Latest Institutional Purchases of Whitestone Reit (WSR)
This list provides information on the latest institutional transactions involving Whitestone Reit (WSR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
47+ 28.14% |
$555 - $619
|
214
$2.86K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
35New |
$413 - $461
|
35
$467
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
32+ 43.24% |
$378 - $422
|
106
$1.42K
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
29+ 0.18% |
$342 - $382
|
15.8K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26+ 162.5% |
$307 - $343
|
42
$561
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 10.13% |
$271 - $303
|
250
$3.34K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 16.67% |
$177 - $198
|
105
$1.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 4.4% |
$165 - $185
|
332
$4.43K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$165 - $185
|
14
$187
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
5New |
$59 - $65.9
|
5
$66.8
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$11.8 - $13.2
|
1
$13.4
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1New |
$11.8 - $13.2
|
1
$13.4
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
106K+ 195.77% |
$1.28M - $1.56M
|
161K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
29.8KNew |
$360K - $436K
|
29.8K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
27KNew |
$325K - $394K
|
27K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
22.8KNew |
$274K - $333K
|
22.8K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
15K+ 100.0% |
$181K - $219K
|
30K
$401K
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
14.9KNew |
$180K - $219K
|
14.9K
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$175K - $213K
|
14.6K
$194K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 20.2% |
$173K - $210K
|
85.4K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13.6K+ 80.72% |
$164K - $198K
|
30.4K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
7.53K+ 13.97% |
$90.8K - $110K
|
61.4K
$820K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.5K+ 11.07% |
$78.4K - $95K
|
65.2K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.99KNew |
$48.1K - $58.3K
|
3.99K
$53.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2K+ 2.2% |
$24.1K - $29.2K
|
92.9K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.9KNew |
$22.9K - $27.8K
|
1.9K
$25.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.5KNew |
$18.1K - $21.9K
|
1.5K
$20K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.2K+ 9.38% |
$14.5K - $17.5K
|
14K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.05KNew |
$12.7K - $15.4K
|
1.05K
$14K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
657New |
$7.92K - $9.61K
|
657
$8.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
588New |
$7.09K - $8.6K
|
588
$7.85K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$856 - $1.04K
|
71
$948
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
63+ 0.13% |
$760 - $921
|
49.2K
$657K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 63.64% |
$422 - $512
|
90
$1.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34New |
$410 - $497
|
34
$454
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26+ 0.24% |
$314 - $380
|
10.9K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$96.5 - $117
|
8
$107
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 1.69% |
$36.2 - $43.9
|
180
$2.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
37.8KNew |
$500K - $551K
|
37.8K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
22KNew |
$291K - $321K
|
22K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$253K - $278K
|
19.1K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.8KNew |
$170K - $187K
|
12.8K
$171K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11KNew |
$146K - $160K
|
11K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.3KNew |
$137K - $151K
|
10.3K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.9K+ 3.38% |
$131K - $144K
|
303K
$4.05M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5.83K+ 17.39% |
$77.3K - $85K
|
39.4K
$525K
|
|
|
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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.27KNew |
$56.6K - $62.2K
|
4.27K
$57K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3.65KNew |
$48.4K - $53.3K
|
3.65K
$48.8K
|
|