Vault-13

WHITESTONE REIT

COM · REIT · CUSIP 966084204

165 institutional holders +4 vs Q3 2023
33,376,64433.4m shares reported held*
$410.2mreported value*
19 new 52 added 58 reduced 17 sold out net bought ≈ $42.7m (+3.5m 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. Holder counts are more reliable. Implied quarter-end price ≈ $12.29. Options: 7 managers hold calls ($1.6m notional), 5 hold puts ($373.9k).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 162Q4 22: 159Q1 23: 165Q2 23: 156Q3 23: 161Q4 23: 165165Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022162
Q4 2022159
Q1 2023165
Q2 2023156
Q3 2023161
Q4 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 23Q2 23: 67 bought or addedQ2 23: 79 cut or sold outQ2 23Q3 23: 68 bought or addedQ3 23: 76 cut or sold outQ3 23Q4 23: 71 bought or addedQ4 23: 75 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226774
Q1 20239162
Q2 20236779
Q3 20236876
Q4 20237175

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ1 23 calls: $3.1mQ1 23 puts: $233.6kQ1 23P/C 0.08Q2 23 calls: $1.2mQ2 23 puts: $316.1kQ2 23P/C 0.26Q3 23 calls: $1.3mQ3 23 puts: $327.9kQ3 23P/C 0.25Q4 23 calls: $1.6mQ4 23 puts: $373.9kQ4 23P/C 0.24
Numbers
QuarterCallsPutsP/C
Q1 2023$3.1m$233.6k0.08
Q2 2023$1.2m$316.1k0.26
Q3 2023$1.3m$327.9k0.25
Q4 2023$1.6m$373.9k0.24

Biggest buyers

VANGUARD GROUP INC Added +2,257,984+2.3m
ExodusPoint Capital Management, LP New +831,769+831.8k
MORGAN STANLEY Added +775,028+775.0k
Foundry Partners, LLC Added +356,948+356.9k
JPMORGAN CHASE & CO Added +297,467+297.5k
BOOTHBAY FUND MANAGEMENT, LLC Added +290,799+290.8k
GEODE CAPITAL MANAGEMENT, LLC Added +137,795+137.8k
BlackRock Inc. Added +80,520+80.5k
Informed Momentum Co LLC New +66,073+66.1k
First Eagle Investment Management, LLC Added +65,816+65.8k

Biggest sellers

Fortress Investment Group LLC Reduced -688,315-688.3k
Hillsdale Investment Management Inc. Sold out -374,300-374.3k
AQR CAPITAL MANAGEMENT LLC Reduced -182,198-182.2k
RENAISSANCE TECHNOLOGIES LLC Reduced -95,806-95.8k
Campbell & CO Investment Adviser LLC Sold out -89,914-89.9k
GOLDMAN SACHS GROUP INC Reduced -69,286-69.3k
DigitalBridge Group, Inc. Reduced -46,450-46.5k
TWO SIGMA ADVISERS, LP Reduced -41,800-41.8k
RHUMBLINE ADVISERS Reduced -38,634-38.6k
PUTNAM INVESTMENTS LLC Sold out -37,700-37.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $937.7k76.3k shares
CITADEL ADVISORS LLC Reduced $340.4k27.7k shares
Greenland Capital Management LP New $245.8k20.0k shares
SIMPLEX TRADING, LLC Reduced $17.0k1.4k shares
GROUP ONE TRADING LLC Reduced $14.7k1.2k shares
PEAK6 Investments LLC New $12.3k1.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

PEAK6 Investments LLC New $178.2k14.5k shares
CITADEL ADVISORS LLC Reduced $154.9k12.6k shares
SIMPLEX TRADING, LLC Added $31.0k2.6k shares
GROUP ONE TRADING LLC Reduced $9.8k800 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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 7,791,7487.8m $95.8m $95.8m 0.00% Added +80.5k +80,520
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,527,1365.5m $67.9m $67.9m 0.00% Added +2.3m +2,257,984
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,884,6981.9m $23.2m $23.2m 0.00% Reduced -28.1k -28,078
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,643,7801.6m $20.2m $20.2m 0.00% Added +775.0k +775,028
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,143,0071.1m $14.0m $14.0m 0.00% Added +137.8k +137,795
6 First Eagle Investment Management, LLC 0.03% of their portfolio NEW YORK, NY 970,822970.8k $11.9m $11.9m 0.03% Added +65.8k +65,816
7 NEXPOINT ASSET MANAGEMENT, L.P. 1.63% of their portfolio Dallas, TX 875,255875.3k $10.8m $10.8m 1.63% Unchanged
8 ExodusPoint Capital Management, LP 0.13% of their portfolio NEW YORK, NY 831,769831.8k $10.2m $10.2m 0.13% New
9 Foundry Partners, LLC 0.60% of their portfolio MINNEAPOLIS, MN 806,771806.8k $9.9m $9.9m 0.60% Added +356.9k +356,948
10 Fortress Investment Group LLC 1.08% of their portfolio NEW YORK, NY 739,414739.4k $9.1m $9.1m 1.08% Reduced -688.3k -688,315
11 BOOTHBAY FUND MANAGEMENT, LLC 0.31% of their portfolio NEW YORK, NY 723,838723.8k $8.9m $8.9m 0.31% Added +290.8k +290,799
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 675,798675.8k $8.3m $8.3m 0.00% Added +297.5k +297,467
13 KENNEDY CAPITAL MANAGEMENT LLC 0.18% of their portfolio ST LOUIS, MO 661,570661.6k $8.1m $8.1m 0.18% Added +57.7k +57,652
14 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 643,091643.1k $7.9m $7.9m 0.00% Reduced -24.4k -24,360
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 592,253592.3k $7.3m $7.3m 0.00% Reduced -9.4k -9,399
16 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 584,149584.1k $7.2m $7.2m 0.00% Reduced -10.9k -10,875
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 488,232488.2k $6.0m $6.0m 0.00% Reduced -2.2k -2,175
18 DigitalBridge Group, Inc. 0.54% of their portfolio Boca Raton, FL 428,571428.6k $5.3m $5.3m 0.54% Reduced -46.5k -46,450
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 307,589307.6k $3.8m $3.8m 0.00% Reduced -36.9k -36,850
20 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 252,378252.4k $3.1m $3.1m 0.00% Reduced -95.8k -95,806
21 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 245,773245.8k $3.0m $3.0m 0.00% Reduced -8.5k -8,476
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 232,503232.5k $2.9m $2.9m 0.00% Reduced -69.3k -69,286
23 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 224,796224.8k $2.8m $2.8m 0.00% Added +4.2k +4,244
24 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 201,877201.9k $2.5m $2.5m 0.00% Reduced -8.8k -8,811
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 174,974175.0k $2.2m $2.2m 0.00% Reduced -182.2k -182,198
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 171,272171.3k $2.1m $2.1m 0.00% Added +14.5k +14,526
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 166,449166.4k $2.0m $2.0m 0.00% Added +1.1k +1,054
28 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 154,979155.0k $1.9m $1.9m 0.00% Reduced -38.6k -38,634
29 Larson Financial Group LLC 0.16% of their portfolio ST LOUIS, MO 153,016153.0k $1.9m $1.9m 0.16% Added +11.5k +11,537
30 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 134,847134.8k $1.7m $1.7m 0.00% Added +2.9k +2,874
31 Legal & General Group Plc 0.00% of their portfolio London, X0 125,521125.5k $1.5m $1.5m 0.00% Added +495 +495
32 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 122,152122.2k $1.5m $1.5m 0.00% Added +1.1k +1,064
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 120,871120.9k $1.5m $1.5m 0.00% Added +19.2k +19,191
34 Public Sector Pension Investment Board 0.01% of their portfolio MONTREAL, A8 97,75397.8k $1.2m $1.2m 0.01% Added +39.6k +39,607
35 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 96,37996.4k $1.2m $1.2m 0.00% Reduced -519 -519
36 GLOBEFLEX CAPITAL L P 0.12% of their portfolio SAN DIEGO, CA 96,22596.2k $1.2m $1.2m 0.12% Unchanged
37 Swiss National Bank 0.00% of their portfolio ZURICH, V8 92,70092.7k $1.1m $1.1m 0.00% Reduced -10.5k -10,500
38 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 90,54990.5k $1.1m $1.1m 0.00% Reduced -3.0k -3,017
39 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 88,63388.6k $1.1m $1.1m 0.00% Unchanged
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 81,91081.9k $1.0m $1.0m 0.00% Added +8.8k +8,769
41 THIRD AVENUE MANAGEMENT LLC 0.16% of their portfolio NEW YORK, NY 80,00080.0k $983.2k $983.2k 0.16% Unchanged
42 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 75,26675.3k $938.6k $938.6k 0.00% Added +107 +107
43 CORNERCAP INVESTMENT COUNSEL INC 0.14% of their portfolio Atlanta, GA 70,53970.5k $866.9k $866.9k 0.14% Reduced -28.3k -28,316
44 Dakota Wealth Management 0.03% of their portfolio PALM BEACH GARDENS, FL 68,23968.2k $838.7k $838.7k 0.03% Unchanged
45 Garner Asset Management Corp 0.41% of their portfolio PLANO, TX 67,00367.0k $842.2k $842.2k 0.41% Reduced -6.6k -6,604
46 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 66,92666.9k $822.5k $822.5k 0.00% Added +10.7k +10,739
47 Informed Momentum Co LLC 0.14% of their portfolio SOLANA BEACH, CA 66,07366.1k $812.0k $812.0k 0.14% New
48 PRELUDE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio NEW YORK, NY 65,16965.2k $800.9k $800.9k 0.07% Added +1.7k +1,719
49 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 55,74655.7k $685.1k $685.1k 0.00% Reduced -1.0k -1,045
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 55,51655.5k $682.3k $682.3k 0.00% Added +35.6k +35,602
51 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 54,88954.9k $674.6k $674.6k 0.00% Reduced -2 -2
52 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 54,70054.7k $672.3k $672.3k 0.00% Added +5.0k +5,000
53 ADVISORY RESEARCH INC 0.10% of their portfolio CHICAGO, IL 53,91553.9k $662.6k $662.6k 0.10% Reduced -2.9k -2,927
54 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 52,43252.4k $644.4k $644.4k 0.00% Added +1.1k +1,139
55 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 51,98952.0k $638.0k $638.0k 0.00% Reduced -4.3k -4,267
56 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 51,84251.8k $636.0k $636.0k 0.01% Reduced -456 -456
57 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 51,82051.8k $636.9k $636.9k 0.00% Reduced -8.0k -7,988
58 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 50,40050.4k $619.4k $619.4k 0.00% Reduced -41.8k -41,800
59 Greenland Capital Management LP 0.09% of their portfolio NEW YORK, NY 50,00050.0k $614.5k $614.5k 0.09% New
60 Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio Bala Cynwyd, PA 49,91249.9k $613.4k $613.4k 0.01% First filing
61 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 49,88549.9k $613.1k $613.1k 0.00% Reduced -2.3k -2,349
62 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 48,37948.4k $595.0k $595.0k 0.00% Reduced -22.0k -21,998
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,85745.9k $563.6k $563.6k 0.00% Reduced -23.2k -23,187
64 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 41,97542.0k $516.0k $516.0k 0.00% Reduced -1.1k -1,062
65 HGI Capital Management, LLC 0.57% of their portfolio NEW YORK, NY 41,07441.1k $504.8k $504.8k 0.57% New
66 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 41,06741.1k $504.7k $504.7k 0.00% Reduced -3.0k -2,959
67 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 40,68540.7k $501.0k $501.0k 0.00% Added +673 +673
68 TEXAS PERMANENT SCHOOL FUND CORP 0.00% of their portfolio AUSTIN, TX 40,67540.7k $499.9k $499.9k 0.00% Added +1.2k +1,164
69 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 39,89639.9k $490.3k $490.3k 0.00% Reduced -3.3k -3,348
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,96239.0k $478.8k $478.8k 0.00% Added +31.8k +31,779
71 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 37,79837.8k $464.5k $464.5k 0.00% Added +363 +363
72 New York Life Investment Management LLC 0.00% of their portfolio New York, NY 37,53837.5k $461.3k $461.3k 0.00% Reduced -1.2k -1,162
73 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 35,62435.6k $437.8k $437.8k 0.00% Added +5.6k +5,624
74 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 35,49135.5k $436.0k $436.0k 0.04% New
75 FOSTER & MOTLEY INC 0.03% of their portfolio CINCINNATI, OH 33,14633.1k $407.0k $407.0k 0.03% Reduced -28.7k -28,713
76 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 32,79132.8k $403.0k $403.0k 0.00% Reduced -1.1k -1,059
77 Ignite Planners, LLC 0.11% of their portfolio SAN CLEMENTE, CA 31,24431.2k $380.6k $380.6k 0.11% Reduced -3.2k -3,187
78 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 30,06330.1k $369.5k $369.5k 0.00% Added +11.0k +11,046
79 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 29,81529.8k $366.4k $366.4k 0.00% Added +34 +34
80 Ridgewood Investments LLC 0.21% of their portfolio SPRINGFIELD, NJ 29,38829.4k $361.2k $361.2k 0.21% Unchanged
81 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 28,73028.7k $343.3k $343.3k 0.00% Unchanged
82 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 28,70528.7k $352.8k $352.8k 0.01% Unchanged
83 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,66527.7k $339.9k $339.9k 0.00% Added +21.6k +21,633
84 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,19627.2k $334.0k $334.0k 0.00% Added +570 +570
85 Illinois Municipal Retirement Fund 0.01% of their portfolio OAK BROOK, IL 26,87126.9k $330.0k $330.0k 0.01% Reduced -1.5k -1,505
86 Worth Venture Partners, LLC 0.18% of their portfolio FORT LEE, NJ 26,45026.4k $325.1k $325.1k 0.18% Reduced -1.7k -1,700
87 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 26,44926.4k $325.1k $325.1k 0.00% Reduced -469 -469
88 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 26,40326.4k $324.5k $324.5k 0.00% Reduced -215 -215
89 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 24,79024.8k $304.7k $304.7k 0.00% Unchanged
90 TIAA TRUST, NATIONAL ASSOCIATION 0.00% of their portfolio CHARLOTTE, NC 23,91523.9k $293.9k $293.9k 0.00% Unchanged
91 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 23,78123.8k $292.3k $292.3k 0.00% Reduced -5.2k -5,153
92 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BLOOMFIELD HILLS, MI 23,60723.6k $290.1k $290.1k 0.00% Added +225 +225
93 Louisiana State Employees Retirement System 0.01% of their portfolio BATON ROUGE, LA 23,60023.6k $290.0k $290.0k 0.01% Reduced -300 -300
94 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 23,07023.1k $283.5k $283.5k 0.00% Added +2.9k +2,932
95 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 22,45522.5k $276.0k $276.0k 0.00% Unchanged
96 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 21,96022.0k $269.9k $269.9k 0.00% New
97 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 21,53621.5k $264.7k $264.7k 0.00% New
98 Cambria Investment Management, L.P. 0.02% of their portfolio Manhattan Beach, CA 21,44321.4k $263.5k $263.5k 0.02% New
99 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 20,41320.4k $250.9k $250.9k 0.00% New
100 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 20,35620.4k $250.2k $250.2k 0.00% Reduced -12.2k -12,182