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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-47.8K- 0.91% |
$577K - $699K
|
5.22M
$66.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
31.7K+ 14.53% |
$382K - $464K
|
250K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-40.8K- 3.35% |
$492K - $597K
|
1.18M
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-631- 14.28% |
$7.61K - $9.23K
|
3.79K
$48.5K
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
14.9KNew |
$180K - $219K
|
14.9K
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34New |
$410 - $497
|
34
$436
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$96.5 - $117
|
8
$103
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.38K- 3.66% |
$113K - $137K
|
247K
$3.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
27KNew |
$325K - $394K
|
27K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
833+ 7.81% |
$10K - $12.2K
|
11.5K
$147K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 16.14% |
$24.6K - $29.8K
|
14.7K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.69K- 12.77% |
$20.4K - $24.7K
|
11.5K
$148K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.74K- 5.99% |
$21K - $25.5K
|
27.3K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
581KNew |
$7.01M - $8.5M
|
581K
$7.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.07K- 9.7% |
$12.9K - $15.6K
|
9.93K
$127K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.52K- 13.1% |
$18.3K - $22.2K
|
10.1K
$129K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
160+ 45.33% |
$1.93K - $2.34K
|
513
$6.58K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.61K+ 12.16% |
$31.4K - $38.1K
|
24K
$308K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 63.64% |
$422 - $512
|
90
$1.15K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 40.74% |
$133 - $161
|
16
$205
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-288K- 26.17% |
$3.47M - $4.2M
|
811K
$10.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.48K- 7.66% |
$17.9K - $21.7K
|
17.9K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
364+ 42.57% |
$4.39K - $5.32K
|
1.22K
$15.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26+ 0.24% |
$314 - $380
|
10.9K
$139K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
14New |
$169 - $205
|
14
$179
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
657New |
$7.92K - $9.61K
|
657
$8.42K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
284New |
$3.43K - $4.15K
|
284
$3.64K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
84.9KNew |
$1.02M - $1.24M
|
84.9K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.09K- 4.8% |
$37.2K - $45.1K
|
61.2K
$784K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.6K- 3.39% |
$19.3K - $23.4K
|
45.6K
$585K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.65K+ 33.13% |
$104K - $126K
|
34.8K
$446K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.93K- 8.04% |
$35.3K - $42.9K
|
33.5K
$430K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38KNew |
$459K - $556K
|
38K
$488K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
283K+ 2553.82% |
$3.41M - $4.14M
|
294K
$3.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.5KNew |
$18.1K - $21.9K
|
1.5K
$19.2K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
6.81K+ 9.67% |
$82.2K - $99.6K
|
77.3K
$990K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.49K+ 122.59% |
$17.9K - $21.7K
|
2.7K
$34.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-77- 0.45% |
$929 - $1.13K
|
16.9K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
514New |
$6.2K - $7.51K
|
514
$6.59K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-790- 10.23% |
$9.53K - $11.5K
|
6.94K
$88.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.48% |
$1.21K - $1.46K
|
20.9K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-267- 22.96% |
$3.22K - $3.9K
|
896
$11.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.33K- 32.3% |
$16.1K - $19.5K
|
2.79K
$35.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.22K+ 1.09% |
$14.7K - $17.8K
|
113K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-37- 4.54% |
$446 - $541
|
778
$9.97K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.9KNew |
$22.9K - $27.8K
|
1.9K
$24.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-415- 38.97% |
$5K - $6.07K
|
650
$8.33K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
23+ 0.05% |
$277 - $336
|
48.4K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-206- 73.57% |
$2.48K - $3.01K
|
74
$949
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.4KNew |
$138K - $167K
|
11.4K
$147K
|