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-Q2 13F filings (latest filed 2026-09-22). 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
58 tracked funds added or opened WSR while 38 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 197 tracked filers holding WSR, 104 increased or opened the position and 128 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 2026-Q1 and 2026-Q2 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 21
- WATER ISLAND CAPITAL LLC$23M
- First Trust Capital Management L.P.$21M
- MILLENNIUM MANAGEMENT LLC$15M
- Schonfeld Strategic Advisors LLC$13M
- ALPINE ASSOCIATES MANAGEMENT INC.$12M
- FIL Ltd$9M
Full exits 21
- GW&K Investment Management, LLC$17M
- CSM Advisors, LLC$9M
- DigitalBridge Group, Inc.$5M
- JACOBS LEVY EQUITY MANAGEMENT, INC$4M
- HSBC HOLDINGS PLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
Largest adds
- NEXPOINT ASSET MANAGEMENT, L.P.$44M
- BlackRock, Inc.$27M
- Qube Research & Technologies Ltd$12M
- GEODE CAPITAL MANAGEMENT, LLC$8M
- FMR LLC$7M
- STATE STREET CORP$7M
Largest trims
- Irenic Capital Management LP$13M
- CHILTON CAPITAL MANAGEMENT LLC$11M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Larson Financial Group LLC$3M
- Emmett Investment Management, LP$3M
- ROYAL BANK OF CANADA$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,272,745 | $157M | 21.9% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. added | 3,050,205 | $58M | 8.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,875,464 | $55M | 7.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,116,495 | $40M | 5.6% | 2026-Q2 |
| STATE STREET CORP added | 1,941,309 | $37M | 5.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,419,392 | $27M | 3.8% | 2026-Q2 |
| WATER ISLAND CAPITAL LLC new | 1,227,709 | $23M | 3.2% | 2026-Q2 |
| First Trust Capital Management L.P. new | 1,085,310 | $21M | 2.9% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 899,685 | $17M | 2.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 769,812 | $15M | 2.0% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 697,240 | $13M | 1.8% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 682,965 | $13M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 648,901 | $12M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 641,319 | $12M | 1.7% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 639,008 | $12M | 1.7% | 2026-Q2 |
| FMR LLC added | 587,118 | $11M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 575,211 | $11M | 1.5% | 2026-Q2 |
| FIL Ltd new | 498,521 | $9M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 450,663 | $9M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 416,238 | $8M | 1.1% | 2026-Q2 |
| Irenic Capital Management LP trimmed | 408,245 | $8M | 1.1% | 2026-Q2 |
| AQR Arbitrage LLC new | 380,455 | $7M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 373,951 | $7M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 365,715 | $7M | 1.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 355,674 | $7M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 300,617 | $6M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 285,126 | $5M | 0.8% | 2026-Q2 |
| Transmarket Holdings LP new | 245,178 | $5M | 0.6% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 221,186 | $4M | 0.6% | 2026-Q2 |
| Polar Asset Management Partners Inc. new | 219,890 | $4M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 218,601 | $4M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 216,581 | $4M | 0.6% | 2026-Q2 |
| GABELLI FUNDS LLC added | 210,524 | $4M | 0.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 208,831 | $4M | 0.6% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 192,807 | $4M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 182,065 | $3M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 158,558 | $3M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 155,364 | $3M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 149,527 | $3M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 117,895 | $2M | 0.3% | 2026-Q2 |
| Emmett Investment Management, LP trimmed | 117,689 | $7M | 1.0% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 115,842 | $2M | 0.3% | 2026-Q2 |
| JCP Investment Management, LLC new | 114,881 | $2M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 111,228 | $2M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 105,833 | $2M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 104,079 | $2M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 102,319 | $2M | 0.3% | 2026-Q2 |
| ABC ARBITRAGE SA new | 95,817 | $2M | 0.3% | 2026-Q2 |
| UBS Group AG added | 89,990 | $2M | 0.2% | 2026-Q2 |
| Alpine Global Management, LLC new | 87,710 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 87,700 | $2M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 80,584 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 78,600 | $1M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 72,200 | $1M | 0.2% | 2026-Q2 |
| VARCOV Co. new | 71,843 | $1M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 66,593 | $1M | 0.2% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 64,440 | $1M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 63,051 | $1M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 60,100 | $1M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 59,133 | $1M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 55,160 | $1M | 0.1% | 2026-Q2 |
| GABELLI & Co INVESTMENT ADVISERS, INC. added | 55,151 | $1M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 53,388 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 53,382 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 52,382 | $846K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 52,024 | $986K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 51,844 | $983K | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 49,875 | $946K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 47,363 | $898K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 46,013 | $872K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ | 45,728 | $867K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 44,217 | $838K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 41,883 | $794K | 0.1% | 2026-Q2 |
| Tidal Investments LLC new | 40,293 | $764K | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 40,033 | $759K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 39,442 | $748K | 0.1% | 2026-Q2 |
| Menard Financial Group LLC added | 38,919 | $738K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 38,801 | $736K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 37,086 | $703K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 34,098 | $646K | 0.1% | 2026-Q2 |
| PenderFund Capital Management Ltd. new | 32,100 | $609K | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 31,044 | $589K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 28,415 | $539K | 0.1% | 2026-Q2 |
| PFG Investments, LLC new | 26,100 | $495K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 24,146 | $458K | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 21,646 | $410K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 21,296 | $404K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 20,764 | $394K | 0.1% | 2026-Q2 |
| One68 Global Capital, LLC added | 20,000 | $379K | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System | 19,900 | $321K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 19,815 | $376K | 0.1% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 19,676 | $373K | 0.1% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. trimmed | 19,344 | $367K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 18,710 | $355K | 0.0% | 2026-Q2 |
| Ridgewood Investments LLC | 18,000 | $341K | 0.0% | 2026-Q2 |
| LMR Partners LLP new | 17,573 | $333K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,567 | $333K | 0.0% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 17,541 | $333K | 0.0% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 17,207 | $326K | 0.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 17,159 | $325K | 0.0% | 2026-Q2 |
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.