WHITESTONE REIT (WSR) Top Institutional Shareholders

WHITESTONE REIT (WSR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $512.62M in WSR holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of WSR tracked by InsiderSet, reporting ownership valued at approximately $129.74M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $151.99M, representing an estimated gain of +17.15% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed WSR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in WHITESTONE REIT (WSR).

This page ranks the largest institutional WSR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

218

Total Reported Value

$512.62M

Largest Holder

Blackrock, Inc.

Largest Position

$129.74M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

158

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%8,033,175$129,735,776$151,987,671+$22,251,895+17.15%
Vanguard Portfolio Management Llc0.00%3,007,925$48,577,989$56,909,941+$8,331,952+17.15%
Vanguard Capital Management Llc0.00%2,102,085$33,948,673$39,771,448+$5,822,775+17.15%
State Street Corp0.00%1,850,444$29,884,671$35,010,400+$5,125,729+17.15%
Irenic Capital Management Lp1.85%1,265,391$20,436,065$23,941,198+$3,505,133+17.15%
Geode Capital Management, Llc0.00%1,198,721$19,363,792$22,679,801+$3,316,009+17.12%
Nexpoint Asset Management, L.P.0.99%875,255$14,135,368$16,559,825+$2,424,457+17.15%
First Eagle U.S. ValueJean-Marie Eveillard0.02%742,115$11,985,157$14,040,816+$2,055,659+17.15%
Chilton Capital Management Llc0.38%674,201$10,888,347$12,755,883+$1,867,536+17.15%
Morgan Stanley0.00%654,567$10,571,277$12,384,408+$1,813,131+17.15%
Dimensional Fund Advisors Lp0.00%640,742$10,347,987$12,122,839+$1,774,852+17.15%
Emmett Investment Management, Lp7.80%632,000$10,206,800$11,957,440+$1,750,640+17.15%
Northern Trust Corp0.00%541,989$8,753,122$10,254,432+$1,501,310+17.15%
Goldman Sachs Group Inc0.00%449,181$7,254,275$8,498,505+$1,244,230+17.15%
Charles Schwab Investment Management Inc0.00%438,073$7,074,879$8,288,341+$1,213,462+17.15%
Bank Of New York Mellon Corp0.00%407,558$6,582,068$7,710,997+$1,128,929+17.15%
Two Sigma Investments, Lp0.00%337,595$5,452,159$6,387,297+$935,138+17.15%
Envestnet Asset Management Inc0.00%336,954$5,441,801$6,375,170+$933,369+17.15%
Qube Research & Technologies Ltd0.01%296,976$4,796,162$5,618,786+$822,624+17.15%
Vanguard Fiduciary Trust Co0.00%289,143$4,669,659$5,470,586+$800,927+17.15%
Digitalbridge Group, Inc.0.29%283,000$4,570,450$5,354,360+$783,910+17.15%
Larson Financial Group Llc0.14%275,226$4,444,895$5,207,276+$762,381+17.15%
Jacobs Levy Equity Management, Inc0.02%272,874$4,406,915$5,162,776+$755,861+17.15%
Fmr Llc0.00%259,403$4,189,354$4,907,905+$718,551+17.15%
Invesco Ltd.0.00%253,172$4,088,727$4,790,014+$701,287+17.15%
Kennedy Capital Management Llc0.08%225,498$3,641,793$4,266,422+$624,629+17.15%
Principal Financial Group Inc0.00%218,266$3,524,996$4,129,593+$604,597+17.15%
Ameriprise Financial Inc0.00%168,102$2,714,847$3,180,490+$465,643+17.15%
Independent Financial Group, Llc0.03%271,814$2,708,361$5,142,721+$2,434,360+89.88%
Wells Fargo & Company/Mn0.00%163,527$2,640,969$3,093,931+$452,962+17.15%
Bank Of America Corp0.00%162,744$2,628,315$3,079,116+$450,801+17.15%
Public Sector Pension Investment Board0.01%160,639$2,594,320$3,039,290+$444,970+17.15%
First Trust Advisors Lp0.00%150,945$2,437,761$2,855,879+$418,118+17.15%
Exchange Traded Concepts, Llc0.02%147,687$2,385,145$2,794,238+$409,093+17.15%
Royal Bank Of Canada0.00%141,217$2,280,000$2,671,826+$391,826+17.19%
Hsbc Holdings Plc0.00%139,304$2,269,262$2,635,632+$366,370+16.14%
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management0.04%134,060$2,165,066$2,536,415+$371,349+17.15%
Rhumbline Advisers0.00%129,943$2,098,564$2,458,522+$359,958+17.15%
Barclays Plc0.00%118,740$1,917,652$2,246,561+$328,909+17.15%
Raymond James Financial Inc0.00%113,661$1,835,630$2,150,466+$314,836+17.15%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%109,209$1,763,727$2,066,234+$302,507+17.15%
Legal & General Group Plc0.00%102,248$1,651,306$1,934,532+$283,226+17.15%
Jane Street Group, Llc0.00%96,128$1,552,467$1,818,742+$266,275+17.15%
Kestra Advisory Services, Llc0.01%94,790$1,530,859$1,793,427+$262,568+17.15%
Swiss National Bank0.00%90,600$1,463,190$1,714,152+$250,962+17.15%
Nuveen, Llc0.00%88,841$1,434,783$1,680,872+$246,089+17.15%
Public Employees Retirement System Of Ohio0.00%81,865$1,322,120$1,548,886+$226,766+17.15%
Voya Investment Management Llc0.00%81,057$1,309,071$1,533,598+$224,527+17.15%
Prudential Financial Inc0.00%77,213$1,246,990$1,460,870+$213,880+17.15%
Intech Investment Management Llc0.01%75,679$1,222,216$1,431,847+$209,631+17.15%

Frequently asked questions about WSR

  • Who owns the most WSR stock?

    The largest holders of WSR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WHITESTONE REIT (WSR).

  • Is WSR widely held by superinvestors?

    Many widely followed stocks like WSR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WSR is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.