Vault-13

WHITESTONE REIT

COM · REIT · CUSIP 966084204

165 institutional holders +6 vs Q4 2022
28,956,40429.0m shares reported held*
$266.3mreported value*
26 new 65 added 43 reduced 19 sold out net sold ≈ $4.5m (-492.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($101.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.20. Options: 5 managers hold calls ($3.1m notional), 4 hold puts ($233.6k).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 162Q4 22: 159Q1 23: 165165Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022162
Q4 2022159
Q1 2023165

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 67 bought or addedQ4 22: 74 cut or sold outQ4 22Q1 23: 91 bought or addedQ1 23: 62 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226774
Q1 20239162

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 22 calls: $3.5mQ3 22 puts: $456.0kQ3 22P/C 0.13Q4 22 calls: $3.9mQ4 22 puts: $414.7kQ4 22P/C 0.11Q1 23 calls: $3.1mQ1 23 puts: $233.6kQ1 23P/C 0.08
Numbers
QuarterCallsPutsP/C
Q3 2022$3.5m$456.0k0.13
Q4 2022$3.9m$414.7k0.11
Q1 2023$3.1m$233.6k0.08

Biggest buyers

Hillsdale Investment Management Inc. New +415,700+415.7k
First Eagle Investment Management, LLC Added +145,000+145.0k
GSA CAPITAL PARTNERS LLP New +144,146+144.1k
HRT FINANCIAL LP New +144,131+144.1k
GOLDMAN SACHS GROUP INC Added +139,660+139.7k
Nuveen Asset Management, LLC Added +139,542+139.5k
CITADEL ADVISORS LLC Added +95,048+95.0k
Cubist Systematic Strategies, LLC Added +92,388+92.4k
VANGUARD GROUP INC Added +79,203+79.2k
STATE STREET CORP Added +76,827+76.8k

Biggest sellers

Conversant Capital LLC Sold out -2,253,070-2.3m
NEXPOINT ASSET MANAGEMENT, L.P. Reduced -436,000-436.0k
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Reduced -71,086-71.1k
AQR CAPITAL MANAGEMENT LLC Reduced -69,347-69.3k
BlackRock Inc. Reduced -51,768-51.8k
PRUDENTIAL FINANCIAL INC Reduced -50,900-50.9k
Invesco Ltd. Reduced -49,411-49.4k
Lido Advisors, LLC Sold out -36,281-36.3k
M&G INVESTMENT MANAGEMENT LTD Sold out -24,016-24.0k
PRAXIS INVESTMENT MANAGEMENT INC Sold out -22,660-22.7k

Biggest calls

CITADEL ADVISORS LLC Added $2.3m247.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $610.9k66.4k shares
SIMPLEX TRADING, LLC Added $214.0k23.3k shares
GROUP ONE TRADING LLC Reduced $920100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $142.6k15.5k shares
CITADEL ADVISORS LLC Reduced $57.0k6.2k shares
SIMPLEX TRADING, LLC Added $34.0k3.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-07-17 14.1% 7.2m≈ $136.2m 2025-07-17
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.9% new 3.0m≈ $57.4m 2026-04-29

Fell to 5% or below in the last year: MCB PR Capital LLC (0.0%, 2026-06-24), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 7,825,0717.8m $72.0m $72.0m 0.00% Reduced -51.8k -51,768
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,213,7973.2m $29.6m $29.6m 0.00% Added +79.2k +79,203
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,901,4211.9m $17.5m $17.5m 0.00% Added +76.8k +76,827
4 NEXPOINT ASSET MANAGEMENT, L.P. 1.18% of their portfolio Dallas, TX 1,179,5181.2m $10.9m $10.9m 1.18% Reduced -436.0k -436,000
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 933,239933.2k $8.6m $8.6m 0.00% Added +41.5k +41,503
6 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 891,235891.2k $8.2m $8.2m 0.00% Added +139.5k +139,542
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 760,401760.4k $7.0m $7.0m 0.00% Added +18.6k +18,571
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 635,637635.6k $5.8m $5.8m 0.00% Added +10.1k +10,102
9 KENNEDY CAPITAL MANAGEMENT LLC 0.16% of their portfolio ST LOUIS, MO 593,992594.0k $5.5m $5.5m 0.16% Added +28.8k +28,787
10 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 576,637576.6k $5.3m $5.3m 0.00% Added +9.7k +9,655
11 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 545,184545.2k $5.0m $5.0m 0.01% Added +59.6k +59,600
12 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 538,456538.5k $5.0m $5.0m 0.01% Added +145.0k +145,000
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 514,633514.6k $4.7m $4.7m 0.00% Reduced -10.2k -10,233
14 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 513,891513.9k $4.7m $4.7m 0.01% Reduced -69.3k -69,347
15 Hillsdale Investment Management Inc. 0.33% of their portfolio Toronto, A6 415,700415.7k $3.8m $3.8m 0.33% New
16 BOOTHBAY FUND MANAGEMENT, LLC 0.09% of their portfolio NEW YORK, NY 371,083371.1k $3.4m $3.4m 0.09% Added +59.2k +59,213
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 370,976371.0k $3.4m $3.4m 0.00% Added +1.4k +1,391
18 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 304,460304.5k $2.8m $2.8m 0.00% Reduced -4.4k -4,373
19 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 293,569293.6k $2.7m $2.7m 0.00% Reduced -6.6k -6,551
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 277,556277.6k $2.6m $2.6m 0.00% Added +139.7k +139,660
21 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 231,800231.8k $2.1m $2.1m 0.01% Added +34.9k +34,900
22 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 196,451196.5k $1.8m $1.8m 0.00% Added +8.2k +8,210
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 179,942179.9k $1.7m $1.7m 0.00% Added +6.3k +6,322
24 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 178,302178.3k $1.6m $1.6m 0.00% Reduced -49.4k -49,411
25 FOSTER & MOTLEY INC 0.13% of their portfolio CINCINNATI, OH 176,574176.6k $1.6m $1.6m 0.13% Added +69.4k +69,447
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 156,401156.4k $1.4m $1.4m 0.00% Reduced -17.1k -17,068
27 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 144,569144.6k $1.3m $1.3m 0.00% Reduced -50.9k -50,900
28 GSA CAPITAL PARTNERS LLP 0.13% of their portfolio LONDON, X0 144,146144.1k $1.3m $1.3m 0.13% New
29 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 144,131144.1k $1.3m $1.3m 0.02% New
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 135,935135.9k $1.3m $1.3m 0.00% Added +5.9k +5,944
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 132,315132.3k $1.2m $1.2m 0.00% Added +95.0k +95,048
32 Larson Financial Group LLC 0.12% of their portfolio ST LOUIS, MO 120,345120.3k $1.1m $1.1m 0.12% Reduced -1.0k -1,021
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 119,384119.4k $1.1m $1.1m 0.00% Added +43.9k +43,875
34 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 114,938114.9k $1.1m $1.1m 0.00% Added +55.1k +55,109
35 Legal & General Group Plc 0.00% of their portfolio London, X0 110,005110.0k $1.0m $1.0m 0.00% Reduced -1.1k -1,098
36 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 105,200105.2k $967.8k $967.8k 0.00% Added +39.0k +39,000
37 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 104,272104.3k $959.3k $959.3k 0.00% Added +4.4k +4,427
38 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 101,487101.5k $933.0k $933.0k 0.00% Added +54.3k +54,283
39 Swiss National Bank 0.00% of their portfolio ZURICH, V8 101,300101.3k $932.0k $932.0k 0.00% Reduced -11.9k -11,900
40 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 101,232101.2k $931.3k $931.3k 0.01% Added +92.4k +92,388
41 CORNERCAP INVESTMENT COUNSEL INC 0.16% of their portfolio Atlanta, GA 100,670100.7k $926.2k $926.2k 0.16% Unchanged
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 99,12499.1k $911.9k $911.9k 0.00% Added +56.8k +56,764
43 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 97,85797.9k $900.0k $900.0k 0.00% Reduced -6.3k -6,302
44 GLOBEFLEX CAPITAL L P 0.11% of their portfolio SAN DIEGO, CA 96,22596.2k $885.3k $885.3k 0.11% Unchanged
45 Garner Asset Management Corp 0.39% of their portfolio PLANO, TX 93,18993.2k $857.0k $857.0k 0.39% Reduced -682 -682
46 AXA S.A. 0.00% of their portfolio PARIS, I0 87,30987.3k $803.2k $803.2k 0.00% Added +1.8k +1,800
47 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 85,24585.2k $784.3k $784.3k 0.00% Reduced -71.1k -71,086
48 Public Sector Pension Investment Board 0.01% of their portfolio MONTREAL, A8 81,64781.6k $751.2k $751.2k 0.01% Reduced -3.9k -3,873
49 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 80,31380.3k $738.9k $738.9k 0.00% Added +16.2k +16,184
50 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 77,20577.2k $710.3k $710.3k 0.00% Unchanged
51 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 73,67173.7k $677.8k $677.8k 0.00% Added +1.5k +1,546
52 Dakota Wealth Management 0.04% of their portfolio PALM BEACH GARDENS, FL 69,68969.7k $641.1k $641.1k 0.04% Reduced -3.1k -3,141
53 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 68,53768.5k $631.0k $631.0k 0.00% Added +10.0k +10,013
54 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 66,93166.9k $615.8k $615.8k 0.00% Added +41.7k +41,720
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 61,50461.5k $565.0k $565.0k 0.00% Reduced -11.2k -11,169
56 Oliver Luxxe Assets LLC 0.14% of their portfolio GLADSTONE, NJ 59,62959.6k $548.6k $548.6k 0.14% Added +4.8k +4,788
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 58,60658.6k $539.2k $539.2k 0.00% Reduced -804 -804
58 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 57,24657.2k $526.0k $526.0k 0.00% Reduced -1.2k -1,203
59 ADVISORY RESEARCH INC 0.09% of their portfolio CHICAGO, IL 56,67256.7k $521.4k $521.4k 0.09% Added +26.6k +26,574
60 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 56,00856.0k $514.0k $514.0k 0.01% Added +172 +172
61 Campbell & CO Investment Adviser LLC 0.09% of their portfolio BALTIMORE, MD 54,84454.8k $504.6k $504.6k 0.09% Added +11.1k +11,118
62 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 54,14254.1k $498.1k $498.1k 0.00% Added +1.3k +1,288
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 52,67052.7k $484.6k $484.6k 0.00% New
64 New York Life Investment Management LLC 0.01% of their portfolio New York, NY 52,20152.2k $480.2k $480.2k 0.01% New
65 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio HARRISBURG, PA 49,15449.2k $452.2k $452.2k 0.00% Reduced -529 -529
66 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 47,90047.9k $440.7k $440.7k 0.00% Unchanged
67 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 46,82546.8k $430.8k $430.8k 0.00% New
68 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 46,00646.0k $423.0k $423.0k 0.00% Reduced -1.6k -1,612
69 ALGERT GLOBAL LLC 0.02% of their portfolio SAN FRANCISCO, CA 43,24743.2k $397.9k $397.9k 0.02% Added +27.1k +27,093
70 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 42,00042.0k $386.0k $386.0k 0.00% Reduced -1.2k -1,168
71 Ignite Planners, LLC 0.15% of their portfolio SAN CLEMENTE, CA 40,69340.7k $358.5k $358.5k 0.15% Reduced -941 -941
72 TEXAS PERMANENT SCHOOL FUND CORP 0.00% of their portfolio AUSTIN, TX 40,54740.5k $373.0k $373.0k 0.00% Added +10.3k +10,325
73 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 38,96839.0k $358.5k $358.5k 0.00% New
74 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 37,78637.8k $348.0k $348.0k 0.00% Added +651 +651
75 Cambria Investment Management, L.P. 0.03% of their portfolio Manhattan Beach, CA 37,52737.5k $345.2k $345.2k 0.03% Added +5.4k +5,361
76 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 36,73136.7k $337.9k $337.9k 0.00% Added +12 +12
77 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 36,56436.6k $336.4k $336.4k 0.00% Added +7.5k +7,538
78 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 35,78235.8k $329.0k $329.0k 0.01% Added +34.4k +34,394
79 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 34,67234.7k $319.0k $319.0k 0.00% Added +17.5k +17,476
80 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 32,90032.9k $302.7k $302.7k 0.00% Reduced -10.6k -10,551
81 Clarus Group, Inc. 0.28% of their portfolio HOUSTON, TX 32,29332.3k $297.1k $297.1k 0.28% Unchanged
82 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 31,42831.4k $289.0k $289.0k 0.00% New
83 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 31,39131.4k $288.8k $288.8k 0.01% New
84 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 30,80530.8k $283.4k $283.4k 0.00% Reduced -1.5k -1,457
85 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 30,00030.0k $276.0k $276.0k 0.00% Reduced -20.5k -20,500
86 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 29,51129.5k $271.5k $271.5k 0.00% Added +7.8k +7,756
87 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,49229.5k $271.3k $271.3k 0.00% Added +903 +903
88 Ridgewood Investments LLC 0.17% of their portfolio SPRINGFIELD, NJ 29,38829.4k $270.4k $270.4k 0.17% Unchanged
89 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 28,97829.0k $266.0k $266.0k 0.00% Unchanged
90 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 28,73028.7k $264.3k $264.3k 0.00% Added +8.5k +8,490
91 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 28,70528.7k $264.1k $264.1k 0.01% Added +6.3k +6,303
92 UBS Group AG 0.00% of their portfolio ZURICH, V8 28,18728.2k $259.3k $259.3k 0.00% Added +1.2k +1,173
93 MIRABELLA FINANCIAL SERVICES LLP 0.04% of their portfolio London, X0 27,50427.5k $253.0k $253.0k 0.04% New
94 VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio RICHMOND, VA 26,60026.6k $244.7k $244.7k 0.00% Added +4.0k +4,000
95 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BLOOMFIELD HILLS, MI 26,08326.1k $240.0k $240.0k 0.00% Reduced -3.4k -3,425
96 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 25,51325.5k $234.7k $234.7k 0.00% Added +116 +116
97 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 25,40725.4k $233.7k $233.7k 0.00% Reduced -6.5k -6,540
98 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 24,79024.8k $228.1k $228.1k 0.00% Unchanged
99 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 24,70724.7k $227.3k $227.3k 0.02% Added +8.7k +8,744
100 FMR LLC 0.00% of their portfolio BOSTON, MA 24,65024.6k $226.8k $226.8k 0.00% Added +13.7k +13,682