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
31 Mar 2026
- Public ticker
- WSR on NYSE
- Parsed ownership sources
-
13F and 13D/G
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001175535
- Issuer location
- Houston, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 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
31 Mar 2026
13F
13D/G
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%
VANGUARD PORTFOLIO MANAGEMENT LLC
5.8%
VANGUARD CAPITAL MANAGEMENT LLC
4.1%
STATE STREET CORP
3.6%
Irenic Capital Management LP
2.5%
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 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
5.8%
|
$48,577,989
3,007,925 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4.1%
|
$33,948,673
2,102,085 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
3.6%
|
$29,884,671
1,850,444 shares
|
— | 31 Mar 2026 |
| Irenic Capital Management LP |
13F
Company
|
2.5%
|
$20,436,065
1,265,391 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.3%
|
$19,363,792
1,198,721 shares
|
— | 31 Mar 2026 |
| GW&K Investment Management, LLC |
13F
Company
|
2%
|
$16,727,000
1,035,745 shares
|
— | 31 Mar 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. |
13F
Company
|
1.7%
|
$14,135,368
875,255 shares
|
— | 31 Mar 2026 |
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 23 Jul 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
14 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| James C. Mastandrea | Director | $20,833,492 | Mixed | 18 Jan 2022 | ||
| 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 | ||
| Paul T. Lambert | Director | $1,008,886 | Mixed | 19 Dec 2022 | ||
| Jack L. Mahaffey | Director | $781,447 | Mixed | 14 Dec 2021 | ||
| Nandita V Berry | Director | $444,025 | Mixed | 20 Dec 2023 | ||
| David F. Taylor | Director | $424,447 | Mixed | 20 Dec 2023 | ||
| Amy S. Feng | Director | $0 | Mixed | 14 Jul 2026 | ||
| Julia Bruns Buthman | Director | $0 | Mixed | 14 Jul 2026 | ||
| Kristian M. Gathright | Director | $0 | Mixed | 14 Jul 2026 | ||
| Peter Tropoli | General Counsel & Secretary | $0 | Mixed | 14 Jul 2026 | ||
| Jeffrey Alan Jones | Director | $0 | Mixed | 14 Jul 2026 | ||
| Christine J. Mastandrea | President and COO | $0 | Mixed | 14 Jul 2026 | ||
| John Scott Hogan | Chief Financial Officer | $0 | Mixed | 14 Jul 2026 | ||
| Soklin Siv | VP of Human Resources | $0 | Mixed | 14 Jul 2026 | ||
| Cfa Donald A. Miller | Director | $0 | Mixed | 14 Jul 2026 | ||
| David K. Holeman | Chief Executive Officer, Director | $0 | Mixed | 14 Jul 2026 |
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 | Disposed to Issuer | -100% | -1,164,103 | 0 | 14 Jul 2026 | Direct | ||
| David K. Holeman | WSR | Common Shares | Award | 42.3% | 345,938 | 1,164,103 | 14 Jul 2026 | Direct | ||
| Julia Bruns Buthman | WSR | Common Shares | Disposed to Issuer | -100% | -31,577 | 0 | 14 Jul 2026 | Direct | ||
| Peter Tropoli | WSR | Common Shares | Disposed to Issuer | -100% | -330,589 | 0 | 14 Jul 2026 | Direct | ||
| Peter Tropoli | WSR | Common Shares | Award | 84.2% | 151,124 | 330,589 | 14 Jul 2026 | Direct | ||
| Christine J. Mastandrea | WSR | Common Shares | Disposed to Issuer | -100% | -718,873 | 0 | 14 Jul 2026 | Direct | ||
| Christine J. Mastandrea | WSR | Common Shares | Award | 52.2% | 246,410 | 718,873 | 14 Jul 2026 | Direct | ||
| Amy S. Feng | WSR | Common Shares | Disposed to Issuer | -100% | -69,507 | 0 | 14 Jul 2026 | Direct | ||
| Soklin Siv | WSR | Common Shares | Disposed to Issuer | -100% | -168,104 | 0 | 14 Jul 2026 | Direct | ||
| Soklin Siv | WSR | Common Shares | Award | 62.6% | 64,688 | 168,104 | 14 Jul 2026 | Direct | ||
| Jeffrey Alan Jones | WSR | Common Shares | Disposed to Issuer | -100% | -45,728 | 0 | 14 Jul 2026 | Direct | ||
| Kristian M. Gathright | WSR | Common Shares | Disposed to Issuer | -100% | -15,789 | 0 | 14 Jul 2026 | Direct | ||
| Cfa Donald A. Miller | WSR | Common Shares | Disposed to Issuer | -100% | -33,694 | 0 | 14 Jul 2026 | Direct | ||
| John Scott Hogan | WSR | Common Shares | Disposed to Issuer | -100% | -395,045 | 0 | 14 Jul 2026 | Direct | ||
| John Scott Hogan | WSR | Common Shares | Award | 67.7% | 159,540 | 395,045 | 14 Jul 2026 | Direct | ||
| David K. Holeman | WSR | Common Shares | Tax liability | -1.59% | -13,229 | 818,165 | 30 Jun 2026 | Direct | ||
| John Scott Hogan | WSR | Common Shares | Tax liability | -2.76% | -6,684 | 235,505 | 30 Jun 2026 | Direct | ||
| Christine J. Mastandrea | WSR | Common Shares | Tax liability | -1.87% | -8,991 | 472,463 | 30 Jun 2026 | Direct | ||
| Peter Tropoli | WSR | Common Shares | Tax liability | -2.34% | -4,305 | 179,465 | 30 Jun 2026 | Direct | ||
| Soklin Siv | WSR | Common Shares | Tax liability | -2.2% | -2,324 | 103,416 | 30 Jun 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.