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
$13.81
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
33,433,030
Total reported value
$464,277,268
% of total 13F portfolios
0%
Share change
+847,561
Value change
+$12,483,453
Number of holders
207
Price from insider filings
$13.81
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% $89,652,751 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 31 Dec 2025, 207 institutional investors reported holding 33,433,030 shares of Whitestone REIT - Common Shares of Beneficial Interest, $0.001 par value per share (WSR). This represents 66% 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 54% 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. 16% 7,957,832 +1.6% 0% $110,534,289
VANGUARD GROUP INC 11% 5,416,634 +3.2% 0% $75,237,046
STATE STREET CORP 3.5% 1,807,874 -1% 0% $25,111,370
Emmett Investment Management, LP 2.5% 1,266,543 +0.31% 13% $17,477,149
GEODE CAPITAL MANAGEMENT, LLC 2.3% 1,179,004 -0.45% 0% $16,378,986
GW&K Investment Management, LLC 2.2% 1,106,910 +84% 0.13% $15,375,000
NEXPOINT ASSET MANAGEMENT, L.P. 1.7% 875,255 0% 0.85% $12,157,292
MORGAN STANLEY 1.4% 727,928 +3.9% 0% $10,110,930
First Eagle Investment Management, LLC 1.4% 713,049 -0.1% 0.02% $9,904,251
DIMENSIONAL FUND ADVISORS LP 1.2% 621,615 +1.3% 0% $8,634,230
CHILTON CAPITAL MANAGEMENT LLC 1.2% 619,846 +45% 0.3% $8,609,661
CSM Advisors, LLC 1.1% 571,315 +1.3% 0.22% $7,934,000
NORTHERN TRUST CORP 1% 522,893 -5.5% 0% $7,262,984
GOLDMAN SACHS GROUP INC 0.95% 484,291 +7.1% 0% $6,726,803
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.86% 437,539 +2.4% 0% $6,077,417
Bank of New York Mellon Corp 0.83% 421,294 -0.21% 0% $5,851,779
Qube Research & Technologies Ltd 0.73% 371,977 -3.5% 0.01% $5,166,761
DigitalBridge Group, Inc. 0.72% 365,600 -20% 0.39% $5,078,184
Irenic Capital Management LP 0.63% 322,176 0.59% $4,475,025
JPMORGAN CHASE & CO 0.62% 313,939 +0.21% 0% $4,360,613
Invesco Ltd. 0.53% 270,453 -13% 0% $3,756,593
Larson Financial Group LLC 0.52% 263,192 -0.11% 0.12% $3,655,738
JACOBS LEVY EQUITY MANAGEMENT, INC 0.51% 258,016 -1.2% 0.01% $3,583,842
ENVESTNET ASSET MANAGEMENT INC 0.49% 251,958 +64% 0% $3,499,701
BARCLAYS PLC 0.45% 230,104 +1.3% 0% $3,196,144

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 33,433,030 $464,277,268 +$12,483,453 $13.89 207
2025 Q3 32,754,264 $401,941,040 +$1,843,968 $12.28 206
2025 Q2 32,561,435 $406,407,933 +$5,820,310 $12.48 198
2025 Q1 32,454,649 $472,832,819 +$3,592,018 $14.57 202
2024 Q4 32,467,180 $460,026,716 +$14,107,488 $14.17 195
2024 Q3 30,780,911 $416,462,558 +$2,914,627 $13.53 181
2024 Q2 30,982,103 $412,361,692 +$3,882,922 $13.31 165
2024 Q1 30,662,543 $384,767,670 -$18,454,942 $12.55 160
2023 Q4 32,214,760 $395,950,152 +$30,630,630 $12.29 162
2023 Q3 29,960,990 $288,529,439 +$9,130,601 $9.63 159
2023 Q2 28,997,103 $281,272,515 -$4,132,112 $9.70 152
2023 Q1 28,886,526 $265,697,567 -$6,533,253 $9.20 161
2022 Q4 30,159,589 $290,748,455 -$3,212,556 $9.64 155
2022 Q3 30,549,231 $258,867,711 -$13,087,325 $8.46 153
2022 Q2 31,630,404 $339,829,897 +$7,827,657 $10.75 173
2022 Q1 31,404,937 $415,559,097 +$41,522,178 $13.25 156
2021 Q4 28,407,884 $287,252,998 +$12,093,067 $10.13 149
2021 Q3 27,126,691 $265,347,245 +$25,863,068 $9.78 143
2021 Q2 24,670,472 $203,612,679 +$15,452,742 $8.25 147
2021 Q1 22,745,698 $220,607,878 +$3,020,601 $9.70 123
2020 Q4 22,506,155 $179,287,771 -$2,953,337 $7.97 123
2020 Q3 23,092,943 $138,573,524 -$4,818,718 $6.00 119
2020 Q2 23,704,901 $172,276,576 -$3,029,120 $7.27 120
2020 Q1 24,148,325 $149,678,627 +$67,002 $6.20 113
2019 Q4 23,482,201 $319,774,088 +$8,764,953 $13.62 117
2019 Q3 22,754,197 $313,102,891 +$7,127,804 $13.76 118
2019 Q2 22,341,940 $283,502,706 +$2,793,816 $12.69 118
2019 Q1 22,367,582 $268,851,349 -$1,882,951 $12.02 126
2018 Q4 22,501,210 $276,101,696 +$21,876,414 $12.26 132
2018 Q3 20,685,627 $287,068,996 +$9,996,670 $13.88 114
2018 Q2 20,022,898 $249,883,834 -$6,705,533 $12.48 125
2018 Q1 20,675,695 $214,894,408 -$14,428,165 $10.39 113
2017 Q4 21,605,911 $311,306,015 +$24,690,765 $14.41 122
2017 Q3 19,197,599 $250,468,638 +$31,765,742 $13.05 111
2017 Q2 16,858,364 $206,545,476 +$40,271,832 $12.25 103
2017 Q1 13,302,903 $184,074,360 +$34,754,625 $13.84 97
2016 Q4 12,933,500 $185,969,428 +$2,912,207 $14.38 107
2016 Q3 12,626,361 $175,230,238 +$7,637,137 $13.88 103
2016 Q2 12,125,587 $182,295,792 +$14,411,823 $15.08 113
2016 Q1 11,178,911 $140,512,037 +$4,293,764 $12.57 94
2015 Q4 10,875,942 $130,648,298 -$850,641 $12.01 95
2015 Q3 11,006,391 $126,895,287 +$13,591,027 $11.53 93
2015 Q2 9,698,130 $126,283,584 +$5,795,441 $13.02 95
2015 Q1 9,123,225 $144,887,158 -$1,353,483 $15.88 91
2014 Q4 8,805,179 $133,103,285 +$4,143,719 $15.11 91
2014 Q3 8,193,585 $114,225,614 +$49,588 $13.94 89
2014 Q2 8,178,643 $121,905,701 +$4,005,769 $14.91 92
2014 Q1 7,916,923 $114,311,945 -$1,637,193 $14.44 92