0.00% | New | 139 | $3K |
| Covestor Ltd | 0.00% | Add +13.0% | 122 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 90 | $2K |
| UMB Bank, n.a. | 0.00% | Add +35.7% | 76 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -32.4% | 73 | $1K |
| Quarry LP | 0.00% | Add +6.0% | 71 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -29.4% | 65 | $1K |
| International Assets Investment Management, LLC | 0.00% | Reduce -59.3% | 46 | $873 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 39 | $739 |
| Essential Partners LLC | 0.00% | Reduce -91.1% | 38 | $720 |
| Bare Financial Services, Inc | 0.00% | No change | 36 | $683 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 35 | $664 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +13.8% | 33 | $626 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $569 |
| IFP Advisors, Inc | 0.00% | Reduce -91.8% | 27 | $512 |
| Silicon Valley Capital Partners | 0.00% | No change | 18 | $347 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 12 | $228 |
| JFS Wealth Advisors, LLC | 0.00% | New | 8 | $152 |
| Quantbot Technologies LP | 0.00% | New | 7 | $133 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 7 | $132 |
| Zions Bancorporation, National Association | 0.00% | New | 6 | $114 |
| Davis Capital Management | 0.00% | New | 3 | $57 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $45 |
| Clearstead Advisors, LLC | 0.00% | New | 2 | $38 |
| Fortitude Family Office, LLC | 0.00% | New | 2 | $38 |
| Ankerstar Wealth, LLC | 0.00% | No change | 2 | $38 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $38 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $25 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $19 |
| Triumph Capital Management | 0.00% | No change | 1 | $19 |
| Evolution Advisers, Inc. | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is WSR's weight in each manager's 13F, not the share of Whitestone REIT the manager owns.