WSR NYSE
Whitestone REIT
1W: -0.1%
1M: +0.2%
3M: +24.7%
YTD: +37.4%
1Y: +54.2%
3Y: +156.5%
5Y: +158.9%
$18.99
+0.01 (+0.05%)
Weekly Expected Move ±0.1%
$19
$19
$19
$19
$19
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Institutional Ownership — WSR
243
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$867M
Total Invested
32
New Positions
77
Increased
96
Reduced
44
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (283 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,033,175 | $$153M | +75,343 | +0.9% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 5,416,634 | $$103M | +166,306 | +3.2% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 4,204,170 | $$80M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 3,007,925 | $$57M | — | +0.0% | 1Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,850,444 | $$35M | +42,570 | +2.4% | 13Q | SEC ↗ |
| 6 | First Eagle Investment Management, LLC | 1,484,230 | $$28M | +771,181 | +108.2% | 13Q | SEC ↗ |
| 7 | Irenic Capital Management LP | 1,265,391 | $$24M | +943,215 | +292.8% | 2Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,198,721 | $$23M | +19,717 | +1.7% | 13Q | SEC ↗ |
| 9 | GW&K Investment Management, LLC | 1,035,745 | $$20M | -71,165 | -6.4% | 6Q | SEC ↗ |
| 10 | NEXPOINT ASSET MANAGEMENT, L.P. | 875,255 | $$17M | — | +0.0% | 13Q | SEC ↗ |
| 11 | MORGAN STANLEY | 727,929 | $$14M | +27,229 | +3.9% | 12Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 640,742 | $$12M | +19,127 | +3.1% | 13Q | SEC ↗ |
| 13 | Emmett Investment Management, LP | 632,000 | $$12M | -634,543 | -50.1% | 6Q | SEC ↗ |
| 14 | CHILTON CAPITAL MANAGEMENT LLC | 619,846 | $$12M | +191,888 | +44.8% | 5Q | SEC ↗ |
| 15 | CSM Advisors, LLC | 568,074 | $$11M | -3,241 | -0.6% | 4Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 541,989 | $$10M | +19,096 | +3.7% | 13Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 449,181 | $$9M | -519,401 | -53.6% | 13Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 438,073 | $$8M | +534 | +0.1% | 13Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 407,558 | $$8M | -13,736 | -3.3% | 13Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 336,954 | $$6M | +84,996 | +33.7% | 4Q | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 296,976 | $$6M | -75,001 | -20.2% | 7Q | SEC ↗ |
| 22 | VANGUARD FIDUCIARY TRUST CO NEW | 289,143 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 23 | DigitalBridge Group, Inc. | 283,000 | $$5M | -82,600 | -22.6% | 11Q | SEC ↗ |
| 24 | Larson Financial Group LLC | 275,226 | $$5M | +12,034 | +4.6% | 13Q | SEC ↗ |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 272,874 | $$5M | +14,858 | +5.8% | 7Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 270,577 | $$5M | -43,362 | -13.8% | 13Q | SEC ↗ |
| 27 | FMR LLC | 259,403 | $$5M | +33,740 | +15.0% | 13Q | SEC ↗ |
| 28 | Invesco Ltd. | 253,172 | $$5M | -17,281 | -6.4% | 13Q | SEC ↗ |
| 29 | TWO SIGMA INVESTMENTS, LP | 225,915 | $$4M | +70,613 | +45.5% | 4Q | SEC ↗ |
| 30 | KENNEDY CAPITAL MANAGEMENT LLC | 225,498 | $$4M | +4,096 | +1.9% | 13Q | SEC ↗ |
| 31 | PRINCIPAL FINANCIAL GROUP INC | 218,266 | $$4M | +4,249 | +2.0% | 13Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 196,630 | $$4M | +15,984 | +8.8% | 12Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 168,102 | $$3M | -23,747 | -12.4% | 13Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 162,744 | $$3M | -12,279 | -7.0% | 13Q | SEC ↗ |
| 35 | Public Sector Pension Investment Board | 160,639 | $$3M | +5,106 | +3.3% | 13Q | SEC ↗ |
| 36 | FIRST TRUST ADVISORS LP | 150,945 | $$3M | +849 | +0.6% | 3Q | SEC ↗ |
| 37 | EXCHANGE TRADED CONCEPTS, LLC | 147,687 | $$3M | -8,347 | -5.3% | 5Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 141,217 | $$3M | +32,565 | +30.0% | 13Q | SEC ↗ |
| 39 | HSBC HOLDINGS PLC | 139,304 | $$3M | -56,352 | -28.8% | 5Q | SEC ↗ |
| 40 | Empirical Financial Services, LLC d.b. | 134,060 | $$3M | +12,930 | +10.7% | 6Q | SEC ↗ |
| 41 | RHUMBLINE ADVISERS | 129,943 | $$2M | +2,257 | +1.8% | 13Q | SEC ↗ |
| 42 | BARCLAYS PLC | 118,740 | $$2M | -111,364 | -48.4% | 13Q | SEC ↗ |
| 43 | RAYMOND JAMES FINANCIAL INC | 113,661 | $$2M | -881 | -0.8% | 6Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 109,209 | $$2M | +107,090 | +5053.8% | 2Q | SEC ↗ |
| 45 | Legal & General Group Plc | 102,248 | $$2M | -13,627 | -11.8% | 13Q | SEC ↗ |
| 46 | Man Group plc | 98,293 | $$2M | -25,490 | -20.6% | 5Q | SEC ↗ |
| 47 | JANE STREET GROUP, LLC | 96,128 | $$2M | +57,635 | +149.7% | 10Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 94,790 | $$2M | +88,290 | +1358.3% | 2Q | SEC ↗ |
| 49 | Swiss National Bank | 90,600 | $$2M | — | +0.0% | 13Q | SEC ↗ |
| 50 | Nuveen, LLC | 88,841 | $$2M | -108,420 | -55.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 4,204,170 | $$80M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,007,925 | $$57M |
| VANGUARD FIDUCIARY TRUST CO | 289,143 | $$5M |
| GABELLI FUNDS LLC | 53,374 | $$1M |
| GABELLI & Co INVESTMENT ADVISERS, I | 49,200 | $$934K |
| VANGUARD ASSET MANAGEMENT, Ltd | 34,098 | $$648K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 25,678 | $$488K |
| Point72 Asset Management, L.P. | 23,872 | $$453K |
| Eurizon Capital SGR S.p.A. | 22,016 | $$418K |
| NATIXIS ADVISORS, LLC | 20,042 | $$381K |
| Vanguard Global Advisers, LLC | 18,216 | $$346K |
| Ridgewood Investments LLC | 18,000 | $$342K |
| PARK AVENUE SECURITIES LLC | 13,221 | $$251K |
| Vanguard Investments Australia, Ltd | 12,164 | $$231K |
| JOURNEY STRATEGIC WEALTH LLC | 10,723 | $$204K |
| Swiss Life Asset Management Ltd | 10,670 | $$203K |
| RW Investment Management LLC | 10,500 | $$199K |
| Graham Capital Management, L.P. | 10,185 | $$193K |
| CAPTRUST FINANCIAL ADVISORS | 10,102 | $$192K |
| Vestcor Inc | 9,039 | $$172K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TUDOR INVESTMENT CORP ET AL | 122,610 | $$2M |
| BALYASNY ASSET MANAGEMENT L.P. | 85,566 | $$2M |
| GSA CAPITAL PARTNERS LLP | 71,194 | $$1M |
| ADVISORY RESEARCH INC | 66,829 | $$1M |
| ExodusPoint Capital Management, LP | 61,373 | $$1M |
| Magnetar Financial LLC | 57,302 | $$1M |
| D. E. Shaw & Co., Inc. | 54,196 | $$1M |
| Squarepoint Ops LLC | 45,504 | $$864K |
| Campbell & CO Investment Adviser LL | 32,785 | $$623K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 29,828 | $$566K |
| MARSHALL WACE, LLP | 28,097 | $$534K |
| JUPITER ASSET MANAGEMENT LTD | 27,468 | $$522K |
| Cresset Asset Management, LLC | 24,636 | $$468K |
| Brooklyn Investment Group | 22,945 | $$436K |
| TEXAS PERMANENT SCHOOL FUND CORP | 21,993 | $$418K |
| CAXTON ASSOCIATES LLP | 20,723 | $$394K |
| FourThought Financial Partners, LLC | 20,571 | $$391K |
| XTX Topco Ltd | 20,234 | $$384K |
| Y-Intercept (Hong Kong) Ltd | 15,733 | $$299K |
| Verition Fund Management LLC | 15,400 | $$292K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Irenic Capital Management LP | +943,215 | +292.8% | 1,265,391 |
| First Eagle Investment Management, | +771,181 | +108.2% | 1,484,230 |
| CHILTON CAPITAL MANAGEMENT LLC | +191,888 | +44.8% | 619,846 |
| VANGUARD GROUP INC | +166,306 | +3.2% | 5,416,634 |
| UBS AM, a distinct business unit of | +107,090 | +5053.8% | 109,209 |
| Kestra Advisory Services, LLC | +88,290 | +1358.3% | 94,790 |
| ENVESTNET ASSET MANAGEMENT INC | +84,996 | +33.7% | 336,954 |
| BlackRock, Inc. | +75,343 | +0.9% | 8,033,175 |
| TWO SIGMA INVESTMENTS, LP | +70,613 | +45.5% | 225,915 |
| JANE STREET GROUP, LLC | +57,635 | +149.7% | 96,128 |
| STATE STREET CORP | +42,570 | +2.4% | 1,850,444 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | +35,783 | +77.7% | 81,865 |
| FMR LLC | +33,740 | +15.0% | 259,403 |
| ROYAL BANK OF CANADA | +32,565 | +30.0% | 141,217 |
| FEDERATED HERMES, INC. | +31,956 | +182.6% | 49,458 |
| INTECH INVESTMENT MANAGEMENT LLC | +27,678 | +57.7% | 75,679 |
| MORGAN STANLEY | +27,229 | +3.9% | 727,929 |
| Quantinno Capital Management LP | +27,187 | +62.2% | 70,875 |
| EverSource Wealth Advisors, LLC | +24,628 | +2299.5% | 25,699 |
| JANUS HENDERSON GROUP PLC | +19,815 | +100.0% | 39,630 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Emmett Investment Management, LP | -634,543 | -50.1% | 632,000 |
| GOLDMAN SACHS GROUP INC | -519,401 | -53.6% | 449,181 |
| Greenland Capital Management LP | -125,933 | -66.0% | 65,000 |
| BARCLAYS PLC | -111,364 | -48.4% | 118,740 |
| Nuveen, LLC | -108,420 | -55.0% | 88,841 |
| DigitalBridge Group, Inc. | -82,600 | -22.6% | 283,000 |
| Qube Research & Technologies Ltd | -75,001 | -20.2% | 296,976 |
| GW&K Investment Management, LLC | -71,165 | -6.4% | 1,035,745 |
| RENAISSANCE TECHNOLOGIES LLC | -64,489 | -54.5% | 53,811 |
| UBS Group AG | -61,170 | -72.5% | 23,151 |
| HSBC HOLDINGS PLC | -56,352 | -28.8% | 139,304 |
| JPMORGAN CHASE & CO | -43,362 | -13.8% | 270,577 |
| CITIGROUP INC | -39,638 | -65.3% | 21,034 |
| Man Group plc | -25,490 | -20.6% | 98,293 |
| AMERIPRISE FINANCIAL INC | -23,747 | -12.4% | 168,102 |
| MILLENNIUM MANAGEMENT LLC | -23,169 | -24.6% | 71,037 |
| M&T Bank Corp | -22,885 | -69.0% | 10,293 |
| Invesco Ltd. | -17,281 | -6.4% | 253,172 |
| Corient Private Wealth LLC | -14,401 | -49.6% | 14,613 |
| Bank of New York Mellon Corp | -13,736 | -3.3% | 407,558 |