Institutional Ownership Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $403 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,253
shares
|
$15,687
0.0% of portfolio
|
Q1 2025
Reduced 85.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,230
shares
|
$15,399
0.0% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,213
shares
|
$15,186
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,163
shares
|
$14,560
0.0% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
920
shares
|
$11,518
0.0% of portfolio
|
Q2 2025
Reduced 22.3%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
855
shares
|
$10,704
0.0% of portfolio
|
Q1 2025
Reduced 45.37%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
815
shares
|
$10,203
0.0% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
780
shares
|
$9,765
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
775
shares
|
$9,703
0.0% of portfolio
|
Q2 2022
Reduced 26.89%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
725
shares
|
$9,077
0.0% of portfolio
|
Q3 2023
Reduced 57.97%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
650
shares
|
$8,138
0.0% of portfolio
|
Q2 2025
Reduced 38.97%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
526
shares
|
$6,585
0.01% of portfolio
|
Q3 2024
Added 172.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
517
shares
|
$6,472
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
474
shares
|
$5,934
0.0% of portfolio
|
Q1 2025
Added 159.02%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
353
shares
|
$4,419
0.0% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
318
shares
|
$3,981
0.0% of portfolio
|
Q2 2025
Reduced 51.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
302
shares
|
$3,781
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
300
shares
|
$3,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
277
shares
|
$3,468
0.0% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
227
shares
|
$2,842
0.0% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
189
shares
|
$2,366
0.0% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
180
shares
|
$2,253
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
167
shares
|
$2,090
0.0% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
158
shares
|
$1,978
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
141
shares
|
$1,765
0.0% of portfolio
|
Q2 2024
Reduced 41.25%
|