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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.07K+ 1.2% |
$59.9K - $66.9K
|
427K
$5.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.06K- 22.01% |
$12.6K - $14K
|
3.77K
$50.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.1KNew |
$24.8K - $27.7K
|
2.1K
$28K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
78+ 5.47% |
$920 - $1.03K
|
1.5K
$20.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-626- 80.26% |
$7.39K - $8.25K
|
154
$2.06K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
340New |
$4.01K - $4.48K
|
340
$4.54K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
60K+ 45.82% |
$708K - $791K
|
191K
$2.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6.6K+ 22.97% |
$77.9K - $87K
|
35.3K
$472K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.81K- 17.6% |
$56.7K - $63.3K
|
22.5K
$300K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
187+ 4.94% |
$2.21K - $2.46K
|
3.97K
$53.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.8K+ 25.58% |
$753K - $841K
|
313K
$4.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
32+ 43.24% |
$378 - $422
|
106
$1.42K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
32.4K+ 0.62% |
$382K - $427K
|
5.25M
$70.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
BUY
|
- |
32.8KNew |
$387K - $432K
|
32.8K
$438K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
71.2KNew |
$840K - $938K
|
71.2K
$950K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 16.67% |
$177 - $198
|
105
$1.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.12K+ 6.31% |
$84K - $93.8K
|
120K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.15K- 3.62% |
$60.7K - $67.8K
|
137K
$1.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-22- 41.51% |
$260 - $290
|
31
$414
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
22.4K+ 14.7% |
$265K - $296K
|
175K
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
221+ 0.92% |
$2.61K - $2.91K
|
24.3K
$324K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 77.72% |
$175K - $195K
|
33.8K
$452K
|
|
|
Nov 06, 2025
Q3 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-53- 6.81% |
$625 - $699
|
725
$9.68K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
398+ 51.82% |
$4.7K - $5.25K
|
1.17K
$15.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
47+ 28.14% |
$555 - $619
|
214
$2.86K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-545- 1.65% |
$6.43K - $7.18K
|
32.4K
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-30.3K- 12.27% |
$358K - $399K
|
217K
$2.89M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.88KNew |
$57.6K - $64.3K
|
4.88K
$65.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
126+ 44.37% |
$1.49K - $1.66K
|
410
$5.47K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 303.02% |
$1.36M - $1.52M
|
153K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 6.22% |
$13.7K - $15.3K
|
17.5K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52+ 5.8% |
$614 - $685
|
948
$12.7K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
9.5K+ 70.84% |
$112K - $125K
|
22.9K
$306K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
385+ 3.37% |
$4.54K - $5.07K
|
11.8K
$158K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
176+ 1.39% |
$2.08K - $2.32K
|
12.8K
$171K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-20.7K- 59.63% |
$245K - $273K
|
14K
$187K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
134K+ 45.54% |
$1.58M - $1.76M
|
428K
$5.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-60.7K- 71.45% |
$716K - $800K
|
24.2K
$324K
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
2.87K+ 16.09% |
$33.9K - $37.9K
|
20.7K
$277K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4.7K+ 475.05% |
$55.5K - $62K
|
5.69K
$76K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
121New |
$1.43K - $1.59K
|
121
$1.62K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-1K- 10.87% |
$11.8K - $13.2K
|
8.2K
$109K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-6K- 25.0% |
$70.8K - $79.1K
|
18K
$240K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
478+ 3.71% |
$5.64K - $6.3K
|
13.4K
$178K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 4.4% |
$165 - $185
|
332
$4.43K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
8.72K+ 19.11% |
$103K - $115K
|
54.4K
$726K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.13% |
$1.18K - $1.32K
|
77.2K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
10KNew |
$118K - $132K
|
10K
$134K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.22KNew |
$97K - $108K
|
8.22K
$110K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 36.84% |
$146K - $163K
|
21.2K
$283K
|
|