Institutional Ownership Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $435 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
|
$110 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
5,204,673
shares
|
$74.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,864,118
shares
|
$26.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,250,836
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,174,722
shares
|
$16.8 Million
0.03% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
947,738
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
875,255
shares
|
$12.5 Million
1.4% of portfolio
|
Q4 2023
Reduced 18.03%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
802,280
shares
|
$11.4 Million
0.3% of portfolio
|
Q3 2024
Reduced 35.98%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
659,519
shares
|
$9.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
604,414
shares
|
$8.62 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
566,936
shares
|
$8.08 Million
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
558,383
shares
|
$7.96 Million
0.39% of portfolio
|
Q3 2024
Reduced 42.56%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
547,211
shares
|
$7.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
470,343
shares
|
$6.71 Million
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
426,509
shares
|
$6.08 Million
0.0% of portfolio
|
Q3 2024
Added 130.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
366,615
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2024
Added 100.72%
|
|
|
Hgi Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
308,952
shares
|
$4.41 Million
4.01% of portfolio
|
Q3 2024
Added 114.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
300,769
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
230,783
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.44%
|
|
|
Roumell Asset Management, LLC
Chevy Chase, MD |
Aug 13, 2024 Q2 2024 |
192,065
shares
|
$2.74 Million
5.01% of portfolio
|
Q2 2024
Added 104.95%
|
|
|
Digital Bridge Group, Inc.
Boca Raton, FL |
Nov 12, 2024 Q3 2024 |
188,756
shares
|
$2.69 Million
0.21% of portfolio
|
Q3 2024
Reduced 49.75%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
182,121
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
176,891
shares
|
$2.52 Million
0.14% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
174,862
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
168,963
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
New holding
|