Whitestone REIT Ownership | Who Owns Whitestone REIT?
Whitestone REIT Ownership Summary
Whitestone REIT is owned by 63.90% institutional investors, 12.10% insiders, and 24.01% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.86% of WSR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.33% of its assets in Whitestone REIT shares.
WSR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Whitestone REIT | 63.90% | 12.10% | 24.01% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Retail REIT Stocks | 68.93% | 8.06% | 23.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.03M | 15.86% | $129.74M |
| Blackrock | 7.71M | 15.44% | $102.60M |
| Vanguard group | 5.42M | 10.69% | $75.24M |
| State street | 1.85M | 3.65% | $29.88M |
| Geode capital management | 1.20M | 2.37% | $19.36M |
| Gw&k investment management | 1.04M | 2.04% | $16.73M |
| Nexpoint asset management | 875.25K | 1.73% | $14.14M |
| First eagle investment management | 742.12K | 1.47% | $11.99M |
| Chilton capital management | 674.20K | 1.33% | $10.89M |
| Morgan stanley | 654.57K | 1.29% | $10.57M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Emmett investment management, lp | 632.00K | 7.80% | $10.21M |
| Roumell asset management | 192.06K | 4.80% | $2.56M |
| Worth venture partners | 22.30K | 1.14% | $360.14K |
| Nexpoint asset management | 875.25K | 0.95% | $14.14M |
| Alphacentric advisors | 28.49K | 0.46% | $460.11K |
| Foundry partners | 558.27K | 0.40% | $7.91M |
| Chilton capital management | 674.20K | 0.38% | $10.89M |
| Digitalbridge group | 283.00K | 0.29% | $4.57M |
| Csm advisors | 568.07K | 0.23% | $9.18M |
| Garner asset management | 33.33K | 0.21% | $538.24K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 467.55K | 0.01% | 417.51K |
| Vanguard fiduciary trust | 289.14K | 0.00% | 289.14K |
| Nuveen asset management | 371.03K | 0.00% | 248.88K |
| Vanguard group | 5.42M | 0.00% | 166.31K |
| Two sigma investments, lp | 337.60K | 0.00% | 111.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Emmett investment management, lp | 632.00K | 7.80% | -634.54K |
| Schonfeld strategic advisors | - | - | -324.74K |
| Hillsdale investment management | - | - | -303.10K |
| Hgi capital management | - | - | -264.33K |
| Barclays | 118.74K | 0.00% | -111.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 289.14K | 0.00% | 289.14K | $4.67M |
| Gabelli funds | 53.37K | 0.01% | 53.37K | $861.99K |
| Gabelli & co investment advisers | 49.20K | 0.12% | 49.20K | $794.58K |
| Vanguard asset management | 34.10K | 0.00% | 34.10K | $550.68K |
| Point72 asset management | 23.87K | 0.00% | 23.87K | $385.53K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 215 | 1.90% | 32,363,566 | -3.61% | 63 | 1.45% | 116 | 16.00% | 55 | -29.49% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.74M | 5.33% | 711.00 |
| Vanguard Real Estate Index Investor | 1.70M | 3.33% | -3.63K |
| 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 | 1.09M | 2.13% | 9.21K |
| Highland Global Allocation A | 875.25K | 1.72% | - |
| Fifth Third Asst Mgt All Cap Val | 838.59K | 1.65% | - |
| Foundry Partners Micro Cap Value | 835.50K | 1.64% | - |
| Advisory Research US Small Cap Core | 742.79K | 1.48% | 696.08K |
| First Eagle Small Cap Opportunity I | 627.29K | 1.23% | 3.00K |
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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