Who owns Whitestone REIT (WSR)
Which tracked institutional funds hold WSR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WSR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WSR is one-sided between 2025-Q4 and 2026-Q1: 45 added or opened and 15 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WSR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WSR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 220 tracked filers holding WSR, 120 increased or opened the position and 82 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WSR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- VANGUARD PORTFOLIO MANAGEMENT LLC$49M
- VANGUARD CAPITAL MANAGEMENT LLC$34M
- VANGUARD FIDUCIARY TRUST CO$5M
- GABELLI FUNDS LLC$862K
- GABELLI & Co INVESTMENT ADVISERS, INC.$795K
- VANGUARD ASSET MANAGEMENT, Ltd$551K
Full exits 7
- VANGUARD GROUP INC$70M
- Man Group plc$1M
- MILLENNIUM MANAGEMENT LLC$987K
- ADVISORY RESEARCH INC$928K
- TUDOR INVESTMENT CORP ET AL$753K
- TWO SIGMA ADVISERS, LP$724K
Largest adds
- BlackRock, Inc.$19M
- Irenic Capital Management LP$16M
- STATE STREET CORP$5M
- GEODE CAPITAL MANAGEMENT, LLC$3M
- TWO SIGMA INVESTMENTS, LP$2M
- CHILTON CAPITAL MANAGEMENT LLC$2M
Largest trims
- Emmett Investment Management, LP$7M
- Nuveen, LLC$1M
- BARCLAYS PLC$1M
- M&T Bank Corp$1M
- UBS Group AG$797K
- RENAISSANCE TECHNOLOGIES LLC$774K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,033,175 | $130M | 20.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,007,925 | $49M | 7.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,102,085 | $34M | 5.4% | 2026-Q1 |
| STATE STREET CORP added | 1,850,444 | $30M | 4.8% | 2026-Q1 |
| Irenic Capital Management LP added | 1,265,391 | $20M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,198,721 | $19M | 3.1% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 1,035,745 | $17M | 2.7% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 875,255 | $14M | 2.3% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 742,115 | $12M | 1.9% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC added | 674,201 | $11M | 1.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 654,567 | $11M | 1.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 640,742 | $10M | 1.7% | 2026-Q1 |
| Emmett Investment Management, LP trimmed | 632,000 | $10M | 1.6% | 2026-Q1 |
| CSM Advisors, LLC trimmed | 568,074 | $9M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 541,989 | $9M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 449,181 | $7M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 438,073 | $7M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 407,558 | $7M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 337,595 | $5M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 336,954 | $5M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 296,976 | $5M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 289,143 | $5M | 0.7% | 2026-Q1 |
| DigitalBridge Group, Inc. trimmed | 283,000 | $5M | 0.7% | 2026-Q1 |
| Larson Financial Group LLC added | 275,226 | $4M | 0.7% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 272,874 | $4M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 270,577 | $4M | 0.7% | 2026-Q1 |
| FMR LLC added | 259,403 | $4M | 0.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 253,172 | $4M | 0.7% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 225,498 | $4M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 218,266 | $4M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 168,102 | $3M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 163,527 | $3M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 162,744 | $3M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 160,639 | $3M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 150,945 | $2M | 0.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 147,687 | $2M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 141,217 | $2M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 139,304 | $2M | 0.4% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 134,060 | $2M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 129,943 | $2M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 118,740 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 113,661 | $2M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 109,209 | $2M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 102,248 | $2M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 96,128 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 94,790 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 90,600 | $1M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 88,841 | $1M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 81,865 | $1M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 81,057 | $1M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 77,213 | $1M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 75,679 | $1M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 71,802 | $1M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 70,875 | $1M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 69,509 | $1M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD | 69,200 | $1M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 66,512 | $1M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 65,025 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 62,924 | $1M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co | 60,844 | $985K | 0.2% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 60,000 | $969K | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 54,407 | $879K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 54,198 | $875K | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 53,811 | $869K | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC new | 53,374 | $862K | 0.1% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. new | 49,200 | $795K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue added | 47,287 | $762K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 45,728 | $739K | 0.1% | 2026-Q1 |
| Greenland Capital Management LP trimmed | 45,000 | $727K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 44,740 | $723K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 43,897 | $709K | 0.1% | 2026-Q1 |
| Horizon Investments, LLC trimmed | 43,584 | $704K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 43,209 | $698K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 42,713 | $690K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 49,178 | $683K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 41,281 | $667K | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 39,110 | $632K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 38,694 | $625K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 38,193 | $617K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 38,149 | $616K | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 35,330 | $571K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 34,098 | $551K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 33,881 | $547K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,072,063 | $70M | 11.3% | 2025-Q4 stale |
| Foundry Partners, LLC trimmed | 557,312 | $8M | 1.3% | 2025-Q1 stale |
| Hillsdale Investment Management Inc. added | 303,100 | $4M | 0.7% | 2025-Q1 stale |
| HGI Capital Management, LLC trimmed | 264,334 | $4M | 0.6% | 2025-Q1 stale |
| Man Group plc trimmed | 98,293 | $1M | 0.2% | 2025-Q4 stale |
| THIRD AVENUE MANAGEMENT LLC | 80,000 | $1M | 0.2% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 85,566 | $1M | 0.2% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 71,037 | $987K | 0.2% | 2025-Q4 stale |
| ADVISORY RESEARCH INC added | 66,829 | $928K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 75,032 | $921K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 71,194 | $874K | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP trimmed | 61,373 | $766K | 0.1% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL | 61,305 | $753K | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 52,100 | $724K | 0.1% | 2025-Q4 stale |
| Magnetar Financial LLC new | 57,302 | $715K | 0.1% | 2025-Q2 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 41,717 | $579K | 0.1% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC new | 37,762 | $550K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.