Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest, $0.001 par value per share
Symbol
WSR on NYSE
Shares outstanding
50,978,300
Price per share
$13.89
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
32,754,264
Total reported value
$401,941,041
% of total 13F portfolios
0%
Share change
+136,721
Value change
+$1,569,886
Number of holders
206
Price from insider filings
$13.89
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 14% $90,299,285 7,183,714 BlackRock, Inc. 30 Jun 2025
MCB PR Capital LLC 9.2% $57,593,244 4,690,004 MCB PR Capital LLC 04 Nov 2025

As of 30 Sep 2025, 206 institutional investors reported holding 32,754,264 shares of Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR). This represents 64% of the company’s total 50,978,300 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 15% 7,836,359 +0.87% 0% $96,230,489
VANGUARD GROUP INC 10% 5,250,328 +0.62% 0% $64,474,028
STATE STREET CORP 3.6% 1,826,919 -2.2% 0% $22,434,565
Emmett Investment Management, LP 2.5% 1,262,643 +10% 13% $15,391,172
GEODE CAPITAL MANAGEMENT, LLC 2.3% 1,184,277 +0.43% 0% $14,545,361
NEXPOINT ASSET MANAGEMENT, L.P. 1.7% 875,255 0% 0.96% $10,748,131
First Eagle Investment Management, LLC 1.4% 713,749 -12% 0.02% $8,764,838
MORGAN STANLEY 1.4% 700,700 -13% 0% $8,604,615
DIMENSIONAL FUND ADVISORS LP 1.2% 613,366 +3.6% 0% $7,532,060
GW&K Investment Management, LLC 1.2% 600,246 -2.4% 0.07% $7,371,000
CSM Advisors, LLC 1.1% 564,093 -2.9% 0.19% $6,930,000
NORTHERN TRUST CORP 1.1% 553,432 +2.3% 0% $6,796,146
DigitalBridge Group, Inc. 0.89% 454,774 +36% 0.46% $5,584,625
GOLDMAN SACHS GROUP INC 0.89% 451,977 +37% 0% $5,550,276
CHILTON CAPITAL MANAGEMENT LLC 0.84% 427,958 +46% 0.18% $5,255,325
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.84% 427,191 +1.2% 0% $5,245,905
Bank of New York Mellon Corp 0.83% 422,187 -6% 0% $5,184,453
Qube Research & Technologies Ltd 0.76% 385,552 +0.16% 0.01% $4,734,579
Nuveen, LLC 0.75% 382,400 +31% 0% $4,695,872
JPMORGAN CHASE & CO 0.61% 313,291 +37% 0% $3,847,213
Invesco Ltd. 0.61% 309,936 -8.9% 0% $3,806,013
Larson Financial Group LLC 0.52% 263,489 +5.4% 0.11% $3,235,642
JACOBS LEVY EQUITY MANAGEMENT, INC 0.51% 261,228 -5.7% 0.01% $3,207,880
BARCLAYS PLC 0.45% 227,240 +15% 0% $2,790,506
KENNEDY CAPITAL MANAGEMENT LLC 0.44% 222,978 -0.35% 0.06% $2,738,170

Institutional Holders of Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 361,971 $5,029,580 -$78,259 $13.89 16
2025 Q3 32,754,264 $401,941,041 +$1,569,886 $12.28 206
2025 Q2 32,561,435 $406,407,933 +$5,820,328 $12.48 198
2025 Q1 32,454,649 $472,832,435 +$3,592,025 $14.57 202
2024 Q4 32,468,373 $460,042,650 +$14,124,153 $14.17 195
2024 Q3 30,780,911 $416,462,122 +$2,883,327 $13.53 182
2024 Q2 30,964,306 $412,130,426 +$3,778,301 $13.31 165
2024 Q1 30,661,191 $384,750,494 -$18,778,697 $12.55 161
2023 Q4 96,379 $1,184,498 -$178,043 $12.29 1
2023 Q3 29,092,240 $280,163,419 +$7,429,160 $9.63 158
2023 Q2 28,388,019 $275,364,317 -$4,447,462 $9.70 151
2023 Q1 28,730,182 $264,257,309 -$6,373,237 $9.20 160
2022 Q4 29,515,403 $284,538,197 -$2,740,175 $9.64 153
2022 Q3 30,368,874 $257,340,973 -$12,994,921 $8.46 150
2022 Q2 30,732,172 $330,174,142 +$5,353,741 $10.75 169
2022 Q1 31,391,242 $415,377,422 +$40,978,738 $13.25 154
2021 Q4 28,105,605 $284,191,071 +$12,892,755 $10.13 147
2021 Q3 27,126,861 $265,349,175 +$25,719,336 $9.78 144
2021 Q2 24,484,989 $202,081,804 +$15,686,280 $8.25 147
2021 Q1 22,744,345 $220,595,328 +$2,382,178 $9.70 123
2020 Q4 17,838,387 $142,155,716 -$750,447 $7.97 117
2020 Q3 23,089,725 $138,552,524 -$4,810,222 $6.00 118
2020 Q2 23,181,986 $168,474,576 -$4,205,694 $7.27 118
2020 Q1 24,146,144 $149,664,627 +$1,048,031 $6.20 112
2019 Q4 23,396,653 $318,608,088 +$7,813,441 $13.62 115
2019 Q3 22,754,197 $313,102,891 +$7,127,782 $13.76 118
2019 Q2 22,341,940 $283,502,706 +$2,790,794 $12.69 118
2019 Q1 22,367,582 $268,851,349 -$1,795,619 $12.02 126
2018 Q4 22,381,295 $274,633,696 +$21,632,437 $12.26 131
2018 Q3 20,512,444 $284,664,996 +$9,323,422 $13.88 112
2018 Q2 19,868,802 $247,960,834 -$6,630,427 $12.48 124
2018 Q1 20,516,386 $213,240,408 -$14,967,142 $10.39 112
2017 Q4 21,533,494 $310,263,015 +$24,965,471 $14.41 125
2017 Q3 19,197,599 $250,468,638 +$31,762,840 $13.05 111
2017 Q2 16,767,365 $205,431,476 +$39,039,323 $12.25 104
2017 Q1 13,297,003 $183,992,360 +$34,747,678 $13.84 96
2016 Q4 12,928,100 $185,891,428 +$2,863,713 $14.38 107
2016 Q3 12,579,396 $174,579,238 +$7,638,067 $13.88 102
2016 Q2 12,122,586 $182,250,792 +$14,404,427 $15.08 111
2016 Q1 11,178,911 $140,512,037 +$4,293,770 $12.57 94
2015 Q4 10,875,942 $130,648,298 +$70,365 $12.01 95
2015 Q3 11,006,391 $126,895,287 +$13,169,626 $11.53 93
2015 Q2 9,461,067 $123,197,584 +$6,014,619 $13.02 95
2015 Q1 9,123,225 $144,887,158 -$1,353,500 $15.88 93
2014 Q4 8,805,179 $133,103,285 +$4,143,076 $15.11 93
2014 Q3 7,998,165 $111,501,614 -$102,864 $13.94 89
2014 Q2 8,178,643 $121,905,701 +$4,005,772 $14.91 93
2014 Q1 7,916,923 $114,311,945 -$1,637,215 $14.44 93