WHITESTONE REIT (WSR) Institutional Ownership
WSR is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.85M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is First Eagle U.S. Value, which reported ownership valued at approximately $11.99M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, First Eagle U.S. Value's WSR position is now estimated to be worth approximately $14.04M, representing an estimated gain of +17.15% since the filing period.
Major shareholders tracked on this page include First Eagle U.S. Value, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WHITESTONE REIT (WSR).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $12,854,205 | 795,926 |
| Q4 2025 | 2 | $11,547,438 | 831,349 |
| Q3 2025 | 2 | $9,720,222 | 791,549 |
| Q2 2025 | 2 | $12,769,835 | 1,023,224 |
| Q1 2025 | 3 | $18,249,275 | 1,252,524 |
| Q4 2024 | 3 | $19,856,761 | 1,401,324 |
| Q3 2024 | 3 | $18,614,656 | 1,375,806 |
| Q2 2024 | 3 | $17,151,346 | 1,288,606 |
| Q1 2024 | 3 | $14,416,211 | 1,328,606 |
| Q4 2023 | 3 | $12,917,704 | 1,303,200 |
| Q3 2023 | 3 | $9,492,161 | 1,333,190 |
| Q2 2023 | 3 | $7,210,733 | 1,111,590 |
Related WSR Institutional Insights:
- WSR Institutional Ownership & Insiders Activity
- WSR Institutional Ownership & 13F Activity
- WSR Top Institutional Shareholders
- WSR Institutional Buying Activity
- WSR Institutional Selling Activity
- Real Estate Sector Institutional Ownership
- Real Estate Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Real Estate Stocks By Institutional Investors
- Most Sold Real Estate Stocks By Institutional Investors
- WSR Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings