Whitestone REIT Ownership | Who Owns Whitestone REIT?
Whitestone REIT Ownership Summary
Whitestone REIT is owned by 42.41% institutional investors, 12.81% insiders, and 44.78% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.81% of WSR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.51% of its assets in Whitestone REIT shares.
WSR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Whitestone REIT | 42.41% | 12.81% | 44.78% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Retail REIT Stocks | 68.11% | 8.29% | 23.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.90M | 15.81% | $111.91M |
| Blackrock | 7.71M | 15.44% | $102.60M |
| Vanguard group | 5.19M | 10.40% | $73.61M |
| State street | 1.94M | 3.89% | $27.51M |
| Geode capital management | 1.25M | 2.50% | $17.68M |
| First eagle investment management | 1.19M | 2.39% | $16.90M |
| Morgan stanley | 978.87K | 1.96% | $13.03M |
| Nexpoint asset management | 875.25K | 1.75% | $12.40M |
| Dimensional fund advisors lp | 654.70K | 1.31% | $9.28M |
| Gw&k investment management | 603.72K | 1.21% | $8.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hgi capital management | 423.74K | 6.18% | $6.00M |
| Roumell asset management | 192.06K | 4.80% | $2.56M |
| Nexpoint asset management | 875.25K | 1.39% | $12.40M |
| Alphacentric advisors | 28.47K | 0.40% | $403.42K |
| Foundry partners | 558.27K | 0.40% | $7.91M |
| Digitalbridge group | 290.49K | 0.30% | $4.12M |
| Garner asset management | 45.23K | 0.29% | $641.00K |
| Third avenue management | 80.00K | 0.22% | $1.13M |
| Hillsdale investment management | 293.20K | 0.21% | $4.15M |
| Greenland capital management lp | 80.00K | 0.18% | $1.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gw&k investment management | 603.72K | 0.07% | 603.72K |
| Blackrock funding, inc. /de | 7.90M | 0.00% | 393.57K |
| Schonfeld strategic advisors | 324.74K | 0.03% | 324.74K |
| Hillsdale investment management | 293.20K | 0.21% | 293.20K |
| Nuveen asset management | 371.03K | 0.00% | 248.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boothbay fund management | 50.95K | 0.02% | -751.33K |
| Balyasny asset management | 47.11K | 0.00% | -557.31K |
| Arrowstreet capital, limited partnership | - | - | -168.96K |
| Aqr capital management | 75.75K | 0.00% | -92.43K |
| Jane street group | 24.37K | 0.00% | -84.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gw&k investment management | 603.72K | 0.07% | 603.72K | $8.55M |
| Schonfeld strategic advisors | 324.74K | 0.03% | 324.74K | $4.60M |
| Hillsdale investment management | 293.20K | 0.21% | 293.20K | $4.15M |
| Raymond james financial | 112.88K | 0.00% | 112.88K | $1.60M |
| Empirical financial services, llc d.b.a. empirical wealth management | 106.78K | 0.04% | 106.78K | $1.51M |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -5.00 |
| Nelson, van denburg & campbell wealth management group | -17.00 |
| Private trust co na | -20.00 |
| Riggs asset managment | -78.00 |
| Peak6 investments | -510.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 112 | -38.80% | 21,189,118 | -31.07% | 42 | 1.12% | 47 | -45.35% | 30 | -52.38% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.81M | 5.51% | 1.94K |
| Vanguard Real Estate Index Investor | 1.63M | 3.22% | -10.52K |
| Vanguard Total Stock Mkt Idx Inv | 1.58M | 3.12% | 3.15K |
| Vanguard US Total Market Shares ETF | 1.57M | 3.08% | 11.96K |
| iShares Russell 2000 ETF | 1.31M | 2.57% | -11.33K |
| First Eagle US Small Cap Strategy | 1.06M | 2.10% | -5.34K |
| First Eagle Small Cap Opportunity I | 950.18K | 1.87% | -12.30K |
| Highland Global Allocation A | 875.25K | 1.73% | - |
| Foundry Partners Micro Cap Value | 793.40K | 1.57% | - |
| Advisory Research US Small Cap Core | 742.79K | 1.48% | 696.08K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 21, 2025 | GATHRIGHT KRISTIAN M | - | Buy | $25.13K |
| Mar 19, 2025 | Feng Amy Shih-Hua | - | Buy | $2.86K |
| Mar 19, 2025 | Feng Amy Shih-Hua | - | Buy | $9.67K |
| Sep 04, 2024 | Buthman Julia Bruns | - | Buy | $64.95K |
| Jun 11, 2024 | Feng Amy Shih-Hua | - | Buy | $222.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 2 | - |
| 2023 Q4 | - | - |
WSR Ownership FAQ
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