Whitestone REIT (WSR) — Institutional Holders, Q2 2026

218 institutional investment managers reported a WSR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $782.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← WSR stock profile

WSR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

NEXPOINT ASSET MANAGEMENT, L.P.Added · +2,174,950 sh+$41.2M
GLAZER CAPITALNew · +1,883,574 sh+$35.7M
WATER ISLAND CAPITALNew · +1,227,709 sh+$23.3M
First Capital Management L.P.New · +1,085,310 sh+$20.6M
MILLENNIUM MANAGEMENTNew · +769,812 sh+$14.6M

Biggest sellers

GW&K Investment ManagementSold out · -1,035,745 sh-$19.6M
Irenic Capital ManagementTrimmed · -857,146 sh-$16.3M
CHILTON CAPITAL MANAGEMENTTrimmed · -672,904 sh-$12.8M
DigitalBridge GroupSold out · -283,000 sh-$5.4M
JACOBS LEVY EQUITY MANAGEMENTSold out · -272,874 sh-$5.2M

WSR 13F holders ranked 1–100 of 218

Institutional investors reporting a position in Whitestone REIT on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 8,272,745 sh	8,272,745	$156.9M	<0.01%	+3.0%
2	NEXPOINT ASSET MANAGEMENT, L.P.#2 · 3,050,205 sh	3,050,205	$57.8M	3.86%	+248.5%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 2,875,464 sh	2,875,464	$54.5M	<0.01%	-4.4%
4	VANGUARD CAPITAL MANAGEMENT#4 · 2,116,495 sh	2,116,495	$40.1M	<0.01%	+0.7%
5	STATE STREET#5 · 1,941,309 sh	1,941,309	$36.8M	<0.01%	+4.9%
6	GLAZER CAPITAL#6 · 1,883,574 sh	1,883,574	$35.7M	0.88%	New
7	GEODE CAPITAL MANAGEMENT#7 · 1,419,392 sh	1,419,392	$26.9M	<0.01%	+18.4%
8	WATER ISLAND CAPITAL#8 · 1,227,709 sh	1,227,709	$23.3M	2.17%	New
9	First Capital Management L.P.#9 · 1,085,310 sh	1,085,310	$20.6M	1.20%	New
10	Qube Research & Technologies Ltd#10 · 899,685 sh	899,685	$17.1M	0.02%	+202.9%
11	MILLENNIUM MANAGEMENT#11 · 769,812 sh	769,812	$14.6M	<0.01%	New
12	First Eagle Investment Management#12 · 697,240 sh	697,240	$13.2M	0.02%	-6.0%
13	Schonfeld Strategic Advisors#13 · 682,965 sh	682,965	$12.9M	0.05%	New
14	DIMENSIONAL FUND ADVISORS#14 · 648,901 sh	648,901	$12.3M	<0.01%	+1.3%
15	MORGAN STANLEY#15 · 641,319 sh	641,319	$12.2M	<0.01%	-2.0%
16	ALPINE ASSOCIATES MANAGEMENT#16 · 639,008 sh	639,008	$12.1M	0.76%	New
17	FMR#17 · 587,118 sh	587,118	$11.1M	<0.01%	+126.3%
18	NORTHERN#18 · 575,211 sh	575,211	$10.9M	<0.01%	+6.1%
19	FIL Ltd#19 · 498,521 sh	498,521	$9.5M	<0.01%	New
20	CHARLES SCHWAB INVESTMENT MANAGEMENT#20 · 450,663 sh	450,663	$8.5M	<0.01%	+2.9%
21	Bank of New York Mellon#21 · 416,238 sh	416,238	$7.9M	<0.01%	+2.1%
22	CSM Advisors#22 · 409,155 sh	409,155	$7.8M	0.17%	-28.0%
23	Irenic Capital Management#23 · 408,245 sh	408,245	$7.7M	0.37%	-67.7%
24	Emmett Investment Management#24 · 117,689 sh	117,689	$7.4M	5.20%	-81.4%
25	AQR Arbitrage#25 · 380,455 sh	380,455	$7.2M	0.10%	New
26	BANK OF AMERICA#26 · 373,951 sh	373,951	$7.1M	<0.01%	+129.8%
27	GOLDMAN SACHS GROUP#27 · 365,715 sh	365,715	$6.9M	<0.01%	-18.6%
28	BALYASNY ASSET MANAGEMENT L.P.#28 · 355,674 sh	355,674	$6.7M	<0.01%	New
29	Vestcor#29 · 337,318 sh	337,318	$6.4M	0.16%	+3631.8%
30	VANGUARD FIDUCIARY#30 · 300,617 sh	300,617	$5.7M	<0.01%	+4.0%
31	TWO SIGMA INVESTMENTS#31 · 285,126 sh	285,126	$5.4M	<0.01%	-15.5%
32	Transmarket#32 · 245,178 sh	245,178	$4.6M	3.41%	New
33	KENNEDY CAPITAL MANAGEMENT#33 · 221,186 sh	221,186	$4.2M	0.07%	-1.9%
34	Polar Asset Management Partners#34 · 219,890 sh	219,890	$4.2M	0.07%	New
35	PRINCIPAL FINANCIAL GROUP#35 · 218,601 sh	218,601	$4.1M	<0.01%	+0.2%
36	JPMORGAN CHASE#36 · 216,581 sh	216,581	$4.1M	<0.01%	-20.0%
37	GABELLI FUNDS#37 · 210,524 sh	210,524	$4.0M	0.03%	+294.4%
38	Invesco Ltd.#38 · 208,831 sh	208,831	$4.0M	<0.01%	-17.5%
39	ExodusPoint Capital Management#39 · 192,807 sh	192,807	$3.7M	0.02%	New
40	WELLS FARGO & COMPANY#40 · 182,065 sh	182,065	$3.5M	<0.01%	+11.3%
41	FIRST ADVISORS#41 · 158,558 sh	158,558	$3.0M	<0.01%	+5.0%
42	PUBLIC SECTOR PENSION INVESTMENT BOARD#42 · 155,364 sh	155,364	$2.9M	<0.01%	-3.3%
43	EXCHANGE TRADED CONCEPTS#43 · 149,527 sh	149,527	$2.8M	0.01%	+1.2%
44	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#44 · 117,895 sh	117,895	$2.2M	<0.01%	+8.0%
45	RHUMBLINE ADVISERS#45 · 115,842 sh	115,842	$2.2M	<0.01%	-10.9%
46	JCP Investment Management#46 · 114,881 sh	114,881	$2.2M	1.16%	New
47	ENVESTNET ASSET MANAGEMENT#47 · 111,228 sh	111,228	$2.1M	<0.01%	-67.0%
48	SG Americas Securities#48 · 109,926 sh	109,926	$2.1M	<0.01%	+1315.8%
49	Nuveen#49 · 105,833 sh	105,833	$2.0M	<0.01%	+19.1%
50	AMERIPRISE FINANCIAL#50 · 104,079 sh	104,079	$2.0M	<0.01%	-38.1%
51	Legal & General Group Plc#51 · 102,319 sh	102,319	$1.9M	<0.01%	+0.1%
52	ABC ARBITRAGE SA#52 · 95,817 sh	95,817	$1.8M	—	New
53	UBS Group AG#53 · 89,990 sh	89,990	$1.7M	<0.01%	+288.7%
54	Alpine Global Management#54 · 87,710 sh	87,710	$1.7M	0.27%	New
55	Swiss National Bank#55 · 87,700 sh	87,700	$1.7M	<0.01%	-3.2%
56	Quantinno Capital Management#56 · 80,584 sh	80,584	$1.5M	<0.01%	+13.7%
57	Kestra Advisory Services#57 · 78,600 sh	78,600	$1.5M	<0.01%	-17.1%
58	NOMURA ASSET MANAGEMENT LTD#58 · 72,200 sh	72,200	$1.4M	<0.01%	+4.3%
59	VARCOV#59 · 71,843 sh	71,843	$1.4M	0.52%	New
60	PRICE T ROWE ASSOCIATES#60 · 66,593 sh	66,593	$1.3M	<0.01%	+5.8%
61	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#61 · 65,034 sh	65,034	$1.2M	—	-9.4%
62	Larson Financial Group#62 · 64,440 sh	64,440	$1.2M	0.03%	-76.6%
63	GREAT WEST LIFE ASSURANCE#63 · 64,216 sh	64,216	$1.2M	<0.01%	+5.5%
64	Asset Management One , Ltd.#64 · 63,051 sh	63,051	$1.2M	—	-3.0%
65	RENAISSANCE TECHNOLOGIES#65 · 60,100 sh	60,100	$1.1M	<0.01%	+11.7%
66	Y-Intercept (Hong Kong) Ltd#66 · 59,133 sh	59,133	$1.1M	—	New
67	Russell Investments Group, Ltd.#67 · 55,160 sh	55,160	$1.0M	<0.01%	+42.6%
68	GABELLI & INVESTMENT ADVISERS#68 · 55,151 sh	55,151	$1.0M	0.15%	+12.1%
69	Sumitomo Mitsui#69 · 53,388 sh	53,388	$1.0M	<0.01%	-1.5%
70	FRANKLIN RESOURCES#70 · 52,024 sh	52,024	$986.4K	<0.01%	+36.2%
71	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#71 · 51,844 sh	51,844	$983.0K	<0.01%	-36.7%
72	INTECH INVESTMENT MANAGEMENT#72 · 49,875 sh	49,875	$945.6K	<0.01%	-34.1%
73	DEUTSCHE BANK AG\#73 · 47,363 sh	47,363	$898.0K	<0.01%	+39.8%
74	HRT FINANCIAL#74 · 47,175 sh	47,175	$894.0K	<0.01%	New
75	PRUDENTIAL FINANCIAL#75 · 46,013 sh	46,013	$872.4K	<0.01%	-40.4%
76	STEPHENS#76 · 45,728 sh	45,728	$867.0K	<0.01%	0.0%
77	ALLIANCEBERNSTEIN L.P.#77 · 52,382 sh	52,382	$846.0K	<0.01%	+6.5%
78	BOOTHBAY FUND MANAGEMENT#78 · 44,217 sh	44,217	$838.4K	0.01%	New
79	CITIGROUP#79 · 41,883 sh	41,883	$794.1K	<0.01%	+32.9%
80	Toroso Investments#80 · 40,293 sh	40,293	$764.0K	<0.01%	New
81	State of Alaska, Department of Revenue#81 · 40,234 sh	40,234	$761.0K	—	-14.9%
82	Mitsubishi UFJ Asset Management , Ltd.#82 · 40,033 sh	40,033	$759.0K	<0.01%	+13.3%
83	CITADEL ADVISORS#83 · 39,442 sh	39,442	$747.8K	<0.01%	-4.5%
84	Menard Financial Group#84 · 38,919 sh	38,919	$737.9K	0.40%	New
85	AQR CAPITAL MANAGEMENT#85 · 38,801 sh	38,801	$735.7K	<0.01%	-45.2%
86	THRIVENT FINANCIAL FOR LUTHERANS#86 · 37,111 sh	37,111	$704.0K	<0.01%	+15.1%
87	Zurcher Kantonalbank (Zurich Cantonalbank)#87 · 37,086 sh	37,086	$703.2K	<0.01%	+50.0%
88	VANGUARD ASSET MANAGEMENT, Ltd#88 · 34,098 sh	34,098	$646.5K	<0.01%	0.0%
89	PenderFund Capital Management Ltd.#89 · 32,100 sh	32,100	$608.6K	0.08%	New
90	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#90 · 31,044 sh	31,044	$588.6K	<0.01%	New
91	MetLife Investment Management#91 · 28,415 sh	28,415	$538.7K	<0.01%	+11.6%
92	HighTower Advisors#92 · 26,279 sh	26,279	$498.2K	<0.01%	-38.5%
93	PFG Investments#93 · 26,100 sh	26,100	$494.9K	0.02%	New
94	Illinois Municipal Retirement Fund#94 · 24,146 sh	24,146	$457.8K	<0.01%	+13.8%
95	Empirical Financial Services, d.b.a. Empirical Wealth Ma#95 · 21,646 sh	21,646	$410.4K	<0.01%	-83.9%
96	MIRAE ASSET GLOBAL ETFS Ltd.#96 · 21,296 sh	21,296	$403.8K	<0.01%	+0.6%
97	D. E. Shaw#97 · 20,764 sh	20,764	$393.7K	<0.01%	+8.0%
98	One68 Global Capital#98 · 20,000 sh	20,000	$379.2K	0.82%	New
99	Jupiter Topco#99 · 19,815 sh	19,815	$375.6K	<0.01%	—
100	Louisiana State Employees Retirement System#100 · 19,800 sh	19,800	$375.4K	—	-0.5%

Funds that sold out of WSR in Q2 2026 (41)

Held WSR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held WSR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
GW&K Investment Management1,035,745 sh	1,035,745	$16.7M
DigitalBridge Group283,000 sh	283,000	$4.6M
JACOBS LEVY EQUITY MANAGEMENT272,874 sh	272,874	$4.4M
HSBC PLC139,304 sh	139,304	$2.3M
RAYMOND JAMES FINANCIAL113,661 sh	113,661	$1.8M
JANE STREET GROUP96,128 sh	96,128	$1.6M
Engineers Gate Manager66,512 sh	66,512	$1.1M
PRELUDE CAPITAL MANAGEMENT60,000 sh	60,000	$969.0K
FEDERATED HERMES54,407 sh	54,407	$878.7K
VIRGINIA RETIREMENT SYSTEMS ET Al49,017 sh	49,017	$791.6K
Greenland Capital Management45,000 sh	45,000	$726.8K
EP Wealth Advisors43,897 sh	43,897	$708.9K
Horizon Investments43,584 sh	43,584	$703.9K
MARTINGALE ASSET MANAGEMENT L P39,110 sh	39,110	$631.6K
Garner Asset Management33,328 sh	33,328	$538.2K
Crossingbridge Advisors28,490 sh	28,490	$460.1K
AlphaCentric Advisors28,490 sh	28,490	$460.1K
DENALI ADVISORS25,701 sh	25,701	$415.1K
Point72 Asset Management, L.P.23,872 sh	23,872	$385.5K
Gross & Hartman Investments18,162 sh	18,162	$293.3K
Safe Harbor Family Capital18,162 sh	18,162	$293.3K
VICTORY CAPITAL MANAGEMENT17,403 sh	17,403	$281.1K
Corient Private Wealth14,613 sh	14,613	$236.0K
PARK AVENUE SECURITIES13,221 sh	13,221	$214.0K
QUADRANT CAPITAL GROUP16,522 sh	16,522	$182.4K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS11,103 sh	11,103	$179.3K
RW Investment Management10,500 sh	10,500	$169.6K
Graham Capital Management, L.P.10,185 sh	10,185	$164.5K
CAPTRUST FINANCIAL ADVISORS10,102 sh	10,102	$163.1K
KLP KAPITALFORVALTNING AS9,900 sh	9,900	$159.9K
Copeland Capital Management5,533 sh	5,533	$89.4K
Avalon3,400 sh	3,400	$54.9K
CALDWELL SUTTER CAPITAL1,500 sh	1,500	$24.2K
Avion Wealth1,500 sh	1,500	$24.0K
Sound Income Strategies650 sh	650	$10.6K
MAI Capital Management171 sh	171	$2.8K
TWIN PEAKS WEALTH ADVISORS167 sh	167	$2.7K
Root Financial Partners67 sh	67	$1.1K
True Wealth Design26 sh	26	$420.00
Kilter Group10 sh	10	$162.00
Worth Venture Partners22,300 sh	22,300	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.