Whitestone REIT (WSR) Ownership

13.13 ↓0.01 (-0.08%)
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 7.9 million shares. Combined, the top 40 institutional holders of WSR own 72.75% of the company with a total of 36.8 million shares.

In the latest ownership report on December 31st 2024, the top 40 institutional holders increased their combined ownership of WSR by 1.7 million shares. 11 institutions bought 1,904,784 total additional shares and increased their ownership by an average of 26.44%. However 9 institutions sold 213,888 total shares and decreased their ownership by an average of 4.64%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Whitestone REIT increased by a net total of 1,690,896 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.518%5.245%7,897,948393,5732024-12-31
Vanguard Group Inc10.207%-0.192%5,194,695-9,9782024-12-31
State Street Corp3.815%4.157%1,941,60877,4902024-12-31
Geode Capital Management, LLC2.451%-0.294%1,247,165-3,6712024-12-31
Arnhold & S. Bleichroeder Advisers, LLC2.344%1.542%1,192,84018,1182024-12-31
Morgan Stanley - Brokerage Accounts1.834%-1.492%933,599-14,1392024-12-31
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS1.720%0.000%875,25502024-12-31
Dimensional Fund Advisors, Inc.1.286%-0.730%654,703-4,8162024-12-31
Northern Trust Corp1.224%9.880%622,95156,0152024-12-31
GW&K Investment Management, LLC1.186%0.000%603,716603,7162024-12-31
Foundry Partners, LLC1.097%-0.020%558,273-1102024-12-31
Kennedy Capital Management Inc1.029%-4.281%523,784-23,4272024-12-31
Amvescap Plc.0.995%7.709%506,60136,2582024-12-31
Bank of New York Mellon Corp0.939%-3.562%477,684-17,6432024-12-31
Charles Schwab Investment Management Inc0.866%3.349%440,79114,2822024-12-31
HGI Capital Management, LLC0.833%37.154%423,740114,7882024-12-31
Nuveen Asset Management, LLC0.729%203.746%371,032248,8802024-12-31
JPMorgan Chase & Co0.645%-28.872%328,304-133,2622024-12-31
Schonfeld Strategic Advisors LLC0.638%0.000%324,739324,7392024-12-31
Ameriprise Financial Inc0.578%-2.275%293,927-6,8422024-12-31
Public Sector Pension Investment Board0.218%18.109%110,38716,9252024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.518%5.245%7,897,948393,5732024-12-31
Vanguard Group Inc10.207%-0.192%5,194,695-9,9782024-12-31
Conversant Capital LLC4.559%1.355%2,253,07030,1152022-12-31
State Street Corp3.815%4.157%1,941,60877,4902024-12-31
State Street Corporation3.829%1.720%1,917,11432,4162024-03-31
Geode Capital Management, LLC2.451%-0.294%1,247,165-3,6712024-12-31
Arnhold & S. Bleichroeder Advisers, LLC2.344%1.542%1,192,84018,1182024-12-31
Morgan Stanley - Brokerage Accounts1.834%-1.492%933,599-14,1392024-12-31
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS1.720%0.000%875,25502024-12-31
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.1.286%-0.730%654,703-4,8162024-12-31
Northern Trust Corp1.224%9.880%622,95156,0152024-12-31
Balyasny Asset Management LLC1.193%0.000%604,414604,4142024-09-30
GW&K Investment Management, LLC1.186%0.000%603,716603,7162024-12-31
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
ExodusPoint Capital Management, LP1.131%-31.925%566,229-265,5402024-03-31
Foundry Partners, LLC1.097%-0.020%558,273-1102024-12-31
Kennedy Capital Management Inc1.029%-4.281%523,784-23,4272024-12-31
Amvescap Plc.0.995%7.709%506,60136,2582024-12-31
Bank of New York Mellon Corp0.939%-3.562%477,684-17,6432024-12-31
Charles Schwab Investment Management Inc0.866%3.349%440,79114,2822024-12-31
HGI Capital Management, LLC0.833%37.154%423,740114,7882024-12-31
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
Nuveen Asset Management, LLC0.729%203.746%371,032248,8802024-12-31
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 & Co0.645%-28.872%328,304-133,2622024-12-31
Schonfeld Strategic Advisors LLC0.638%0.000%324,739324,7392024-12-31
Two Sigma Investments LLC0.639%70.980%315,399130,9342022-06-30
Ameriprise Financial Inc0.578%-2.275%293,927-6,8422024-12-31
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
Public Sector Pension Investment Board0.218%18.109%110,38716,9252024-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Whitestone REIT (WSR), owning a total of 2.8 million shares. Combined, the top 37 mutual fund holders of WSR own 48.57% of the company with a total of 24.6 million shares.

In the latest ownership report on March 31st 2025, the top 37 fund holders increased their combined ownership of WSR by 21 thousand shares. 2 funds bought 2,520 total additional shares and increased their ownership by an average of 0.11%. However 2 funds sold 23,830 total shares and decreased their ownership by an average of 2.42%.

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 -21,310 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 ETF5.515%0.069%2,806,5461,9442025-03-31
iShares Russell 2000 ETF2.570%-0.859%1,307,991-11,3302025-03-31
iShares Russell 2000 Value ETF0.915%0.000%465,60602025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.776%0.146%394,9075762025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.591%-3.991%300,703-12,5002025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.515%0.069%2,806,5461,9442025-03-31
Vanguard Real Estate Index Investor3.210%-0.640%1,633,687-10,5202025-02-28
Vanguard Total Stock Mkt Idx Inv3.104%0.200%1,579,5793,1452025-02-28
Vanguard US Total Market Shares ETF3.082%0.768%1,568,57211,9572024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.092%1.396%1,533,25221,1142023-03-31
iShares Russell 2000 ETF2.570%-0.859%1,307,991-11,3302025-03-31
First Eagle US Small Cap Strategy2.089%-0.500%1,062,954-5,3432024-12-31
First Eagle Small Cap Opportunity I1.867%-1.278%950,182-12,3002025-02-28
Highland Global Allocation A1.720%0.000%875,25502025-02-28
Foundry Partners Micro Cap Value1.559%0.000%793,40002024-12-31
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 Tr1.293%0.226%657,8981,4862025-02-28
First Eagle Small Cap Strategy1.236%27.080%610,878130,1742023-06-30
Fifth Third Asst Mgt All Cap Val1.002%0.000%509,95002024-12-31
Fidelity Small Cap Index1.000%-1.838%509,074-9,5332025-01-31
Fidelity® Small Cap Index0.972%0.000%481,88502023-09-30
iShares Russell 2000 Value ETF0.915%0.000%465,60602025-03-31
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 ETF0.776%0.146%394,9075762025-03-31
Vanguard Tax-Managed Small Cap Adm0.694%0.000%352,98602025-02-28
Foundry Partnersl Sm Cp Val Inv0.700%0.000%350,36902024-06-30
SPDR® S&P 600 Small Cap Value ETF0.662%-0.404%328,381-1,3322023-11-30
Hazelview Global Focused RE0.642%-4.546%317,099-15,1002022-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.615%0.000%313,20302025-02-28
Kennedy Extended Small Cap0.610%-5.425%310,602-17,8152024-12-31
Foundry Partners Micro Cap Value Plus0.596%0.000%303,37502024-12-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.591%-3.991%300,703-12,5002025-03-31
Vanguard Real Estate II Index0.540%0.000%274,67502025-02-28
Invesco S&P SmallCap Low Volatility ETF0.546%0.000%270,67102024-01-31
Fidelity® Extended Market Index0.515%2.920%255,4727,2472023-09-30
CREF Stock R10.492%0.000%249,160249,1602024-11-30
iShares S&P Small-Cap 600 Value ETF0.491%0.000%248,94102025-02-28
Fidelity Extended Market Index0.486%-0.633%247,492-1,5772025-02-28
DFA Real Estate Securities I0.456%0.000%231,88902025-02-28
Kennedy Micro Cap0.463%0.000%229,68902023-09-30

Discussions

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a1/27/25 04:53am

$WSR going green

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