Who Owns Whitestone REIT (WSR)?Hedge Fund & Institutional Holders

$16.24-0.01 (-0.06%)Real EstateNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.045070000250002e+198T

% of Float Held

1.1295984926087766e+295%

QoQ Change in Holders

+13 / -0

Price History

$11.46$12.75$14.03$15.32$16.60Sep 24Jun 25Mar 26

WSR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CHILTON CAPITAL MANAGEMENT LLCNew Position+620K+$8.6M
GW&K Investment Management, LLCIncreased+507K+$8.0M
Irenic Capital Management LPNew Position+322K+$4.5M
Bank of New York Mellon CorpNew Position+421K+$4.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+252K+$3.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+214K+$3.0M
M&T BANK CORPNew Position+23K+$1.4M
NEW YORK STATE TEACHERS RETIREMENT SYSTEMNew Position+73K+$1.0M
CSM Advisors, LLCIncreased+7K+$1.0M
Asset Management One Co., Ltd.New Position+65K+$903K
Sumitomo Mitsui Trust Group, Inc.New Position+54K+$746K
State of Alaska, Department of RevenueNew Position+47K+$654K
VIRGINIA RETIREMENT SYSTEMS ET AlNew Position+42K+$579K
STEPHENS INC /AR/New Position+39K+$546K
AlphaCentric Advisors LLCNew Position+30K+$416K

WSR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
STATE STREET CORPDecreased-19K-$22.4B
GEODE CAPITAL MANAGEMENT, LLCDecreased-5K-$14.5B
First Eagle Investment Management, LLCDecreased-700-$8.8B
NORTHERN TRUST CORPDecreased-31K-$6.8B
DigitalBridge Group, Inc.Decreased-89K-$5.6B
Qube Research & Technologies LtdDecreased-14K-$4.7B
Nuveen, LLCDecreased-185K-$4.7B
Invesco Ltd.Decreased-39K-$3.8B
Larson Financial Group LLCDecreased-297-$3.2B
JACOBS LEVY EQUITY MANAGEMENT, INCDecreased-3K-$3.2B
KENNEDY CAPITAL MANAGEMENT LLCDecreased-2K-$2.7B
AMERIPRISE FINANCIAL INCDecreased-16K-$2.5B
Greenland Capital Management LPDecreased-126K-$2.4B
PUBLIC SECTOR PENSION INVESTMENT BOARDDecreased-20K-$2.1B
RHUMBLINE ADVISERSDecreased-9K-$1.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC5,072,063$70.5M0.00%Share
2BlackRock, Inc.5,087,115$70.0M0.00%Share
3STATE STREET CORP1,807,874$25.0M0.00%Share
4BlackRock, Inc.1,768,256$24.0M0.00%Share
5Emmett Investment Management, LP1,266,543$17.5M13.46%Share
6GW&K Investment Management, LLC1,106,910$15.4M0.13%Share
7GEODE CAPITAL MANAGEMENT, LLC1,029,751$14.0M0.00%Share
8NEXPOINT ASSET MANAGEMENT, L.P.875,255$12.2M0.85%Share
9First Eagle Investment Management, LLC711,840$9.9M0.02%Share
10CHILTON CAPITAL MANAGEMENT LLC619,846$8.6M0.30%Share
11BlackRock, Inc.592,438$8.0M0.00%Share
12CSM Advisors, LLC571,315$7.9M0.22%Share
13DIMENSIONAL FUND ADVISORS LP572,894$7.0M0.00%Share
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC437,539$6.0M0.00%Share
15NORTHERN TRUST CORP460,304$6.0M0.00%Share
16MORGAN STANLEY407,212$5.0M0.00%Share
17Qube Research & Technologies Ltd371,977$5.0M0.01%Share
18Irenic Capital Management LP322,176$4.5M0.30%Share
19GOLDMAN SACHS GROUP INC304,097$4.0M0.00%Share
20VANGUARD GROUP INC285,107$4.0M0.00%Share
21DigitalBridge Group, Inc.238,000$3.3M0.25%Share
22Invesco Ltd.231,790$3.2M0.00%Share
23KENNEDY CAPITAL MANAGEMENT LLC221,402$3.1M0.07%Share
24Larson Financial Group LLC263,192$3.0M0.10%Share
25JACOBS LEVY EQUITY MANAGEMENT, INC258,016$3.0M0.01%Share
26BARCLAYS PLC230,072$3.0M0.00%Share
27FMR LLC224,640$3.0M0.00%Share
28TWO SIGMA INVESTMENTS, LP225,915$3.0M0.00%Share
29ENVESTNET ASSET MANAGEMENT INC251,958$3.0M0.00%Share
30PRINCIPAL FINANCIAL GROUP INC212,050$2.9M0.00%Share
31EXCHANGE TRADED CONCEPTS, LLC156,034$2.2M0.02%Share
32Bank of New York Mellon Corp212,736$2.0M0.00%Share
33JPMORGAN CHASE & CO206,882$2.0M0.00%Share
34BlackRock, Inc.168,657$2.0M0.00%Share
35AMERIPRISE FINANCIAL INC188,513$2.0M0.00%Share
36MORGAN STANLEY194,343$2.0M0.00%Share
37PUBLIC SECTOR PENSION INVESTMENT BOARD155,533$2.0M0.01%Share
38WELLS FARGO & COMPANY/MN145,795$2.0M0.00%Share
39FIRST TRUST ADVISORS LP150,096$2.0M0.00%Share
40GEODE CAPITAL MANAGEMENT, LLC149,253$2.0M0.00%Share
41GOLDMAN SACHS GROUP INC180,194$2.0M0.00%Share
42Empirical Financial Services, LLC d.b.a. Empirical Wealth Management121,130$1.7M0.03%Share
43DigitalBridge Group, Inc.120,200$1.7M0.13%Share
44HSBC HOLDINGS PLC97,828$1.3M0.00%Share
45UBS Group AG79,640$1.1M0.00%Share
46NEW YORK STATE TEACHERS RETIREMENT SYSTEM73,325$1.0M0.00%Share
47Swiss National Bank90,600$1.0M0.00%Share
48BlackRock, Inc.93,310$1.0M0.00%Share
49Nuveen, LLC108,960$1.0M0.00%Share
50Nuveen, LLC87,237$1.0M0.00%Share

WSR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025209$414.6M+56
Q3 2025153$361.6B-19
Q2 2025172$322.0B-30
Q1 2025202$453.4B+17
Q4 2024185$3.5T+34
Q3 2024151$319.4T+10
Q2 2024141$222.6T+6
Q1 2024135$198.8T—

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As of Q4 2025, 50 institutional investors hold WSR (Whitestone REIT). The largest holder is VANGUARD GROUP INC with $70.5M in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own WSR?

As of Q4 2025, 50 institutional investors report holding WSR (Whitestone REIT) in their 13F filings.

Who is the largest institutional holder of WSR?

The largest institutional holder of WSR is VANGUARD GROUP INC with $70.5M in shares.

Is institutional ownership of WSR increasing or decreasing?

This quarter, 13 institutions opened new positions in WSR and 0 closed their positions.