Purchases and Sales Made in Q1 2025 in Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR) during Q1 2025. The information is specifically focused on institutions that hold shares of Whitestone REIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
8.24K+ 245.15% |
$109K - $120K
|
11.6K
$142K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.5K+ 2.6% |
$86.1K - $94.7K
|
256K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.83K+ 17.39% |
$77.3K - $85K
|
39.4K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.76K+ 59.67% |
$76.4K - $84K
|
15.4K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.74K+ 4.44% |
$62.9K - $69.2K
|
112K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.56K+ 26.4% |
$60.4K - $66.5K
|
21.8K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.27KNew |
$56.6K - $62.2K
|
4.27K
$52.3K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3.65KNew |
$48.4K - $53.3K
|
3.65K
$44.8K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.09K+ 2.69% |
$40.9K - $45K
|
118K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.94K+ 6.23% |
$38.9K - $42.8K
|
50K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.07K+ 19.56% |
$27.4K - $30.2K
|
12.6K
$155K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.04K+ 9.95% |
$27.1K - $29.8K
|
22.6K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.89K+ 7.8% |
$25K - $27.5K
|
26.1K
$320K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.88KNew |
$24.9K - $27.4K
|
1.88K
$23K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 8.67% |
$22.2K - $24.5K
|
21K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.67K+ 2.4% |
$22.1K - $24.3K
|
71K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 13.18% |
$20.4K - $22.5K
|
13.2K
$162K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.53K+ 8.59% |
$20.3K - $22.3K
|
19.3K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.51K+ 9.35% |
$20K - $22K
|
17.6K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.4K+ 2.88% |
$18.6K - $20.4K
|
50.1K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.35K+ 13.11% |
$17.9K - $19.7K
|
11.6K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.34K+ 4.77% |
$17.8K - $19.5K
|
29.4K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3K+ 2.26% |
$17.2K - $19K
|
58.7K
$720K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.03K+ 3.45% |
$13.6K - $15K
|
30.9K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
900+ 1.75% |
$11.9K - $13.1K
|
52.4K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
870+ 5.45% |
$11.5K - $12.7K
|
16.8K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
400+ 2.7% |
$5.3K - $5.83K
|
15.2K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
346+ 4.69% |
$4.58K - $5.04K
|
7.73K
$94.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
291+ 159.02% |
$3.86K - $4.24K
|
474
$5.81K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
235+ 11.63% |
$3.11K - $3.43K
|
2.26K
$27.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
214+ 5.47% |
$2.84K - $3.12K
|
4.13K
$50.6K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
171+ 0.35% |
$2.27K - $2.49K
|
49.1K
$602K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
153+ 120.47% |
$2.03K - $2.23K
|
280
$3.43K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
150+ 0.26% |
$1.99K - $2.19K
|
57.1K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 85.11% |
$1.59K - $1.75K
|
261
$3.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98+ 8.66% |
$1.3K - $1.43K
|
1.23K
$15.1K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
79New |
$1.05K - $1.15K
|
79
$969
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
75+ 3.41% |
$994 - $1.09K
|
2.27K
$27.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
71+ 25.18% |
$941 - $1.04K
|
353
$4.33K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 20.96% |
$636 - $700
|
277
$3.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
48+ 6.26% |
$636 - $700
|
815
$9.99K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 4.04% |
$610 - $671
|
1.18K
$14.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
42New |
$557 - $612
|
42
$515
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 40.0% |
$530 - $583
|
140
$1.72K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 175.0% |
$464 - $510
|
55
$674
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 0.78% |
$451 - $496
|
4.42K
$54.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27New |
$358 - $394
|
27
$331
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
23+ 13.86% |
$305 - $335
|
189
$2.32K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$265 - $292
|
20
$245
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17+ 11.33% |
$225 - $248
|
167
$2.05K
|