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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.65K+ 33.13% |
$104K - $126K
|
34.8K
$420K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38KNew |
$459K - $556K
|
38K
$459K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
283K+ 2553.82% |
$3.41M - $4.14M
|
294K
$3.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.5KNew |
$18.1K - $21.9K
|
1.5K
$18.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
514New |
$6.2K - $7.51K
|
514
$6.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-790- 10.23% |
$9.53K - $11.5K
|
6.94K
$83.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-267- 22.96% |
$3.22K - $3.9K
|
896
$10.8K
|
|
|
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
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-37- 4.54% |
$446 - $541
|
778
$9.39K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.9KNew |
$22.9K - $27.8K
|
1.9K
$22.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-415- 38.97% |
$5K - $6.07K
|
650
$7.85K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13.6K+ 80.72% |
$164K - $198K
|
30.4K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.4KNew |
$138K - $167K
|
11.4K
$138K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-206- 73.57% |
$2.48K - $3.01K
|
74
$893
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$856 - $1.04K
|
71
$857
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-205- 78.54% |
$2.47K - $3K
|
56
$676
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 1.69% |
$36.2 - $43.9
|
180
$2.17K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.54K+ 1.79% |
$99.9K - $110K
|
430K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-37.2K- 73.03% |
$493K - $543K
|
13.7K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.3KNew |
$137K - $151K
|
10.3K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.6KNew |
$193K - $212K
|
14.6K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8+ 1.04% |
$106 - $117
|
780
$9.41K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-1.34K- 99.26% |
$17.8K - $19.6K
|
10
$121
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
8.24K+ 245.15% |
$109K - $120K
|
11.6K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
22.2K+ 156.13% |
$295K - $324K
|
36.5K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.8KNew |
$170K - $187K
|
12.8K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.56K+ 26.4% |
$60.4K - $66.5K
|
21.8K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-3.9K- 18.32% |
$51.7K - $56.9K
|
17.4K
$210K
|
|
|
May 15, 2025
Q1 2025
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-3.92K- 17.14% |
$51.9K - $57.1K
|
18.9K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
75+ 3.41% |
$994 - $1.09K
|
2.27K
$27.4K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.48K- 45.03% |
$19.6K - $21.6K
|
1.81K
$21.8K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-55.9K- 63.83% |
$741K - $815K
|
31.7K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$253K - $278K
|
19.1K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-159K- 37.62% |
$2.11M - $2.32M
|
264K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
23+ 13.86% |
$305 - $335
|
189
$2.28K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8.73K+ 225.81% |
$116K - $127K
|
12.6K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
22KNew |
$291K - $321K
|
22K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.05% |
$66.3 - $72.9
|
9.57K
$116K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.27KNew |
$56.6K - $62.2K
|
4.27K
$51.5K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11KNew |
$146K - $160K
|
11K
$133K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78.8K- 24.01% |
$1.04M - $1.15M
|
249K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
79New |
$1.05K - $1.15K
|
79
$954
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.35K+ 13.11% |
$17.9K - $19.7K
|
11.6K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.5K- 10.07% |
$19.8K - $21.8K
|
13.4K
$161K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.88KNew |
$24.9K - $27.4K
|
1.88K
$22.7K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.9K+ 3.38% |
$131K - $144K
|
303K
$3.66M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
100KNew |
$1.33M - $1.46M
|
100K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3.65KNew |
$48.4K - $53.3K
|
3.65K
$44.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-22.2K- 99.76% |
$294K - $324K
|
53
$640
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-880- 3.86% |
$11.7K - $12.8K
|
21.9K
$265K
|
|