Whitestone REIT Ownership | Who Owns Whitestone REIT?
Whitestone REIT Ownership Summary
Whitestone REIT is owned by 41.55% institutional investors, 12.59% insiders, and 45.87% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.47% of WSR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.24% of its assets in Whitestone REIT shares.
WSR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Whitestone REIT | 41.55% | 12.59% | 45.87% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Retail REIT Stocks | 44.14% | 8.16% | 47.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.84M | 15.47% | $96.23M |
| Blackrock | 7.71M | 15.44% | $102.60M |
| Vanguard group | 5.25M | 10.37% | $64.47M |
| State street | 1.83M | 3.61% | $22.43M |
| Emmett investment management, lp | 1.26M | 2.49% | $15.39M |
| Geode capital management | 1.18M | 2.34% | $14.55M |
| Nexpoint asset management | 875.25K | 1.73% | $10.75M |
| First eagle investment management | 713.75K | 1.41% | $8.76M |
| Morgan stanley | 700.70K | 1.38% | $8.60M |
| Dimensional fund advisors lp | 613.37K | 1.21% | $7.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Emmett investment management, lp | 1.26M | 11.36% | $15.39M |
| Roumell asset management | 192.06K | 4.80% | $2.56M |
| Nexpoint asset management | 875.25K | 0.93% | $10.75M |
| Digitalbridge group | 333.37K | 0.41% | $4.16M |
| Alphacentric advisors | 28.47K | 0.40% | $403.42K |
| Foundry partners | 558.27K | 0.40% | $7.91M |
| Greenland capital management lp | 190.93K | 0.24% | $2.37M |
| Csm advisors | 564.09K | 0.19% | $6.93M |
| Garner asset management | 38.51K | 0.19% | $472.94K |
| Pharvision advisers | 27.49K | 0.19% | $337.55K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 467.55K | 0.01% | 417.51K |
| Nuveen asset management | 371.03K | 0.00% | 248.88K |
| First trust advisors lp | 146.60K | 0.00% | 146.60K |
| Chilton capital management | 427.96K | 0.18% | 133.91K |
| Goldman sachs group | 451.98K | 0.00% | 123.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Schonfeld strategic advisors | - | - | -324.74K |
| Hillsdale investment management | - | - | -303.10K |
| Hgi capital management | - | - | -264.33K |
| Ubs asset management americas | - | - | -160.85K |
| Renaissance | 77.80K | 0.00% | -134.38K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First trust advisors lp | 146.60K | 0.00% | 146.60K | $1.80M |
| Denali advisors | 32.80K | 0.05% | 32.80K | $402.78K |
| Alphacentric advisors | 28.47K | 0.40% | 28.47K | $403.42K |
| Jupiter asset management | 27.47K | 0.00% | 27.47K | $337.31K |
| Xtx topco | 20.23K | 0.01% | 20.23K | $248.47K |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -3.00 |
| Capital performance advisors llp | -5.00 |
| Clearstead advisors | -8.00 |
| Ifp advisors | -14.00 |
| Nelson, van denburg & campbell wealth management group | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 113 | -41.15% | 21,043,419 | -32.38% | 41 | 1.10% | 58 | -39.58% | 30 | -49.15% |
| Jun 30, 2025 | 198 | -3.88% | 32,525,570 | -0.11% | 64 | 1.55% | 97 | -7.62% | 64 | - |
| Mar 31, 2025 | 7 | -96.48% | 659,959 | -97.97% | 1 | 0.03% | 5 | -95.05% | 2 | -96.00% |
| Dec 31, 2024 | 112 | -38.80% | 21,189,118 | -31.07% | 42 | 1.12% | 47 | -45.35% | 30 | -52.38% |
| Sep 30, 2024 | 183 | 8.93% | 30,740,888 | -0.72% | 61 | 1.60% | 86 | -4.44% | 63 | 23.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.67M | 5.24% | - |
| Vanguard Real Estate Index Investor | 1.60M | 3.15% | 1.02K |
| Vanguard US Total Market Shares ETF | 1.57M | 3.08% | 11.96K |
| Vanguard Total Stock Mkt Idx Inv | 1.55M | 3.04% | -34.35K |
| iShares Russell 2000 ETF | 1.16M | 2.26% | - |
| Highland Global Allocation A | 875.25K | 1.72% | - |
| Foundry Partners Micro Cap Value | 835.50K | 1.64% | - |
| Advisory Research US Small Cap Core | 742.79K | 1.48% | 696.08K |
| First Eagle US Small Cap Strategy | 713.85K | 1.40% | -236.34K |
| Fifth Third Asst Mgt All Cap Val | 672.98K | 1.32% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2025 | Miller Donald A | - | Buy | $61.75K |
| May 02, 2025 | Miller Donald A | - | Buy | $64.35K |
| May 02, 2025 | Miller Donald A | - | Buy | $64.20K |
| May 02, 2025 | Miller Donald A | - | Buy | $63.50K |
| Mar 21, 2025 | GATHRIGHT KRISTIAN M | - | Buy | $25.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 4 | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 2 | - |
WSR Ownership FAQ
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