Whitestone REIT Ownership 2024 | Who Owns Whitestone REIT Now?
Institutional Ownership
11.20%
Insider Ownership
12.54%
Retail Ownership
76.26%
Institutional Holders
72.00
Whitestone REIT Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 15.44% | 0.00% | 7,708,702 | -29,817 | -0.39% | 102,602,828 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.78% | 0.00% | 5,383,215 | -71,757 | -1.32% | 71,650,592 | Jun 30, 2024 |
| STATE STREET CORP | 3.85% | 0.00% | 1,922,562 | 5,448 | 0.28% | 25,589,300,000 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 2.51% | 0.40% | 1,253,133 | 593,277 | 89.91% | 16,679,200 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.47% | 0.00% | 1,232,727 | 50,820 | 4.30% | 16,409,893 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 2.22% | 0.03% | 1,109,722 | 41,200 | 3.86% | 14,770,400 | Jun 30, 2024 |
| MORGAN STANLEY | 1.96% | 0.00% | 978,871 | 109,444 | 12.59% | 13,028,788 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 1.95% | 0.69% | 972,033 | 22,923 | 2.42% | 12,937,759 | Jun 30, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1.75% | 1.51% | 875,255 | - | - | 11,649,644 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.36% | 0.00% | 679,556 | 21,297 | 3.24% | 9,044,314 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.23% | 0.18% | 615,626 | -33,238 | -5.12% | 8,193,982 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.15% | 0.00% | 574,970 | 1,292 | 0.23% | 7,652,855 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.11% | 0.00% | 553,390 | -14,591 | -2.57% | 7,365,621,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.91% | 0.00% | 452,549 | 6,754 | 1.51% | 6,023,428 | Jun 30, 2024 |
| DIGITALBRIDGE GROUP, INC. | 0.75% | 0.43% | 375,657 | 38,827 | 11.53% | 4,999,994 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.65% | 0.00% | 327,061 | 3,876 | 1.20% | 4,353,181 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.55% | 0.00% | 276,684 | -27,588 | -9.07% | 3,682,663 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.51% | 0.00% | 254,929 | -7,938 | -3.02% | 3,393,106,000 | Jun 30, 2024 |
| ROUMELL ASSET MANAGEMENT, LLC | 0.38% | 4.80% | 192,065 | 98,350 | 104.95% | 2,556,385 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.37% | 0.00% | 184,840 | 10,543 | 6.05% | 2,460,220 | Jun 30, 2024 |
Whitestone REIT's largest institutional shareholder is BLACKROCK INC., holding 15.44% of the company's total share outstanding, currently valued at $102.60M. The top 10 institutional shareholders own together 44.28% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROUMELL ASSET MANAGEMENT, LLC | 0.38% | 4.80% | 192,065 | 98,350 | 104.95% | 2,556,385 | Jun 30, 2024 |
| WORTH VENTURE PARTNERS, LLC | 0.06% | 2.84% | 28,750 | 1,400 | 5.12% | 382,663 | Jun 30, 2024 |
| HGI CAPITAL MANAGEMENT, LLC | 0.29% | 1.80% | 143,727 | -19,354 | -11.87% | 1,913,006 | Jun 30, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1.75% | 1.51% | 875,255 | - | - | 11,649,644 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 1.95% | 0.69% | 972,033 | 22,923 | 2.42% | 12,937,759 | Jun 30, 2024 |
| DIGITALBRIDGE GROUP, INC. | 0.75% | 0.43% | 375,657 | 38,827 | 11.53% | 4,999,994 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 2.51% | 0.40% | 1,253,133 | 593,277 | 89.91% | 16,679,200 | Jun 30, 2024 |
| GARNER ASSET MANAGEMENT CORP | 0.10% | 0.30% | 48,015 | -20,593 | -30.02% | 639,000 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.06% | 0.20% | 29,388 | - | - | 391,153 | Jun 30, 2024 |
| THIRD AVENUE MANAGEMENT LLC | 0.16% | 0.18% | 80,000 | - | - | 1,064,800 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.23% | 0.18% | 615,626 | -33,238 | -5.12% | 8,193,982 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.17% | 0.17% | 85,000 | 20,000 | 30.77% | 1,131,350 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | 0.34% | 0.15% | 169,698 | 6,039 | 3.69% | 2,258,680 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.27% | 0.15% | 132,483 | 48,017 | 56.85% | 1,763,349 | Jun 30, 2024 |
| ADVISORY RESEARCH INC | 0.11% | 0.14% | 54,815 | 3,427 | 6.67% | 729,588 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.17% | 0.12% | 87,120 | 2,414 | 2.85% | 1,159,567 | Jun 30, 2024 |
| MURPHY POHLAD ASSET MANAGEMENT LLC | 0.03% | 0.09% | 15,400 | -900 | -5.52% | 204,974 | Jun 30, 2024 |
| IGNITE PLANNERS, LLC | 0.05% | 0.08% | 23,957 | -5,019 | -17.32% | 316,712 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.12% | 0.05% | 58,414 | 4,936 | 9.23% | 777,490 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.05% | 0.05% | 24,100 | 24,100 | 100.00% | 320,771 | Jun 30, 2024 |
The largest Whitestone REIT shareholder by % of total assets is ROUMELL ASSET MANAGEMENT, LLC. The company owns 192.06K shares of Whitestone REIT (WSR), representing 4.80% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOOTHBAY FUND MANAGEMENT, LLC | 2.51% | 0.40% | 1,253,133 | 593,277 | 89.91% | 16,679,200 | Jun 30, 2024 |
| MORGAN STANLEY | 1.96% | 0.00% | 978,871 | 109,444 | 12.59% | 13,028,788 | Jun 30, 2024 |
| ROUMELL ASSET MANAGEMENT, LLC | 0.38% | 4.80% | 192,065 | 98,350 | 104.95% | 2,556,385 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.18% | 0.01% | 88,870 | 88,870 | 100.00% | 1,182,860 | Jun 30, 2024 |
| FMR LLC | 0.16% | 0.00% | 77,641 | 57,774 | 290.80% | 1,033,409 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.47% | 0.00% | 1,232,727 | 50,820 | 4.30% | 16,409,893 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.27% | 0.15% | 132,483 | 48,017 | 56.85% | 1,763,349 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 2.22% | 0.03% | 1,109,722 | 41,200 | 3.86% | 14,770,400 | Jun 30, 2024 |
| DIGITALBRIDGE GROUP, INC. | 0.75% | 0.43% | 375,657 | 38,827 | 11.53% | 4,999,994 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.08% | 0.00% | 41,266 | 29,971 | 265.35% | 549,250 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 28,292 | 28,292 | 100.00% | 376,567 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 24,405 | 24,405 | 100.00% | 324,831 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.05% | 0.05% | 24,100 | 24,100 | 100.00% | 320,771 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.05% | 0.00% | 24,082 | 24,082 | 100.00% | 320,531 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 1.95% | 0.69% | 972,033 | 22,923 | 2.42% | 12,937,759 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.36% | 0.00% | 679,556 | 21,297 | 3.24% | 9,044,314 | Jun 30, 2024 |
| BOKF, NA | 0.04% | 0.00% | 20,329 | 20,329 | 100.00% | 270,579 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.17% | 0.17% | 85,000 | 20,000 | 30.77% | 1,131,350 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.19% | 0.00% | 93,435 | 19,013 | 25.55% | 1,243,617 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.04% | 0.02% | 18,856 | 18,856 | 100.00% | 251,000 | Jun 30, 2024 |
As of Jun 30 2024, Whitestone REIT's largest institutional buyer is BOOTHBAY FUND MANAGEMENT, LLC. The company purchased 593.28K stocks of WSR, valued at $16.68M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -566,229 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.15% | 0.00% | 75,745 | -92,430 | -54.96% | 1,008,162 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.20% | 0.00% | 98,884 | -81,200 | -45.09% | 1,316,146 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.78% | 0.00% | 5,383,215 | -71,757 | -1.32% | 71,650,592 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.05% | 0.00% | 26,677 | -64,609 | -70.78% | 355,071 | Jun 30, 2024 |
| BARCLAYS PLC | 0.24% | 0.00% | 122,059 | -39,414 | -24.41% | 1,624,000 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.23% | 0.18% | 615,626 | -33,238 | -5.12% | 8,193,982 | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -30,406 | -100.00% | - | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | 15.44% | 0.00% | 7,708,702 | -29,817 | -0.39% | 102,602,828 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -29,500 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.37% | 0.00% | 182,652 | -28,692 | -13.58% | 2,431,098 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.55% | 0.00% | 276,684 | -27,588 | -9.07% | 3,682,663 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -26,170 | -100.00% | - | Jun 30, 2024 |
| GARNER ASSET MANAGEMENT CORP | 0.10% | 0.30% | 48,015 | -20,593 | -30.02% | 639,000 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.17% | 0.00% | 84,401 | -20,107 | -19.24% | 1,123,376 | Jun 30, 2024 |
| HGI CAPITAL MANAGEMENT, LLC | 0.29% | 1.80% | 143,727 | -19,354 | -11.87% | 1,913,006 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 1,295 | -19,064 | -93.64% | 16,809 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -18,485 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.11% | 0.00% | 553,390 | -14,591 | -2.57% | 7,365,621,000 | Jun 30, 2024 |
As of Jun 30 2024, Whitestone REIT's biggest institutional seller is EXODUSPOINT CAPITAL MANAGEMENT, LP. The company sold -0.57M shares of WSR, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 0.18% | 0.01% | 88,870 | 88,870 | 100.00% | 1,182,860 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 28,292 | 28,292 | 100.00% | 376,567 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 24,405 | 24,405 | 100.00% | 324,831 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.05% | 0.00% | 24,082 | 24,082 | 100.00% | 320,531 | Jun 30, 2024 |
| BOKF, NA | 0.04% | 0.00% | 20,329 | 20,329 | 100.00% | 270,579 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.03% | 0.00% | 16,502 | 16,502 | 100.00% | 220,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.03% | - | 15,774 | 15,774 | 100.00% | 209,952 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.03% | 0.00% | 13,300 | 13,300 | 100.00% | 177,023 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.03% | 0.01% | 12,846 | 12,846 | 100.00% | 170,980 | Jun 30, 2024 |
| SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD | 0.02% | 0.00% | 12,068 | 12,068 | 100.00% | 160,625 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.02% | - | 10,469 | 10,469 | 100.00% | 139,342 | Jun 30, 2024 |
| VESTCOR INC | 0.01% | 0.00% | 7,174 | 7,174 | 100.00% | 95,000 | Jun 30, 2024 |
| BOGART WEALTH, LLC | 0.01% | 0.00% | 4,289 | 4,289 | 100.00% | 57,087 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 535 | 535 | 100.00% | 7,121 | Jun 30, 2024 |
| COVESTOR LTD | 0.00% | 0.00% | 193 | 193 | 100.00% | 3,000 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 170 | 170 | 100.00% | 2,206 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 0.00% | - | 105 | 105 | 100.00% | 1,000 | Jun 30, 2024 |
| UMB BANK, N.A. | 0.00% | - | 64 | 64 | 100.00% | 852 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | 0.00% | 0.00% | 50 | 50 | 100.00% | 642 | Jun 30, 2024 |
| FIFTH THIRD BANCORP | - | - | 21 | 21 | 100.00% | 280 | Jun 30, 2024 |
Whitestone REIT's largest new institutional shareholder by number of shares is KESTRA ADVISORY SERVICES, LLC, purchased 88.87K shares, valued at $1.18M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -566,229 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -30,406 | -100.00% | - | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -29,500 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -26,170 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -18,485 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -13,079 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -11,686 | -100.00% | - | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -11,537 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -10,854 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -10,757 | -100.00% | - | Jun 30, 2024 |
| CHIRON INVESTMENT MANAGEMENT, LLC | - | - | - | -6,925 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,040 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -2,906 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -1,043 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -406 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -166 | -100.00% | - | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -78 | -100.00% | - | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
Whitestone REIT's largest sold out institutional shareholder by shares sold is EXODUSPOINT CAPITAL MANAGEMENT, LP, sold -0.57M shares, valued at -, as of undefined.
Whitestone REIT Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| PIONEER REAL ESTATE SHARES | 1.41% | 54,015 | - | - | Mar 31, 2023 |
| HIGHLAND GLOBAL ALLOCATION FUND | 0.87% | 875,255 | - | - | Dec 31, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.60% | 43,492 | - | - | Sep 30, 2022 |
| VALUED ADVISERS TRUST | 0.35% | 330,069 | 7,678 | 2.38% | Jan 31, 2024 |
| Seven Hills Realty Trust | 0.13% | 124,535 | - | - | Dec 31, 2020 |
| JOHN HANCOCK MUNICIPAL SECURITIES TRUST | 0.09% | 1,200,000 | - | - | Feb 29, 2024 |
| NEXPOINT DIVERSIFIED REAL ESTATE TRUST | 0.08% | 740,263 | -440,865 | -37.33% | Jun 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 35,347 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.07% | 283,494 | -21,874 | -7.16% | Feb 29, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.04% | 47,741 | -5,970 | -11.12% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.04% | 23,501 | - | - | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.03% | 1,899,843 | 156,064 | 8.95% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.03% | 72,786 | - | - | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.03% | 890 | 130 | 17.11% | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 56,500 | - | - | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.02% | 17,412 | - | - | Dec 31, 2023 |
| IndexIQ ETF Trust | 0.02% | 35,602 | -2,233 | -5.90% | Jan 31, 2024 |
| FORUM FUNDS II | 0.02% | 15,100 | 15,100 | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 86,589 | -3,693 | -4.09% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 138,863 | 4,016 | 2.98% | Mar 31, 2024 |
| SSGA FUNDS | 0.01% | 6,111 | - | - | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.01% | 2,149 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 7,547 | - | - | Mar 31, 2024 |
| NEXPOINT REAL ESTATE STRATEGIES FUND | 0.01% | 17,171 | - | - | Dec 31, 2023 |
| NUVEEN MUNICIPAL TRUST/MA | 0.01% | 3,750,000 | 295,000 | 8.54% | Mar 31, 2024 |
| Lattice Strategies Trust | 0.01% | 11,349 | 11,349 | - | Mar 31, 2024 |
| VANGUARD MUNICIPAL BOND FUNDS | 0.01% | 5,260,000 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,293 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,184,200 | -852,184 | -28.07% | Mar 31, 2024 |
| BAIRD FUNDS INC | 0.00% | 5,260,000 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 132,825 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 450,000 | - | - | Mar 28, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 91,072 | -5,093 | -5.30% | Mar 31, 2024 |
| THORNBURG INVESTMENT TRUST | 0.00% | 5,260,000 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 10,612 | - | - | Mar 31, 2024 |
| Cambria ETF Trust | 0.00% | 21,443 | -16,084 | -42.86% | Jan 31, 2024 |
| Managed Portfolio Series | 0.00% | 51,193 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 500,000 | - | - | Feb 29, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 22,660 | - | - | Dec 31, 2023 |
| ETF Managers Trust | 0.00% | 15,557 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 420,721 | 6,550 | 1.58% | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 34,535 | 736 | 2.18% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 4,835 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 361,445 | -6,561 | -1.78% | Mar 31, 2024 |
| SCHWAB INVESTMENTS | 0.00% | 95,464 | - | - | Jan 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 32,791 | - | - | Mar 28, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 18,052 | 17,515 | 3261.64% | Mar 31, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 5,260,000 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 117,884 | 9,618 | 8.88% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 31,997 | 361 | 1.14% | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 2,122 | -785 | -27.00% | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 54,625 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 11,938 | 11,938 | - | Feb 29, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 21,300 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 30,354 | -2,280 | -6.99% | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 9,360 | - | - | Jan 31, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 41,997 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 3,736 | - | - | Mar 28, 2024 |
| NEW COVENANT FUNDS | 0.00% | 3,773 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 237,468 | -83,830 | -26.09% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 109,387 | -16,245 | -12.93% | Mar 28, 2024 |
| GPS Funds I | 0.00% | 3,895 | -832 | -17.60% | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 36,658 | -1,923 | -4.98% | Mar 31, 2024 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ | 0.00% | 16,233 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 329 | - | - | Apr 30, 2021 |
| PRUDENTIAL SERIES FUND | 0.00% | 49,137 | -1,150 | -2.29% | Mar 28, 2024 |
| Horizon Funds | 0.00% | 1,166 | - | - | Feb 29, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 21,537 | 1 | 0.00% | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 63,710 | - | - | Mar 28, 2024 |
| AdvisorShares Trust | 0.00% | 1,981 | - | - | Mar 28, 2024 |
| Global X Funds | 0.00% | 21,896 | 2,891 | 15.21% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 494,260 | -15,248 | -2.99% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,235 | -263 | -10.53% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,040 | - | - | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 298 | -38 | -11.31% | Sep 30, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 219,044 | - | - | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 40,866 | -1,109 | -2.64% | Mar 28, 2024 |
| WILMINGTON FUNDS | 0.00% | 4,055 | - | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 19,010 | -828 | -4.17% | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 5,548,582 | -110,123 | -1.95% | Mar 31, 2024 |
| KP Funds | 0.00% | 14,695 | -1,500 | -9.26% | Sep 30, 2020 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 4,996 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,500 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 16,000 | 800 | 5.26% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,837 | 153 | 5.70% | Mar 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 2,236 | 22 | 0.99% | Feb 29, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 21,331 | -830 | -3.75% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 550 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 8,116 | -129 | -1.56% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 40,206 | 32,093 | 395.58% | Feb 29, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 18,039 | 448 | 2.55% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 1,600 | - | - | Mar 28, 2024 |
| VANGUARD FIXED INCOME SECURITIES FUNDS | 0.00% | 299,339 | 66,479 | 28.55% | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 14,111 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 1,706 | -169 | -9.01% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 61,236 | 2,772 | 4.74% | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 132,361 | 10,282 | 8.42% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 213,288 | 21,800 | 11.38% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 444 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 29,192 | - | - | Jan 31, 2024 |
Whitestone REIT's largest mutual fund holder by % of total assets is "PIONEER REAL ESTATE SHARES", owning 54.02K shares, compromising 1.41% of its total assets.
Whitestone REIT Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 72 | -56.36% |
| 31 Mar, 24 | 165 | -1.79% |
| 31 Dec, 23 | 168 | 3.70% |
| 30 Sep, 23 | 162 | 4.52% |
| 30 Jun, 23 | 155 | -6.63% |
| 31 Mar, 23 | 166 | 3.11% |
| 31 Dec, 22 | 161 | -1.83% |
| 30 Sep, 22 | 164 | -7.87% |
| 30 Jun, 22 | 178 | 9.20% |
| 31 Mar, 22 | 163 | 5.16% |
| 31 Dec, 21 | 155 | 4.03% |
| 30 Sep, 21 | 149 | -2.61% |
| 30 Jun, 21 | 153 | 21.43% |
| 31 Mar, 21 | 126 | -0.79% |
| 31 Dec, 20 | 127 | 3.25% |
| 30 Sep, 20 | 123 | -2.38% |
| 30 Jun, 20 | 126 | 5.00% |
| 31 Mar, 20 | 120 | -2.44% |
| 31 Dec, 19 | 123 | -0.81% |
| 30 Sep, 19 | 124 | 0.81% |
| 30 Jun, 19 | 123 | -7.52% |
| 31 Mar, 19 | 133 | -2.92% |
| 31 Dec, 18 | 137 | 15.13% |
| 30 Sep, 18 | 119 | -9.16% |
| 30 Jun, 18 | 131 | 9.17% |
| 31 Mar, 18 | 120 | -6.98% |
| 31 Dec, 17 | 129 | 12.17% |
| 30 Sep, 17 | 115 | 7.48% |
| 30 Jun, 17 | 107 | 7.00% |
| 31 Mar, 17 | 100 | -9.91% |
| 31 Dec, 16 | 111 | 4.72% |
| 30 Sep, 16 | 106 | -11.67% |
| 30 Jun, 16 | 120 | 20.00% |
| 31 Mar, 16 | 100 | 2.04% |
| 31 Dec, 15 | 98 | 2.08% |
| 30 Sep, 15 | 96 | -1.03% |
| 30 Jun, 15 | 97 | 4.30% |
| 31 Mar, 15 | 93 | 1.09% |
| 31 Dec, 14 | 92 | 2.22% |
| 30 Sep, 14 | 90 | -2.17% |
| 30 Jun, 14 | 92 | - |
| 31 Mar, 14 | 92 | - |
| 31 Dec, 13 | 92 | 22.67% |
| 30 Sep, 13 | 75 | 4.17% |
| 30 Jun, 13 | 72 | 157.14% |
| 31 Mar, 13 | 28 | -9.68% |
| 31 Dec, 12 | 31 | - |
| 30 Sep, 12 | 31 | 19.23% |
| 30 Jun, 12 | 26 | 23.81% |
| 31 Mar, 12 | 21 | 5.00% |
| 31 Dec, 11 | 20 | 17.65% |
| 30 Sep, 11 | 17 | -5.56% |
| 30 Jun, 11 | 18 | 157.14% |
| 31 Mar, 11 | 7 | 16.67% |
| 31 Dec, 10 | 6 | 100.00% |
| 30 Sep, 10 | 3 | - |
As of 30 Jun 24, 72 institutions are holding Whitestone REIT's shares, representing a decrease of -56.36% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 5,593,936 | -81.81% |
| 31 Mar, 24 | 30,750,845 | -4.32% |
| 31 Dec, 23 | 32,140,311 | 7.37% |
| 30 Sep, 23 | 29,934,412 | 3.34% |
| 30 Jun, 23 | 28,968,126 | 0.38% |
| 31 Mar, 23 | 28,858,639 | -3.98% |
| 31 Dec, 22 | 30,053,860 | -1.32% |
| 30 Sep, 22 | 30,457,399 | -3.62% |
| 30 Jun, 22 | 31,600,716 | -8.24% |
| 31 Mar, 22 | 34,439,545 | 21.40% |
| 31 Dec, 21 | 28,367,510 | 4.83% |
| 30 Sep, 21 | 27,060,312 | 9.85% |
| 30 Jun, 21 | 24,634,497 | 8.48% |
| 31 Mar, 21 | 22,709,076 | 0.87% |
| 31 Dec, 20 | 22,513,430 | -2.14% |
| 30 Sep, 20 | 23,005,081 | -2.79% |
| 30 Jun, 20 | 23,666,161 | -1.84% |
| 31 Mar, 20 | 24,109,701 | 2.80% |
| 31 Dec, 19 | 23,452,625 | 3.24% |
| 30 Sep, 19 | 22,717,178 | 1.15% |
| 30 Jun, 19 | 22,458,607 | 0.56% |
| 31 Mar, 19 | 22,333,241 | -0.60% |
| 31 Dec, 18 | 22,467,175 | 8.73% |
| 30 Sep, 18 | 20,663,894 | 3.37% |
| 30 Jun, 18 | 19,989,402 | -3.23% |
| 31 Mar, 18 | 20,655,868 | -4.24% |
| 31 Dec, 17 | 21,571,179 | 12.60% |
| 30 Sep, 17 | 19,157,370 | 13.64% |
| 30 Jun, 17 | 16,858,672 | 26.55% |
| 31 Mar, 17 | 13,321,772 | 3.26% |
| 31 Dec, 16 | 12,900,786 | 2.45% |
| 30 Sep, 16 | 12,591,970 | 4.16% |
| 30 Jun, 16 | 12,088,660 | 8.46% |
| 31 Mar, 16 | 11,146,171 | 2.79% |
| 31 Dec, 15 | 10,844,127 | -1.63% |
| 30 Sep, 15 | 11,023,622 | 14.07% |
| 30 Jun, 15 | 9,664,261 | 6.33% |
| 31 Mar, 15 | 9,089,347 | 3.63% |
| 31 Dec, 14 | 8,771,373 | 7.05% |
| 30 Sep, 14 | 8,193,628 | 0.63% |
| 30 Jun, 14 | 8,142,414 | 3.47% |
| 31 Mar, 14 | 7,869,313 | -0.61% |
| 31 Dec, 13 | 7,917,513 | 34.68% |
| 30 Sep, 13 | 5,878,826 | 0.83% |
| 30 Jun, 13 | 5,830,697 | 195.00% |
| 31 Mar, 13 | 1,976,491 | -20.33% |
| 31 Dec, 12 | 2,480,744 | 4.04% |
| 30 Sep, 12 | 2,384,354 | 44.25% |
| 30 Jun, 12 | 1,652,958 | 10.03% |
| 31 Mar, 12 | 1,502,305 | 7.13% |
| 31 Dec, 11 | 1,402,307 | -2.63% |
| 30 Sep, 11 | 1,440,221 | -18.47% |
| 30 Jun, 11 | 1,766,395 | 525.98% |
| 31 Mar, 11 | 282,181 | 4.42% |
| 31 Dec, 10 | 270,227 | 16.38% |
| 30 Sep, 10 | 232,199 | - |
Whitestone REIT (WSR) has 5.59M shares outstanding as of 30 Jun 24, down -81.81% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 11.20% | 0.29% |
| 31 Mar, 24 | 62.02% | 1.47% |
| 31 Dec, 23 | 64.89% | 1.77% |
| 30 Sep, 23 | 60.56% | 1.76% |
| 30 Jun, 23 | 58.61% | 1.72% |
| 31 Mar, 23 | 58.39% | 1.57% |
| 31 Dec, 22 | 61.02% | 1.60% |
| 30 Sep, 22 | 61.81% | 1.50% |
| 30 Jun, 22 | 64.30% | 1.31% |
| 31 Mar, 22 | 70.08% | 2.10% |
| 31 Dec, 21 | 57.77% | 1.73% |
| 30 Sep, 21 | 57.72% | 1.79% |
| 30 Jun, 21 | 56.79% | 1.99% |
| 31 Mar, 21 | 53.44% | 1.89% |
| 31 Dec, 20 | 53.14% | 1.80% |
| 30 Sep, 20 | 54.33% | 1.73% |
| 30 Jun, 20 | 56.06% | 1.71% |
| 31 Mar, 20 | 57.34% | 1.68% |
| 31 Dec, 19 | 58.36% | 1.83% |
| 30 Sep, 19 | 56.53% | 1.78% |
| 30 Jun, 19 | 56.31% | 1.77% |
| 31 Mar, 19 | 56.33% | 1.74% |
| 31 Dec, 18 | 56.89% | 2.06% |
| 30 Sep, 18 | 52.54% | 2.02% |
| 30 Jun, 18 | 50.99% | 1.82% |
| 31 Mar, 18 | 52.87% | 1.68% |
| 31 Dec, 17 | 56.09% | 2.21% |
| 30 Sep, 17 | 50.42% | 2.26% |
| 30 Jun, 17 | 47.20% | 2.30% |
| 31 Mar, 17 | 45.29% | 2.08% |
| 31 Dec, 16 | 46.71% | 2.34% |
| 30 Sep, 16 | 44.66% | 2.20% |
| 30 Jun, 16 | 45.08% | 2.57% |
| 31 Mar, 16 | 41.90% | 2.51% |
| 31 Dec, 15 | 40.86% | 2.36% |
| 30 Sep, 15 | 41.64% | 2.33% |
| 30 Jun, 15 | 42.26% | 2.61% |
| 31 Mar, 15 | 40.26% | 2.60% |
| 31 Dec, 14 | 39.37% | 2.96% |
| 30 Sep, 14 | 36.45% | 2.72% |
| 30 Jun, 14 | 36.62% | 2.82% |
| 31 Mar, 14 | 36.06% | 2.62% |
| 31 Dec, 13 | 37.13% | 3.12% |
| 30 Sep, 13 | 34.51% | 2.90% |
| 30 Jun, 13 | 34.52% | 25.00% |
| 31 Mar, 13 | 11.75% | 3.48% |
| 31 Dec, 12 | 18.38% | 6.19% |
| 30 Sep, 12 | 17.23% | 8.70% |
| 30 Jun, 12 | 14.07% | 8.43% |
| 31 Mar, 12 | 12.92% | 5.36% |
| 31 Dec, 11 | 15.53% | 8.73% |
| 30 Sep, 11 | 13.34% | 3.10% |
| 30 Jun, 11 | 20.73% | 78.16% |
| 31 Mar, 11 | 5.15% | 21.17% |
| 31 Dec, 10 | 4.93% | 14.78% |
| 30 Sep, 10 | 5.78% | - |
As of 30 Jun 24, Whitestone REIT is held by 11.20% institutional shareholders, representing a 0.29% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 33 | -46.77% |
| 31 Mar, 24 | 62 | -12.68% |
| 31 Dec, 23 | 71 | - |
| 30 Sep, 23 | 71 | 4.41% |
| 30 Jun, 23 | 68 | -23.60% |
| 31 Mar, 23 | 89 | 20.27% |
| 31 Dec, 22 | 74 | -11.90% |
| 30 Sep, 22 | 84 | -8.70% |
| 30 Jun, 22 | 92 | 16.46% |
| 31 Mar, 22 | 79 | -4.82% |
| 31 Dec, 21 | 83 | 1.22% |
| 30 Sep, 21 | 82 | 7.89% |
| 30 Jun, 21 | 76 | 35.71% |
| 31 Mar, 21 | 56 | -12.50% |
| 31 Dec, 20 | 64 | 20.75% |
| 30 Sep, 20 | 53 | -27.40% |
| 30 Jun, 20 | 73 | 17.74% |
| 31 Mar, 20 | 62 | -3.13% |
| 31 Dec, 19 | 64 | 8.47% |
| 30 Sep, 19 | 59 | 3.51% |
| 30 Jun, 19 | 57 | -12.31% |
| 31 Mar, 19 | 65 | -15.58% |
| 31 Dec, 18 | 77 | 28.33% |
| 30 Sep, 18 | 60 | -15.49% |
| 30 Jun, 18 | 71 | 29.09% |
| 31 Mar, 18 | 55 | -16.67% |
| 31 Dec, 17 | 66 | 4.76% |
| 30 Sep, 17 | 63 | -19.23% |
| 30 Jun, 17 | 78 | 85.71% |
| 31 Mar, 17 | 42 | -36.36% |
| 31 Dec, 16 | 66 | 32.00% |
| 30 Sep, 16 | 50 | -23.08% |
| 30 Jun, 16 | 65 | 32.65% |
| 31 Mar, 16 | 49 | -5.77% |
| 31 Dec, 15 | 52 | -11.86% |
| 30 Sep, 15 | 59 | 7.27% |
| 30 Jun, 15 | 55 | 48.65% |
| 31 Mar, 15 | 37 | -19.57% |
| 31 Dec, 14 | 46 | 15.00% |
| 30 Sep, 14 | 40 | -4.76% |
| 30 Jun, 14 | 42 | -8.70% |
| 31 Mar, 14 | 46 | -25.81% |
| 31 Dec, 13 | 62 | 72.22% |
| 30 Sep, 13 | 36 | -36.84% |
| 30 Jun, 13 | 57 | 375.00% |
| 31 Mar, 13 | 12 | 9.09% |
| 31 Dec, 12 | 11 | -54.17% |
| 30 Sep, 12 | 24 | 41.18% |
| 30 Jun, 12 | 17 | 54.55% |
| 31 Mar, 12 | 11 | -8.33% |
| 31 Dec, 11 | 12 | 20.00% |
| 30 Sep, 11 | 10 | -37.50% |
| 30 Jun, 11 | 16 | 300.00% |
| 31 Mar, 11 | 4 | - |
| 31 Dec, 10 | 4 | 33.33% |
| 30 Sep, 10 | 3 | - |
33 institutional shareholders have increased their position in WSR stock as of 30 Jun 24 compared to 62 in the previous quarter (a -46.77% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 24 | -60.00% |
| 31 Mar, 24 | 60 | - |
| 31 Dec, 23 | 60 | 3.45% |
| 30 Sep, 23 | 58 | 5.45% |
| 30 Jun, 23 | 55 | 19.57% |
| 31 Mar, 23 | 46 | -19.30% |
| 31 Dec, 22 | 57 | 21.28% |
| 30 Sep, 22 | 47 | -16.07% |
| 30 Jun, 22 | 56 | -3.45% |
| 31 Mar, 22 | 58 | 65.71% |
| 31 Dec, 21 | 35 | -7.89% |
| 30 Sep, 21 | 38 | -15.56% |
| 30 Jun, 21 | 45 | -4.26% |
| 31 Mar, 21 | 47 | 20.51% |
| 31 Dec, 20 | 39 | -17.02% |
| 30 Sep, 20 | 47 | 46.88% |
| 30 Jun, 20 | 32 | -8.57% |
| 31 Mar, 20 | 35 | 6.06% |
| 31 Dec, 19 | 33 | 6.45% |
| 30 Sep, 19 | 31 | -18.42% |
| 30 Jun, 19 | 38 | -9.52% |
| 31 Mar, 19 | 42 | 35.48% |
| 31 Dec, 18 | 31 | 3.33% |
| 30 Sep, 18 | 30 | - |
| 30 Jun, 18 | 30 | -14.29% |
| 31 Mar, 18 | 35 | - |
| 31 Dec, 17 | 35 | 25.00% |
| 30 Sep, 17 | 28 | 75.00% |
| 30 Jun, 17 | 16 | -46.67% |
| 31 Mar, 17 | 30 | 30.43% |
| 31 Dec, 16 | 23 | -28.13% |
| 30 Sep, 16 | 32 | 28.00% |
| 30 Jun, 16 | 25 | -16.67% |
| 31 Mar, 16 | 30 | 15.38% |
| 31 Dec, 15 | 26 | 36.84% |
| 30 Sep, 15 | 19 | -17.39% |
| 30 Jun, 15 | 23 | -39.47% |
| 31 Mar, 15 | 38 | 40.74% |
| 31 Dec, 14 | 27 | -12.90% |
| 30 Sep, 14 | 31 | -3.13% |
| 30 Jun, 14 | 32 | 14.29% |
| 31 Mar, 14 | 28 | 55.56% |
| 31 Dec, 13 | 18 | 5.88% |
| 30 Sep, 13 | 17 | 70.00% |
| 30 Jun, 13 | 10 | - |
| 31 Mar, 13 | 10 | - |
| 31 Dec, 12 | 10 | 66.67% |
| 30 Sep, 12 | 6 | 50.00% |
| 30 Jun, 12 | 4 | 300.00% |
| 31 Mar, 12 | 1 | -75.00% |
| 31 Dec, 11 | 4 | 100.00% |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
24 institutional shareholders have reduced their position in WSR stock as of 30 Jun 24 compared to 60 in the previous quarter (a -60.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 72 | -56.36% | 5,593,936 | -81.81% | 11.20% | 0.29% | 33 | -46.77% | 24 | -60.00% |
| 31 Mar, 24 | 165 | -1.79% | 30,750,845 | -4.32% | 62.02% | 1.47% | 62 | -12.68% | 60 | - |
| 31 Dec, 23 | 168 | 3.70% | 32,140,311 | 7.37% | 64.89% | 1.77% | 71 | - | 60 | 3.45% |
| 30 Sep, 23 | 162 | 4.52% | 29,934,412 | 3.34% | 60.56% | 1.76% | 71 | 4.41% | 58 | 5.45% |
| 30 Jun, 23 | 155 | -6.63% | 28,968,126 | 0.38% | 58.61% | 1.72% | 68 | -23.60% | 55 | 19.57% |
| 31 Mar, 23 | 166 | 3.11% | 28,858,639 | -3.98% | 58.39% | 1.57% | 89 | 20.27% | 46 | -19.30% |
| 31 Dec, 22 | 161 | -1.83% | 30,053,860 | -1.32% | 61.02% | 1.60% | 74 | -11.90% | 57 | 21.28% |
| 30 Sep, 22 | 164 | -7.87% | 30,457,399 | -3.62% | 61.81% | 1.50% | 84 | -8.70% | 47 | -16.07% |
| 30 Jun, 22 | 178 | 9.20% | 31,600,716 | -8.24% | 64.30% | 1.31% | 92 | 16.46% | 56 | -3.45% |
| 31 Mar, 22 | 163 | 5.16% | 34,439,545 | 21.40% | 70.08% | 2.10% | 79 | -4.82% | 58 | 65.71% |
| 31 Dec, 21 | 155 | 4.03% | 28,367,510 | 4.83% | 57.77% | 1.73% | 83 | 1.22% | 35 | -7.89% |
| 30 Sep, 21 | 149 | -2.61% | 27,060,312 | 9.85% | 57.72% | 1.79% | 82 | 7.89% | 38 | -15.56% |
| 30 Jun, 21 | 153 | 21.43% | 24,634,497 | 8.48% | 56.79% | 1.99% | 76 | 35.71% | 45 | -4.26% |
| 31 Mar, 21 | 126 | -0.79% | 22,709,076 | 0.87% | 53.44% | 1.89% | 56 | -12.50% | 47 | 20.51% |
| 31 Dec, 20 | 127 | 3.25% | 22,513,430 | -2.14% | 53.14% | 1.80% | 64 | 20.75% | 39 | -17.02% |
| 30 Sep, 20 | 123 | -2.38% | 23,005,081 | -2.79% | 54.33% | 1.73% | 53 | -27.40% | 47 | 46.88% |
| 30 Jun, 20 | 126 | 5.00% | 23,666,161 | -1.84% | 56.06% | 1.71% | 73 | 17.74% | 32 | -8.57% |
| 31 Mar, 20 | 120 | -2.44% | 24,109,701 | 2.80% | 57.34% | 1.68% | 62 | -3.13% | 35 | 6.06% |
| 31 Dec, 19 | 123 | -0.81% | 23,452,625 | 3.24% | 58.36% | 1.83% | 64 | 8.47% | 33 | 6.45% |
| 30 Sep, 19 | 124 | 0.81% | 22,717,178 | 1.15% | 56.53% | 1.78% | 59 | 3.51% | 31 | -18.42% |
| 30 Jun, 19 | 123 | -7.52% | 22,458,607 | 0.56% | 56.31% | 1.77% | 57 | -12.31% | 38 | -9.52% |
| 31 Mar, 19 | 133 | -2.92% | 22,333,241 | -0.60% | 56.33% | 1.74% | 65 | -15.58% | 42 | 35.48% |
| 31 Dec, 18 | 137 | 15.13% | 22,467,175 | 8.73% | 56.89% | 2.06% | 77 | 28.33% | 31 | 3.33% |
| 30 Sep, 18 | 119 | -9.16% | 20,663,894 | 3.37% | 52.54% | 2.02% | 60 | -15.49% | 30 | - |
| 30 Jun, 18 | 131 | 9.17% | 19,989,402 | -3.23% | 50.99% | 1.82% | 71 | 29.09% | 30 | -14.29% |
| 31 Mar, 18 | 120 | -6.98% | 20,655,868 | -4.24% | 52.87% | 1.68% | 55 | -16.67% | 35 | - |
| 31 Dec, 17 | 129 | 12.17% | 21,571,179 | 12.60% | 56.09% | 2.21% | 66 | 4.76% | 35 | 25.00% |
| 30 Sep, 17 | 115 | 7.48% | 19,157,370 | 13.64% | 50.42% | 2.26% | 63 | -19.23% | 28 | 75.00% |
| 30 Jun, 17 | 107 | 7.00% | 16,858,672 | 26.55% | 47.20% | 2.30% | 78 | 85.71% | 16 | -46.67% |
| 31 Mar, 17 | 100 | -9.91% | 13,321,772 | 3.26% | 45.29% | 2.08% | 42 | -36.36% | 30 | 30.43% |
| 31 Dec, 16 | 111 | 4.72% | 12,900,786 | 2.45% | 46.71% | 2.34% | 66 | 32.00% | 23 | -28.13% |
| 30 Sep, 16 | 106 | -11.67% | 12,591,970 | 4.16% | 44.66% | 2.20% | 50 | -23.08% | 32 | 28.00% |
| 30 Jun, 16 | 120 | 20.00% | 12,088,660 | 8.46% | 45.08% | 2.57% | 65 | 32.65% | 25 | -16.67% |
| 31 Mar, 16 | 100 | 2.04% | 11,146,171 | 2.79% | 41.90% | 2.51% | 49 | -5.77% | 30 | 15.38% |
| 31 Dec, 15 | 98 | 2.08% | 10,844,127 | -1.63% | 40.86% | 2.36% | 52 | -11.86% | 26 | 36.84% |
| 30 Sep, 15 | 96 | -1.03% | 11,023,622 | 14.07% | 41.64% | 2.33% | 59 | 7.27% | 19 | -17.39% |
| 30 Jun, 15 | 97 | 4.30% | 9,664,261 | 6.33% | 42.26% | 2.61% | 55 | 48.65% | 23 | -39.47% |
| 31 Mar, 15 | 93 | 1.09% | 9,089,347 | 3.63% | 40.26% | 2.60% | 37 | -19.57% | 38 | 40.74% |
| 31 Dec, 14 | 92 | 2.22% | 8,771,373 | 7.05% | 39.37% | 2.96% | 46 | 15.00% | 27 | -12.90% |
| 30 Sep, 14 | 90 | -2.17% | 8,193,628 | 0.63% | 36.45% | 2.72% | 40 | -4.76% | 31 | -3.13% |
| 30 Jun, 14 | 92 | - | 8,142,414 | 3.47% | 36.62% | 2.82% | 42 | -8.70% | 32 | 14.29% |
| 31 Mar, 14 | 92 | - | 7,869,313 | -0.61% | 36.06% | 2.62% | 46 | -25.81% | 28 | 55.56% |
| 31 Dec, 13 | 92 | 22.67% | 7,917,513 | 34.68% | 37.13% | 3.12% | 62 | 72.22% | 18 | 5.88% |
| 30 Sep, 13 | 75 | 4.17% | 5,878,826 | 0.83% | 34.51% | 2.90% | 36 | -36.84% | 17 | 70.00% |
| 30 Jun, 13 | 72 | 157.14% | 5,830,697 | 195.00% | 34.52% | 25.00% | 57 | 375.00% | 10 | - |
| 31 Mar, 13 | 28 | -9.68% | 1,976,491 | -20.33% | 11.75% | 3.48% | 12 | 9.09% | 10 | - |
| 31 Dec, 12 | 31 | - | 2,480,744 | 4.04% | 18.38% | 6.19% | 11 | -54.17% | 10 | 66.67% |
| 30 Sep, 12 | 31 | 19.23% | 2,384,354 | 44.25% | 17.23% | 8.70% | 24 | 41.18% | 6 | 50.00% |
| 30 Jun, 12 | 26 | 23.81% | 1,652,958 | 10.03% | 14.07% | 8.43% | 17 | 54.55% | 4 | 300.00% |
| 31 Mar, 12 | 21 | 5.00% | 1,502,305 | 7.13% | 12.92% | 5.36% | 11 | -8.33% | 1 | -75.00% |
| 31 Dec, 11 | 20 | 17.65% | 1,402,307 | -2.63% | 15.53% | 8.73% | 12 | 20.00% | 4 | 100.00% |
| 30 Sep, 11 | 17 | -5.56% | 1,440,221 | -18.47% | 13.34% | 3.10% | 10 | -37.50% | 2 | 100.00% |
| 30 Jun, 11 | 18 | 157.14% | 1,766,395 | 525.98% | 20.73% | 78.16% | 16 | 300.00% | 1 | - |
| 31 Mar, 11 | 7 | 16.67% | 282,181 | 4.42% | 5.15% | 21.17% | 4 | - | 1 | - |
| 31 Dec, 10 | 6 | 100.00% | 270,227 | 16.38% | 4.93% | 14.78% | 4 | 33.33% | - | - |
| 30 Sep, 10 | 3 | - | 232,199 | - | 5.78% | - | 3 | - | - | - |
Whitestone REIT Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Whitestone REIT's stock was made by Holeman David K on Jul 02 2024, selling 22,980 shares at $13.31 per share (valued at $305.86K). The last insider buy of WSR was made by Feng Amy Shih-Hua on Jun 12 2024, buying 17,000 shares at $13.09 per share (worth $222.53K).
Whitestone REIT Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 2 | - | - |
| Q4 2023 | 10 | 5 | 200.00% |
| Q3 2023 | - | 5 | - |
| Q2 2023 | 6 | 6 | 100.00% |
| Q1 2023 | 1 | - | - |
| Q4 2022 | 5 | 1 | 500.00% |
| Q3 2022 | 1 | 5 | 20.00% |
| Q2 2022 | 5 | 4 | 125.00% |
| Q1 2022 | - | 4 | - |
| Q4 2021 | 5 | - | - |
| Q3 2021 | - | 6 | - |
| Q2 2021 | 8 | 4 | 200.00% |
| Q1 2021 | 1 | 5 | 20.00% |
| Q4 2020 | 14 | 4 | 350.00% |
| Q3 2020 | 7 | - | - |
| Q2 2020 | 6 | 7 | 85.71% |
| Q1 2020 | 5 | 4 | 125.00% |
| Q4 2019 | 14 | 5 | 280.00% |
| Q3 2019 | 1 | - | - |
| Q2 2019 | 7 | - | - |
2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Whitestone REIT's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 2 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 1 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | 1 | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 4 | - | - |
| Q1 2020 | 5 | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | 1 | - | - |
| Q2 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Whitestone REIT's stocks.
Whitestone REIT Peer Ownership
| Ticker | Company |
|---|---|
| IVT | InvenTrust Properties Corp. |
| ADC | Agree Realty Corporation |
| SITC | SITE Centers Corp. |
| AKR | Acadia Realty Trust |
| BRX | Brixmor Property Group Inc. |
| FRT | Federal Realty Investment Trust |
| KRG | Kite Realty Group Trust |
| BFS | Saul Centers, Inc. |
| ROIC | Retail Opportunity Investments Corp. |
| REG | Regency Centers Corporation |
| O | Realty Income Corporation |
| NTST | NETSTREIT Corp. |
| NNN | National Retail Properties, Inc. |
| KIM | Kimco Realty Corporation |
WSR Ownership FAQ
Who Owns Whitestone REIT?
Whitestone REIT is owned by institutional shareholders (11.20%), insiders (12.54%), and public (76.26%). The largest institutional shareholder of Whitestone REIT is BLACKROCK INC. (15.44% of total shares) and the top mutual fund owner is PIONEER REAL ESTATE SHARES (1.41% of total shares).
Who are the major institutional shareholders of Whitestone REIT?
Whitestone REIT's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, BOOTHBAY FUND MANAGEMENT, LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 35.04% of the company's share outstanding.
How many Whitestone REIT shareholders are there?
As of Jun 2024, there are 72 institutional shareholders of Whitestone REIT.
What percentage of Whitestone REIT is owned by BLACKROCK INC?
BLACKROCK INC owns 7.71M shares of Whitestone REIT, representing 15.44% of the company's total shares outstanding, valued at $102.6M (as of Jun 2024).
What percentage of Whitestone REIT is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 5.38M shares of Whitestone REIT (WSR), compromising 10.78% of the company, valued at $71.65M.
What percentage of Whitestone REIT is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Whitestone REIT. The company owns 1.92M of the company's shares outstanding (worth $25.59B).