DaveManuel.com · Institutional Ownership · Who Owns It
WHITESTONE REIT (WSR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
219
Reporting holders
$796.8M
Reported value
0.0%
Calls
0.0%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $156.9M | 8,272,745 | 0.00% | 8q | +3.0%+$4.5M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $57.8M | 3,050,205 | 3.86% | 20q | +248.5%+$41.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $54.5M | 2,875,464 | 0.00% | 2q | -4.4%-$2.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $40.1M | 2,116,495 | 0.00% | 2q | +0.7%+$273.2K |
| STATE STREET CORP | $36.8M | 1,941,309 | 0.00% | 31q | +4.9%+$1.7M |
| GLAZER CAPITAL, LLC | $35.7M | 1,883,574 | 0.88% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $26.9M | 1,419,392 | 0.00% | 31q | +18.4%+$4.2M |
| First Eagle Investment Management, LLC | $26.4M | 1,394,480 | 0.02% | 19q | +87.9%+$12.4M |
| WATER ISLAND CAPITAL LLC | $23.3M | 1,227,709 | 2.17% | new | NEW |
| First Trust Capital Management L.P. | $20.6M | 1,085,310 | 1.20% | new | NEW |
| Qube Research & Technologies Ltd | $17.1M | 899,685 | 0.02% | 8q | +202.9%+$11.4M |
| MILLENNIUM MANAGEMENT LLC | $14.6M | 769,812 | 0.01% | new | NEW |
| Schonfeld Strategic Advisors LLC | $12.9M | 682,965 | 0.05% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $12.3M | 648,901 | 0.00% | 31q | +1.3%+$154.7K |
| MORGAN STANLEY | $12.2M | 641,319 | 0.00% | 35q | -2.0%-$251.2K |
| ALPINE ASSOCIATES MANAGEMENT INC. | $12.1M | 639,008 | 0.76% | new | NEW |
| FMR LLC | $11.1M | 587,118 | 0.00% | 20q | +126.3%+$6.2M |
| NORTHERN TRUST CORP | $10.9M | 575,211 | 0.00% | 31q | +6.1%+$629.9K |
| FIL Ltd | $9.5M | 498,521 | 0.01% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.5M | 450,663 | 0.00% | 31q | +2.9%+$238.7K |
| Bank of New York Mellon Corp | $7.9M | 416,238 | 0.00% | 31q | +2.1%+$164.6K |
| CSM Advisors, LLC | $7.8M | 409,155 | 0.17% | 5q | -28.0%-$3.0M |
| Irenic Capital Management LP | $7.7M | 408,245 | 0.37% | 3q | -67.7%-$16.3M |
| Emmett Investment Management, LP | $7.4M | 117,689 | 5.20% | 7q | -81.4%-$32.4M |
| AQR Arbitrage LLC | $7.2M | 380,455 | 0.10% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $7.1M | 373,951 | 0.00% | 31q | +129.8%+$4.0M |
| GOLDMAN SACHS GROUP INC | $6.9M | 365,715 | 0.00% | 31q | -18.6%-$1.6M |
| Balyasny Asset Management L.P. | $6.7M | 355,674 | 0.01% | new | NEW |
| Vestcor Inc | $6.4M | 337,318 | 0.16% | 2q | +3631.8%+$6.2M |
| VANGUARD FIDUCIARY TRUST CO | $5.7M | 300,617 | 0.00% | 2q | +4.0%+$217.5K |
| TWO SIGMA INVESTMENTS, LP | $5.4M | 285,126 | 0.00% | 6q | -15.5%-$994.8K |
| Transmarket Holdings LP | $4.6M | 245,178 | 3.41% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.2M | 221,186 | 0.07% | 18q | -1.9%-$81.8K |
| Polar Asset Management Partners Inc. | $4.2M | 219,890 | 0.07% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $4.1M | 218,601 | 0.00% | 31q | HELD |
| JPMORGAN CHASE & CO | $4.1M | 216,581 | 0.00% | 31q | -20.0%-$1.0M |
| GABELLI FUNDS LLC | $4.0M | 210,524 | 0.03% | 2q | +294.4%+$3.0M |
| Invesco Ltd. | $4.0M | 208,831 | 0.00% | 31q | -17.5%-$840.7K |
| ExodusPoint Capital Management, LP | $3.7M | 192,807 | 0.02% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.5M | 182,065 | 0.00% | 31q | +11.3%+$351.5K |
| FIRST TRUST ADVISORS LP | $3.0M | 158,558 | 0.00% | 4q | +5.0%+$144.3K |
| Public Sector Pension Investment Board | $2.9M | 155,364 | 0.01% | 31q | -3.3%-$100.0K |
| EXCHANGE TRADED CONCEPTS, LLC | $2.8M | 149,527 | 0.01% | 6q | +1.2%+$34.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 117,895 | 0.00% | 3q | +8.0%+$164.7K |
| RHUMBLINE ADVISERS | $2.2M | 115,842 | 0.00% | 31q | -10.9%-$267.4K |
| JCP Investment Management, LLC | $2.2M | 114,881 | 1.16% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 111,228 | 0.00% | 5q | -67.0%-$4.3M |
| SG Americas Securities, LLC | $2.1M | 109,926 | 0.00% | 4q | +1315.8%+$1.9M |
| Nuveen, LLC | $2.0M | 105,833 | 0.00% | 6q | +19.1%+$322.2K |
| AMERIPRISE FINANCIAL INC | $2.0M | 104,079 | 0.00% | 31q | -38.1%-$1.2M |
| Legal & General Group Plc | $1.9M | 102,319 | 0.00% | 31q | HELD |
| ABC ARBITRAGE SA | $1.8M | 95,817 | 0.20% | new | NEW |
| UBS Group AG | $1.7M | 89,990 | 0.00% | 31q | +288.7%+$1.3M |
| Alpine Global Management, LLC | $1.7M | 87,710 | 0.27% | new | NEW |
| Swiss National Bank | $1.7M | 87,700 | 0.00% | 17q | -3.2%-$55.0K |
| Quantinno Capital Management LP | $1.5M | 80,584 | 0.00% | 6q | +13.7%+$184.1K |
| Kestra Advisory Services, LLC | $1.5M | 78,600 | 0.00% | 3q | -17.1%-$307.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $1.4M | 72,200 | 0.00% | 31q | +4.3%+$56.9K |
| VARCOV Co. | $1.4M | 71,843 | 0.52% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.3M | 66,593 | 0.00% | 31q | +5.8%+$69.6K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.2M | 65,034 | 0.00% | 31q | -9.4%-$128.3K |
| Larson Financial Group LLC | $1.2M | 64,440 | 0.03% | 17q | -76.6%-$4.0M |
| CANADA LIFE ASSURANCE Co | $1.2M | 64,216 | 0.00% | 27q | +5.5%+$63.9K |
| Asset Management One Co., Ltd. | $1.2M | 63,051 | 0.00% | 31q | -3.0%-$37.4K |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | 60,100 | 0.00% | 31q | +11.7%+$119.2K |
| Y-Intercept (Hong Kong) Ltd | $1.1M | 59,133 | 0.02% | new | NEW |
| Russell Investments Group, Ltd. | $1.0M | 55,160 | 0.00% | 17q | +42.6%+$312.2K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $1.0M | 55,151 | 0.15% | 2q | +12.1%+$112.8K |
| Sumitomo Mitsui Trust Group, Inc. | $1.0M | 53,388 | 0.00% | 31q | -1.5%-$15.4K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.0M | 53,382 | 0.00% | 31q | +23.5%+$192.9K |
| FRANKLIN RESOURCES INC | $986.4K | 52,024 | 0.00% | 3q | +36.2%+$262.2K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $983.0K | 51,844 | 0.00% | 8q | -36.7%-$569.2K |
| INTECH INVESTMENT MANAGEMENT LLC | $945.6K | 49,875 | 0.01% | 9q | -34.1%-$489.2K |
| DEUTSCHE BANK AG\ | $898.0K | 47,363 | 0.00% | 34q | +39.8%+$255.6K |
| HRT FINANCIAL LP | $894.0K | 47,175 | 0.00% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $872.4K | 46,013 | 0.00% | 31q | -40.4%-$591.6K |
| STEPHENS INC /AR/ | $867.0K | 45,728 | 0.01% | 22q | HELD |
| ALLIANCEBERNSTEIN L.P. | $846.0K | 52,382 | 0.00% | 17q | +6.5%+$51.7K |
| BOOTHBAY FUND MANAGEMENT, LLC | $838.4K | 44,217 | 0.01% | new | NEW |
| CITIGROUP INC | $794.1K | 41,883 | 0.00% | 31q | +32.9%+$196.6K |
| Tidal Investments LLC | $764.0K | 40,293 | 0.00% | new | NEW |
| State of Alaska, Department of Revenue | $761.0K | 40,234 | 0.01% | 31q | -14.9%-$133.4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $759.0K | 40,033 | 0.00% | 31q | +13.3%+$89.2K |
| CITADEL ADVISORS LLC | $747.8K | 39,442 | 0.00% | 27q | -4.5%-$34.9K |
| Menard Financial Group LLC | $737.9K | 38,919 | 0.40% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $735.7K | 38,801 | 0.00% | 6q | -45.2%-$607.9K |
| Thrivent Financial for Lutherans | $704.0K | 37,111 | 0.00% | 31q | +15.1%+$92.6K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $703.2K | 37,086 | 0.00% | 17q | +50.0%+$234.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $646.5K | 34,098 | 0.00% | 2q | HELD |
| PenderFund Capital Management Ltd. | $608.6K | 32,100 | 0.08% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $588.6K | 31,044 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $538.7K | 28,415 | 0.00% | 20q | +11.6%+$56.1K |
| HighTower Advisors, LLC | $498.2K | 26,279 | 0.00% | 6q | -38.5%-$311.6K |
| PFG Investments, LLC | $494.9K | 26,100 | 0.02% | new | NEW |
| Illinois Municipal Retirement Fund | $457.8K | 24,146 | 0.01% | 12q | +13.8%+$55.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $410.4K | 21,646 | 0.01% | 7q | -83.9%-$2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $403.8K | 21,296 | 0.00% | 9q | +0.6%+$2.4K |
| D. E. Shaw & Co., Inc. | $393.7K | 20,764 | 0.00% | 2q | +8.0%+$29.3K |
| One68 Global Capital, LLC | $379.2K | 20,000 | 0.80% | new | NEW |
| Jupiter Topco LLC | $375.6K | 19,815 | 0.00% | new | FIRST |
Showing the largest 100 of 219 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1 | $399 | 21 | 0 | 0 | 1 | 0.0% |
| Q2 2026 | 219 | $796.8M | 41,757,282 | 42 | 65 | 69 | 0.0% |
| Q1 2026 | 223 | $547.4M | 33,861,041 | 25 | 80 | 55 | 0.1% |
| Q4 2025 | 214 | $467.9M | 33,690,110 | 25 | 66 | 74 | 0.1% |
| Q3 2025 | 208 | $421.4M | 34,331,027 | 30 | 83 | 52 | 0.1% |
| Q2 2025 | 200 | $407.9M | 32,656,551 | 28 | 63 | 63 | 0.1% |
| Q1 2025 | 203 | $474.8M | 32,637,916 | 31 | 71 | 61 | 0.1% |
| Q4 2024 | 196 | $460.8M | 32,467,181 | 28 | 61 | 48 | 0.2% |
| Q3 2024 | 184 | $420.6M | 31,012,317 | 30 | 52 | 62 | 0.2% |
| Q2 2024 | 167 | $416.9M | 31,249,929 | 23 | 60 | 46 | 0.2% |
| Q1 2024 | 164 | $413.1M | 32,828,834 | 18 | 36 | 60 | 0.4% |
| Q4 2023 | 163 | $412.2M | 33,376,631 | 19 | 48 | 54 | 0.5% |
| Q3 2023 | 161 | $290.2M | 29,960,992 | 21 | 45 | 56 | 0.6% |
| Q2 2023 | 155 | $282.8M | 28,997,309 | 12 | 52 | 51 | 0.5% |
| Q1 2023 | 164 | $269.8M | 28,966,771 | 26 | 61 | 41 | 1.2% |
| Q4 2022 | 158 | $294.3M | 30,082,952 | 14 | 52 | 57 | 1.5% |
| Q3 2022 | 153 | $319.3M | 37,226,522 | 14 | 55 | 44 | 1.2% |
| Q2 2022 | 173 | $814.8M | 75,436,287 | 33 | 53 | 51 | 0.5% |
| Q1 2022 | 161 | $527.8M | 39,620,741 | 32 | 39 | 53 | 0.7% |
| Q4 2021 | 151 | $471.4M | 46,131,531 | 18 | 61 | 29 | 1.0% |
| Q3 2021 | 144 | $421.7M | 42,779,761 | 22 | 56 | 40 | 0.8% |
| Q2 2021 | 149 | $246.2M | 29,693,197 | 35 | 40 | 40 | 0.5% |
| Q1 2021 | 123 | $381.9M | 39,306,763 | 18 | 34 | 45 | 0.2% |
| Q4 2020 | 123 | $331.1M | 41,371,529 | 21 | 39 | 35 | 0.3% |
| Q3 2020 | 120 | $252.0M | 41,896,398 | 17 | 34 | 47 | 0.2% |
| Q2 2020 | 121 | $304.8M | 41,844,001 | 18 | 56 | 29 | 0.2% |
| Q1 2020 | 116 | $367.0M | 59,071,346 | 15 | 43 | 32 | 0.2% |
| Q4 2019 | 120 | $545.2M | 39,903,418 | 13 | 44 | 32 | 0.3% |
| Q3 2019 | 117 | $529.1M | 38,357,770 | 12 | 43 | 25 | 0.2% |
| Q2 2019 | 117 | $468.4M | 36,586,110 | 10 | 42 | 32 | 0.9% |
| Q1 2019 | 130 | $441.9M | 36,588,445 | 14 | 45 | 41 | 0.5% |
| Q4 2018 | 132 | $455.3M | 36,997,337 | 8 | 2 | 2 | 0.3% |