Purchases and Sales Made in Q2 2025 in Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13.6K+ 80.72% |
$164K - $198K
|
30.4K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.4KNew |
$138K - $167K
|
11.4K
$144K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.9KNew |
$22.9K - $27.8K
|
1.9K
$23.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.49K+ 122.59% |
$17.9K - $21.7K
|
2.7K
$34K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.22K+ 1.09% |
$14.7K - $17.8K
|
113K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.13K+ 1.96% |
$13.6K - $16.5K
|
58.8K
$741K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
514New |
$6.2K - $7.51K
|
514
$6.48K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
339+ 15.33% |
$4.09K - $4.96K
|
2.55K
$32.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$856 - $1.04K
|
71
$895
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
23+ 0.05% |
$277 - $336
|
48.4K
$610K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 1.69% |
$36.2 - $43.9
|
180
$2.27K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-37- 4.54% |
$446 - $541
|
778
$9.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-77- 0.45% |
$929 - $1.13K
|
16.9K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.48% |
$1.21K - $1.46K
|
20.9K
$263K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140- 38.15% |
$1.69K - $2.05K
|
227
$2.86K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-205- 78.54% |
$2.47K - $3K
|
56
$706
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-206- 73.57% |
$2.48K - $3.01K
|
74
$932
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-264- 22.3% |
$3.18K - $3.86K
|
920
$11.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-267- 22.96% |
$3.22K - $3.9K
|
896
$11.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-332- 51.08% |
$4K - $4.85K
|
318
$4.01K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-415- 38.97% |
$5K - $6.07K
|
650
$8.19K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-790- 10.23% |
$9.53K - $11.5K
|
6.94K
$87.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.33K- 32.3% |
$16.1K - $19.5K
|
2.79K
$35.2K
|