Latest Institutional Transactions on Whitestone Reit (WSR)
This table provides information on the latest institutional transactions involving Whitestone Reit (WSR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
46New |
$527 - $616
|
46
$614
|
|
|
Jan 29, 2026
Q4 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
12.9KNew |
$148K - $173K
|
12.9K
$173K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-87- 0.1% |
$997 - $1.17K
|
84.3K
$1.13M
|
|
|
Jan 29, 2026
Q4 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.46K- 11.41% |
$16.7K - $19.6K
|
11.3K
$151K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
166K+ 3.17% |
$1.91M - $2.23M
|
5.42M
$72.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1New |
$11.5 - $13.4
|
1
$13.4
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
22.8KNew |
$261K - $306K
|
22.8K
$305K
|
|
|
Jan 28, 2026
Q4 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.5K+ 17.86% |
$17.2K - $20.1K
|
9.9K
$132K
|
|
|
Jan 28, 2026
Q4 2025
|
Arizona State Retirement System
|
SELL
|
- |
-78- 0.61% |
$894 - $1.05K
|
12.7K
$170K
|
|
|
Jan 27, 2026
Q4 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.81K+ 6.23% |
$43.7K - $51.1K
|
65K
$868K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
689+ 1111.29% |
$7.9K - $9.23K
|
751
$10K
|
|
|
Jan 27, 2026
Q4 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.75K+ 30.31% |
$65.9K - $77.1K
|
24.7K
$330K
|
|
|
Jan 26, 2026
Q4 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
36+ 4.97% |
$413 - $482
|
761
$10.2K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
394+ 41.56% |
$4.52K - $5.28K
|
1.34K
$17.9K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-1.12K- 22.99% |
$12.8K - $15K
|
3.74K
$49.9K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
231+ 0.49% |
$2.65K - $3.1K
|
47.2K
$630K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76+ 30.4% |
$871 - $1.02K
|
326
$4.35K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-607- 1.12% |
$6.96K - $8.13K
|
53.8K
$718K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.86K- 13.36% |
$21.3K - $24.9K
|
12.1K
$161K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3- 1.67% |
$34.4 - $40.2
|
177
$2.36K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.27K+ 1.06% |
$14.5K - $17K
|
121K
$1.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.22K- 10.49% |
$25.4K - $29.7K
|
19K
$253K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.53K+ 1.65% |
$28.9K - $33.8K
|
156K
$2.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.69K+ 44.82% |
$42.2K - $49.4K
|
11.9K
$159K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-16- 38.1% |
$183 - $214
|
26
$347
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
218+ 65.66% |
$2.5K - $2.92K
|
550
$7.34K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-310- 10.24% |
$3.55K - $4.15K
|
2.72K
$36.3K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-106- 20.66% |
$1.25K - $1.4K
|
407
$5.43K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 13.23% |
$802 - $896
|
582
$7.77K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$11.8 - $13.2
|
1
$13.4
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
5New |
$59 - $65.9
|
5
$66.8
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
238New |
$2.81K - $3.14K
|
238
$3.18K
|
|
|
Nov 18, 2025
Q3 2025
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
- |
121K+ 36.42% |
$1.43M - $1.6M
|
455K
$6.07M
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-15.7K- 5.67% |
$185K - $207K
|
261K
$3.49M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
20.7KNew |
$245K - $273K
|
20.7K
$277K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-13.4K- 38.69% |
$158K - $177K
|
21.3K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.2K- 80.52% |
$533K - $596K
|
10.9K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-9.2K- 36.95% |
$109K - $121K
|
15.7K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-382K- 81.7% |
$4.51M - $5.03M
|
85.6K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.3KNew |
$146K - $163K
|
12.3K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19.6K+ 113.97% |
$231K - $258K
|
36.7K
$490K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
4.57KNew |
$53.9K - $60.2K
|
4.57K
$61K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.84K+ 44.58% |
$57.1K - $63.8K
|
15.7K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-21.7K- 39.09% |
$257K - $287K
|
33.9K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Emmett Investment Management, LP
New York, NY |
BUY
|
- |
117K+ 10.25% |
$1.39M - $1.55M
|
1.26M
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
123K+ 37.47% |
$1.45M - $1.62M
|
452K
$6.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.2K+ 16.06% |
$215K - $240K
|
131K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.7K- 12.89% |
$362K - $404K
|
207K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.5K+ 13.82% |
$64.9K - $72.5K
|
45.3K
$605K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.5K+ 8.99% |
$29.5K - $32.9K
|
30.2K
$404K
|
|