Whitestone REIT Ownership | Who Owns Whitestone REIT?
Whitestone REIT Ownership Summary
Whitestone REIT is owned by 64.22% institutional investors, 12.59% insiders, and 23.20% retail investors. Blackrock is the largest institutional shareholder, holding 15.44% 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 | 64.22% | 12.59% | 23.20% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Retail REIT Stocks | 82.88% | 8.28% | 8.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.71M | 15.44% | $102.60M |
| Blackrock funding, inc. /de | 7.77M | 15.34% | $96.95M |
| Vanguard group | 5.19M | 10.40% | $73.61M |
| State street | 1.94M | 3.89% | $27.51M |
| Geode capital management | 1.25M | 2.50% | $17.68M |
| First eagle investment management | 1.19M | 2.39% | $16.90M |
| Morgan stanley | 978.87K | 1.96% | $13.03M |
| Nexpoint asset management | 875.25K | 1.73% | $10.92M |
| Dimensional fund advisors lp | 654.70K | 1.31% | $9.28M |
| Gw&k investment management | 615.08K | 1.21% | $7.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Roumell asset management | 192.06K | 4.80% | $2.56M |
| Nexpoint asset management | 875.25K | 1.00% | $10.92M |
| Digitalbridge group | 333.37K | 0.41% | $4.16M |
| Alphacentric advisors | 28.47K | 0.40% | $403.42K |
| Foundry partners | 558.27K | 0.40% | $7.91M |
| Garner asset management | 39.90K | 0.23% | $498.01K |
| Csm advisors | 581.17K | 0.21% | $7.25M |
| Greenland capital management lp | 130.93K | 0.17% | $1.63M |
| Crossingbridge advisors | 30.00K | 0.16% | $184.35K |
| One68 global capital | 18.93K | 0.14% | $275.87K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Csm advisors | 581.17K | 0.21% | 581.17K |
| Balyasny asset management | 467.55K | 0.01% | 417.51K |
| Chilton capital management | 294.04K | 0.13% | 282.96K |
| Nuveen asset management | 371.03K | 0.00% | 248.88K |
| Qube research | 384.92K | 0.00% | 119.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.77M | 0.00% | -518.63K |
| Schonfeld strategic advisors | - | - | -324.74K |
| Hillsdale investment management | - | - | -303.10K |
| Hgi capital management | - | - | -264.33K |
| Gsa capital partners llp | - | - | -100.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Csm advisors | 581.17K | 0.21% | 581.17K | $7.25M |
| Magnetar financial | 57.30K | 0.00% | 57.30K | $715.13K |
| Tudor investment corp et al | 56.66K | 0.00% | 56.66K | $707.08K |
| Susquehanna portfolio strategies | 55.63K | 0.02% | 55.63K | $694.33K |
| Man group | 50.64K | 0.00% | 50.64K | $717.61K |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -3.00 |
| Capital performance advisors llp | -5.00 |
| Ifp advisors | -14.00 |
| Nelson, van denburg & campbell wealth management group | -17.00 |
| Parallel advisors | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 166 | 0.61% | 30,945,613 | 0.63% | 61 | 1.61% | 88 | 41.94% | 51 | -15.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.67M | 5.24% | 478.00 |
| 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 | 1.13M | 2.22% | -21.52K |
| 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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