Comparable stake leader
BlackRock, Inc.
SEC ownership of Whitestone REIT
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001175535.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
09 Apr 2026
- Public ticker
- WSR on NYSE
- Parsed ownership sources
- 13F, 13D/G, and 3/4/5
- Largest SEC-reported holder
- BlackRock, Inc.
- Latest 13D/G holder
- BlackRock, Inc.
- Latest parsed ownership date
- 09 Apr 2026
- Issuer CIK
- 0001175535
- Issuer location
- Houston, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Whitestone REIT (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, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
09 Apr 2026
13F
13D/G
3/4/5
Lead comparable stake: 14%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 14%.
50 of 50 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, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
14%
MCB PR Capital LLC
8.1%
David K. Holeman
1.6%
Christine J. Mastandrea
0.93%
John Scott Hogan
0.47%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
14%
from 13D/G
|
$129,735,776
8,033,175 shares
|
— | 31 Mar 2026 |
| MCB PR Capital LLC |
13D/G
|
8.1%
|
$67,426,334
4,175,005 shares
|
-$8,317,218 | 09 Apr 2026 |
| David K. Holeman |
3/4/5
Chief Executive Officer, Director
|
1.6%
|
$13,427,013
831,394 shares
|
— | 01 Apr 2026 |
| Christine J. Mastandrea |
3/4/5
President and COO
|
0.93%
|
$7,775,482
481,454 shares
|
— | 01 Apr 2026 |
| John Scott Hogan |
3/4/5
Chief Financial Officer
|
0.47%
|
$3,911,352
242,189 shares
|
— | 01 Apr 2026 |
| Peter Tropoli |
3/4/5
General Counsel & Secretary
|
0.36%
|
$2,967,885
183,770 shares
|
— | 01 Apr 2026 |
| Soklin Siv |
3/4/5
VP of Human Resources
|
0.21%
|
$1,707,701
105,740 shares
|
— | 01 Apr 2026 |
| Amy S. Feng |
3/4/5
Director
|
0.13%
|
$952,245
69,507 shares
|
— | 24 Dec 2025 |
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.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 09 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-17 of 17 reporting-owner rows connected to Whitestone REIT. Open a relationship link for the CIK-to-CIK filing trail.
Rows
17
Largest Forms 3/4/5 holder
James C. Mastandrea
Net 12M change
$0
Latest report
01 Apr 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| James C. Mastandrea | Director | $20,833,492 | Mixed | 18 Jan 2022 | ||
| David K. Holeman | Chief Executive Officer, Director | $13,427,013 | Median | 01 Apr 2026 | ||
| Christine J. Mastandrea | President and COO | $7,775,482 | Median | 01 Apr 2026 | ||
| John Scott Hogan | Chief Financial Officer | $3,911,352 | Median | 01 Apr 2026 | ||
| Bradford D. Johnson | Evp Acquisitions & Asset Mgmt | $3,604,768 | Mixed | 30 Jun 2021 | ||
| John J. Dee | Coo & Secretary | $3,088,452 | Mixed | 31 Jul 2021 | ||
| Peter Tropoli | General Counsel & Secretary | $2,967,885 | Median | 01 Apr 2026 | ||
| Soklin Siv | VP of Human Resources | $1,707,701 | Median | 01 Apr 2026 | ||
| Paul T. Lambert | Director | $1,008,886 | Mixed | 19 Dec 2022 | ||
| Amy S. Feng | Director | $952,245 | Mixed | 24 Dec 2025 | ||
| Jack L. Mahaffey | Director | $781,447 | Mixed | 14 Dec 2021 | ||
| Jeffrey Alan Jones | Director | $741,708 | Mixed | 24 Dec 2025 | ||
| Cfa Donald A. Miller | Director | $461,607 | Mixed | 24 Dec 2025 | ||
| Nandita V Berry | Director | $444,025 | Mixed | 20 Dec 2023 | ||
| Julia Bruns Buthman | Director | $432,604 | Mixed | 24 Dec 2025 | ||
| David F. Taylor | Director | $424,447 | Mixed | 20 Dec 2023 | ||
| Kristian M. Gathright | Director | $216,309 | Mixed | 24 Dec 2025 |
Recent insider transactions for Whitestone REIT
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| David K. Holeman | WSR | Common Shares | Award | 2.98% | 24,032 | 831,394 | 01 Apr 2026 | Direct | ||
| John Scott Hogan | WSR | Common Shares | Award | 6.14% | 14,019 | 242,189 | 01 Apr 2026 | Direct | ||
| Christine J. Mastandrea | WSR | Common Shares | Award | 4% | 18,525 | 481,454 | 01 Apr 2026 | Direct | ||
| Peter Tropoli | WSR | Common Shares | Award | 7.89% | 13,435 | 183,770 | 01 Apr 2026 | Direct | ||
| Soklin Siv | WSR | Common Shares | Award | 7.08% | 6,996 | 105,740 | 01 Apr 2026 | Direct | ||
| David K. Holeman | WSR | Common Shares | Tax liability | -4.16% | -35,081 | 807,362 | 02 Jan 2026 | Direct | ||
| David K. Holeman | WSR | Common Shares | Award | 11.6% | 87,576 | 842,443 | 02 Jan 2026 | Direct | ||
| Christine J. Mastandrea | WSR | Common Shares | Award | 12.6% | 51,998 | 462,929 | 02 Jan 2026 | Direct | ||
| John Scott Hogan | WSR | Common Shares | Tax liability | -6.37% | -15,529 | 228,170 | 02 Jan 2026 | Direct | ||
| John Scott Hogan | WSR | Common Shares | Award | 18.6% | 38,314 | 243,699 | 02 Jan 2026 | Direct | ||
| Peter Tropoli | WSR | Common Shares | Tax liability | -8.32% | -15,455 | 170,335 | 02 Jan 2026 | Direct | ||
| Peter Tropoli | WSR | Common Shares | Award | 26% | 38,314 | 185,790 | 02 Jan 2026 | Direct | ||
| Soklin Siv | WSR | Common Shares | Tax liability | -6.19% | -6,521 | 98,744 | 02 Jan 2026 | Direct | ||
| Soklin Siv | WSR | Common Shares | Award | 29.7% | 24,084 | 105,265 | 02 Jan 2026 | Direct | ||
| Jeffrey Alan Jones | WSR | Common Shares | Award | 16.2% | 6,368 | 45,728 | 24 Dec 2025 | Direct | ||
| Cfa Donald A. Miller | WSR | Common Shares | Award | 55.2% | 11,986 | 33,694 | 24 Dec 2025 | Direct | ||
| Kristian M. Gathright | WSR | Common Shares | Award | 350.7% | 12,286 | 15,789 | 24 Dec 2025 | Direct | ||
| Julia Bruns Buthman | WSR | Common Shares | Award | 66.9% | 12,660 | 31,577 | 24 Dec 2025 | Direct | ||
| Amy S. Feng | WSR | Common Shares | Award | 28.2% | 15,282 | 69,507 | 24 Dec 2025 | Direct | ||
| Soklin Siv | WSR | Common Shares | Tax liability | -5.22% | -4,467 | 81,181 | 30 Jun 2025 | Direct | ||
| Soklin Siv | WSR | Common Shares | Award | 11.4% | 8,780 | 85,648 | 30 Jun 2025 | Direct | ||
| John Scott Hogan | WSR | Common Shares | Tax liability | -2.91% | -6,154 | 205,385 | 30 Jun 2025 | Direct | ||
| John Scott Hogan | WSR | Common Shares | Award | 9.17% | 17,774 | 211,539 | 30 Jun 2025 | Direct | ||
| Peter Tropoli | WSR | Common Shares | Tax liability | -3.94% | -6,042 | 147,476 | 30 Jun 2025 | Direct | ||
| Peter Tropoli | WSR | Common Shares | Award | 12.3% | 16,768 | 153,518 | 30 Jun 2025 | Direct | ||
| Christine J. Mastandrea | WSR | Common Shares | Tax liability | -1.55% | -6,470 | 410,931 | 30 Jun 2025 | Direct | ||
| Christine J. Mastandrea | WSR | Common Shares | Award | 5.92% | 23,323 | 417,401 | 30 Jun 2025 | Direct | ||
| David K. Holeman | WSR | Common Shares | Tax liability | -1.68% | -12,865 | 754,867 | 30 Jun 2025 | Direct | ||
| David K. Holeman | WSR | Common Shares | Award | 4.09% | 30,201 | 767,732 | 30 Jun 2025 | Direct |
* marks a reported price that did not pass the local price check.