Institutional Ownership Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,708,702
shares
|
$97.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
5,265,801
shares
|
$66.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,895,491
shares
|
$23.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,219,970
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,098,540
shares
|
$13.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
May 15, 2025 Q1 2025 |
875,255
shares
|
$11 Million
1.13% of portfolio
|
Q4 2023
Reduced 18.03%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
823,762
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Emmett Investment Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
801,518
shares
|
$10.1 Million
10.72% of portfolio
|
Q1 2025
Added 27.57%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
632,710
shares
|
$7.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
618,933
shares
|
$7.8 Million
0.08% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
594,853
shares
|
$7.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
557,312
shares
|
$7.02 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
429,656
shares
|
$5.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
426,635
shares
|
$5.38 Million
0.0% of portfolio
|
Q1 2025
Added 49.46%
|
|
|
Digital Bridge Group, Inc.
Boca Raton, FL |
May 15, 2025 Q1 2025 |
379,092
shares
|
$4.78 Million
0.47% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
371,032
shares
|
$4.68 Million
0.0% of portfolio
|
Q4 2024
Added 203.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
352,913
shares
|
$4.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
303,100
shares
|
$3.82 Million
0.25% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
285,155
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
265,552
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Added 31.54%
|
|
|
Hgi Capital Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
264,334
shares
|
$3.33 Million
5.07% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
259,296
shares
|
$3.27 Million
0.09% of portfolio
|
Q1 2025
Reduced 50.5%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
256,481
shares
|
$3.23 Million
0.0% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
249,468
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
218,196
shares
|
$2.75 Million
0.15% of portfolio
|
Q1 2025
Added 8.19%
|