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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
650
shares
|
$9,321
0.0% of portfolio
|
Q4 2024
Added 70.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
542
shares
|
$7,772
0.0% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
535
shares
|
$7,671
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
526
shares
|
$7,542
0.0% of portfolio
|
Q3 2024
Added 172.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
517
shares
|
$7,413
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
500
shares
|
$7,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
385
shares
|
$5,520
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
381
shares
|
$5,463
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
302
shares
|
$4,330
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
300
shares
|
$4,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
282
shares
|
$4,043
0.0% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
229
shares
|
$3,283
0.0% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
214
shares
|
$3,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
183
shares
|
$2,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
166
shares
|
$2,380
0.0% of portfolio
|
Q4 2024
Reduced 75.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
158
shares
|
$2,265
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
150
shares
|
$2,151
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
141
shares
|
$2,021
0.0% of portfolio
|
Q2 2024
Reduced 41.25%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
141
shares
|
$2,021
0.0% of portfolio
|
Q3 2024
Added 120.31%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
127
shares
|
$1,821
0.0% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
100
shares
|
$1,434
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
50
shares
|
$717
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$430
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
29
shares
|
$415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
20
shares
|
$286
0.0% of portfolio
|
Q4 2023
Reduced 93.65%
|