Latest Period
Q2 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
214
Shares (Excl. Options)
40,942,358
Price
$18.96
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- Security type / class
- Equity / Common Shares of Beneficial Interest, $0.001 par value per share
- Symbol
- WSR
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 40,942,358
- Total 13F value
- $776,122,533
- Portfolio coverage rank
- 0%
- Share change
- +7,795,210
- Value change
- +$155,107,433
- Number of holders
- 214
- Shares outstanding
- 51,543,274
- SEC-reported price per share
- $18.99
- Insider filing price
- $18.99
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.
- 214 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 220 to 214 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $546,020,774 to $776,122,533.
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 214 institutions filings for Q2 2026.
Security key
966084204
Latest holder period
Q2 2026
13F holders
214
13D/G owners
1
CIK / CUSIP context first
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 30 Jun 2026, 214 institutional investors reported holding 40,942,358 shares of Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR). This represents 79% 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
64%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16% | 8,272,745 | +3% | 0% | $156,851,246 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 5.9% | 3,050,205 | +248% | 3.9% | $57,831,887 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.6% | 2,875,464 | -4.4% | 0% | $54,518,797 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 2,116,495 | +0.69% | 0% | $40,128,745 |
| STATE STREET CORP | 3.8% | 1,941,309 | +4.9% | 0% | $36,807,219 |
| GLAZER CAPITAL, LLC | 3.7% | 1,883,574 | 0.88% | $35,713,000 | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 1,419,392 | +18% | 0% | $26,917,286 |
| WATER ISLAND CAPITAL LLC | 2.4% | 1,227,709 | 2.5% | $23,277,363 | |
| First Trust Capital Management L.P. | 2.1% | 1,085,310 | 1.2% | $20,577,478 | |
| Qube Research & Technologies Ltd | 1.7% | 899,685 | +203% | 0.02% | $17,058,028 |
| MILLENNIUM MANAGEMENT LLC | 1.5% | 769,812 | 0.01% | $14,595,636 | |
| First Eagle Investment Management, LLC | 1.4% | 697,240 | -6% | 0.02% | $13,219,670 |
| Schonfeld Strategic Advisors LLC | 1.3% | 682,965 | 0.07% | $12,949,016 | |
| DIMENSIONAL FUND ADVISORS LP | 1.3% | 648,901 | +1.3% | 0% | $12,303,211 |
| MORGAN STANLEY | 1.2% | 641,319 | -2% | 0% | $12,159,452 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1.2% | 639,008 | 0.76% | $12,115,593 | |
| FMR LLC | 1.1% | 587,118 | +126% | 0% | $11,131,757 |
| NORTHERN TRUST CORP | 1.1% | 575,211 | +6.1% | 0% | $10,906,000 |
| FIL Ltd | 0.97% | 498,521 | 0.01% | $9,451,958 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.87% | 450,663 | +2.9% | 0% | $8,544,570 |
| Bank of New York Mellon Corp | 0.81% | 416,238 | +2.1% | 0% | $7,891,867 |
| CSM Advisors, LLC | 0.79% | 409,155 | -28% | 0.17% | $7,760,000 |
| Irenic Capital Management LP | 0.79% | 408,245 | -68% | 0.56% | $7,740,325 |
| AQR Arbitrage LLC | 0.74% | 380,455 | 0.1% | $7,213,427 | |
| BANK OF AMERICA CORP /DE/ | 0.73% | 373,951 | +130% | 0% | $7,090,110 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 40,942,358 | $776,122,533 | +$155,107,433 | $18.96 | 214 |
| 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 |