Whitestone REIT (WSR) Ownership

14.20 ↑0.17 (1.21%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Whitestone REIT (WSR), owning a total of 7.7 million shares. Combined, the top 37 institutional holders of WSR own 70.52% of the company with a total of 35.5 million shares.

In the latest ownership report on September 30th 2024, the top 37 institutional holders decreased their combined ownership of WSR by 1 million shares. 9 institutions bought 1,333,805 total additional shares and increased their ownership by an average of 40.98%. However 9 institutions sold 2,296,710 total shares and decreased their ownership by an average of 19.01%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Whitestone REIT decreased by a net total of -962,905 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.277%-3.317%5,204,673-178,5422024-09-30
State Street Corp3.681%-3.040%1,864,118-58,4442024-09-30
Geode Capital Management, LLC2.470%1.469%1,250,83618,1092024-09-30
Arnhold & S. Bleichroeder Advisers, LLC2.320%5.857%1,174,72265,0002024-09-30
Morgan Stanley - Brokerage Accounts1.871%-51.590%947,738-1,010,0042024-09-30
BOOTHBAY FUND MANAGEMENT, LLC1.584%-35.978%802,280-450,8532024-09-30
Dimensional Fund Advisors, Inc.1.302%-2.949%659,519-20,0372024-09-30
Balyasny Asset Management LLC1.193%0.000%604,414604,4142024-09-30
Northern Trust Corp1.119%2.448%566,93613,5462024-09-30
Foundry Partners, LLC1.103%-42.555%558,383-413,6502024-09-30
Kennedy Capital Management Inc1.081%-11.113%547,211-68,4152024-09-30
Bank of New York Mellon Corp0.978%-13.852%495,327-79,6432024-09-30
Amvescap Plc.0.929%3.932%470,34317,7942024-09-30
Charles Schwab Investment Management Inc0.842%130.745%426,509241,6692024-09-30
Goldman Sachs Group Inc0.724%100.718%366,615183,9632024-09-30
HGI Capital Management, LLC0.610%114.957%308,952165,2252024-09-30
Ameriprise Financial Inc0.594%8.705%300,76924,0852024-09-30
Principal Financial Group Inc0.470%-6.716%237,807-17,1222024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.221%-0.385%7,708,702-29,8172024-06-30
Vanguard Group Inc10.277%-3.317%5,204,673-178,5422024-09-30
Conversant Capital LLC4.559%1.355%2,253,07030,1152022-12-31
State Street Corporation3.829%1.720%1,917,11432,4162024-03-31
State Street Corp3.681%-3.040%1,864,118-58,4442024-09-30
Geode Capital Management, LLC2.470%1.469%1,250,83618,1092024-09-30
Arnhold & S. Bleichroeder Advisers, LLC2.320%5.857%1,174,72265,0002024-09-30
Morgan Stanley - Brokerage Accounts1.871%-51.590%947,738-1,010,0042024-09-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS1.728%0.000%875,25502024-06-30
BOOTHBAY FUND MANAGEMENT, LLC1.584%-35.978%802,280-450,8532024-09-30
Fortress Investment Group LLC1.480%-48.211%739,414-688,3152023-12-31
Dimensional Fund Advisors, Inc.1.302%-2.949%659,519-20,0372024-09-30
Balyasny Asset Management LLC1.193%0.000%604,414604,4142024-09-30
Millennium Management LLC1.208%1,950.800%597,007567,8962022-09-30
Timbercreek Asset Management Ltd1.202%-17.242%593,967-123,7502022-12-31
Nuveen Asset Management, LLC1.147%-36.164%568,931-322,3042023-06-30
Northern Trust Corp1.119%2.448%566,93613,5462024-09-30
ExodusPoint Capital Management, LP1.131%-31.925%566,229-265,5402024-03-31
Foundry Partners, LLC1.103%-42.555%558,383-413,6502024-09-30
Kennedy Capital Management Inc1.081%-11.113%547,211-68,4152024-09-30
Bank of New York Mellon Corp0.978%-13.852%495,327-79,6432024-09-30
Amvescap Plc.0.929%3.932%470,34317,7942024-09-30
Charles Schwab Investment Management Inc0.842%130.745%426,509241,6692024-09-30
DigitalBridge Group Inc0.742%11.527%375,65738,8272024-06-30
Hillsdale Investment Management Inc.0.755%-10.111%374,300-42,1002023-09-30
Goldman Sachs Group Inc0.724%100.718%366,615183,9632024-09-30
AQR Capital Management LLC0.720%-17.937%357,172-78,0672023-09-30
JPMorgan Chase & Co0.646%1.199%327,0613,8762024-06-30
Two Sigma Investments LLC0.639%70.980%315,399130,9342022-06-30
HGI Capital Management, LLC0.610%114.957%308,952165,2252024-09-30
Ameriprise Financial Inc0.594%8.705%300,76924,0852024-09-30
Jacobs Levy Equity Management, Inc.0.569%24.759%281,11855,7892022-06-30
Renaissance Technologies Corp0.505%-27.516%252,378-95,8062023-12-31
Principal Financial Group Inc0.470%-6.716%237,807-17,1222024-09-30
Two Sigma Advisers, LLC0.468%17.725%231,80034,9002023-03-31
Nordea Investment Mgmt Bank Demark A/s0.442%-28.143%218,777-85,6832023-06-30
Roumell Asset Management, LLC0.379%104.946%192,06598,3502024-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Whitestone REIT (WSR), owning a total of 2.9 million shares. Combined, the top 35 mutual fund holders of WSR own 45.75% of the company with a total of 23 million shares.

In the latest ownership report on November 30th 2024, the top 35 fund holders increased their combined ownership of WSR by 23 thousand shares. 1 funds bought 4,895 total additional shares and increased their ownership by an average of 0.77%. However 2 funds sold 28,132 total shares and decreased their ownership by an average of 1.1%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Whitestone REIT decreased by a net total of -23,237 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.686%0.000%2,879,84302024-11-30
Vanguard Real Estate Index Investor3.255%-1.579%1,648,673-26,4542024-11-30
Vanguard Total Stock Mkt Idx Inv3.102%0.000%1,570,81102024-11-30
iShares Russell 2000 ETF2.773%0.000%1,404,16702024-11-30
First Eagle Small Cap Opportunity I2.104%0.000%1,065,41602024-11-30
Highland Global Allocation A1.728%0.000%875,25502024-11-30
Vanguard Institutional Extnd Mkt Idx Tr1.257%0.775%636,5874,8952024-11-30
iShares Russell 2000 Value ETF0.965%0.000%488,80002024-11-30
Vanguard Tax-Managed Small Cap Adm0.697%0.000%352,98602024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.627%0.000%317,60302024-11-30
Vanguard Real Estate II Index0.536%-0.614%271,442-1,6782024-11-30
iShares S&P Small-Cap 600 Value ETF0.453%0.000%229,41202024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.686%0.000%2,879,84302024-11-30
Vanguard Real Estate Index Investor3.255%-1.579%1,648,673-26,4542024-11-30
Vanguard Total Stock Mkt Idx Inv3.102%0.000%1,570,81102024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.092%1.396%1,533,25221,1142023-03-31
iShares Russell 2000 ETF2.773%0.000%1,404,16702024-11-30
First Eagle US Small Cap Strategy2.109%6.109%1,068,29761,5022024-09-30
First Eagle Small Cap Opportunity I2.104%0.000%1,065,41602024-11-30
Highland Global Allocation A1.728%0.000%875,25502024-11-30
Foundry Partners Micro Cap Value1.567%29.139%793,400179,0252024-09-30
Advisory Research US Small Cap Core1.467%1,490.180%742,789696,0782024-03-31
Vanguard Extended Market Index Investor1.372%-0.029%679,372-1992023-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.257%0.775%636,5874,8952024-11-30
First Eagle Small Cap Strategy1.236%27.080%610,878130,1742023-06-30
Fidelity Small Cap Index1.037%-0.053%525,204-2782024-09-30
Fifth Third Asst Mgt All Cap Val1.007%0.000%509,950509,9502024-09-30
iShares Russell 2000 Value ETF0.965%0.000%488,80002024-11-30
Fidelity® Small Cap Index0.972%0.000%481,88502023-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.822%-0.145%410,691-5952024-05-30
TIAA-CREF Quant Small-Cap Equity Instl0.809%0.813%400,5003,2302023-05-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.789%0.093%399,7773702024-11-29
Vanguard Tax-Managed Small Cap Adm0.697%0.000%352,98602024-11-30
Foundry Partnersl Sm Cp Val Inv0.700%0.000%350,36902024-06-30
Kennedy Extended Small Cap0.648%-14.100%328,417-53,9082024-09-30
SPDR® S&P 600 Small Cap Value ETF0.662%-0.404%328,381-1,3322023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.627%0.000%317,60302024-11-30
Hazelview Global Focused RE0.642%-4.546%317,099-15,1002022-06-30
Foundry Partners Micro Cap Value Plus0.599%0.000%303,375303,3752024-09-30
Vanguard Real Estate II Index0.536%-0.614%271,442-1,6782024-11-30
Invesco S&P SmallCap Low Volatility ETF0.546%0.000%270,67102024-01-31
CREF Stock R10.546%-8.931%270,222-26,5002023-06-30
Fidelity® Extended Market Index0.515%2.920%255,4727,2472023-09-30
Fidelity Extended Market Index0.489%-7.893%247,709-21,2272024-10-31
DFA Real Estate Securities I0.483%-1.548%241,721-3,8002024-08-31
Kennedy Micro Cap0.463%0.000%229,68902023-09-30
iShares S&P Small-Cap 600 Value ETF0.453%0.000%229,41202024-11-30

Discussions

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a

$WSR this is just going to go up forever

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davieshelvy

$WSR where’s the WSB guys at? Still sleeping?

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