Company · Ownership research

Whitestone REIT WSR

CIK 0001175535 · CUSIP 966084204

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 966084204, not CUSIP 966084904, and does not merge CUSIPs.

This page lists the top 20 of 221 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$129.74M 8,033,175 shares	0.00%	+75.34K(+0.90%)Added	SEC filing ↗ May 13, 2026	▾
02	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$48.58M 3,007,925 shares	0.00%	—	SEC filing ↗ May 8, 2026	▾
03	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$33.95M 2,102,085 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
04	STATE STREET CORP CIK 93751 · View history	$29.88M 1,850,444 shares	0.00%	+42.57K(+2.40%)Added	SEC filing ↗ May 15, 2026	▾
05	Irenic Capital Management LP CIK 1929389 · View history	$20.44M 1,265,391 shares	1.85%	+943.22K(+292.80%)Added	SEC filing ↗ May 18, 2026	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$19.36M 1,198,721 shares	0.00%	+19.72K(+1.70%)Added	SEC filing ↗ May 15, 2026	▾
07	GW&K Investment Management, LLC CIK 1082917 · View history	$16.73M 1,035,745 shares	0.15%	-71.17K(-6.40%)Reduced	SEC filing ↗ May 13, 2026	▾
08	NEXPOINT ASSET MANAGEMENT, L.P. CIK 1469877 · View history	$14.14M 875,255 shares	0.99%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2026	▾
09	First Eagle Investment Management, LLC CIK 1325447 · Amended · View history	$11.99M 742,115 shares	0.02%	+29.07K(+4.10%)Added	SEC filing ↗ May 14, 2026	▾
10	CHILTON CAPITAL MANAGEMENT LLC CIK 1056859 · View history	$10.89M 674,201 shares	0.38%	+54.35K(+8.80%)Added	SEC filing ↗ May 11, 2026	▾
11	MORGAN STANLEY CIK 895421 · View history	$10.57M 654,567 shares	0.00%	-73.36K(-10.10%)Reduced	SEC filing ↗ May 15, 2026	▾
12	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$10.35M 640,742 shares	0.00%	+19.13K(+3.10%)Added	SEC filing ↗ May 7, 2026	▾
13	Emmett Investment Management, LP CIK 2042845 · View history	$10.21M 632,000 shares	7.80%	-634.54K(-50.10%)Reduced	SEC filing ↗ May 15, 2026	▾
14	CSM Advisors, LLC CIK 1863523 · View history	$9.18M 568,074 shares	0.23%	-3.24K(-0.60%)Reduced	SEC filing ↗ May 15, 2026	▾
15	NORTHERN TRUST CORP CIK 73124 · View history	$8.75M 541,989 shares	0.00%	+19.10K(+3.70%)Added	SEC filing ↗ May 14, 2026	▾
16	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$7.25M 449,181 shares	0.00%	-35.11K(-7.20%)Reduced	SEC filing ↗ May 15, 2026	▾
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$7.07M 438,073 shares	0.00%	+534(+0.10%)Added	SEC filing ↗ May 15, 2026	▾
18	Bank of New York Mellon Corp CIK 1390777 · View history	$6.58M 407,558 shares	0.00%	-13.74K(-3.30%)Reduced	SEC filing ↗ May 5, 2026	▾
19	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$5.45M 337,595 shares	0.00%	+111.68K(+49.40%)Added	SEC filing ↗ May 15, 2026	▾
20	ENVESTNET ASSET MANAGEMENT INC CIK 1407543 · View history	$5.44M 336,954 shares	0.00%	+85.00K(+33.70%)Added	SEC filing ↗ May 4, 2026	▾

Showing 20 / 221 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

221

Cancelled or null records excluded

Disclosed shares

33,861,041

Not deduplicated across managers

Disclosed value

$546.81M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Whitestone REIT · Q1 2026

Explore all 221 reporting institutions.

This page includes 20 of 221 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.