Whitestone REIT (WSR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

51,656,977Shares Outstanding

1,226,101Shares held by institutions

$18,673,518Value of institutional holdings

63.69%Institutional ownership %

0.20%Shares Changed QoQ

197No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Whitestone REIT (NYSE:WSR) is held by 197 institutional firms.

Whitestone REIT saw its institutional ownership percentage fell to 63.7% in December 2025 from 65.8% in September 2025.
The company experienced a 0.20% quarterly change in institutional shares held, alongside an increase of 1.03% in total owners annually.
Among the 197 institutional holders of Whitestone REIT, 90 added to their stakes while 75 trimmed their positions and 32 held steady.
The total number of shares held by institutions in Whitestone REIT increased to 32.90Mn as of December 2025, a net change of up by 65.47K shares quarter on quarter, and up 441.75K shares year over year.
With 7.96Mn shares, BlackRock, Inc. commands the largest institutional position in Whitestone REIT as of December 31, 2025, equating to 15.41% of the company.
Among the most significant buyers of Whitestone REIT during December 2025 were GW&K Investment Management, LLC (506.66K), Irenic Capital Management LP (322.18K), CHILTON CAPITAL MANAGEMENT LLC (191.89K), VANGUARD GROUP INC (166.31K), BlackRock, Inc. (121.47K).
Leading sellers of Whitestone REIT stock in December 2025 included Emmett Investment Management, LP (1.26Mn), Nuveen, LLC (185.14K), Greenland Capital Management LP (125.93K), DigitalBridge Group, Inc. (89.17K), JANE STREET GROUP, LLC (85.43K).
The top 10 institutional holders of Whitestone REIT for the quarter ending December 2025 included BlackRock, Inc. (7.96Mn), VANGUARD GROUP INC (5.42Mn), STATE STREET CORP (1.81Mn), Emmett Investment Management, LP (1.27Mn), GEODE CAPITAL MANAGEMENT, LLC (1.18Mn), GW&K Investment Management, LLC (1.11Mn), NEXPOINT ASSET MANAGEMENT, L.P. (875.25K), MORGAN STANLEY (727.93K), First Eagle Investment Management, LLC (713.05K), DIMENSIONAL FUND ADVISORS LP (621.62K).

197 Institutional Holders

1,226,101 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	7,957,832	121,473	1.55%	$110,534,289.00
VANGUARD GROUP INC	31 Dec, 2025	5,416,634	166,306	3.17%	$75,237,046.00
STATE STREET CORP	31 Dec, 2025	1,807,874	-19,045	-1.04%	$25,111,370.00
Emmett Investment Management, LP	31 Dec, 2025	1,266,543	-1,258,743	-49.85%	$17,477,149.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,179,004	-5,273	-0.45%	$16,378,986.00
GW&K Investment Management, LLC	31 Dec, 2025	1,106,910	506,664	84.41%	$15,375.00
NEXPOINT ASSET MANAGEMENT, L.P.	31 Dec, 2025	875,255	0	0.00%	$12,157,292.00
MORGAN STANLEY	31 Dec, 2025	727,929	27,229	3.89%	$10,110,956.00
First Eagle Investment Management, LLC	31 Dec, 2025	713,049	-700	-0.10%	$9,904,251.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	621,615	8,249	1.34%	$8,634,230.00
CHILTON CAPITAL MANAGEMENT LLC	31 Dec, 2025	619,846	191,888	44.84%	$8,609,661.00
CSM Advisors, LLC	31 Dec, 2025	571,315	7,222	1.28%	$7,934.00
NORTHERN TRUST CORP	31 Dec, 2025	522,893	-30,539	-5.52%	$7,262,984.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	484,291	32,314	7.15%	$6,726,803.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	437,539	10,348	2.42%	$6,077,417.00
Bank of New York Mellon Corp	31 Dec, 2025	421,294	-893	-0.21%	$5,851,779.00
Qube Research & Technologies Ltd	31 Dec, 2025	371,977	-13,575	-3.52%	$5,166,761.00
DigitalBridge Group, Inc.	31 Dec, 2025	365,600	-89,174	-19.61%	$5,078,184.00
Irenic Capital Management LP	31 Dec, 2025	322,176	322,176	0.00%	$4,475,025.00
JPMORGAN CHASE & CO	31 Dec, 2025	313,939	648	0.21%	$4,360,613.00

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