Whitestone REIT Ownership | Who Owns Whitestone REIT?

Overview Forecast RevenueFinancials Chart Transcripts

Whitestone REIT Ownership Summary

Whitestone REIT is owned by 61.53% institutional investors, 12.41% insiders, and 26.06% retail investors. Blackrock is the largest institutional shareholder, holding 15.44% of WSR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.68% of its assets in Whitestone REIT shares.

WSR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Whitestone REIT	61.53%	12.41%	26.06%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Retail REIT Stocks	76.66%	8.21%	15.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	7.71M	15.44%	$102.60M
Vanguard group	5.38M	10.78%	$71.65M
State street	1.92M	3.85%	$25.59M
Boothbay fund management	1.25M	2.51%	$16.68M
Geode capital management	1.23M	2.47%	$16.41M
First eagle investment management	1.11M	2.22%	$14.77M
Morgan stanley	978.87K	1.96%	$13.03M
Foundry partners	972.03K	1.95%	$12.94M
Nexpoint asset management	875.25K	1.75%	$11.65M
Dimensional fund advisors lp	679.56K	1.36%	$9.04M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Roumell asset management	192.06K	4.80%	$2.56M
Worth venture partners	28.75K	2.84%	$382.66K
Hgi capital management	143.73K	1.80%	$1.91M
Nexpoint asset management	875.25K	1.51%	$11.65M
Foundry partners	972.03K	0.69%	$12.94M
Digitalbridge group	375.66K	0.43%	$5.00M
Boothbay fund management	1.25M	0.40%	$16.68M
Garner asset management	48.02K	0.30%	$639.00K
Ridgewood investments	29.39K	0.20%	$391.15K
Third avenue management	80.00K	0.18%	$1.06M

Top Buyers

Holder	Shares	% Assets	Change
Boothbay fund management	1.25M	0.40%	593.28K
Morgan stanley	978.87K	0.00%	109.44K
Roumell asset management	192.06K	4.80%	98.35K
Fmr	77.64K	0.00%	57.77K
Geode capital management	1.23M	0.00%	50.82K

Top Sellers

Holder	Shares	% Assets	Change
Exoduspoint capital management, lp	-	-	-566.23K
First trust advisors lp	-	-	-138.59K
Aqr capital management	75.75K	0.00%	-92.43K
Kestra advisory services	-	-	-88.87K
Renaissance	98.88K	0.00%	-81.20K

New Positions

Holder	Shares	% Assets	Change	Value
Corebridge financial	28.29K	0.00%	28.29K	$376.57K
Mirae asset global etfs	24.41K	0.00%	24.41K	$324.83K
Intech investment management	24.08K	0.00%	24.08K	$320.53K
Bokf, na	20.33K	0.00%	20.33K	$270.58K
Sg americas securities	16.50K	0.00%	16.50K	$220.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-17.00
Private trust co na	-20.00
Riggs asset managment	-78.00
Group one trading	-166.00
Quarry lp	-406.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	183	8.93%	30,740,888	-0.72%	61	1.60%	86	-4.44%	63	23.53%
Jun 30, 2024	166	0.61%	30,945,613	0.63%	61	1.61%	88	41.94%	51	-15.00%
Mar 31, 2024	165	-1.79%	30,750,845	-4.32%	62	1.47%	62	-12.68%	60	-
Dec 31, 2023	168	3.70%	32,140,311	7.37%	64	1.77%	71	-	60	3.45%
Sep 30, 2023	162	4.52%	29,934,412	3.34%	60	1.76%	71	4.41%	58	5.45%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.88M	5.68%	1.49K
Vanguard Real Estate Index Investor	1.68M	3.31%	775.00
Vanguard Total Stock Mkt Idx Inv	1.57M	3.10%	2.24K
iShares Russell 2000 ETF	1.39M	2.75%	-2.91K
First Eagle US Small Cap Strategy	1.07M	2.13%	61.50K
First Eagle Small Cap Opportunity I	1.07M	2.10%	-2.88K
Highland Global Allocation A	875.25K	1.73%	-
Foundry Partners Micro Cap Value	793.40K	1.58%	179.03K
Advisory Research US Small Cap Core	742.79K	1.48%	696.08K
Vanguard Institutional Extnd Mkt Idx Tr	631.69K	1.25%	-2.69K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 04, 2024	Buthman Julia Bruns	-	Buy	$64.95K
Jun 11, 2024	Feng Amy Shih-Hua	-	Buy	$222.53K
Jun 03, 2024	Feng Amy Shih-Hua	-	Buy	$79.73K
May 05, 2023	Feng Amy Shih-Hua	-	Buy	$33.03K
Mar 03, 2023	Feng Amy Shih-Hua	-	Buy	$35.30K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	1	-
2024 Q2	2	-
2023 Q4	-	-
2023 Q3	-	-

WSR Ownership FAQ

Who Owns Whitestone REIT?

Whitestone REIT shareholders are primarily institutional investors at 61.53%, followed by 12.41% insiders and 26.06% retail investors. The average institutional ownership in Whitestone REIT's industry, Retail REIT Stocks , is 76.66%, which Whitestone REIT falls below.

Who owns the most shares of Whitestone REIT?

Whitestone REIT’s largest shareholders are Blackrock (7.71M shares, 15.44%), Vanguard group (5.38M shares, 10.78%), and State street (1.92M shares, 3.85%). Together, they hold 30.07% of Whitestone REIT’s total shares outstanding.

Does Blackrock own Whitestone REIT?

Yes, BlackRock owns 15.44% of Whitestone REIT, totaling 7.71M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 102.6M$. In the last quarter, BlackRock decreased its holdings by -29.817K shares, a -0.39% change.

Who is Whitestone REIT’s biggest shareholder by percentage of total assets invested?

Roumell asset management is Whitestone REIT’s biggest shareholder by percentage of total assets invested, with 4.80% of its assets in 192.06K Whitestone REIT shares, valued at 2.56M$.

Who is the top mutual fund holder of Whitestone REIT shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Whitestone REIT shares, with 5.68% of its total shares outstanding invested in 2.88M Whitestone REIT shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools