Latest Institutional Transactions on Whitestone Reit (WSR)
This table provides information on the latest institutional transactions involving Whitestone Reit (WSR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-6K- 25.0% |
$70.8K - $79.1K
|
18K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-1K- 10.87% |
$11.8K - $13.2K
|
8.2K
$99K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
121New |
$1.43K - $1.59K
|
121
$1.46K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4.7K+ 475.05% |
$55.5K - $62K
|
5.69K
$68.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
478+ 3.71% |
$5.64K - $6.3K
|
13.4K
$161K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 4.4% |
$165 - $185
|
332
$4.01K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
8.72K+ 19.11% |
$103K - $115K
|
54.4K
$656K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10KNew |
$118K - $132K
|
10K
$121K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.13% |
$1.18K - $1.32K
|
77.2K
$931K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.98% |
$1.18K - $1.32K
|
10.1K
$122K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.46K- 3.02% |
$17.3K - $19.3K
|
47K
$567K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 36.84% |
$146K - $163K
|
21.2K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.22KNew |
$97K - $108K
|
8.22K
$99.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.44% |
$3.54K - $3.95K
|
20.6K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-70- 7.61% |
$826 - $923
|
850
$10.3K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26+ 162.5% |
$307 - $343
|
42
$507
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$165 - $185
|
14
$169
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
62New |
$732 - $817
|
62
$748
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
35New |
$413 - $461
|
35
$422
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
400+ 1.22% |
$4.72K - $5.27K
|
33.1K
$399K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.53K+ 90.66% |
$29.9K - $33.4K
|
5.33K
$64.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.15K+ 79.78% |
$25.4K - $28.4K
|
4.85K
$58.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
94.7K+ 161.1% |
$1.12M - $1.25M
|
154K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 10.13% |
$271 - $303
|
250
$3.02K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3K- 17.71% |
$35.3K - $39.5K
|
13.9K
$168K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10K- 11.15% |
$118K - $132K
|
79.9K
$964K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
16KNew |
$189K - $211K
|
16K
$193K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
476+ 18.66% |
$5.62K - $6.27K
|
3.03K
$36.5K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.9K- 50.0% |
$131K - $159K
|
10.9K
$131K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.9K+ 168.53% |
$22.9K - $27.7K
|
3.02K
$36.5K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
198+ 0.6% |
$2.39K - $2.89K
|
32.9K
$398K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.63K- 11.66% |
$31.8K - $38.5K
|
19.9K
$241K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21K- 2.55% |
$253K - $307K
|
803K
$9.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
9.9K+ 66.0% |
$119K - $145K
|
24.9K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.8K- 9.36% |
$69.9K - $84.8K
|
56.1K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47K- 16.49% |
$567K - $688K
|
238K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
615+ 4.05% |
$7.42K - $8.99K
|
15.8K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.08K- 6.21% |
$13K - $15.7K
|
16.3K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
418K+ 834.28% |
$5.04M - $6.1M
|
468K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
63+ 0.13% |
$760 - $921
|
49.2K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-21.3K- 58.06% |
$257K - $312K
|
15.4K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-462- 37.56% |
$5.57K - $6.75K
|
768
$9.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-97.8K- 22.93% |
$1.18M - $1.43M
|
329K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
84.7K+ 862.74% |
$1.02M - $1.24M
|
94.5K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.63K+ 3.26% |
$19.7K - $23.9K
|
51.7K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.9K+ 223.6% |
$469K - $569K
|
56.3K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-27.9K- 1.47% |
$336K - $407K
|
1.87M
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
119K+ 44.95% |
$1.44M - $1.75M
|
385K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.44K+ 12.77% |
$114K - $138K
|
83.3K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.72K+ 12.82% |
$81.1K - $98.3K
|
59.1K
$714K
|
|