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WSR · Whitestone REIT

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$18.99 +0.00 (+0.00%) At close · Jul 13
Market Cap
$975.97M
Shares
51.39M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 222
Total Value: $504,390,131
Total Shares: 31,064,122
Showing 1–100 of 223 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 219 13F filers
Top Holder
26.1%
Jun 2023 → Mar 2026 · range 23.7% – 27.6%
of institutional value
Top 5
46.9%
Jun 2023 → Mar 2026 · range 46.9% – 56.5%
of institutional value
Top 10
59.8%
Jun 2023 → Mar 2026 · range 59.8% – 71.4%
of institutional value
HHI
863
Jun 2023 → Mar 2026 · range 863 – 1,065
Broadly held
Showing 100 of 223
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $129,735,770 25.72% 8,033,175
Mega VANGUARD CAPITAL MANAGEMENT LLC $33,948,672 6.73% 2,102,085
Mega STATE STREET CORP $29,884,670 5.92% 1,850,444
Mid Irenic Capital Management LP $20,436,064 4.05% 1,265,391
Mega GEODE CAPITAL MANAGEMENT, LLC $19,359,343 3.84% 1,198,721
Large GW&K Investment Management, LLC $16,727,281 3.32% 1,035,745
Mid NEXPOINT ASSET MANAGEMENT, L.P. $14,135,368 2.80% 875,255
Large First Eagle Investment Management, LLC $11,985,157 2.38% 742,115
Mid CHILTON CAPITAL MANAGEMENT LLC $10,888,346 2.16% 674,201
Mega MORGAN STANLEY $10,571,254 2.10% 654,567
Mega DIMENSIONAL FUND ADVISORS LP $10,347,982 2.05% 640,742
Small Emmett Investment Management, LP $10,206,800 2.02% 632,000
Mid CSM Advisors, LLC $9,174,395 1.82% 568,074
Mega NORTHERN TRUST CORP Bank $8,753,120 1.74% 541,989
Mega GOLDMAN SACHS GROUP INC $7,254,272 1.44% 449,181
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $7,074,878 1.40% 438,073
Mega Bank of New York Mellon Corp Bank $6,582,058 1.30% 407,558
Mega TWO SIGMA INVESTMENTS, LP $5,452,159 1.08% 337,595
Mega ENVESTNET ASSET MANAGEMENT INC $5,441,807 1.08% 336,954
Large Qube Research & Technologies Ltd $4,796,162 0.95% 296,976
Mega VANGUARD FIDUCIARY TRUST CO Bank $4,669,659 0.93% 289,143
Small Transmarket Holdings LP $4,648,574 0.92% 245,178
Mid DigitalBridge Group, Inc. $4,570,450 0.91% 283,000
Mid Larson Financial Group LLC $4,444,899 0.88% 275,226
Large JACOBS LEVY EQUITY MANAGEMENT, INC $4,406,915 0.87% 272,874
Mega JPMORGAN CHASE & CO $4,369,817 0.87% 270,577
Mega FMR LLC $4,189,358 0.83% 259,403
Mega Invesco Ltd. $4,088,725 0.81% 253,172
Mid KENNEDY CAPITAL MANAGEMENT LLC $3,641,792 0.72% 225,498
Mega PRINCIPAL FINANCIAL GROUP INC $3,524,995 0.70% 218,266
Large EXCHANGE TRADED CONCEPTS, LLC $2,835,031 0.56% 149,527
Mega AMERIPRISE FINANCIAL INC $2,714,846 0.54% 168,102
Mega WELLS FARGO & COMPANY/MN $2,640,959 0.52% 163,527
Mega BANK OF AMERICA CORP /DE/ Bank $2,628,315 0.52% 162,744
Large Public Sector Pension Investment Board Pension $2,594,319 0.51% 160,639
Mega FIRST TRUST ADVISORS LP $2,437,761 0.48% 150,945
Mega ROYAL BANK OF CANADA Bank $2,280,653 0.45% 141,217
Mega HSBC HOLDINGS PLC $2,249,759 0.45% 139,304
Mega RHUMBLINE ADVISERS $2,098,579 0.42% 129,943
Mega BARCLAYS PLC $1,917,649 0.38% 118,740
Mega RAYMOND JAMES FINANCIAL INC $1,835,624 0.36% 113,661
Small ABC ARBITRAGE SA $1,816,690 0.36% 95,817
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,763,722 0.35% 109,209
Mega Legal & General Group Plc $1,651,304 0.33% 102,248
Mega JANE STREET GROUP, LLC $1,552,466 0.31% 96,128
Large Kestra Advisory Services, LLC $1,490,256 0.30% 78,600
Mega Swiss National Bank Bank $1,463,190 0.29% 90,600
Mega Nuveen, LLC $1,434,781 0.28% 88,841
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $1,322,119 0.26% 81,865
Large VOYA INVESTMENT MANAGEMENT LLC $1,309,070 0.26% 81,057
Large PRUDENTIAL FINANCIAL INC $1,246,989 0.25% 77,213
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $1,233,044 0.24% 65,034
Mid INTECH INVESTMENT MANAGEMENT LLC $1,222,215 0.24% 75,679
Large Asset Management One Co., Ltd. $1,195,446 0.24% 63,051
Large Quantinno Capital Management LP $1,144,631 0.23% 70,875
Mega AQR CAPITAL MANAGEMENT LLC $1,144,468 0.23% 70,865
Mid Y-Intercept (Hong Kong) Ltd $1,121,161 0.22% 59,133
Large NOMURA ASSET MANAGEMENT CO LTD $1,117,580 0.22% 69,200
Mid Engineers Gate Manager LP $1,074,168 0.21% 66,512
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,016,222 0.20% 62,924
Large CANADA LIFE ASSURANCE Co Insurance $982,630 0.19% 60,844
Mid PRELUDE CAPITAL MANAGEMENT, LLC $969,000 0.19% 60,000
Large FEDERATED HERMES, INC. $878,672 0.17% 54,407
Mega Sumitomo Mitsui Trust Group, Inc. $875,297 0.17% 54,198
Large RENAISSANCE TECHNOLOGIES LLC $869,047 0.17% 53,811
Large GABELLI FUNDS LLC $861,990 0.17% 53,374
Small GABELLI & Co INVESTMENT ADVISERS, INC. $794,580 0.16% 49,200
Mega ALLIANCEBERNSTEIN L.P. $794,224 0.16% 49,178
Mid State of Alaska, Department of Revenue $762,835 0.15% 40,234
Mid STEPHENS INC /AR/ $738,507 0.15% 45,728
Small Greenland Capital Management LP $726,750 0.14% 45,000
Mega LPL Financial LLC $722,551 0.14% 44,740
Mid EP Wealth Advisors, LLC $708,936 0.14% 43,897
Mid Horizon Investments, LLC $703,881 0.14% 43,584
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $697,825 0.14% 43,209
Large HighTower Advisors, LLC $689,814 0.14% 42,713
Mega CITADEL ADVISORS LLC $666,688 0.13% 41,281
Mid MARTINGALE ASSET MANAGEMENT L P $631,626 0.13% 39,110
Large Russell Investments Group, Ltd. $624,906 0.12% 38,694
Mega FRANKLIN RESOURCES INC $616,816 0.12% 38,193
Mid Susquehanna Portfolio Strategies, LLC $616,106 0.12% 38,149
Mega Mitsubishi UFJ Asset Management Co., Ltd. $570,579 0.11% 35,330
Mega VANGUARD ASSET MANAGEMENT, Ltd $550,682 0.11% 34,098
Mega DEUTSCHE BANK AG\ Bank $547,178 0.11% 33,881
Small Garner Asset Management Corp $538,247 0.11% 33,328
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $534,565 0.11% 33,100
Large Thrivent Financial for Lutherans $520,498 0.10% 32,229
Mega CITIGROUP INC $508,918 0.10% 31,512
Mid PFG Investments, LLC $494,856 0.10% 26,100
Small Crossingbridge Advisors, LLC $460,113 0.09% 28,490
Small DENALI ADVISORS LLC $415,071 0.08% 25,701
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $414,699 0.08% 25,678
Large MetLife Investment Management, LLC $411,130 0.08% 25,457
Mid Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $410,408 0.08% 21,646
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $399,357 0.08% 24,728
Large Point72 Asset Management, L.P. $385,532 0.08% 23,872
Mid Louisiana State Employees Retirement System Pension $375,408 0.07% 19,800
Mega UBS Group AG $373,887 0.07% 23,151
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $369,996 0.07% 22,910
Large Cetera Investment Advisers $364,763 0.07% 22,586
Key facts CIK 1175535 CUSIP 966084204 13F (30d) 53 filings 43 filers Visit website Investor relations

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