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 |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
79
shares
|
$995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
74
shares
|
$932
0.0% of portfolio
|
Q2 2025
Reduced 73.57%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
71
shares
|
$894
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
56
shares
|
$705
0.0% of portfolio
|
Q2 2025
Reduced 78.54%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
55
shares
|
$693
0.0% of portfolio
|
Q1 2025
Added 175.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
53
shares
|
$667
0.0% of portfolio
|
Q1 2025
Reduced 99.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
50
shares
|
$630
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
30
shares
|
$378
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
27
shares
|
$340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$126
0.0% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2
shares
|
$25
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|