Whitestone REIT Ownership | Who Owns Whitestone REIT?

Overview Forecast RevenueFinancials Chart Transcripts

Whitestone REIT Ownership Summary

Whitestone REIT is owned by 61.97% institutional investors, 12.41% insiders, and 25.63% 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 5.61% of its assets in Whitestone REIT shares.

WSR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Whitestone REIT	61.97%	12.41%	25.63%
Sector	Real Estate Stocks	64.18%	7.35%	28.47%
Industry	Retail REIT Stocks	77.11%	7.94%	14.95%

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 %
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%
Jun 30, 2023	155	-6.63%	28,968,126	0.38%	58	1.72%	68	-23.60%	55	19.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.84M	5.61%	2.96K
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	1.29M	2.56%	-2.91K
First Eagle US Small Cap Strategy	1.07M	2.13%	61.50K
First Eagle Small Cap Opportunity I	1.07M	2.13%	-
Highland Global Allocation A	875.25K	1.75%	-
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	634.38K	1.25%	-98.67K

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 61.97%, followed by 12.41% insiders and 25.62% retail investors. The average institutional ownership in Whitestone REIT's industry, Retail REIT Stocks , is 77.11%, 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 5.61% of its total shares outstanding invested in 2.84M Whitestone REIT shares.

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