DIMENSIONAL FUND ADVISORS LP

Position in WSR — Whitestone REIT

CIK 354204 AUSTIN, TX

Position in WSR

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$10,347,982

+$1,713,751 QoQ

Shares Held

640,742

+3.1% QoQ

Ownership

1.25%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91% Shared 8% None 1%

Real Estate · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $3,254,018,995 across 25 REIT - Retail names. WSR ranks #21 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	4,606,481	$859,246,899
2	O	Realty Income Corp	13,018,219	$796,454,636
3	KIM	Kimco Realty Corp	10,341,105	$232,364,628
4	REG	Regency Centers Corp	2,667,906	$201,853,765
5	BRX	Brixmor Property Group Inc.	4,790,090	$137,954,591
6	FRT	Federal Realty Investment Trust	1,284,001	$136,373,742
7	ADC	Agree Realty Corp	1,771,018	$133,499,334
8	NNN	Nnn REIT, Inc.	2,816,528	$118,378,669

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,347,982	640,742	+3.1%	Shares	Sole	2026-05-07
2025-12-31	$8,634,231	621,615	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$7,532,133	613,366	+3.6%	Shares	Sole	2025-11-12
2025-06-30	$7,390,044	592,151	-6.4%	Shares	Sole	2025-08-12
2025-03-31	$9,218,583	632,710	-3.4%	Shares	Sole	2025-05-13
2024-12-31	$9,277,139	654,703	-0.7%	Shares	Sole	2025-02-13
2024-09-30	$8,923,291	659,519	-2.9%	Shares	Sole	2024-11-07
2024-06-30	$9,044,888	679,556	+3.2%	Shares	Sole	2024-08-09
2024-03-31	$8,261,149	658,259	+2.4%	Shares	Sole	2024-05-10
2023-12-31	$7,903,587	643,091	-3.6%	Shares	Sole	2024-02-07
2023-09-30	$6,427,552	667,451	+2.6%	Shares	Sole	2023-11-09
2023-06-30	$6,312,584	650,782	+2.4%	Shares	Sole	2023-08-09
2023-03-31	$5,847,859	635,637	+1.6%	Shares	Sole	2023-05-12
2022-12-31	$6,030,154	625,535	+0.2%	Shares	Sole	2023-02-09
2022-09-30	$5,282,694	624,432	-5.2%	Shares	Sole	2022-11-10
2022-06-30	$7,080,045	658,609	-0.7%	Shares	Sole	2022-08-12
2022-03-31	$8,791,984	663,546	+1.2%	Shares	Defined	2022-05-13
2021-12-31	$6,645,188	655,991	+4.0%	Shares	Defined	2022-02-09
2021-09-30	$6,166,025	630,473	+3.9%	Shares	Defined	2021-11-12
2021-06-30	$5,007,816	607,008	-1.7%	Shares	Defined	2021-08-12
2021-03-31	$5,987,334	617,251	-3.2%	Shares	Defined	2021-05-14
2020-12-31	$5,082,995	637,766	+1.4%	Shares	Defined	2021-03-08
2020-09-30	$3,773,610	628,935	+6.9%	Shares	Defined	2020-11-12
2020-06-30	$4,276,882	588,292	0.0%	Shares	Defined	2020-08-13
2020-03-31	$3,647,410	588,292	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.