Vault-13

WHITESTONE REIT

COM · REIT · CUSIP 966084204

203 institutional holders +8 vs Q4 2024
32,636,75332.6m shares reported held*
$474.3mreported value*
30 new 72 added 64 reduced 21 sold out net bought ≈ $4.6m (+386.6k 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 ($16.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.53. Options: 5 managers hold calls ($426.8k notional), 3 hold puts ($14.2k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 162Q4 22: 159Q1 23: 165Q2 23: 156Q3 23: 161Q4 23: 165Q1 24: 162Q2 24: 166Q3 24: 183Q4 24: 195Q1 25: 203203Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022162
Q4 2022159
Q1 2023165
Q2 2023156
Q3 2023161
Q4 2023165
Q1 2024162
Q2 2024166
Q3 2024183
Q4 2024195
Q1 2025203

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 67 bought or addedQ2 23: 79 cut or sold outQ3 23: 68 bought or addedQ3 23: 76 cut or sold outQ3 23Q4 23: 71 bought or addedQ4 23: 75 cut or sold outQ1 24: 57 bought or addedQ1 24: 85 cut or sold outQ1 24Q2 24: 88 bought or addedQ2 24: 71 cut or sold outQ3 24: 83 bought or addedQ3 24: 77 cut or sold outQ3 24Q4 24: 90 bought or addedQ4 24: 72 cut or sold outQ1 25: 102 bought or addedQ1 25: 85 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236779
Q3 20236876
Q4 20237175
Q1 20245785
Q2 20248871
Q3 20248377
Q4 20249072
Q1 202510285

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ2 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 0.05Q1 25 calls: $426.8kQ1 25 puts: $14.2kQ1 25P/C 0.03
Numbers
QuarterCallsPutsP/C
Q2 2024$847.5k$154.3k0.18
Q3 2024$766.3k$188.8k0.25
Q4 2024$740.4k$34.0k0.05
Q1 2025$426.8k$14.2k0.03

Biggest buyers

BlackRock, Inc. Added +389,247+389.2k
Emmett Investment Management, LP Added +173,205+173.2k
GOLDMAN SACHS GROUP INC Added +141,183+141.2k
MILLENNIUM MANAGEMENT LLC Added +118,791+118.8k
MARSHALL WACE, LLP New +110,138+110.1k
GSA CAPITAL PARTNERS LLP New +100,398+100.4k
DigitalBridge Group, Inc. Added +88,600+88.6k
ExodusPoint Capital Management, LP New +71,291+71.3k
VANGUARD GROUP INC Added +71,106+71.1k
D. E. Shaw & Co., Inc. New +63,929+63.9k

Biggest sellers

Schonfeld Strategic Advisors LLC Sold out -324,739-324.7k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -264,488-264.5k
HGI Capital Management, LLC Reduced -159,406-159.4k
Invesco Ltd. Reduced -153,688-153.7k
MORGAN STANLEY Reduced -109,837-109.8k
First Eagle Investment Management, LLC Reduced -94,300-94.3k
JPMORGAN CHASE & CO Reduced -78,836-78.8k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced -63,765-63.8k
Campbell & CO Investment Adviser LLC Reduced -55,930-55.9k
RENAISSANCE TECHNOLOGIES LLC Reduced -54,500-54.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $218.6k15.0k shares
CITADEL ADVISORS LLC Reduced $186.5k12.8k shares
SIMPLEX TRADING, LLC Reduced $13.0k900 shares
GROUP ONE TRADING LLC Added $8.7k600 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $10.2k700 shares
SIMPLEX TRADING, LLC New $4.0k300 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 8,287,1958.3m $120.7m $120.7m 0.00% Added +389.2k +389,247
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,265,8015.3m $76.7m $76.7m 0.00% Added +71.1k +71,106
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,895,4911.9m $27.6m $27.6m 0.00% Reduced -46.1k -46,117
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,219,9701.2m $17.8m $17.8m 0.00% Reduced -27.2k -27,195
5 First Eagle Investment Management, LLC 0.03% of their portfolio NEW YORK, NY 1,098,5401.1m $16.0m $16.0m 0.03% Reduced -94.3k -94,300
6 NEXPOINT ASSET MANAGEMENT, L.P. 1.21% of their portfolio Dallas, TX 875,255875.3k $12.8m $12.8m 1.21% Unchanged
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 823,762823.8k $12.0m $12.0m 0.00% Reduced -109.8k -109,837
8 Emmett Investment Management, LP 10.72% of their portfolio NEW YORK, NY 801,518801.5k $11.7m $11.7m 10.72% Added +173.2k +173,205
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 632,710632.7k $9.2m $9.2m 0.00% Reduced -22.0k -21,993
10 GW&K Investment Management, LLC 0.08% of their portfolio BOSTON, MA 618,933618.9k $9.0m $9.0m 0.08% Added +15.2k +15,217
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 594,853594.9k $8.7m $8.7m 0.00% Reduced -28.1k -28,098
12 Foundry Partners, LLC 0.43% of their portfolio MINNEAPOLIS, MN 557,312557.3k $8.1m $8.1m 0.43% Reduced -961 -961
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 458,974459.0k $6.7m $6.7m 0.00% Reduced -18.7k -18,710
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 429,656429.7k $6.3m $6.3m 0.00% Reduced -11.1k -11,135
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 426,635426.6k $6.2m $6.2m 0.00% Added +141.2k +141,183
16 DigitalBridge Group, Inc. 0.36% of their portfolio Boca Raton, FL 379,092379.1k $4.5m $4.5m 0.36% Added +88.6k +88,600
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 352,913352.9k $5.1m $5.1m 0.00% Reduced -153.7k -153,688
18 Hillsdale Investment Management Inc. 0.22% of their portfolio Toronto, A6 303,100303.1k $4.4m $4.4m 0.22% Added +9.9k +9,900
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 285,155285.2k $4.2m $4.2m 0.00% Reduced -8.8k -8,772
20 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 265,552265.6k $3.9m $3.9m 0.01% Added +63.7k +63,674
21 HGI Capital Management, LLC 4.80% of their portfolio NEW YORK, NY 264,334264.3k $3.9m $3.9m 4.80% Reduced -159.4k -159,406
22 KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio ST LOUIS, MO 259,296259.3k $3.8m $3.8m 0.09% Reduced -264.5k -264,488
23 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 256,481256.5k $3.7m $3.7m 0.00% Added +6.5k +6,497
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 249,468249.5k $3.6m $3.6m 0.00% Reduced -78.8k -78,836
25 Larson Financial Group LLC 0.15% of their portfolio ST LOUIS, MO 218,196218.2k $3.2m $3.2m 0.15% Added +16.5k +16,518
26 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 212,235212.2k $3.1m $3.1m 0.00% Added +118.8k +118,791
27 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 182,259182.3k $2.7m $2.7m 0.00% Added +16.4k +16,433
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 175,176175.2k $2.6m $2.6m 0.00% Reduced -5.7k -5,662
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 164,689164.7k $2.4m $2.4m 0.00% Added +36.3k +36,322
30 FMR LLC 0.00% of their portfolio BOSTON, MA 158,121158.1k $2.3m $2.3m 0.00% Added +861 +861
31 Public Sector Pension Investment Board 0.01% of their portfolio MONTREAL, A8 141,312141.3k $2.1m $2.1m 0.01% Added +30.9k +30,925
32 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 140,987141.0k $2.1m $2.1m 0.00% Reduced -5.6k -5,590
33 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 137,231137.2k $2.0m $2.0m 0.00% First filing
34 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 128,882128.9k $1.9m $1.9m 0.00% Added +59.2k +59,213
35 Greenland Capital Management LP 0.30% of their portfolio NEW YORK, NY 119,000119.0k $1.7m $1.7m 0.30% Added +39.0k +39,000
36 Legal & General Group Plc 0.00% of their portfolio London, X0 117,915117.9k $1.7m $1.7m 0.00% Added +3.1k +3,086
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% Unchanged
38 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 111,661111.7k $1.6m $1.6m 0.00% Reduced -1.2k -1,218
39 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio Seattle, WA 111,529111.5k $1.6m $1.6m 0.04% Added +4.7k +4,744
40 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 110,138110.1k $1.6m $1.6m 0.00% New
41 GSA CAPITAL PARTNERS LLP 0.13% of their portfolio LONDON, X0 100,398100.4k $1.5m $1.5m 0.13% New
42 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 90,91090.9k $1.3m $1.3m 0.01% Unchanged
43 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 83,55583.6k $1.2m $1.2m 0.00% Added +13.3k +13,344
44 Swiss National Bank 0.00% of their portfolio ZURICH, V8 82,90082.9k $1.2m $1.2m 0.00% Unchanged
45 Man Group plc 0.00% of their portfolio LONDON, X0 82,69782.7k $1.2m $1.2m 0.00% Added +32.1k +32,054
46 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 81,69781.7k $1.2m $1.2m 0.00% Reduced -1.9k -1,865
47 THIRD AVENUE MANAGEMENT LLC 0.23% of their portfolio NEW YORK, NY 80,00080.0k $1.2m $1.2m 0.23% Unchanged
48 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 73,98474.0k $1.1m $1.1m 0.00% Reduced -54.5k -54,500
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 73,87973.9k $1.1m $1.1m 0.00% Added +21.3k +21,344
50 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 71,29171.3k $1.0m $1.0m 0.01% New
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,04071.0k $1.0m $1.0m 0.00% Added +1.7k +1,665
52 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 70,44770.4k $1.0m $1.0m 0.00% Reduced -5.1k -5,137
53 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 64,27664.3k $936.5k $936.5k 0.00% Reduced -2.5k -2,537
54 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 63,92963.9k $931.4k $931.4k 0.00% New
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 63,60263.6k $926.7k $926.7k 0.00% Added +39.2k +39,233
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 61,92361.9k $902.2k $902.2k 0.00% Added +40.6k +40,597
57 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 58,70058.7k $855.3k $855.3k 0.00% Added +1.3k +1,300
58 EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio Oklahoma City, OK 57,66557.7k $840.2k $840.2k 0.02% New
59 ADVISORY RESEARCH INC 0.15% of their portfolio CHICAGO, IL 57,05257.1k $831.2k $831.2k 0.15% Added +150 +150
60 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 54,38554.4k $792.4k $792.4k 0.00% Reduced -63.8k -63,765
61 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 53,88653.9k $786.0k $786.0k 0.00% Reduced -7.3k -7,280
62 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 53,07253.1k $775.4k $775.4k 0.00% New
63 PRELUDE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio NEW YORK, NY 52,42652.4k $763.8k $763.8k 0.08% Added +900 +900
64 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 50,11150.1k $731.0k $731.0k 0.00% Added +1.4k +1,402
65 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 50,04450.0k $729.1k $729.1k 0.00% Added +2.9k +2,936
66 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 49,84549.8k $726.2k $726.2k 0.01% Added +17.0k +17,040
67 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 49,11549.1k $715.6k $715.6k 0.00% Added +171 +171
68 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 48,41748.4k $703.0k $703.0k 0.01% Reduced -635 -635
69 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 47,24147.2k $688.3k $688.3k 0.00% Reduced -442 -442
70 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 47,01947.0k $685.0k $685.0k 0.00% Added +27.2k +27,221
71 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 44,99845.0k $655.6k $655.6k 0.00% Reduced -1.0k -1,020
72 Garner Asset Management Corp 0.27% of their portfolio PLANO, TX 42,49642.5k $619.2k $619.2k 0.27% Reduced -2.7k -2,732
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 40,29640.3k $587.1k $587.1k 0.00% Unchanged
74 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 39,36039.4k $573.5k $573.5k 0.01% Added +5.8k +5,831
75 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 37,78037.8k $550.5k $550.5k 0.01% New
76 Moloney Securities Asset Management, LLC 0.07% of their portfolio MANCHESTER, MO 37,76237.8k $550.2k $550.2k 0.07% New
77 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 36,72036.7k $535.0k $535.0k 0.00% New
78 PharVision Advisers, LLC 0.74% of their portfolio BOCA RATON, FL 36,47136.5k $531.4k $531.4k 0.74% Added +22.2k +22,232
79 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 36,45236.5k $531.1k $531.1k 0.00% Reduced -3.2k -3,174
80 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 32,73632.7k $475.0k $475.0k 0.00% Reduced -1.7k -1,713
81 VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio RICHMOND, VA 32,66732.7k $476.0k $476.0k 0.00% First filing
82 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 31,92631.9k $465.2k $465.2k 0.00% Reduced -4.3k -4,308
83 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 31,74131.7k $462.5k $462.5k 0.00% Reduced -516 -516
84 Campbell & CO Investment Adviser LLC 0.04% of their portfolio BALTIMORE, MD 31,68931.7k $461.7k $461.7k 0.04% Reduced -55.9k -55,930
85 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 30,87630.9k $449.9k $449.9k 0.00% Added +1.0k +1,029
86 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 29,60029.6k $431.3k $431.3k 0.00% Added +10.0k +10,000
87 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 29,41229.4k $428.5k $428.5k 0.00% Added +1.3k +1,340
88 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 29,15629.2k $424.8k $424.8k 0.00% Reduced -4.7k -4,658
89 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 29,04929.0k $423.2k $423.2k 0.00% Reduced -12.1k -12,080
90 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 28,73028.7k $418.6k $418.6k 0.00% Unchanged
91 BAILARD, INC. 0.01% of their portfolio Foster City, CA 28,09128.1k $409.3k $409.3k 0.01% Reduced -27.7k -27,700
92 AlphaQuest LLC 0.04% of their portfolio New York, NY 26,11026.1k $380.4k $380.4k 0.04% Added +1.9k +1,889
93 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 25,71425.7k $374.7k $374.7k 0.00% Reduced -492 -492
94 TIAA TRUST, NATIONAL ASSOCIATION 0.00% of their portfolio CHARLOTTE, NC 24,01524.0k $349.9k $349.9k 0.00% Unchanged
95 Ridgewood Investments LLC 0.16% of their portfolio SPRINGFIELD, NJ 24,00024.0k $349.7k $349.7k 0.16% Unchanged
96 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 23,02323.0k $335.0k $335.0k 0.00% New
97 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 22,58122.6k $329.0k $329.0k 0.00% Added +2.0k +2,043
98 Ignite Planners, LLC 0.05% of their portfolio SAN CLEMENTE, CA 21,93321.9k $275.0k $275.0k 0.05% Reduced -880 -880
99 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 21,82521.8k $318.0k $318.0k 0.01% Added +4.6k +4,559
100 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 21,49321.5k $313.2k $313.2k 0.00% First filing