MORGAN STANLEY

Position in WSR — Whitestone REIT

CIK 895421 NEW YORK, NY

Back to WSR Full portfolio

Position in WSR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,571,254

+$460,324 QoQ

Shares Held

654,567

-10.1% QoQ

Ownership

1.27%

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 93% Shared 0% None 7%

Common Shares in WSR Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Mar 31, 2026

MORGAN STANLEY holds $3,213,378,916 across 26 REIT - Retail names. WSR ranks #21 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	5,421,797	$1,011,327,787
2	O	Realty Income Corp	15,242,786	$932,553,640
3	REG	Regency Centers Corp	2,270,462	$171,783,147
4	KIM	Kimco Realty Corp	6,379,965	$143,357,806
5	EPRT	Essential Properties Realty Trust, Inc.	4,577,402	$138,969,915
6	NNN	Nnn REIT, Inc.	2,925,161	$122,944,510
7	FRT	Federal Realty Investment Trust	1,068,466	$113,481,769
8	ADC	Agree Realty Corp	1,319,035	$99,428,854

All Filings in WSR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,571,254	654,567	-10.1%	Shares	Defined	2026-05-15
2025-12-31	$10,110,930	727,929	+3.9%	Shares	Defined	2026-05-27
2025-09-30	$8,604,593	700,700	-12.7%	Shares	Defined	2026-05-27
2025-06-30	$10,018,341	802,752	-2.6%	Shares	Defined	2025-08-15
2025-03-31	$12,002,209	823,762	-11.8%	Shares	Defined	2025-05-15
2024-12-31	$13,229,094	933,599	-1.5%	Shares	Defined	2025-05-15
2024-09-30	$12,822,891	947,738	-3.2%	Shares	Defined	2025-05-14
2024-06-30	$13,028,767	978,871	+12.6%	Shares	Defined	2025-05-14
2024-03-31	$10,911,304	869,427	+5.8%	Shares	Defined	2024-10-17
2023-12-31	$10,101,023	821,890	-5.4%	Shares	Defined	2024-08-16
2023-09-30	$8,366,078	868,752	+22.4%	Shares	Defined	2023-11-15
2023-06-30	$6,885,949	709,892	-6.6%	Shares	Defined	2023-08-14
2023-03-31	$6,995,686	760,401	+2.5%	Shares	Defined	2023-05-15
2022-12-31	$7,151,237	741,830	+3.9%	Shares	Defined	2023-02-14
2022-09-30	$6,039,219	713,856	-6.4%	Shares	Defined	2022-11-14
2022-06-30	$8,198,634	762,664	+261.1%	Shares	Defined	2022-10-27
2022-03-31	$2,798,558	211,212	-13.7%	Shares	Defined	2022-10-27
2021-12-31	$2,478,465	244,666	-26.1%	Shares	Defined	2022-02-14
2021-09-30	$3,237,706	331,054	-2.8%	Shares	Defined	2021-11-15
2021-06-30	$2,810,946	340,721	+58.9%	Shares	Defined	2021-08-23
2021-03-31	$2,080,542	214,489	-14.6%	Shares	Defined	2021-05-17
2020-12-31	$2,002,268	251,226	+40.1%	Shares	Defined	2021-02-16
2020-09-30	$1,075,932	179,322	-13.8%	Shares	Defined	2020-11-13
2020-06-30	$1,512,362	208,028	+15.3%	Shares	Defined	2020-08-14
2020-03-31	$1,118,843	180,459	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.