Whitestone REIT WSR Institutional Ownership

WSR

$18.99 +0.00 (+0.00%)

At close: Jul 13, 2026 · 4:00 PM EDT

Institutions by Trading Activity

218 Institutions

Increased 113 51.8%

Unchanged 35 16.1%

Reduced 70 32.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

80.78%

▲+14.85 pp QoQ

Shares Held by Institutions

41.51Mn

of 51.39Mn outstanding

▲+33.15% QoQ

Shares Outstanding

51.39Mn

9.88Mn held outside 13F filers

Institutional Investors

218

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

+10.33Mn

accumulated since last quarter

Value of Holdings

$788.29Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

These investors collectively held 80.8% of Whitestone REIT's outstanding shares in June 2026, up from 65.9% in March 2026.

They increased total shares held in WSR by 33.15% quarter over quarter, and investors in Whitestone REIT increased 9.55% from a year ago.
Among the 218 funds, 113 bought more Whitestone REIT shares, 70 sold down, and 35 held their ground.
Institutional investors collectively held 41.51Mn shares in Whitestone REIT as of June 2026, up by 10.33Mn shares quarter on quarter, and up 9.83Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Whitestone REIT with 8.27Mn shares, accounting for 16.1% of total shares outstanding.
The most significant purchases of WSR for the quarter ending June 2026 came from NEXPOINT ASSET MANAGEMENT, L.P. (2.17Mn), GLAZER CAPITAL, LLC (1.88Mn), WATER ISLAND CAPITAL LLC (1.23Mn), First Trust Capital Management L.P. (1.09Mn), MILLENNIUM MANAGEMENT LLC (769.81K).
The biggest sellers of Whitestone REIT for the quarter ending June 2026 included Irenic Capital Management LP (857.15K), CHILTON CAPITAL MANAGEMENT LLC (672.9K), Emmett Investment Management, LP (514.31K), ENVESTNET ASSET MANAGEMENT INC (225.73K), Larson Financial Group LLC (210.79K).
Per Business Quant, the top 10 investors in WSR for the quarter ending June 2026 include BlackRock, Inc. (8.27Mn), NEXPOINT ASSET MANAGEMENT, L.P. (3.05Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.88Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.12Mn), State Street Corp (1.94Mn), GLAZER CAPITAL, LLC (1.88Mn), GEODE CAPITAL MANAGEMENT, LLC (1.42Mn), WATER ISLAND CAPITAL LLC (1.23Mn), First Trust Capital Management L.P. (1.09Mn), Qube Research & Technologies Ltd (899.68K).

Form 13F Holdings

218 Institutional Holders

Report period 30 Jun, 2026

Total shares held 41.51Mn

Of outstanding 80.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,272,745	16.10%	▲239,570	+2.98%	$156.85Mn
2	NEXPOINT ASSET MANAGEMENT, L.P.	0001469877	3,050,205	5.94%	▲2,174,950	+248.49%	$57.83Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,875,464	5.60%	▼132,461	-4.40%	$54.52Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,116,495	4.12%	▲14,410	+0.69%	$40.13Mn
5	State Street Corp	0000093751	1,941,309	3.78%	▲90,865	+4.91%	$36.81Mn
6	GLAZER CAPITAL, LLC	0001076809	1,883,574	3.67%	▲1,883,574	0.00%	$35.71K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,419,392	2.76%	▲220,671	+18.41%	$26.92Mn
8	WATER ISLAND CAPITAL LLC	0001222765	1,227,709	2.39%	▲1,227,709	0.00%	$23.28Mn
9	First Trust Capital Management L.P.	0001604488	1,085,310	2.11%	▲1,085,310	0.00%	$20.58Mn
10	Qube Research & Technologies Ltd	0001729829	899,685	1.75%	▲602,709	+202.95%	$17.06Mn
11	MILLENNIUM MANAGEMENT LLC	0001273087	769,812	1.50%	▲769,812	0.00%	$14.60Mn
12	First Eagle Investment Management, LLC	0001325447	697,240	1.36%	▼786,990	-53.02%	$13.22Mn
13	Schonfeld Strategic Advisors LLC	0001665241	682,965	1.33%	▲682,965	0.00%	$12.95Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	648,901	1.26%	▲8,159	+1.27%	$12.30Mn
15	Morgan Stanley	0000895421	641,319	1.25%	▼13,248	-2.02%	$12.16Mn
16	ALPINE ASSOCIATES MANAGEMENT INC.	0001396835	639,008	1.24%	▲639,008	0.00%	$12.12Mn
17	FMR LLC	0000315066	587,118	1.14%	▲327,715	+126.33%	$11.13Mn
18	Northern Trust Corp	0000073124	575,211	1.12%	▲33,222	+6.13%	$10.91Mn
19	FIL Ltd	0000318989	498,521	0.97%	▲498,521	0.00%	$9.45Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	450,663	0.88%	▲12,590	+2.87%	$8.54Mn

Showing 1 to 20 of 218 holders