Whitestone REIT (WSR) — Institutional Holders, Q2 2026 (page 3)
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 201 to 218. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WSR 13F holders ranked 201–218 of 218
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | IFP Advisors#201 · 27 sh | 27 | $512.00 | — | -91.8% |
| 202 | Silicon Valley Capital Partners#202 · 18 sh | 18 | $347.00 | 0.00% | 0.0% |
| 203 | GILPIN WEALTH MANAGEMENT#203 · 12 sh | 12 | $228.00 | — | 0.0% |
| 204 | JFS WEALTH ADVISORS#204 · 8 sh | 8 | $152.00 | 0.00% | New |
| 205 | Quantbot Technologies#205 · 7 sh | 7 | $133.00 | 0.00% | New |
| 206 | Transamerica Financial Advisors#206 · 7 sh | 7 | $132.00 | 0.00% | 0.0% |
| 207 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#207 · 6 sh | 6 | $114.00 | 0.00% | New |
| 208 | Davis Capital Management#208 · 3 sh | 3 | $57.00 | — | New |
| 209 | AdvisorNet Financial#209 · 2 sh | 2 | $45.00 | — | 0.0% |
| 210 | Fortitude Family Office#210 · 2 sh | 2 | $38.00 | — | New |
| 211 | Ankerstar Wealth#211 · 2 sh | 2 | $38.00 | 0.00% | 0.0% |
| 212 | Hughes Financial Services#212 · 2 sh | 2 | $38.00 | 0.00% | +100.0% |
| 213 | Clearstead Advisors#213 · 2 sh | 2 | $38.00 | 0.00% | New |
| 214 | Dunhill Financial#214 · 1 sh | 1 | $25.00 | 0.00% | 0.0% |
| 215 | GHP Investment Advisors#215 · 1 sh | 1 | $19.00 | — | 0.0% |
| 216 | Triumph Capital Management#216 · 1 sh | 1 | $19.00 | — | 0.0% |
| 217 | Evolution Advisers#217 · 6 sh | 6 | $0.00 | 0.00% | New |
| 218 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#218 · 53,382 sh | 53,382 | — | — | +23.5% |
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.