Institutional Ownership Whitestone Reit (WSR)
This table provides information about the institutional ownership of Whitestone Reit (WSR). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,913
shares
|
$56,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
3,866
shares
|
$55,438
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,362
shares
|
$48,211
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
3,291
shares
|
$47,192
0.0% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,538
shares
|
$36,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,518
shares
|
$36,108
0.0% of portfolio
|
Q3 2023
Added 386.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,262
shares
|
$32,437
0.0% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
2,197
shares
|
$31,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,020
shares
|
$28,966
0.0% of portfolio
|
Q4 2024
Added 36.3%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,565
shares
|
$22,442
0.0% of portfolio
|
Q4 2024
Added 815.2%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,500
shares
|
$21,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$21,510
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,354
shares
|
$19,416
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,197
shares
|
$17,164
0.0% of portfolio
|
Q4 2024
Reduced 86.73%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
1,188
shares
|
$17,035
0.0% of portfolio
|
Q4 2024
Reduced 27.91%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,138
shares
|
$16,318
0.0% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,132
shares
|
$16,232
0.0% of portfolio
|
Q4 2024
Added 43.65%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,065
shares
|
$15,272
0.0% of portfolio
|
Q1 2022
Reduced 24.73%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
809
shares
|
$11,601
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
775
shares
|
$11,113
0.0% of portfolio
|
Q2 2022
Reduced 26.89%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
772
shares
|
$11,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Feb 18, 2025 Q4 2024 |
767
shares
|
$10,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
725
shares
|
$10,396
0.0% of portfolio
|
Q3 2023
Reduced 57.97%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
703
shares
|
$10,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
652
shares
|
$9,349
0.0% of portfolio
|
Q3 2024
New holding
|