Whitestone REIT Ownership | Who Owns Whitestone REIT?
Whitestone REIT Ownership Summary
Whitestone REIT is owned by 41.41% institutional investors, 12.89% insiders, and 45.70% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.71% of WSR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.36% of its assets in Whitestone REIT shares.
WSR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Whitestone REIT | 41.41% | 12.89% | 45.70% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Retail REIT Stocks | 45.74% | 8.10% | 46.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.96M | 15.71% | $110.53M |
| Blackrock | 7.71M | 15.44% | $102.60M |
| Vanguard group | 5.42M | 10.69% | $75.24M |
| State street | 1.83M | 3.61% | $22.43M |
| Emmett investment management, lp | 1.26M | 2.49% | $15.39M |
| Geode capital management | 1.18M | 2.33% | $16.38M |
| Gw&k investment management | 1.11M | 2.19% | $15.38M |
| Nexpoint asset management | 875.25K | 1.73% | $10.75M |
| Morgan stanley | 727.93K | 1.44% | $10.11M |
| First eagle investment management | 713.05K | 1.41% | $9.90M |
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 |
| Alphacentric advisors | 30.00K | 0.42% | $416.70K |
| Foundry partners | 558.27K | 0.40% | $7.91M |
| Digitalbridge group | 365.60K | 0.39% | $5.08M |
| Chilton capital management | 619.85K | 0.30% | $8.61M |
| Greenland capital management lp | 190.93K | 0.24% | $2.37M |
| Csm advisors | 571.32K | 0.22% | $7.93M |
| Garner asset management | 38.52K | 0.21% | $535.05K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gw&k investment management | 1.11M | 0.13% | 506.66K |
| Balyasny asset management | 467.55K | 0.01% | 417.51K |
| Nuveen asset management | 371.03K | 0.00% | 248.88K |
| Chilton capital management | 619.85K | 0.30% | 191.89K |
| Vanguard group | 5.42M | 0.00% | 166.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Schonfeld strategic advisors | - | - | -324.74K |
| Hillsdale investment management | - | - | -303.10K |
| Hgi capital management | - | - | -264.33K |
| Nuveen | 197.26K | 0.00% | -185.14K |
| Kestra advisory services | - | - | -92.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First trust advisors lp | 146.60K | 0.00% | 146.60K | $1.80M |
| Franklin resources | 38.28K | 0.00% | 38.28K | $531.78K |
| Campbell & co investment adviser | 32.78K | 0.02% | 32.78K | $455.38K |
| Alphacentric advisors | 30.00K | 0.42% | 30.00K | $416.70K |
| Fourthought financial partners | 20.57K | 0.02% | 20.57K | $285.73K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -5.00 |
| Clearstead advisors | -8.00 |
| Rise advisors | -10.00 |
| Nelson, van denburg & campbell wealth management group | -17.00 |
| Private trust co na | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 105 | -49.52% | 20,971,621 | -35.97% | 41 | 0.99% | 50 | -58.68% | 35 | -30.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.74M | 5.36% | -423.62K |
| Vanguard Real Estate Index Investor | 1.71M | 3.35% | 3.88K |
| Vanguard US Total Market Shares ETF | 1.57M | 3.08% | 11.96K |
| Vanguard Total Stock Mkt Idx Inv | 1.54M | 3.02% | - |
| iShares Russell 2000 ETF | 1.11M | 2.18% | 118.31K |
| Highland Global Allocation A | 875.25K | 1.71% | - |
| Fifth Third Asst Mgt All Cap Val | 838.59K | 1.64% | 165.62K |
| Foundry Partners Micro Cap Value | 835.50K | 1.64% | - |
| CS McKee Micro Cap Value | 835.50K | 1.64% | - |
| Advisory Research US Small Cap Core | 742.79K | 1.48% | 696.08K |
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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