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WSR Institutional Ownership

Whitestone REIT
1W: +0.1% 1M: +0.4% 3M: +0.5% YTD: +37.5% 1Y: +51.9% 3Y: +117.0% 5Y: +183.9%
$18.99
Last traded 2026-07-13 — delisted
NYSE · Real Estate · REIT - Retail · $976.0M mcap · 49M float · 1.19% daily turnover · Short 52% of daily vol

Institutional Ownership — WSR

260
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
$785M
Total Invested
44
New Positions
68
Increased
114
Reduced
42
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (281 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 8,272,745 $$157M +239,570 +3.0% 8Q SEC ↗
2 NEXPOINT ASSET MANAGEMENT, L.P. 3,050,205 $$58M +2,174,950 +248.5% 20Q SEC ↗
3 VANGUARD PORTFOLIO MANAGEMENT LLC 2,875,464 $$55M -132,461 -4.4% 2Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC 2,116,495 $$40M +14,410 +0.7% 2Q SEC ↗
5 STATE STREET CORP 1,941,309 $$37M +90,865 +4.9% 46Q SEC ↗
6 GLAZER CAPITAL, LLC NEW 1,883,574 $$36M — +0.0% 1Q SEC ↗
7 GEODE CAPITAL MANAGEMENT, LLC 1,419,392 $$27M +220,671 +18.4% 61Q SEC ↗
8 WATER ISLAND CAPITAL LLC NEW 1,227,709 $$23M — +0.0% 1Q SEC ↗
9 First Trust Capital Management L.P. NEW 1,085,310 $$21M — +0.0% 1Q SEC ↗
10 Qube Research & Technologies Ltd 899,685 $$17M +602,709 +202.9% 8Q SEC ↗
11 MILLENNIUM MANAGEMENT LLC NEW 769,812 $$15M — +0.0% 1Q SEC ↗
12 First Eagle Investment Management, LLC 697,240 $$13M -44,875 -6.0% 19Q SEC ↗
13 Schonfeld Strategic Advisors LLC NEW 682,965 $$13M — +0.0% 1Q SEC ↗
14 DIMENSIONAL FUND ADVISORS LP 648,901 $$12M +8,159 +1.3% 60Q SEC ↗
15 MORGAN STANLEY 641,319 $$12M -13,248 -2.0% 60Q SEC ↗
16 ALPINE ASSOCIATES MANAGEMENT INC. NEW 639,008 $$12M — +0.0% 1Q SEC ↗
17 FMR LLC 587,118 $$11M +327,715 +126.3% 20Q SEC ↗
18 NORTHERN TRUST CORP 575,211 $$11M +33,222 +6.1% 61Q SEC ↗
19 FIL Ltd NEW 498,521 $$9M — +0.0% 1Q SEC ↗
20 Sixth Street Partners Management Compa NEW 450,663 $$9M — +0.0% 1Q SEC ↗
21 CHARLES SCHWAB INVESTMENT MANAGEMENT I 450,663 $$9M +12,590 +2.9% 15Q SEC ↗
22 Bank of New York Mellon Corp 416,238 $$8M +8,680 +2.1% 61Q SEC ↗
23 CSM Advisors, LLC 409,155 $$8M -158,919 -28.0% 5Q SEC ↗
24 Irenic Capital Management LP 408,245 $$8M -857,146 -67.7% 3Q SEC ↗
25 AQR Arbitrage LLC NEW 380,455 $$7M — +0.0% 1Q SEC ↗
26 BANK OF AMERICA CORP /DE 373,951 $$7M +211,207 +129.8% 15Q SEC ↗
27 GOLDMAN SACHS GROUP INC 365,715 $$7M -83,466 -18.6% 15Q SEC ↗
28 Balyasny Asset Management L.P. NEW 355,674 $$7M — +0.0% 1Q SEC ↗
29 Vestcor Inc 337,318 $$6M +328,279 +3631.8% 2Q SEC ↗
30 VANGUARD FIDUCIARY TRUST CO 300,617 $$6M +11,474 +4.0% 2Q SEC ↗
31 TWO SIGMA INVESTMENTS, LP 285,126 $$5M -52,469 -15.5% 6Q SEC ↗
32 Transmarket Holdings LP NEW 245,178 $$5M — +0.0% 1Q SEC ↗
33 KENNEDY CAPITAL MANAGEMENT LLC 221,186 $$4M -4,312 -1.9% 18Q SEC ↗
34 Polar Asset Management Partners Inc. NEW 219,890 $$4M — +0.0% 1Q SEC ↗
35 PRINCIPAL FINANCIAL GROUP INC 218,601 $$4M +335 +0.2% 36Q SEC ↗
36 JPMORGAN CHASE & CO 216,581 $$4M -53,996 -20.0% 36Q SEC ↗
37 GABELLI FUNDS LLC 210,524 $$4M +157,150 +294.4% 2Q SEC ↗
38 Invesco Ltd. 208,831 $$4M -44,341 -17.5% 58Q SEC ↗
39 ExodusPoint Capital Management, LP NEW 192,807 $$4M — +0.0% 1Q SEC ↗
40 WELLS FARGO & COMPANY/MN 182,065 $$3M +18,538 +11.3% 64Q SEC ↗
41 FIRST TRUST ADVISORS LP 158,558 $$3M +7,613 +5.0% 4Q SEC ↗
42 Public Sector Pension Investment Board 155,364 $$3M -5,275 -3.3% 36Q SEC ↗
43 EXCHANGE TRADED CONCEPTS, LLC 149,527 $$3M +1,840 +1.2% 6Q SEC ↗
44 UBS AM, a distinct business unit of UB 117,895 $$2M +8,686 +8.0% 3Q SEC ↗
45 Emmett Investment Management, LP 117,689 $$2M -514,311 -81.4% 7Q SEC ↗
46 RHUMBLINE ADVISERS 115,842 $$2M -14,101 -10.9% 57Q SEC ↗
47 JCP Investment Management, LLC NEW 114,881 $$2M — +0.0% 1Q SEC ↗
48 ENVESTNET ASSET MANAGEMENT INC 111,228 $$2M -225,726 -67.0% 5Q SEC ↗
49 SG Americas Securities, LLC 109,926 $$2M +102,162 +1315.8% 4Q SEC ↗
50 Nuveen, LLC 105,833 $$2M +16,992 +19.1% 6Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
NEXPOINT ASSET MANAGEMENT, L.P. +2,174,950 +248.5% 3,050,205
Qube Research & Technologies Ltd +602,709 +202.9% 899,685
Vestcor Inc +328,279 +3631.8% 337,318
FMR LLC +327,715 +126.3% 587,118
BlackRock, Inc. +239,570 +3.0% 8,272,745
GEODE CAPITAL MANAGEMENT, LLC +220,671 +18.4% 1,419,392
BANK OF AMERICA CORP /DE +211,207 +129.8% 373,951
GABELLI FUNDS LLC +157,150 +294.4% 210,524
SG Americas Securities, LLC +102,162 +1315.8% 109,926
STATE STREET CORP +90,865 +4.9% 1,941,309
UBS Group AG +66,839 +288.7% 89,990
NORTHERN TRUST CORP +33,222 +6.1% 575,211
WELLS FARGO & COMPANY/MN +18,538 +11.3% 182,065
Nuveen, LLC +16,992 +19.1% 105,833
Russell Investments Group, Ltd. +16,466 +42.6% 55,160
VANGUARD CAPITAL MANAGEMENT LLC +14,410 +0.7% 2,116,495
FRANKLIN RESOURCES INC +13,831 +36.2% 52,024
DEUTSCHE BANK AG +13,482 +39.8% 47,363
CHARLES SCHWAB INVESTMENT MANAGEMEN +12,590 +2.9% 450,663
Zurcher Kantonalbank (Zurich Canton +12,358 +50.0% 37,086
Biggest Decreases (20)
HolderReducedChange %Total Shares
Irenic Capital Management LP -857,146 -67.7% 408,245
CHILTON CAPITAL MANAGEMENT LLC -672,904 -99.8% 1,297
Emmett Investment Management, LP -514,311 -81.4% 117,689
ENVESTNET ASSET MANAGEMENT INC -225,726 -67.0% 111,228
Larson Financial Group LLC -210,786 -76.6% 64,440
CSM Advisors, LLC -158,919 -28.0% 409,155
ROYAL BANK OF CANADA -135,315 -95.8% 5,902
VANGUARD PORTFOLIO MANAGEMENT LLC -132,461 -4.4% 2,875,464
Empirical Financial Services, LLC d -112,414 -83.9% 21,646
BARCLAYS PLC -105,610 -88.9% 13,130
GOLDMAN SACHS GROUP INC -83,466 -18.6% 365,715
VOYA INVESTMENT MANAGEMENT LLC -70,725 -87.3% 10,332
AMERIPRISE FINANCIAL INC -64,023 -38.1% 104,079
JPMORGAN CHASE & CO -53,996 -20.0% 216,581
TWO SIGMA INVESTMENTS, LP -52,469 -15.5% 285,126
First Eagle Investment Management, -44,875 -6.0% 697,240
Invesco Ltd. -44,341 -17.5% 208,831
LPL Financial LLC -33,115 -74.0% 11,625
AQR CAPITAL MANAGEMENT LLC -32,064 -45.2% 38,801
PRUDENTIAL FINANCIAL INC -31,200 -40.4% 46,013

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms