Security key
966084204
Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR)
CUSIP: 966084204
Q2 2024 13F Holders as of 30 Jun 2024
- Security type / class
- Equity / Common Shares of Beneficial Interest, $0.001 par value per share
- Total 13F shares
- 30,982,103
- Total 13F value
- $412,361,692
- Share change
- +247,863
- Put/Call ratio
- 2.6%
- SEC-reported price per share
- $13.31
- Number of holders
- 165
- Value change
- +$3,882,922
- Number of buys
- 89
- Number of sells
- 69
- Shares outstanding
- 51,543,274
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2024
Institutions
165
Top holders
10
WSR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2024
Previous quarter: Q1 2024
Whitestone REIT SEC filings
Whitestone REIT company facts
Broader feeds
Reporting periods
Holder history for CUSIP 966084204
Recent filing periods:
Ownership snapshot
Top reported holders of WSR - Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
31 Mar 2024
13F
Lead comparable stake: 15%
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. leads the comparable SEC ownership view at 15%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock Finance, Inc.
15%
VANGUARD GROUP INC
11%
STATE STREET CORP
3.7%
GEODE CAPITAL MANAGEMENT, LLC
2.3%
First Eagle Investment Management...
2.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
Company
|
15%
|
$97,118,408
7,738,519 shares
|
— | 31 Mar 2024 |
| VANGUARD GROUP INC |
13F
Company
|
11%
|
$68,459,899
5,454,972 shares
|
— | 31 Mar 2024 |
| STATE STREET CORP |
13F
Company
|
3.7%
|
$24,059,781
1,917,114 shares
|
— | 31 Mar 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.3%
|
$14,835,019
1,181,907 shares
|
— | 31 Mar 2024 |
| First Eagle Investment Management, LLC |
13F
Company
|
2.1%
|
$13,409,951
1,068,522 shares
|
— | 31 Mar 2024 |
| Foundry Partners, LLC |
13F
Company
|
1.8%
|
$11,911,330
949,110 shares
|
— | 31 Mar 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
165
Shares
30,982,103
Rows available
165
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
160
Q2 2024 holders
165
Holder diff
5
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend