Latest Period
Q1 2026
Security Snapshot
Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR) Institutional Ownership
CUSIP: 966084204
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
220
Shares (Excl. Options)
33,812,024
Price
$16.15
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- Security type / class
- Equity / Common Shares of Beneficial Interest, $0.001 par value per share
- Symbol
- WSR on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 33,812,024
- Total 13F value
- $546,020,774
- Portfolio coverage rank
- 0%
- Share change
- +216,291
- Value change
- +$4,727,029
- Number of holders
- 220
- Shares outstanding
- 51,543,274
- SEC-reported price per share
- $18.96
- Insider filing price
- $18.96
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WSR - Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share is tracked under CUSIP 966084204.
- 220 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 220 to 7 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $546,020,774 to $468,331.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 220 institutions filings for Q1 2026.
Security key
966084204
Latest holder period
Q1 2026
13F holders
220
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
WSR full holder history
Whitestone REIT SEC filings
Whitestone REIT company facts
Whitestone REIT insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 966084204:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
WSR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | $89,652,751 | 7,183,714 | BlackRock, Inc. | 30 Jun 2025 |
As of 31 Mar 2026, 220 institutional investors reported holding 33,812,024 shares of Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR). This represents 66% of the company’s total 51,543,274 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
53%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16% | 8,033,175 | +0.95% | 0% | $129,735,776 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8% | 3,007,925 | 0% | 0% | $48,577,989 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 2,102,085 | 0% | 0% | $33,948,673 |
| STATE STREET CORP | 3.6% | 1,850,444 | +2.4% | 0% | $29,884,671 |
| Irenic Capital Management LP | 2.5% | 1,265,391 | +293% | 1.9% | $20,436,065 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,198,721 | +1.7% | 0% | $19,363,792 |
| GW&K Investment Management, LLC | 2% | 1,035,745 | -6.4% | 0.15% | $16,727,000 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1.7% | 875,255 | 0% | 0.99% | $14,135,368 |
| First Eagle Investment Management, LLC | 1.4% | 742,115 | +4.1% | 0.02% | $11,985,157 |
| CHILTON CAPITAL MANAGEMENT LLC | 1.3% | 674,201 | +8.8% | 0.38% | $10,888,347 |
| MORGAN STANLEY | 1.3% | 654,567 | -10% | 0% | $10,571,277 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 640,742 | +3.1% | 0% | $10,347,987 |
| Emmett Investment Management, LP | 1.2% | 632,000 | -50% | 7.8% | $10,206,800 |
| CSM Advisors, LLC | 1.1% | 568,074 | -0.57% | 0.23% | $9,175,000 |
| NORTHERN TRUST CORP | 1.1% | 541,989 | +3.7% | 0% | $8,753,122 |
| GOLDMAN SACHS GROUP INC | 0.87% | 449,181 | -7.2% | 0% | $7,254,275 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.85% | 438,073 | +0.12% | 0% | $7,074,879 |
| Bank of New York Mellon Corp | 0.79% | 407,558 | -3.3% | 0% | $6,582,068 |
| TWO SIGMA INVESTMENTS, LP | 0.65% | 337,595 | +49% | 0% | $5,452,159 |
| ENVESTNET ASSET MANAGEMENT INC | 0.65% | 336,954 | +34% | 0% | $5,441,801 |
| Qube Research & Technologies Ltd | 0.58% | 296,976 | -20% | 0.01% | $4,796,162 |
| VANGUARD FIDUCIARY TRUST CO | 0.56% | 289,143 | 0% | 0% | $4,669,659 |
| DigitalBridge Group, Inc. | 0.55% | 283,000 | -23% | 0.29% | $4,570,450 |
| Larson Financial Group LLC | 0.53% | 275,226 | +4.6% | 0.14% | $4,444,895 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.53% | 272,874 | +5.8% | 0.02% | $4,406,915 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 24,701 | $468,331 | +$13,291 | $18.96 | 7 |
| 2026 Q1 | 33,812,024 | $546,020,774 | +$4,727,029 | $16.15 | 220 |
| 2025 Q4 | 33,548,926 | $465,876,790 | +$13,065,145 | $13.89 | 211 |
| 2025 Q3 | 32,754,264 | $401,941,040 | +$1,843,968 | $12.28 | 206 |
| 2025 Q2 | 32,561,435 | $406,407,933 | +$5,820,310 | $12.48 | 198 |
| 2025 Q1 | 32,454,649 | $472,832,819 | +$3,592,018 | $14.57 | 202 |
| 2024 Q4 | 32,467,180 | $460,026,716 | +$14,107,488 | $14.17 | 195 |
| 2024 Q3 | 30,780,911 | $416,462,558 | +$2,914,627 | $13.53 | 181 |
| 2024 Q2 | 30,982,103 | $412,361,692 | +$3,882,922 | $13.31 | 165 |
| 2024 Q1 | 30,662,543 | $384,767,670 | -$18,454,942 | $12.55 | 160 |
| 2023 Q4 | 32,214,760 | $395,950,152 | +$30,630,630 | $12.29 | 162 |
| 2023 Q3 | 29,960,990 | $288,529,439 | +$9,130,601 | $9.63 | 159 |
| 2023 Q2 | 28,997,103 | $281,272,515 | -$4,132,112 | $9.70 | 152 |
| 2023 Q1 | 28,886,526 | $265,697,567 | -$6,533,253 | $9.20 | 161 |
| 2022 Q4 | 30,159,589 | $290,748,455 | -$3,212,556 | $9.64 | 155 |
| 2022 Q3 | 30,549,231 | $258,867,711 | -$13,087,325 | $8.46 | 153 |
| 2022 Q2 | 31,630,404 | $339,829,897 | +$7,827,657 | $10.75 | 173 |
| 2022 Q1 | 31,404,937 | $415,559,097 | +$41,522,178 | $13.25 | 156 |
| 2021 Q4 | 28,407,884 | $287,252,998 | +$12,093,067 | $10.13 | 149 |
| 2021 Q3 | 27,126,691 | $265,347,245 | +$25,863,068 | $9.78 | 143 |
| 2021 Q2 | 24,670,472 | $203,612,679 | +$15,452,742 | $8.25 | 147 |
| 2021 Q1 | 22,745,698 | $220,607,878 | +$3,020,601 | $9.70 | 123 |
| 2020 Q4 | 22,506,155 | $179,287,771 | -$2,953,337 | $7.97 | 123 |
| 2020 Q3 | 23,092,943 | $138,573,524 | -$4,818,718 | $6.00 | 119 |
| 2020 Q2 | 23,704,901 | $172,276,576 | -$3,029,120 | $7.27 | 120 |