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WSR — WHITESTONE REIT

Reported value held$404.77M
Funds holding (latest)41
Sector—
Funds holding (Q2 2026)33
Institutional value$327.57M · 17.34M sh
New / Add / Cut / Exit5 / 16 / 9 / 2
Top-5 / Top-10 concentration68.3% / 82.9%
Institutional holdings change Accumulating +18.5% (+2.71M sh)
Institutional value change Up +39.2%

As of Q2 2026, 33 SEC-registered investment managers reported holding WSR (WHITESTONE REIT) in their latest 13F filings, with a combined reported value of $327.57M across 17.34M shares. That is +18.5% by share count (+2.71M shares) versus the previous quarter, while reported value moved +39.2%. Ownership is concentrated: the five largest holders account for 68.3% of reported value and the top ten for 82.9%.

Compared with the prior quarter, 5 opened new positions, 16 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 33 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 8.27M $156.85M 0.00% Add
Geode Capital Management history 1.42M $26.92M 0.00% Add
Millennium Management history 769.81K $14.60M 0.01% New
First Eagle Investment Management history 697.24K $13.22M 0.02% Reduce
Morgan Stanley history 641.32K $12.16M 0.00% Reduce
Fidelity Management & Research (FMR) history 587.12K $11.13M 0.00% Add
Northern Trust Corp history 575.21K $10.91M 0.00% Add
Fidelity International (FIL) history 498.52K $9.45M 0.01% New
Charles Schwab Investment Management history 450.66K $8.54M 0.00% Add
BNY Mellon history 416.24K $7.89M 0.00% Add
Bank of America Corp history 373.95K $7.09M 0.00% Add
Goldman Sachs Group history 365.71K $6.93M 0.00% Reduce
Balyasny Asset Management history 355.67K $6.74M 0.01% New
Two Sigma Investments history 285.13K $5.41M 0.00% Reduce
Principal Global Investors history 218.60K $4.14M 0.00% Hold
JPMorgan Chase & Co history 216.58K $4.11M 0.00% New
Invesco Ltd history 208.83K $3.96M 0.00% Reduce
Wells Fargo & Co history 182.06K $3.45M 0.00% Add
PSP Investments history 155.36K $2.95M 0.01% Reduce
Legal & General Investment Management America history 102.32K $1.94M 0.00% Hold
UBS Group AG history 89.99K $1.71M 0.00% Add
Renaissance Technologies history 60.10K $1.14M 0.00% Add
Franklin Resources history 52.02K $986.37K 0.00% Add
Deutsche Bank AG history 47.36K $898.00K 0.00% Add
Prudential Financial history 46.01K $872.41K 0.00% Reduce
Citigroup Inc history 41.88K $794.10K 0.00% Add
Citadel Advisors history 39.44K $747.82K 0.00% Reduce
AQR Capital Management history 38.80K $735.67K 0.00% Reduce
Arrowstreet Capital history 31.04K $588.59K 0.00% New
D. E. Shaw & Co history 20.76K $393.69K 0.00% Add
Manulife Financial history 12.92K $245.02K 0.00% Hold
PNC Financial Services history 3.56K $67.42K 0.00% Add
T. Rowe Price Associates history 66.59K $1.26K 0.00% Add

Q1 2026 — 30 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 8.03M $129.74M 0.00% Add
Geode Capital Management history 1.20M $19.36M 0.00% Add
First Eagle Investment Management history 742.12K $11.99M 0.02% Add
Morgan Stanley history 654.57K $10.57M 0.00% Reduce
Northern Trust Corp history 541.99K $8.75M 0.00% Add
Goldman Sachs Group history 449.18K $7.25M 0.00% Reduce
Charles Schwab Investment Management history 438.07K $7.07M 0.00% Hold
BNY Mellon history 407.56K $6.58M 0.00% Reduce
Two Sigma Investments history 337.60K $5.45M 0.01% Add
Fidelity Management & Research (FMR) history 259.40K $4.19M 0.00% Add
Invesco Ltd history 253.17K $4.09M 0.00% Reduce
Principal Global Investors history 218.27K $3.52M 0.00% Add
Wells Fargo & Co history 163.53K $2.64M 0.00% Reduce
Bank of America Corp history 162.74K $2.63M 0.00% Reduce
PSP Investments history 160.64K $2.59M 0.01% Add
Legal & General Investment Management America history 102.25K $1.65M 0.00% Reduce
Prudential Financial history 77.21K $1.25M 0.00% Reduce
AQR Capital Management history 70.86K $1.14M 0.00% Add
Renaissance Technologies history 53.81K $869.05K 0.00% Reduce
Citadel Advisors history 41.28K $666.69K 0.00% Add
Franklin Resources history 38.19K $616.82K 0.00% Hold
Deutsche Bank AG history 33.88K $547.18K 0.00% Add
Citigroup Inc history 31.51K $508.92K 0.00% Add
Point72 Asset Management history 23.87K $385.53K 0.00% New
UBS Group AG history 23.15K $373.89K 0.00% Reduce
Janus Henderson Group history 19.82K $319.91K 0.00% Hold
D. E. Shaw & Co history 19.22K $310.40K 0.00% New
Manulife Financial history 12.89K $208.25K 0.00% Reduce
PNC Financial Services history 3.49K $56.31K 0.00% Reduce
T. Rowe Price Associates history 62.92K $1.02K 0.00% Add

Q4 2025 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.96M $110.53M 0.00% Add
Vanguard Group history 5.42M $75.24M 0.00% Add
Geode Capital Management history 1.18M $16.38M 0.00% Hold
Morgan Stanley history 727.93K $10.11M 0.00% Add
First Eagle Investment Management history 713.05K $9.90M 0.02% Hold
Northern Trust Corp history 522.89K $7.26M 0.00% Reduce
Goldman Sachs Group history 484.29K $6.73M 0.00% Add
Charles Schwab Investment Management history 437.54K $6.08M 0.00% Add
BNY Mellon history 421.29K $5.85M 0.00% Hold
JPMorgan Chase & Co history 313.94K $4.36M 0.00% Hold
Invesco Ltd history 270.45K $3.76M 0.00% Reduce
Two Sigma Investments history 225.91K $3.14M 0.01% Add
Fidelity Management & Research (FMR) history 225.66K $3.13M 0.00% Add
Principal Global Investors history 214.02K $2.97M 0.00% Reduce
Wells Fargo & Co history 196.63K $2.73M 0.00% Add
Bank of America Corp history 175.02K $2.43M 0.00% Add
PSP Investments history 155.53K $2.16M 0.01% Reduce
Renaissance Technologies history 118.30K $1.64M 0.00% Add
Legal & General Investment Management America history 115.88K $1.61M 0.00% Reduce
Prudential Financial history 86.71K $1.20M 0.00% Add
UBS Group AG history 84.32K $1.17M 0.00% Hold
Millennium Management history 71.04K $986.70K 0.00% Reduce
AQR Capital Management history 66.95K $929.88K 0.00% Reduce
Franklin Resources history 38.28K $531.78K 0.00% New
Deutsche Bank AG history 31.59K $438.77K 0.00% Add
Citadel Advisors history 26.88K $373.36K 0.00% Reduce
Citigroup Inc history 21.03K $292.16K 0.00% Reduce
Janus Henderson Group history 19.82K $274.93K 0.00% Hold
Lazard Asset Management history 15.16K $210.63K 0.00% Add
Manulife Financial history 14.66K $203.66K 0.00% Reduce
PNC Financial Services history 3.58K $49.67K 0.00% Reduce
T. Rowe Price Associates history 55.39K $770 0.00% Add

Q3 2025 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.84M $96.23M 0.00% Add
Vanguard Group history 5.25M $64.47M 0.00% Add
Geode Capital Management history 1.18M $14.55M 0.00% Hold
First Eagle Investment Management history 713.75K $8.76M 0.02% Reduce
Morgan Stanley history 700.70K $8.60M 0.00% Reduce
Northern Trust Corp history 553.43K $6.80M 0.00% Add
Goldman Sachs Group history 451.98K $5.55M 0.00% Add
Charles Schwab Investment Management history 427.19K $5.25M 0.00% Add
BNY Mellon history 422.19K $5.18M 0.00% Reduce
JPMorgan Chase & Co history 313.29K $3.85M 0.00% Add
Invesco Ltd history 309.94K $3.81M 0.00% Reduce
Principal Global Investors history 216.79K $2.66M 0.00% Reduce
Fidelity Management & Research (FMR) history 184.43K $2.26M 0.00% Add
Wells Fargo & Co history 180.65K $2.22M 0.00% Add
PSP Investments history 175.08K $2.15M 0.01% Add
Two Sigma Investments history 155.30K $1.91M 0.00% Add
Bank of America Corp history 131.44K $1.61M 0.00% Add
Legal & General Investment Management America history 117.92K $1.45M 0.00% Add
Millennium Management history 94.21K $1.16M 0.00% Reduce
Balyasny Asset Management history 85.57K $1.05M 0.00% Reduce
UBS Group AG history 84.41K $1.04M 0.00% Add
AQR Capital Management history 84.31K $1.04M 0.00% Add
Renaissance Technologies history 77.80K $955.38K 0.00% Reduce
Prudential Financial history 74.12K $910.24K 0.00% Add
Citigroup Inc history 60.67K $745.05K 0.00% Add
D. E. Shaw & Co history 54.20K $665.53K 0.00% Reduce
Citadel Advisors history 33.01K $405.40K 0.00% Reduce
Arrowstreet Capital history 29.83K $366.29K 0.00% Hold
Deutsche Bank AG history 26.89K $330.23K 0.00% Hold
Janus Henderson Group history 19.82K $243.23K 0.00% Hold
Manulife Financial history 15.50K $190.34K 0.00% Reduce
Lazard Asset Management history 12.82K $157.44K 0.00% Reduce
PNC Financial Services history 3.97K $48.80K 0.00% Add
T. Rowe Price Associates history 52.41K $644 0.00% Add

Q2 2025 — 44 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 7.77M $96.95M 0.00% Reduce
BlackRock Inc history 7.77M $96.95M 0.00% Reduce
Vanguard Group history 5.22M $65.12M 0.00% Reduce
Geode Capital Management history 1.18M $14.72M 0.00% Reduce
First Eagle Investment Management history 811.04K $10.12M 0.02% Reduce
Morgan Stanley history 802.75K $10.02M 0.00% Reduce
Morgan Stanley history 802.75K $10.02M 0.00% Reduce
Northern Trust Corp history 541.20K $6.75M 0.00% Reduce
Balyasny Asset Management history 467.55K $5.84M 0.01% Add
BNY Mellon history 449.31K $5.61M 0.00% Reduce
Charles Schwab Investment Management history 422.12K $5.27M 0.00% Reduce
Invesco Ltd history 340.31K $4.25M 0.00% Reduce
Goldman Sachs Group history 328.79K $4.10M 0.00% Reduce
Goldman Sachs Group history 328.79K $4.10M 0.00% Reduce
Principal Global Investors history 247.10K $3.08M 0.00% Reduce
JPMorgan Chase & Co history 227.88K $2.84M 0.00% Reduce
JPMorgan Chase & Co history 227.88K $2.84M 0.00% Reduce
Renaissance Technologies history 212.18K $2.65M 0.00% Add
Renaissance Technologies history 212.18K $2.65M 0.00% Add
Wells Fargo & Co history 175.19K $2.19M 0.00% Hold
Fidelity Management & Research (FMR) history 166.74K $2.08M 0.00% Add
Fidelity Management & Research (FMR) history 166.74K $2.08M 0.00% Add
PSP Investments history 152.64K $1.90M 0.01% Add
Millennium Management history 135.88K $1.70M 0.00% Reduce
Legal & General Investment Management America history 117.11K $1.46M 0.00% Reduce
Bank of America Corp history 113.26K $1.41M 0.00% Reduce
D. E. Shaw & Co history 107.75K $1.34M 0.00% Add
Citadel Advisors history 87.92K $1.10M 0.00% Add
Citadel Advisors history 87.92K $1.10M 0.00% Add
UBS Group AG history 83.32K $1.04M 0.00% Add
Two Sigma Investments history 56.32K $702.91K 0.00% Add
Two Sigma Investments history 56.32K $702.91K 0.00% Add
Citigroup Inc history 52.28K $652.49K 0.00% Reduce
AQR Capital Management history 47.42K $591.84K 0.00% Add
Prudential Financial history 47.26K $589.86K 0.00% Add
Arrowstreet Capital history 29.83K $372.25K 0.00% New
Marshall Wace history 28.10K $350.65K 0.00% Reduce
Deutsche Bank AG history 26.89K $335.61K 0.00% Reduce
Deutsche Bank AG history 26.89K $335.61K 0.00% Reduce
Janus Henderson Group history 19.82K $247.19K 0.00% Hold
Manulife Financial history 16.27K $203.09K 0.00% Reduce
PNC Financial Services history 3.79K $47.26K 0.00% Reduce
Lazard Asset Management history 94.53K $1.18K 0.00% Add
T. Rowe Price Associates history 51.74K $646 0.00% Add

Q1 2025 — 44 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 8.29M $120.74M 0.00% Add
BlackRock Inc history 8.29M $120.74M 0.00% Add
Vanguard Group history 5.27M $76.72M 0.00% Add
Geode Capital Management history 1.22M $17.78M 0.00% Reduce
First Eagle Investment Management history 1.10M $16.01M 0.03% Reduce
Morgan Stanley history 823.76K $12.00M 0.00% Reduce
Morgan Stanley history 823.76K $12.00M 0.00% Reduce
Northern Trust Corp history 594.85K $8.67M 0.00% Reduce
BNY Mellon history 458.97K $6.69M 0.00% Reduce
Charles Schwab Investment Management history 429.66K $6.26M 0.00% Reduce
Goldman Sachs Group history 426.63K $6.22M 0.00% Add
Goldman Sachs Group history 426.63K $6.22M 0.00% Add
Invesco Ltd history 352.91K $5.14M 0.00% Reduce
Principal Global Investors history 256.48K $3.74M 0.00% Add
JPMorgan Chase & Co history 249.47K $3.63M 0.00% Reduce
JPMorgan Chase & Co history 249.47K $3.63M 0.00% Reduce
Millennium Management history 212.24K $3.09M 0.00% Add
Wells Fargo & Co history 175.18K $2.55M 0.00% Reduce
Bank of America Corp history 164.69K $2.40M 0.00% Add
Fidelity Management & Research (FMR) history 158.12K $2.30M 0.00% Add
Fidelity Management & Research (FMR) history 158.12K $2.30M 0.00% Add
PSP Investments history 141.31K $2.06M 0.01% Add
Legal & General Investment Management America history 117.92K $1.72M 0.00% Add
Marshall Wace history 110.14K $1.60M 0.00% New
Citigroup Inc history 81.70K $1.19M 0.00% Reduce
Renaissance Technologies history 73.98K $1.08M 0.00% Reduce
Renaissance Technologies history 73.98K $1.08M 0.00% Reduce
UBS Group AG history 73.88K $1.08M 0.00% Add
D. E. Shaw & Co history 63.93K $931.45K 0.00% New
Balyasny Asset Management history 50.04K $729.14K 0.00% Add
Prudential Financial history 45.00K $655.62K 0.00% Reduce
Deutsche Bank AG history 29.16K $424.80K 0.00% Reduce
Deutsche Bank AG history 29.16K $424.80K 0.00% Reduce
Citadel Advisors history 28.92K $421.41K 0.00% Reduce
Citadel Advisors history 28.92K $421.41K 0.00% Reduce
Janus Henderson Group history 19.82K $287.81K 0.00% Hold
Two Sigma Investments history 17.41K $253.59K 0.00% New
Two Sigma Investments history 17.41K $253.59K 0.00% New
Manulife Financial history 17.35K $252.79K 0.00% Reduce
Amundi US history 17.39K $246.76K 0.00% Reduce
AQR Capital Management history 10.33K $150.54K 0.00% New
PNC Financial Services history 4.42K $64.37K 0.00% Add
T. Rowe Price Associates history 50.11K $731 0.00% Add
Lazard Asset Management history 9.82K $143 0.00% Reduce

View all 41 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 8.27M 8.03M 7.96M 7.84M 7.77M 8.29M 7.90M 7.50M — — — — — — — — — — — —
Geode Capital Management 1.42M 1.20M 1.18M 1.18M 1.18M 1.22M 1.25M 1.25M 1.23M 1.18M 1.14M 1.01M 956.93K 933.24K 891.74K 853.25K 836.55K 807.06K 809.63K 761.03K
Millennium Management 769.81K — 71.04K 94.21K 135.88K 212.24K 93.44K 121.64K — — — 20.16K 227.64K 114.94K 59.83K 597.01K 29.11K — 241.99K 423.77K
First Eagle Investment Management 697.24K 742.12K 713.05K 713.75K 811.04K 1.10M 1.19M 1.17M 1.11M 1.07M 970.82K 905.01K 663.01K 538.46K 393.46K 287.21K 234.21K 183.63K 92.56K —
Morgan Stanley 641.32K 654.57K 727.93K 700.70K 802.75K 823.76K 933.60K 947.74K 978.87K 869.43K 821.89K 868.75K 709.89K 760.40K 741.83K 713.86K 762.66K 211.21K 244.67K 331.05K
Fidelity Management & Research (FMR) 587.12K 259.40K 225.66K 184.43K 166.74K 158.12K 157.26K 153.28K 77.64K 19.87K 18.75K 18.34K 17.91K 12.32K 10.97K 11.38K 10.42K 10.28K 120 1.00K
Northern Trust Corp 575.21K 541.99K 522.89K 553.43K 541.20K 594.85K 622.95K 566.94K 553.39K 567.98K 592.25K 601.65K 534.45K 514.63K 524.87K 546.90K 536.68K 488.75K 494.40K 477.05K
Fidelity International (FIL) 498.52K — — — — — — — — — — — — — — — — — — —
Charles Schwab Investment Management 450.66K 438.07K 437.54K 427.19K 422.12K 429.66K 440.79K 426.51K 184.84K 174.30K 171.27K 156.75K 147.22K 135.94K 129.99K 337.49K 332.19K 217.66K 218.73K 353.86K
BNY Mellon 416.24K 407.56K 421.29K 422.19K 449.31K 458.97K 477.68K 495.33K 574.97K 573.68K 584.15K 595.02K 609.09K 576.64K 566.98K 616.85K 606.07K 637.68K 604.55K 475.97K
Bank of America Corp 373.95K 162.74K 175.02K 131.44K 113.26K 164.69K 128.37K 126.38K 93.44K 74.42K 120.87K 101.68K 110.49K 119.38K 75.51K 53.11K 53.09K 86.22K 97.60K 89.30K
Goldman Sachs Group 365.71K 449.18K 484.29K 451.98K 328.79K 426.63K 285.45K 366.62K 182.65K 211.34K 232.50K 301.79K 306.59K 277.56K 137.90K 196.44K 195.13K 189.88K 623.77K 404.40K
Balyasny Asset Management 355.67K — — 85.57K 467.55K 50.04K 47.11K 604.41K — 11.69K — — — — — — — — — —
Two Sigma Investments 285.13K 337.60K 225.91K 155.30K 56.32K 17.41K — — — — — — 89.46K 105.20K 66.20K 175.41K 315.40K 184.47K 449.36K 558.23K
Principal Global Investors 218.60K 218.27K 214.02K 216.79K 247.10K 256.48K 249.98K 237.81K 254.93K 262.87K 245.77K 254.25K 264.62K 293.57K 300.12K 287.01K 285.73K 305.32K 308.16K 297.24K
JPMorgan Chase & Co 216.58K — 313.94K 313.29K 227.88K 249.47K 328.30K 230.78K 327.06K 323.19K 337.90K 378.33K 256.55K 120.57K 173.47K 170.35K 135.68K 54.70K 57.79K 50.15K
Invesco Ltd 208.83K 253.17K 270.45K 309.94K 340.31K 352.91K 506.60K 470.34K 452.55K 445.80K 488.23K 490.41K 544.73K 178.30K 227.71K 204.57K 209.87K 1.31M 501.78K 280.49K
Wells Fargo & Co 182.06K 163.53K 196.63K 180.65K 175.19K 175.18K 180.84K 174.86K 175.87K 168.78K 166.45K 165.40K 181.18K 179.94K 173.62K 175.25K 181.16K 228.39K 241.63K 212.31K
PSP Investments 155.36K 160.64K 155.53K 175.08K 152.64K 141.31K 110.39K 93.46K 104.46K 97.75K 97.75K 58.15K 82.47K 81.65K 85.52K 85.52K 85.52K 86.41K 94.03K 87.96K
Legal & General Investment Management America 102.32K 102.25K 115.88K 117.92K 117.11K 117.92K 114.83K 111.74K 120.09K 119.21K 125.52K 125.03K 124.80K 110.00K 111.10K 108.14K 107.26K 96.36K 96.87K 86.11K

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