WHITESTONE REIT (WSR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
200
Reporting holders
$738.9M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $156.9M | 8,272,745 | 0.00% | 8q | +3.0%+$4.5M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $57.8M | 3,050,205 | 3.86% | 20q | +248.5%+$41.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $54.5M | 2,875,464 | 0.00% | 2q | -4.4%-$2.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $40.1M | 2,116,495 | 0.00% | 2q | +0.7%+$273.2K |
| STATE STREET CORP | $36.8M | 1,941,309 | 0.00% | 31q | +4.9%+$1.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $26.9M | 1,419,392 | 0.00% | 31q | +18.4%+$4.2M |
| WATER ISLAND CAPITAL LLC | $23.3M | 1,227,709 | 2.17% | new | NEW |
| First Trust Capital Management L.P. | $20.6M | 1,085,310 | 1.20% | new | NEW |
| Qube Research & Technologies Ltd | $17.1M | 899,685 | 0.02% | 8q | +202.9%+$11.4M |
| MILLENNIUM MANAGEMENT LLC | $14.6M | 769,812 | 0.01% | new | NEW |
| First Eagle Investment Management, LLC | $13.2M | 697,240 | 0.02% | 19q | -6.0%-$850.8K |
| Schonfeld Strategic Advisors LLC | $12.9M | 682,965 | 0.05% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $12.3M | 648,901 | 0.00% | 31q | +1.3%+$154.7K |
| MORGAN STANLEY | $12.2M | 641,319 | 0.00% | 35q | -2.0%-$251.2K |
| ALPINE ASSOCIATES MANAGEMENT INC. | $12.1M | 639,008 | 0.76% | new | NEW |
| FMR LLC | $11.1M | 587,118 | 0.00% | 20q | +126.3%+$6.2M |
| NORTHERN TRUST CORP | $10.9M | 575,211 | 0.00% | 31q | +6.1%+$629.9K |
| FIL Ltd | $9.5M | 498,521 | 0.01% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.5M | 450,663 | 0.00% | 31q | +2.9%+$238.7K |
| Sixth Street Partners Management Company, L.P. | $8.5M | 450,663 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $7.9M | 416,238 | 0.00% | 31q | +2.1%+$164.6K |
| Irenic Capital Management LP | $7.7M | 408,245 | 0.37% | 3q | -67.7%-$16.3M |
| Emmett Investment Management, LP | $7.4M | 117,689 | 5.20% | 7q | -81.4%-$32.4M |
| AQR Arbitrage LLC | $7.2M | 380,455 | 0.10% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $7.1M | 373,951 | 0.00% | 31q | +129.8%+$4.0M |
| GOLDMAN SACHS GROUP INC | $6.9M | 365,715 | 0.00% | 31q | -18.6%-$1.6M |
| Balyasny Asset Management L.P. | $6.7M | 355,674 | 0.01% | new | NEW |
| Public Sector Pension Investment Board | $5.9M | 310,728 | 0.01% | 31q | +93.4%+$2.8M |
| VANGUARD FIDUCIARY TRUST CO | $5.7M | 300,617 | 0.00% | 2q | +4.0%+$217.5K |
| EXCHANGE TRADED CONCEPTS, LLC | $5.7M | 299,054 | 0.01% | 6q | +102.5%+$2.9M |
| TWO SIGMA INVESTMENTS, LP | $5.4M | 285,126 | 0.00% | 6q | -15.5%-$994.8K |
| Transmarket Holdings LP | $4.6M | 245,178 | 3.41% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.2M | 221,186 | 0.07% | 18q | -1.9%-$81.8K |
| Polar Asset Management Partners Inc. | $4.2M | 219,890 | 0.07% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $4.1M | 218,601 | 0.00% | 31q | HELD |
| JPMORGAN CHASE & CO | $4.1M | 216,581 | 0.00% | 31q | -20.0%-$1.0M |
| GABELLI FUNDS LLC | $4.0M | 210,524 | 0.03% | 2q | +294.4%+$3.0M |
| Invesco Ltd. | $4.0M | 208,831 | 0.00% | 31q | -17.5%-$840.7K |
| ExodusPoint Capital Management, LP | $3.7M | 192,807 | 0.02% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.5M | 182,065 | 0.00% | 31q | -44.3%-$2.7M |
| FIRST TRUST ADVISORS LP | $3.0M | 158,558 | 0.00% | 4q | +5.0%+$144.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 117,895 | 0.00% | 3q | +8.0%+$164.7K |
| RHUMBLINE ADVISERS | $2.2M | 115,842 | 0.00% | 31q | -10.9%-$267.4K |
| JCP Investment Management, LLC | $2.2M | 114,881 | 1.16% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 111,228 | 0.00% | 5q | -67.0%-$4.3M |
| Nuveen, LLC | $2.0M | 105,833 | 0.00% | 6q | +19.1%+$322.2K |
| AMERIPRISE FINANCIAL INC | $2.0M | 104,079 | 0.00% | 31q | -69.0%-$4.4M |
| Legal & General Group Plc | $1.9M | 102,319 | 0.00% | 31q | HELD |
| ABC ARBITRAGE SA | $1.8M | 95,817 | 0.20% | new | NEW |
| UBS Group AG | $1.7M | 89,990 | 0.00% | 31q | +288.7%+$1.3M |
| Alpine Global Management, LLC | $1.7M | 87,710 | 0.27% | new | NEW |
| Swiss National Bank | $1.7M | 87,700 | 0.00% | 17q | -3.2%-$55.0K |
| Quantinno Capital Management LP | $1.5M | 80,584 | 0.00% | 6q | +13.7%+$184.1K |
| Kestra Advisory Services, LLC | $1.5M | 78,600 | 0.00% | 3q | -17.1%-$307.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $1.4M | 72,200 | 0.00% | 31q | +4.3%+$56.9K |
| VARCOV Co. | $1.4M | 71,843 | 0.52% | new | NEW |
| Larson Financial Group LLC | $1.2M | 64,440 | 0.03% | 17q | -76.6%-$4.0M |
| Asset Management One Co., Ltd. | $1.2M | 63,051 | 0.00% | 31q | -3.0%-$37.4K |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | 60,100 | 0.00% | 31q | +11.7%+$119.2K |
| Y-Intercept (Hong Kong) Ltd | $1.1M | 59,133 | 0.02% | new | NEW |
| Russell Investments Group, Ltd. | $1.0M | 55,160 | 0.00% | 17q | +42.6%+$312.2K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $1.0M | 55,151 | 0.15% | 2q | +12.1%+$112.8K |
| Sumitomo Mitsui Trust Group, Inc. | $1.0M | 53,388 | 0.00% | 31q | -1.5%-$15.4K |
| FRANKLIN RESOURCES INC | $986.4K | 52,024 | 0.00% | 3q | +36.2%+$262.2K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $983.0K | 51,844 | 0.00% | 8q | -36.7%-$569.2K |
| INTECH INVESTMENT MANAGEMENT LLC | $945.6K | 49,875 | 0.01% | 9q | -34.1%-$489.2K |
| DEUTSCHE BANK AG\ | $898.0K | 47,363 | 0.00% | 34q | +39.8%+$255.6K |
| PRUDENTIAL FINANCIAL INC | $872.4K | 46,013 | 0.00% | 31q | -40.4%-$591.6K |
| STEPHENS INC /AR/ | $867.0K | 45,728 | 0.01% | 22q | HELD |
| ALLIANCEBERNSTEIN L.P. | $846.0K | 52,382 | 0.00% | 17q | +6.5%+$51.7K |
| BOOTHBAY FUND MANAGEMENT, LLC | $838.4K | 44,217 | 0.01% | new | NEW |
| CITIGROUP INC | $794.1K | 41,883 | 0.00% | 31q | +32.9%+$196.6K |
| Tidal Investments LLC | $764.0K | 40,293 | 0.00% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $759.0K | 40,033 | 0.00% | 31q | +13.3%+$89.2K |
| One68 Global Capital, LLC | $758.4K | 40,000 | 0.81% | new | NEW |
| CITADEL ADVISORS LLC | $747.8K | 39,442 | 0.00% | 27q | -4.5%-$34.9K |
| Menard Financial Group LLC | $737.9K | 38,919 | 0.40% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $735.7K | 38,801 | 0.00% | 6q | -45.2%-$607.9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $703.2K | 37,086 | 0.00% | 17q | +50.0%+$234.3K |
| Louisiana State Employees Retirement System | $696.8K | 39,700 | 0.01% | 31q | +99.5%+$347.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $646.5K | 34,098 | 0.00% | 2q | HELD |
| PenderFund Capital Management Ltd. | $608.6K | 32,100 | 0.08% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $588.6K | 31,044 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $538.7K | 28,415 | 0.00% | 20q | +11.6%+$56.1K |
| HighTower Advisors, LLC | $498.2K | 26,279 | 0.00% | 6q | -38.5%-$311.6K |
| PFG Investments, LLC | $494.9K | 26,100 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $491.8K | 25,940 | 0.00% | 4q | +111.8%+$259.6K |
| Illinois Municipal Retirement Fund | $457.8K | 24,146 | 0.01% | 12q | +13.8%+$55.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $410.4K | 21,646 | 0.01% | 7q | -83.9%-$2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $403.8K | 21,296 | 0.00% | 9q | +0.6%+$2.4K |
| D. E. Shaw & Co., Inc. | $393.7K | 20,764 | 0.00% | 2q | +8.0%+$29.3K |
| Jupiter Topco LLC | $375.6K | 19,815 | 0.00% | new | FIRST |
| HANCOCK WHITNEY CORP | $373.1K | 19,676 | 0.01% | 13q | -1.6%-$6.0K |
| Resona Asset Management Co.,Ltd. | $366.8K | 19,344 | 0.00% | 10q | -5.8%-$22.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $354.7K | 18,710 | 0.00% | 31q | -18.3%-$79.6K |
| Ridgewood Investments LLC | $341.3K | 18,000 | 0.13% | 30q | HELD |
| LMR Partners LLP | $333.2K | 17,573 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $333.1K | 17,567 | 0.00% | 21q | -31.6%-$153.8K |
| Daiwa Securities Group Inc. | $332.6K | 17,541 | 0.00% | 31q | -1.0%-$3.3K |
| State of Tennessee, Department of Treasury | $326.2K | 17,207 | 0.00% | 31q | -3.2%-$10.9K |
Showing the largest 100 of 218 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 200 | $738.9M | 38,706,587 | 42 | 57 | 63 | 0.0% |
| Q1 2026 | 203 | $520.3M | 32,184,923 | 21 | 77 | 47 | 0.1% |
| Q4 2025 | 195 | $439.8M | 31,667,262 | 25 | 58 | 65 | 0.1% |
| Q3 2025 | 188 | $401.7M | 32,727,470 | 27 | 76 | 47 | 0.1% |
| Q2 2025 | 179 | $386.3M | 30,928,726 | 24 | 53 | 61 | 0.1% |
| Q1 2025 | 183 | $458.0M | 31,483,440 | 28 | 65 | 53 | 0.1% |
| Q4 2024 | 175 | $446.0M | 31,429,441 | 26 | 56 | 40 | 0.1% |
| Q3 2024 | 160 | $413.6M | 30,513,813 | 25 | 46 | 54 | 0.2% |
| Q2 2024 | 148 | $410.5M | 30,775,936 | 17 | 55 | 40 | 0.2% |
| Q1 2024 | 146 | $397.8M | 31,610,035 | 18 | 31 | 51 | 0.4% |
| Q4 2023 | 143 | $392.5M | 31,779,186 | 15 | 45 | 44 | 0.5% |
| Q3 2023 | 142 | $280.5M | 28,977,916 | 19 | 42 | 48 | 0.5% |
| Q2 2023 | 135 | $270.1M | 27,729,375 | 12 | 45 | 42 | 0.5% |
| Q1 2023 | 135 | $241.7M | 25,980,135 | 20 | 49 | 34 | 1.3% |
| Q4 2022 | 121 | $253.6M | 25,948,262 | 12 | 43 | 36 | 1.4% |
| Q3 2022 | 160 | $263.1M | 30,578,209 | 16 | 58 | 45 | 1.5% |
| Q2 2022 | 177 | $343.9M | 31,631,223 | 33 | 54 | 53 | 1.2% |
| Q1 2022 | 164 | $419.2M | 31,424,822 | 32 | 41 | 55 | 0.8% |
| Q4 2021 | 153 | $293.5M | 28,571,904 | 18 | 61 | 31 | 1.6% |
| Q3 2021 | 146 | $268.6M | 27,127,066 | 22 | 57 | 40 | 1.2% |
| Q2 2021 | 151 | $204.8M | 24,677,461 | 35 | 40 | 40 | 0.6% |
| Q1 2021 | 127 | $221.3M | 22,752,039 | 18 | 35 | 46 | 0.3% |
| Q4 2020 | 126 | $181.1M | 22,559,174 | 21 | 40 | 36 | 0.5% |
| Q3 2020 | 123 | $138.9M | 23,048,652 | 17 | 36 | 47 | 0.4% |
| Q2 2020 | 124 | $173.0M | 23,711,655 | 18 | 56 | 31 | 0.4% |
| Q1 2020 | 118 | $150.6M | 24,155,060 | 15 | 44 | 33 | 0.6% |
| Q4 2019 | 123 | $328.6M | 24,000,291 | 13 | 46 | 32 | 0.5% |
| Q3 2019 | 120 | $315.2M | 22,809,425 | 12 | 44 | 26 | 0.4% |
| Q2 2019 | 120 | $288.1M | 22,381,525 | 10 | 42 | 34 | 1.4% |
| Q1 2019 | 133 | $271.1M | 22,379,499 | 14 | 46 | 41 | 0.8% |
| Q4 2018 | 135 | $285.9M | 23,180,105 | 8 | 2 | 2 | 0.5% |