WSR Institutional Ownership & Shareholders
WHITESTONE REIT (WSR) is currently held by 133 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $673.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WSR tracked by InsiderSet, reporting ownership valued at approximately $156.85M in its June 30, 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 $157.10M, representing an estimated gain of +0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed WSR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Nexpoint Asset Management, L.P., Vanguard Portfolio 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
133
Total Reported Value
$673.52M
Largest Holder
Blackrock, Inc.
Largest Position
$156.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 8,272,745 | $156,851,246 | $157,099,428 | +$248,182 | +0.16% | |
| Nexpoint Asset Management, L.P. | 3.87% | 3,050,205 | $57,831,887 | $57,923,393 | +$91,506 | +0.16% | |
| Vanguard Portfolio Management Llc | 0.00% | 2,875,464 | $54,518,797 | $54,605,061 | +$86,264 | +0.16% | |
| Vanguard Capital Management Llc | 0.00% | 2,116,495 | $40,128,745 | $40,192,240 | +$63,495 | +0.16% | |
| State Street Corp | 0.00% | 1,941,309 | $36,807,219 | $36,865,458 | +$58,239 | +0.16% | |
| Glazer Capital, Llc | 0.88% | 1,883,574 | $35,713,000 | $35,769,070 | +$56,070 | +0.16% | |
| Water Island Capital Llc | 2.46% | 1,227,709 | $23,277,363 | $23,314,194 | +$36,831 | +0.16% | |
| Qube Research & Technologies Ltd | 0.02% | 899,685 | $17,058,028 | $17,085,018 | +$26,990 | +0.16% | |
| Millennium Management Llc | 0.01% | 769,812 | $14,595,636 | $14,618,730 | +$23,094 | +0.16% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 697,240 | $13,219,670 | $13,240,588 | +$20,918 | +0.16% |
| Schonfeld Strategic Advisors Llc | 0.07% | 682,965 | $12,949,016 | $12,969,505 | +$20,489 | +0.16% | |
| Morgan Stanley | 0.00% | 641,319 | $12,159,452 | $12,178,648 | +$19,196 | +0.16% | |
| Alpine Associates Management Inc. | 0.76% | 639,008 | $12,115,593 | $12,134,762 | +$19,169 | +0.16% | |
| Northern Trust Corp | 0.00% | 575,211 | $10,906,000 | $10,923,257 | +$17,257 | +0.16% | |
| Fil Ltd | 0.01% | 498,521 | $9,451,958 | $9,466,914 | +$14,956 | +0.16% | |
| Charles Schwab Investment Management Inc | 0.00% | 450,663 | $8,544,570 | $8,558,090 | +$13,520 | +0.16% | |
| Csm Advisors, Llc | 0.17% | 409,155 | $7,760,000 | $7,769,853 | +$9,853 | +0.13% | |
| Irenic Capital Management Lp | 0.56% | 408,245 | $7,740,325 | $7,752,573 | +$12,248 | +0.16% | |
| Emmett Investment Management, Lp | 5.20% | 117,689 | $7,421,912 | $2,234,914 | -$5,186,998 | -69.89% | |
| Aqr Arbitrage Llc | 0.10% | 380,455 | $7,213,427 | $7,224,840 | +$11,413 | +0.16% | |
| Bank Of America Corp | 0.00% | 373,951 | $7,090,110 | $7,101,329 | +$11,219 | +0.16% | |
| Goldman Sachs Group Inc | 0.00% | 365,715 | $6,933,958 | $6,944,928 | +$10,970 | +0.16% | |
| Balyasny Asset Management L.P. | 0.01% | 355,674 | $6,743,579 | $6,754,249 | +$10,670 | +0.16% | |
| Vestcor Inc | 0.16% | 337,318 | $6,396,000 | $6,405,669 | +$9,669 | +0.15% | |
| Vanguard Fiduciary Trust Co | 0.00% | 300,617 | $5,699,698 | $5,708,717 | +$9,019 | +0.16% | |
| Two Sigma Investments, Lp | 0.00% | 285,126 | $5,405,989 | $5,414,543 | +$8,554 | +0.16% | |
| Kennedy Capital Management Llc | 0.07% | 221,186 | $4,193,687 | $4,200,322 | +$6,635 | +0.16% | |
| Polar Asset Management Partners Inc. | 0.08% | 219,890 | $4,169,114 | $4,175,711 | +$6,597 | +0.16% | |
| Jpmorgan Chase & Co | 0.00% | 216,581 | $4,106,376 | $4,112,873 | +$6,497 | +0.16% | |
| Gabelli Funds Llc | 0.03% | 210,524 | $3,991,535 | $3,997,851 | +$6,316 | +0.16% | |
| Invesco Ltd. | 0.00% | 208,831 | $3,959,435 | $3,965,701 | +$6,266 | +0.16% | |
| Exoduspoint Capital Management, Lp | 0.03% | 192,807 | $3,655,621 | $3,661,405 | +$5,784 | +0.16% | |
| Wells Fargo & Company/Mn | 0.00% | 182,065 | $3,451,947 | $3,457,414 | +$5,467 | +0.16% | |
| First Trust Advisors Lp | 0.00% | 158,558 | $3,006,259 | $3,011,016 | +$4,757 | +0.16% | |
| Public Sector Pension Investment Board | 0.01% | 155,364 | $2,945,701 | $2,950,362 | +$4,661 | +0.16% | |
| Fmr Llc | 0.00% | 158,121 | $2,303,822 | $3,002,718 | +$698,896 | +30.34% | |
| Rhumbline Advisers | 0.00% | 115,842 | $2,196,346 | $2,199,840 | +$3,494 | +0.16% | |
| Jcp Investment Management, Llc | 1.16% | 114,881 | $2,178,144 | $2,181,590 | +$3,446 | +0.16% | |
| Envestnet Asset Management Inc | 0.00% | 111,228 | $2,108,887 | $2,112,220 | +$3,333 | +0.16% | |
| Sg Americas Securities, Llc | 0.00% | 109,926 | $2,084,000 | $2,087,495 | +$3,495 | +0.17% | |
| Nuveen, Llc | 0.00% | 105,833 | $2,006,593 | $2,009,769 | +$3,176 | +0.16% | |
| Ameriprise Financial Inc | 0.00% | 104,079 | $1,973,338 | $1,976,460 | +$3,122 | +0.16% | |
| Legal & General Group Plc | 0.00% | 102,319 | $1,939,970 | $1,943,038 | +$3,068 | +0.16% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 109,209 | $1,763,727 | $2,073,879 | +$310,152 | +17.59% | |
| Ubs Group Ag | 0.00% | 89,990 | $1,706,210 | $1,708,910 | +$2,700 | +0.16% | |
| Alpine Global Management, Llc | 0.27% | 87,710 | $1,662,982 | $1,665,613 | +$2,631 | +0.16% | |
| Swiss National Bank | 0.00% | 87,700 | $1,662,792 | $1,665,423 | +$2,631 | +0.16% | |
| Quantinno Capital Management Lp | 0.00% | 80,584 | $1,527,888 | $1,530,290 | +$2,402 | +0.16% | |
| Nomura Asset Management Co Ltd | 0.00% | 72,200 | $1,368,912 | $1,371,078 | +$2,166 | +0.16% | |
| Varcov Co. | 0.52% | 71,843 | $1,362,143 | $1,364,299 | +$2,156 | +0.16% |
Frequently asked questions about WSR
Who are the largest institutional holders of WSR?
The largest institutional holders of WSR reported in the latest SEC Form 13F filings include Blackrock, Inc., Nexpoint Asset Management, L.P., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported WSR position.
What is WSR institutional ownership?
This page tracks WSR positions reported by institutional investment managers through SEC Form 13F. WHITESTONE REIT (WSR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WSR?
InsiderSet currently tracks 133 institutional managers reporting WSR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WSR shareholders.
How much WSR stock do institutions own?
Institutional investment managers disclosed approximately $673.52M in WSR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WSR institutional ownership last updated?
The latest WSR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WSR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WSR position after the reporting date.
Are institutions buying or selling WSR?
Institutional buying and selling can be analyzed by comparing WSR positions across consecutive 13F reporting periods. InsiderSet's WSR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WSR ownership changes.
How has WSR institutional ownership changed over time?
InsiderSet tracks WSR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.