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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.1K- 15.48% |
$27.8K - $31.9K
|
11.5K
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-525- 10.69% |
$6.95K - $7.99K
|
4.38K
$59.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
24.8K+ 14.01% |
$328K - $377K
|
202K
$2.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
13.7K+ 180.96% |
$182K - $209K
|
21.3K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
538+ 36.3% |
$7.12K - $8.19K
|
2.02K
$27.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-471- 3.09% |
$6.24K - $7.17K
|
14.8K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.54KNew |
$33.6K - $38.6K
|
2.54K
$34.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
19K+ 361.18% |
$251K - $289K
|
24.2K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.27K- 29.39% |
$123K - $141K
|
22.3K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
123+ 1.01% |
$1.63K - $1.87K
|
12.4K
$167K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
113KNew |
$1.49M - $1.72M
|
113K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.3K+ 3.35% |
$189K - $217K
|
441K
$5.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.1KNew |
$320K - $368K
|
24.1K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
604KNew |
$7.99M - $9.19M
|
604K
$8.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.3K+ 21.41% |
$17.2K - $19.8K
|
7.38K
$99.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
344+ 43.65% |
$4.55K - $5.24K
|
1.13K
$15.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23.2KNew |
$307K - $353K
|
23.2K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 1.94% |
$2.65K - $3.04K
|
10.5K
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-117- 0.89% |
$1.55K - $1.78K
|
13K
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.9K- 18.85% |
$51.6K - $59.4K
|
16.8K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.93K- 7.22% |
$25.6K - $29.4K
|
24.8K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.82K- 86.73% |
$104K - $119K
|
1.2K
$16.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14New |
$185 - $213
|
14
$189
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
250KNew |
$3.31M - $3.8M
|
250K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
28.5KNew |
$377K - $433K
|
28.5K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.7K+ 14.52% |
$22.5K - $25.9K
|
13.4K
$181K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35.5K- 19.52% |
$471K - $541K
|
147K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.2K- 2.83% |
$29.1K - $33.5K
|
75.6K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.94% |
$2.65K - $3.04K
|
21.5K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-271- 0.57% |
$3.59K - $4.12K
|
47.7K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
10.3KNew |
$136K - $157K
|
10.3K
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
737+ 1.53% |
$9.76K - $11.2K
|
49.1K
$662K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-460- 27.91% |
$6.09K - $7K
|
1.19K
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
313+ 1.88% |
$4.14K - $4.76K
|
17K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
15.3KNew |
$203K - $233K
|
15.3K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
3.91KNew |
$51.8K - $59.6K
|
3.91K
$52.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 6.72% |
$106 - $122
|
127
$1.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
107KNew |
$1.41M - $1.63M
|
107K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.3K- 24.15% |
$83.4K - $95.9K
|
19.8K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 3.67% |
$20K - $23K
|
39.6K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
183New |
$2.42K - $2.79K
|
183
$2.47K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-844- 3.57% |
$11.2K - $12.8K
|
22.8K
$308K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5- 1.3% |
$66.2 - $76.1
|
381
$5.14K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-500- 2.04% |
$6.62K - $7.61K
|
24K
$324K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.89% |
$159 - $183
|
1.35K
$18.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
268+ 70.16% |
$3.55K - $4.08K
|
650
$8.77K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
126+ 5.9% |
$1.67K - $1.92K
|
2.26K
$30.5K
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.01K- 33.76% |
$116K - $129K
|
17.7K
$238K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-96.3K- 29.44% |
$1.24M - $1.38M
|
231K
$3.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19.3KNew |
$248K - $277K
|
19.3K
$261K
|
|