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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13.6K+ 80.72% |
$164K - $198K
|
30.4K
$406K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$856 - $1.04K
|
71
$948
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-205- 78.54% |
$2.47K - $3K
|
56
$748
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 1.69% |
$36.2 - $43.9
|
180
$2.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-1.34K- 99.26% |
$17.8K - $19.6K
|
10
$134
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.3KNew |
$137K - $151K
|
10.3K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.8KNew |
$170K - $187K
|
12.8K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.56K+ 26.4% |
$60.4K - $66.5K
|
21.8K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-3.9K- 18.32% |
$51.7K - $56.9K
|
17.4K
$232K
|
|
|
May 15, 2025
Q1 2025
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-3.92K- 17.14% |
$51.9K - $57.1K
|
18.9K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.48K- 45.03% |
$19.6K - $21.6K
|
1.81K
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-55.9K- 63.83% |
$741K - $815K
|
31.7K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$253K - $278K
|
19.1K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
23+ 13.86% |
$305 - $335
|
189
$2.52K
|
|
|
May 14, 2025
Q1 2025
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-159K- 37.62% |
$2.11M - $2.32M
|
264K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
22KNew |
$291K - $321K
|
22K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.27KNew |
$56.6K - $62.2K
|
4.27K
$57K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11KNew |
$146K - $160K
|
11K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.35K+ 13.11% |
$17.9K - $19.7K
|
11.6K
$155K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
79New |
$1.05K - $1.15K
|
79
$1.05K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.9K+ 3.38% |
$131K - $144K
|
303K
$4.05M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.88KNew |
$24.9K - $27.4K
|
1.88K
$25.1K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.5K- 10.07% |
$19.8K - $21.8K
|
13.4K
$179K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3.65KNew |
$48.4K - $53.3K
|
3.65K
$48.8K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-880- 3.86% |
$11.7K - $12.8K
|
21.9K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.21K- 13.16% |
$29.3K - $32.2K
|
14.6K
$195K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 20.96% |
$636 - $700
|
277
$3.7K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-961- 0.17% |
$12.7K - $14K
|
557K
$7.44M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-27.7K- 49.65% |
$367K - $404K
|
28.1K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.83K+ 17.39% |
$77.3K - $85K
|
39.4K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
37.8KNew |
$500K - $551K
|
37.8K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
42New |
$557 - $612
|
42
$561
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$265 - $292
|
20
$267
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$26.5 - $29.2
|
2
$26.7
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
214New |
$2.83K - $3.26K
|
214
$2.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
10.4K+ 32.35% |
$138K - $159K
|
42.7K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
249K+ 203.75% |
$3.3M - $3.79M
|
371K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
325KNew |
$4.3M - $4.94M
|
325K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2+ 0.01% |
$26.5 - $30.4
|
36.8K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
14.4KNew |
$191K - $219K
|
14.4K
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.4KNew |
$111K - $128K
|
8.4K
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
31.6KNew |
$419K - $481K
|
31.6K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-46.7K- 73.5% |
$618K - $711K
|
16.8K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.1K- 15.48% |
$27.8K - $31.9K
|
11.5K
$153K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24.1KNew |
$320K - $368K
|
24.1K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
28.5KNew |
$377K - $433K
|
28.5K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
15.3KNew |
$203K - $233K
|
15.3K
$205K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$38.5 - $42.9
|
3
$40.1
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-908- 4.47% |
$11.7K - $13K
|
19.4K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
31KNew |
$399K - $444K
|
31K
$415K
|
|