Vault-13

WHITESTONE REIT

COM · REIT · CUSIP 966084204

195 institutional holders +12 vs Q3 2024
32,455,65832.5m shares reported held*
$459.9mreported value*
27 new 63 added 52 reduced 20 sold out net bought ≈ $10.8m (+764.8k 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 ($163.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.17. Options: 5 managers hold calls ($740.4k notional), 2 hold puts ($34.0k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 162Q4 22: 159Q1 23: 165Q2 23: 156Q3 23: 161Q4 23: 165Q1 24: 162Q2 24: 166Q3 24: 183Q4 24: 195195Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022162
Q4 2022159
Q1 2023165
Q2 2023156
Q3 2023161
Q4 2023165
Q1 2024162
Q2 2024166
Q3 2024183
Q4 2024195

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 91 bought or addedQ1 23: 62 cut or sold outQ2 23: 67 bought or addedQ2 23: 79 cut or sold outQ2 23Q3 23: 68 bought or addedQ3 23: 76 cut or sold outQ4 23: 71 bought or addedQ4 23: 75 cut or sold outQ4 23Q1 24: 57 bought or addedQ1 24: 85 cut or sold outQ2 24: 88 bought or addedQ2 24: 71 cut or sold outQ2 24Q3 24: 83 bought or addedQ3 24: 77 cut or sold outQ4 24: 90 bought or addedQ4 24: 72 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20239162
Q2 20236779
Q3 20236876
Q4 20237175
Q1 20245785
Q2 20248871
Q3 20248377
Q4 20249072

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ1 24 calls: $1.1mQ1 24 puts: $414.5kQ1 24P/C 0.37Q2 24 calls: $847.5kQ2 24 puts: $154.3kQ2 24P/C 0.18Q3 24 calls: $766.3kQ3 24 puts: $188.8kQ3 24P/C 0.25Q4 24 calls: $740.4kQ4 24 puts: $34.0kQ4 24P/C 0.05
Numbers
QuarterCallsPutsP/C
Q1 2024$1.1m$414.5k0.37
Q2 2024$847.5k$154.3k0.18
Q3 2024$766.3k$188.8k0.25
Q4 2024$740.4k$34.0k0.05

Biggest buyers

GW&K Investment Management, LLC New +603,716+603.7k
BlackRock, Inc. Added +393,573+393.6k
Schonfeld Strategic Advisors LLC New +324,739+324.7k
Hillsdale Investment Management Inc. New +293,200+293.2k
Nuveen Asset Management, LLC Added +248,880+248.9k
HGI Capital Management, LLC Added +114,788+114.8k
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management New +106,785+106.8k
DigitalBridge Group, Inc. Added +101,736+101.7k
Kestra Advisory Services, LLC New +90,910+90.9k
STATE STREET CORP Added +77,490+77.5k

Biggest sellers

BOOTHBAY FUND MANAGEMENT, LLC Reduced -751,328-751.3k
Balyasny Asset Management L.P. Reduced -557,306-557.3k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -168,963-169.0k
JPMORGAN CHASE & CO Reduced -133,262-133.3k
JANE STREET GROUP, LLC Reduced -84,237-84.2k
GOLDMAN SACHS GROUP INC Reduced -81,163-81.2k
GSA CAPITAL PARTNERS LLP Sold out -55,680-55.7k
Connor, Clark & Lunn Investment Management Ltd. Reduced -46,710-46.7k
RHUMBLINE ADVISERS Reduced -35,544-35.5k
SHERBROOKE PARK ADVISERS LLC Sold out -31,049-31.0k

Biggest calls

CITADEL ADVISORS LLC Added $391.1k27.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $235.2k16.6k shares
SIMPLEX TRADING, LLC Added $107.0k7.6k shares
GROUP ONE TRADING LLC Reduced $7.1k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $34.0k2.4k 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 7,897,9487.9m $111.9m $111.9m 0.00% Added +393.6k +393,573
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,194,6955.2m $73.6m $73.6m 0.00% Reduced -10.0k -9,978
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,941,6081.9m $27.5m $27.5m 0.00% Added +77.5k +77,490
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,247,1651.2m $17.7m $17.7m 0.00% Reduced -3.7k -3,671
5 First Eagle Investment Management, LLC 0.04% of their portfolio NEW YORK, NY 1,192,8401.2m $16.9m $16.9m 0.04% Added +18.1k +18,118
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 933,599933.6k $13.2m $13.2m 0.00% Reduced -14.1k -14,139
7 NEXPOINT ASSET MANAGEMENT, L.P. 1.44% of their portfolio Dallas, TX 875,255875.3k $12.4m $12.4m 1.44% Unchanged
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 654,703654.7k $9.3m $9.3m 0.00% Reduced -4.8k -4,816
9 Emmett Investment Management, LP 8.00% of their portfolio NEW YORK, NY 628,313628.3k $8.9m $8.9m 8.00% First filing
10 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 622,951623.0k $8.8m $8.8m 0.00% Added +56.0k +56,015
11 GW&K Investment Management, LLC 0.07% of their portfolio BOSTON, MA 603,716603.7k $8.6m $8.6m 0.07% New
12 Foundry Partners, LLC 0.40% of their portfolio MINNEAPOLIS, MN 558,273558.3k $7.9m $7.9m 0.40% Reduced -110 -110
13 KENNEDY CAPITAL MANAGEMENT LLC 0.16% of their portfolio ST LOUIS, MO 523,784523.8k $7.4m $7.4m 0.16% Reduced -23.4k -23,427
14 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 506,601506.6k $7.2m $7.2m 0.00% Added +36.3k +36,258
15 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 477,684477.7k $6.8m $6.8m 0.00% Reduced -17.6k -17,643
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 440,791440.8k $6.2m $6.2m 0.00% Added +14.3k +14,282
17 HGI Capital Management, LLC 6.18% of their portfolio NEW YORK, NY 423,740423.7k $6.0m $6.0m 6.18% Added +114.8k +114,788
18 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 371,032371.0k $5.3m $5.3m 0.00% Added +248.9k +248,880
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 328,304328.3k $4.7m $4.7m 0.00% Reduced -133.3k -133,262
20 Schonfeld Strategic Advisors LLC 0.03% of their portfolio NEW YORK, NY 324,739324.7k $4.6m $4.6m 0.03% New
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 293,927293.9k $4.2m $4.2m 0.00% Reduced -6.8k -6,842
22 Hillsdale Investment Management Inc. 0.21% of their portfolio Toronto, A6 293,200293.2k $4.2m $4.2m 0.21% New
23 DigitalBridge Group, Inc. 0.30% of their portfolio Boca Raton, FL 290,492290.5k $4.1m $4.1m 0.30% Added +101.7k +101,736
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 285,452285.5k $4.0m $4.0m 0.00% Reduced -81.2k -81,163
25 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 249,984250.0k $3.5m $3.5m 0.00% Added +12.2k +12,177
26 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 201,878201.9k $2.9m $2.9m 0.00% Added +46.5k +46,509
27 Larson Financial Group LLC 0.15% of their portfolio ST LOUIS, MO 201,678201.7k $2.9m $2.9m 0.15% Added +24.8k +24,787
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 180,838180.8k $2.6m $2.6m 0.00% Added +6.0k +5,976
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 165,826165.8k $2.3m $2.3m 0.00% Added +12.3k +12,311
30 FMR LLC 0.00% of their portfolio BOSTON, MA 157,260157.3k $2.2m $2.2m 0.00% Added +4.0k +3,975
31 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 146,577146.6k $2.1m $2.1m 0.00% Reduced -35.5k -35,544
32 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 128,484128.5k $1.8m $1.8m 0.00% Added +7.4k +7,400
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 128,367128.4k $1.8m $1.8m 0.00% Added +2.0k +1,983
34 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 118,150118.2k $1.7m $1.7m 0.00% Added +23.0k +22,962
35 Legal & General Group Plc 0.00% of their portfolio London, X0 114,829114.8k $1.6m $1.6m 0.00% Added +5.4k +5,426
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 112,879112.9k $1.6m $1.6m 0.00% First filing
37 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 112,356112.4k $1.6m $1.6m 0.00% Added +18.2k +18,202
38 Public Sector Pension Investment Board 0.01% of their portfolio MONTREAL, A8 110,387110.4k $1.6m $1.6m 0.01% Added +16.9k +16,925
39 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 106,785106.8k $1.5m $1.5m 0.04% New
40 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 93,44493.4k $1.3m $1.3m 0.00% Reduced -28.2k -28,197
41 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 90,91090.9k $1.3m $1.3m 0.01% New
42 Campbell & CO Investment Adviser LLC 0.10% of their portfolio BALTIMORE, MD 87,61987.6k $1.2m $1.2m 0.10% Reduced -29.3k -29,300
43 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 83,56283.6k $1.2m $1.2m 0.00% Added +12.1k +12,122
44 Swiss National Bank 0.00% of their portfolio ZURICH, V8 82,90082.9k $1.2m $1.2m 0.00% Unchanged
45 THIRD AVENUE MANAGEMENT LLC 0.22% of their portfolio NEW YORK, NY 80,00080.0k $1.1m $1.1m 0.22% Unchanged
46 Greenland Capital Management LP 0.23% of their portfolio NEW YORK, NY 80,00080.0k $1.1m $1.1m 0.23% Reduced -20.0k -20,000
47 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 75,58475.6k $1.1m $1.1m 0.00% Reduced -2.2k -2,200
48 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 70,21170.2k $994.9k $994.9k 0.00% Added +1.6k +1,597
49 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 69,66969.7k $987.2k $987.2k 0.00% Added +52.0k +51,998
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 69,37569.4k $982.0k $982.0k 0.00% Added +1.6k +1,608
51 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 66,81366.8k $936.0k $936.0k 0.00% Unchanged
52 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 61,16661.2k $865.0k $865.0k 0.00% Added +8.1k +8,088
53 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 57,40057.4k $813.4k $813.4k 0.00% Reduced -1.2k -1,200
54 ADVISORY RESEARCH INC 0.13% of their portfolio CHICAGO, IL 56,90256.9k $806.3k $806.3k 0.13% Added +291 +291
55 BAILARD, INC. 0.02% of their portfolio Foster City, CA 55,79155.8k $790.6k $790.6k 0.02% Unchanged
56 UBS Group AG 0.00% of their portfolio ZURICH, V8 52,53552.5k $744.4k $744.4k 0.00% Added +18.1k +18,143
57 PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio NEW YORK, NY 51,52651.5k $730.1k $730.1k 0.06% Added +18.3k +18,289
58 BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 50,95251.0k $722.0k $722.0k 0.02% Reduced -751.3k -751,328
59 Man Group plc 0.00% of their portfolio LONDON, X0 50,64350.6k $717.6k $717.6k 0.00% New
60 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 49,05249.1k $693.0k $693.0k 0.01% Added +737 +737
61 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 48,94448.9k $693.5k $693.5k 0.00% Unchanged
62 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 48,70948.7k $691.0k $691.0k 0.00% Added +3.9k +3,897
63 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 47,68347.7k $675.7k $675.7k 0.00% Reduced -271 -271
64 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 47,10847.1k $667.5k $667.5k 0.00% Reduced -557.3k -557,306
65 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 46,01846.0k $652.1k $652.1k 0.00% Unchanged
66 Garner Asset Management Corp 0.29% of their portfolio PLANO, TX 45,22845.2k $641.0k $641.0k 0.29% Reduced -2.4k -2,394
67 Cambria Investment Management, L.P. 0.04% of their portfolio Manhattan Beach, CA 42,66942.7k $602.7k $602.7k 0.04% Added +10.4k +10,430
68 INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio WEST PALM BEACH, FL 41,12941.1k $582.8k $582.8k 0.01% Added +16.1k +16,132
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 40,29640.3k $571.0k $571.0k 0.00% Reduced -318 -318
70 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 39,62639.6k $561.5k $561.5k 0.00% Reduced -1.5k -1,508
71 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 36,75136.8k $520.8k $520.8k 0.00% Added +2 +2
72 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 36,23436.2k $513.4k $513.4k 0.00% Added +5.0k +4,988
73 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 34,44934.4k $488.0k $488.0k 0.00% Reduced -149 -149
74 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 33,81433.8k $479.1k $479.1k 0.00% Added +2.6k +2,605
75 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 33,52933.5k $475.1k $475.1k 0.01% Unchanged
76 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 32,80532.8k $464.8k $464.8k 0.01% New
77 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 32,25732.3k $457.1k $457.1k 0.00% Added +1.7k +1,697
78 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio AUSTIN, TX 31,62031.6k $448.0k $448.0k 0.00% New
79 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,84729.8k $422.9k $422.9k 0.00% Added +212 +212
80 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 28,73028.7k $408.0k $408.0k 0.00% Unchanged
81 Crossingbridge Advisors, LLC 0.13% of their portfolio PLEASANTVILLE, NY 28,47028.5k $403.4k $403.4k 0.13% New
82 AlphaCentric Advisors LLC 0.40% of their portfolio SAN JUAN, PR 28,47028.5k $403.4k $403.4k 0.40% New
83 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 28,07228.1k $397.8k $397.8k 0.00% Added +1.3k +1,322
84 CORNERCAP INVESTMENT COUNSEL INC 0.12% of their portfolio Atlanta, GA 26,63726.6k $377.4k $377.4k 0.12% Unchanged
85 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 26,20626.2k $371.3k $371.3k 0.00% Reduced -1.7k -1,659
86 Illinois Municipal Retirement Fund 0.00% of their portfolio OAK BROOK, IL 24,79724.8k $351.4k $351.4k 0.00% Reduced -1.9k -1,930
87 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,36924.4k $345.3k $345.3k 0.00% Reduced -84.2k -84,237
88 AlphaQuest LLC 0.05% of their portfolio New York, NY 24,22124.2k $343.2k $343.2k 0.05% Added +19.0k +18,969
89 TIAA TRUST, NATIONAL ASSOCIATION 0.00% of their portfolio CHARLOTTE, NC 24,01524.0k $340.3k $340.3k 0.00% Unchanged
90 Ridgewood Investments LLC 0.16% of their portfolio SPRINGFIELD, NJ 24,00024.0k $340.1k $340.1k 0.16% Reduced -500 -500
91 Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio HONG KONG, K3 23,22223.2k $329.1k $329.1k 0.02% New
92 One68 Global Capital, LLC 0.17% of their portfolio NEW YORK, NY 22,85122.9k $323.8k $323.8k 0.17% First filing
93 Ignite Planners, LLC 0.07% of their portfolio SAN CLEMENTE, CA 22,81322.8k $323.9k $323.9k 0.07% Reduced -844 -844
94 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22,26022.3k $315.4k $315.4k 0.00% Reduced -9.3k -9,265
95 Louisiana State Employees Retirement System 0.01% of their portfolio BATON ROUGE, LA 21,50021.5k $304.7k $304.7k 0.01% Added +200 +200
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,32621.3k $302.2k $302.2k 0.00% Reduced -7.6k -7,581
97 Amundi 0.00% of their portfolio Paris, I0 21,29121.3k $288.1k $288.1k 0.00% Added +13.7k +13,713
98 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 20,53820.5k $291.0k $291.0k 0.00% Reduced -1.5k -1,486
99 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 19,81519.8k $280.7k $280.7k 0.00% Unchanged
100 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 19,79819.8k $281.0k $281.0k 0.00% Reduced -6.3k -6,302