13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
WSR

WHITESTONE REIT

228 institutions still hold WHITESTONE REIT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 966084204·228 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.4%
vs prior quarter
13F value held
$404M
69.0% inst. owned
of float
Holders
228
-87 QoQ
filers reporting
Activity
+52 / −50
+962 added · −849 reduced
this quarter
Concentration
32.15%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

228 institutions reported WSR in Q1 2026. BlackRock, Inc. leads at 32.1% of the visible book. -87 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$130M8.0M0.00%Q1 202602
Vanguard Portfolio Management
CIK 0002100121
$49M3.0M0.00%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$34M2.1M0.00%Q1 202604
STATE STREET CORP
CIK 0000093751
$30M1.9M0.00%Q1 202605
Irenic Capital Management LP
CIK 0001929389
$20M1.3M1.33%Q1 202606
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$19M1.2M0.00%Q1 202607
NEXPOINT ASSET MANAGEMENT, L.P.
CIK 0001469877
$14M875K0.95%Q1 202608
First Eagle Investment Management, LLC
CIK 0001325447
$12M742K0.02%Q1 202609
CHILTON CAPITAL MANAGEMENT LLC
CIK 0001056859
$11M674K0.38%Q1 202610
MORGAN STANLEY
CIK 0000895421
$11M655K0.00%Q1 202611
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$10M641K0.00%Q1 202612
Emmett Investment Management, LP
CIK 0002042845
$10M632K7.80%Q1 202613
NORTHERN TRUST CORP
CIK 0000073124· Index
$9M542K0.00%Q1 202614
Foundry Partners, LLC
CIK 0001573913
$8M557K0.43%Q1 202515
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7M449K0.00%Q1 202616
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$7M438K0.00%Q1 202617
Bank of New York Mellon Corp
CIK 0001390777
$7M408K0.00%Q1 202618
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M338K0.00%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M337K0.00%Q1 202620
Qube Research & Technologies Ltd
CIK 0001729829
$5M297K0.01%Q1 2026
Page 1 of 12
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