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 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-77- 0.45% |
$929 - $1.13K
|
16.9K
$204K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.48% |
$1.21K - $1.46K
|
20.9K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-113- 23.84% |
$1.36K - $1.65K
|
361
$4.36K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140- 38.15% |
$1.69K - $2.05K
|
227
$2.74K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-205- 78.54% |
$2.47K - $3K
|
56
$676
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-206- 73.57% |
$2.48K - $3.01K
|
74
$893
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-264- 22.3% |
$3.18K - $3.86K
|
920
$11.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-267- 22.96% |
$3.22K - $3.9K
|
896
$10.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-332- 51.08% |
$4K - $4.85K
|
318
$3.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-367- 3.17% |
$4.43K - $5.37K
|
11.2K
$135K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-415- 38.97% |
$5K - $6.07K
|
650
$7.85K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-462- 37.56% |
$5.57K - $6.75K
|
768
$9.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-467- 2.86% |
$5.63K - $6.83K
|
15.8K
$191K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-631- 14.28% |
$7.61K - $9.23K
|
3.79K
$45.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-790- 10.23% |
$9.53K - $11.5K
|
6.94K
$83.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-810- 0.69% |
$9.77K - $11.8K
|
117K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-829- 2.06% |
$10K - $12.1K
|
39.5K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.07K- 9.7% |
$12.9K - $15.6K
|
9.93K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.08K- 6.21% |
$13K - $15.7K
|
16.3K
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.13K- 9.79% |
$13.6K - $16.5K
|
10.4K
$125K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.13K- 50.11% |
$13.6K - $16.5K
|
1.13K
$13.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.33K- 32.3% |
$16.1K - $19.5K
|
2.79K
$33.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.48K- 7.66% |
$17.9K - $21.7K
|
17.9K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.52K- 13.1% |
$18.3K - $22.2K
|
10.1K
$122K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.6K- 3.39% |
$19.3K - $23.4K
|
45.6K
$551K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.69K- 12.77% |
$20.4K - $24.7K
|
11.5K
$139K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.74K- 5.99% |
$21K - $25.5K
|
27.3K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.02K- 6.37% |
$24.4K - $29.5K
|
29.7K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.26K- 7.77% |
$27.3K - $33.1K
|
26.9K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-2.59K- 6.1% |
$31.3K - $37.9K
|
39.9K
$482K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.63K- 11.66% |
$31.8K - $38.5K
|
19.9K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.93K- 8.04% |
$35.3K - $42.9K
|
33.5K
$405K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.09K- 4.8% |
$37.2K - $45.1K
|
61.2K
$739K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.85K- 0.62% |
$46.4K - $56.3K
|
615K
$7.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-4.69K- 15.93% |
$56.5K - $68.5K
|
24.7K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.02K- 23.84% |
$60.5K - $73.3K
|
16K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.8K- 9.36% |
$69.9K - $84.8K
|
56.1K
$677K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.54K- 1.75% |
$90.9K - $110K
|
422K
$5.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.38K- 3.66% |
$113K - $137K
|
247K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-9.92K- 13.91% |
$120K - $145K
|
61.4K
$741K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.9K- 50.0% |
$131K - $159K
|
10.9K
$131K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.6K- 3.57% |
$152K - $184K
|
340K
$4.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21K- 2.55% |
$253K - $307K
|
803K
$9.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-21.3K- 58.06% |
$257K - $312K
|
15.4K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-27.9K- 1.47% |
$336K - $407K
|
1.87M
$22.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-29.4K- 36.0% |
$355K - $430K
|
52.3K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-32K- 28.49% |
$386K - $468K
|
80.3K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-35.5K- 13.7% |
$429K - $520K
|
224K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-40.6K- 6.41% |
$489K - $593K
|
592K
$7.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-40.8K- 3.35% |
$492K - $597K
|
1.18M
$14.2M
|