Vault-13

WHITESTONE REIT

COM · REIT · CUSIP 966084204

201 institutional holders -2 vs Q1 2025
32,644,36732.6m shares reported held*
$407.3mreported value*
28 new 69 added 65 reduced 31 sold out net bought ≈ $7.7m (+575.3k 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 ($152.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.48. Options: 5 managers hold calls ($515.9k notional), 2 hold puts ($3.0k).

Trends to Q2 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: 203Q2 25: 201201Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025201

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 102 bought or addedQ1 25: 85 cut or sold outQ2 25: 97 bought or addedQ2 25: 96 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236876
Q4 20237175
Q1 20245785
Q2 20248871
Q3 20248377
Q4 20249072
Q1 202510285
Q2 20259796

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ3 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 0.03Q2 25 calls: $515.9kQ2 25 puts: $3.0kQ2 25P/C 0.01
Numbers
QuarterCallsPutsP/C
Q3 2024$766.3k$188.8k0.25
Q4 2024$740.4k$34.0k0.05
Q1 2025$426.8k$14.2k0.03
Q2 2025$515.9k$3.0k0.01

Biggest buyers

CSM Advisors, LLC New +581,167+581.2k
Balyasny Asset Management L.P. Added +417,508+417.5k
Emmett Investment Management, LP Added +343,687+343.7k
CHILTON CAPITAL MANAGEMENT LLC Added +282,963+283.0k
JACOBS LEVY EQUITY MANAGEMENT, INC Added +193,380+193.4k
Nuveen, LLC Added +153,799+153.8k
RENAISSANCE TECHNOLOGIES LLC Added +138,200+138.2k
Qube Research & Technologies Ltd Added +119,369+119.4k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +106,467+106.5k
ROYAL BANK OF CANADA Added +99,734+99.7k

Biggest sellers

BlackRock, Inc. Reduced -518,632-518.6k
Hillsdale Investment Management Inc. Sold out -303,100-303.1k
First Eagle Investment Management, LLC Reduced -287,500-287.5k
HGI Capital Management, LLC Sold out -264,334-264.3k
GSA CAPITAL PARTNERS LLP Sold out -100,398-100.4k
GOLDMAN SACHS GROUP INC Reduced -97,848-97.8k
MARSHALL WACE, LLP Reduced -82,041-82.0k
THIRD AVENUE MANAGEMENT LLC Sold out -80,000-80.0k
MILLENNIUM MANAGEMENT LLC Reduced -76,350-76.3k
NORTHERN TRUST CORP Reduced -53,657-53.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $310.8k24.9k shares
CITADEL ADVISORS LLC Added $174.7k14.0k shares
GROUP ONE TRADING LLC Added $17.5k1.4k shares
SIMPLEX TRADING, LLC Added $13.0k1.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SIMPLEX TRADING, LLC Unchanged $3.0k300 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 7,768,5637.8m $97.0m $97.0m 0.00% Reduced -518.6k -518,632
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,217,9635.2m $65.1m $65.1m 0.00% Reduced -47.8k -47,838
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,867,6351.9m $23.3m $23.3m 0.00% Reduced -27.9k -27,856
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,179,1501.2m $14.7m $14.7m 0.00% Reduced -40.8k -40,820
5 Emmett Investment Management, LP 11.38% of their portfolio NEW YORK, NY 1,145,2051.1m $14.3m $14.3m 11.38% Added +343.7k +343,687
6 NEXPOINT ASSET MANAGEMENT, L.P. 1.04% of their portfolio Dallas, TX 875,255875.3k $10.9m $10.9m 1.04% Unchanged
7 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 811,040811.0k $10.1m $10.1m 0.02% Reduced -287.5k -287,500
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 802,752802.8k $10.0m $10.0m 0.00% Reduced -21.0k -21,010
9 GW&K Investment Management, LLC 0.07% of their portfolio BOSTON, MA 615,083615.1k $7.7m $7.7m 0.07% Reduced -3.9k -3,850
10 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 592,151592.2k $7.4m $7.4m 0.00% Reduced -40.6k -40,559
11 CSM Advisors, LLC 0.21% of their portfolio WARRENDALE, PA 581,167581.2k $7.3m $7.3m 0.21% New
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 541,196541.2k $6.8m $6.8m 0.00% Reduced -53.7k -53,657
13 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 467,552467.6k $5.8m $5.8m 0.01% Added +417.5k +417,508
14 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 449,314449.3k $5.6m $5.6m 0.00% Reduced -9.7k -9,660
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 422,118422.1k $5.3m $5.3m 0.00% Reduced -7.5k -7,538
16 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 384,921384.9k $4.8m $4.8m 0.01% Added +119.4k +119,369
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 340,310340.3k $4.2m $4.2m 0.00% Reduced -12.6k -12,603
18 DigitalBridge Group, Inc. 0.42% of their portfolio Boca Raton, FL 333,373333.4k $4.2m $4.2m 0.42% Reduced -45.7k -45,719
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 328,787328.8k $4.1m $4.1m 0.00% Reduced -97.8k -97,848
20 CHILTON CAPITAL MANAGEMENT LLC 0.13% of their portfolio HOUSTON, TX 294,043294.0k $3.7m $3.7m 0.13% Added +283.0k +282,963
21 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 291,030291.0k $3.6m $3.6m 0.00% Added +153.8k +153,799
22 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 276,935276.9k $3.5m $3.5m 0.01% Added +193.4k +193,380
23 Larson Financial Group LLC 0.13% of their portfolio ST LOUIS, MO 249,905249.9k $3.1m $3.1m 0.13% Added +31.7k +31,709
24 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 247,104247.1k $3.1m $3.1m 0.00% Reduced -9.4k -9,377
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 238,123238.1k $3.0m $3.0m 0.00% Reduced -47.0k -47,032
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 227,882227.9k $2.8m $2.8m 0.00% Reduced -21.6k -21,586
27 KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio ST LOUIS, MO 223,762223.8k $2.8m $2.8m 0.07% Reduced -35.5k -35,534
28 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 212,184212.2k $2.6m $2.6m 0.00% Added +138.2k +138,200
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 197,084197.1k $2.5m $2.5m 0.00% Added +14.8k +14,825
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 175,186175.2k $2.2m $2.2m 0.00% Added +10 +10
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 170,774170.8k $2.1m $2.1m 0.00% Added +99.7k +99,734
32 FMR LLC 0.00% of their portfolio BOSTON, MA 166,743166.7k $2.1m $2.1m 0.00% Added +8.6k +8,622
33 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 160,852160.9k $2.0m $2.0m 0.00% Added +106.5k +106,467
34 Public Sector Pension Investment Board 0.01% of their portfolio MONTREAL, A8 152,644152.6k $1.9m $1.9m 0.01% Added +11.3k +11,332
35 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 141,947141.9k $1.8m $1.8m 0.00% Added +960 +960
36 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 135,885135.9k $1.7m $1.7m 0.00% Reduced -76.3k -76,350
37 Greenland Capital Management LP 0.21% of their portfolio NEW YORK, NY 130,933130.9k $1.6m $1.6m 0.21% Added +11.9k +11,933
38 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 127,031127.0k $1.6m $1.6m 0.00% Added +15.4k +15,370
39 Legal & General Group Plc 0.00% of their portfolio London, X0 117,105117.1k $1.5m $1.5m 0.00% Reduced -810 -810
40 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 113,257113.3k $1.4m $1.4m 0.00% Reduced -51.4k -51,432
41 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% of their portfolio Seattle, WA 112,746112.7k $1.4m $1.4m 0.03% Added +1.2k +1,217
42 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 107,755107.8k $1.3m $1.3m 0.00% Added +43.8k +43,826
43 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 94,53194.5k $1.2m $1.2m 0.00% Added +84.7k +84,712
44 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 92,91092.9k $1.2m $1.2m 0.01% Added +2.0k +2,000
45 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 89,90789.9k $1.1m $1.1m 0.00% Reduced -39.0k -38,975
46 Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio HONG KONG, K3 84,94584.9k $1.1m $1.1m 0.03% New
47 Man Group plc 0.00% of their portfolio LONDON, X0 84,46584.5k $1.1m $1.1m 0.00% Added +1.8k +1,768
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 83,31783.3k $1.0m $1.0m 0.00% Added +9.4k +9,438
49 Swiss National Bank 0.00% of their portfolio ZURICH, V8 82,90082.9k $1.0m $1.0m 0.00% Unchanged
50 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 80,34980.3k $1.0m $1.0m 0.00% Reduced -32.0k -32,007
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 80,09680.1k $999.6k $999.6k 0.00% Added +16.5k +16,494
52 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 77,26177.3k $964.0k $964.0k 0.00% Added +6.8k +6,814
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 73,91973.9k $922.5k $922.5k 0.00% Added +58.5k +58,496
54 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 65,20065.2k $813.7k $813.7k 0.00% Added +6.5k +6,500
55 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 61,41461.4k $766.0k $766.0k 0.00% Added +7.5k +7,528
56 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 61,37361.4k $766.0k $766.0k 0.01% Reduced -9.9k -9,918
57 ADVISORY RESEARCH INC 0.12% of their portfolio CHICAGO, IL 61,18961.2k $763.6k $763.6k 0.12% Added +4.1k +4,137
58 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 61,18861.2k $763.6k $763.6k 0.00% Reduced -3.1k -3,088
59 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 59,45859.5k $742.0k $742.0k 0.01% Added +9.6k +9,613
60 PRELUDE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio NEW YORK, NY 59,14959.1k $738.2k $738.2k 0.07% Added +6.7k +6,723
61 EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio Oklahoma City, OK 58,79358.8k $733.7k $733.7k 0.01% Added +1.1k +1,128
62 Magnetar Financial LLC 0.00% of their portfolio EVANSTON, IL 57,30257.3k $715.1k $715.1k 0.00% New
63 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 56,65756.7k $707.1k $707.1k 0.01% New
64 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 56,32356.3k $702.9k $702.9k 0.00% Added +38.9k +38,918
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 56,12556.1k $700.4k $700.4k 0.00% Reduced -5.8k -5,798
66 Susquehanna Portfolio Strategies, LLC 0.02% of their portfolio Bala Cynwyd, PA 55,63555.6k $694.3k $694.3k 0.02% New
67 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 53,09653.1k $657.9k $657.9k 0.00% Added +24 +24
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 52,28352.3k $652.5k $652.5k 0.00% Reduced -29.4k -29,414
69 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 51,74551.7k $646.0k $646.0k 0.00% Added +1.6k +1,634
70 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 49,17849.2k $613.7k $613.7k 0.00% Added +63 +63
71 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 48,44048.4k $602.0k $602.0k 0.01% Added +23 +23
72 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 47,42347.4k $591.8k $591.8k 0.00% Added +37.1k +37,091
73 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 47,26447.3k $589.9k $589.9k 0.00% Added +2.3k +2,266
74 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 45,63945.6k $569.6k $569.6k 0.00% Reduced -1.6k -1,602
75 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 41,98042.0k $523.9k $523.9k 0.01% Added +4.2k +4,200
76 Garner Asset Management Corp 0.23% of their portfolio PLANO, TX 39,90439.9k $498.0k $498.0k 0.23% Reduced -2.6k -2,592
77 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 39,80039.8k $496.7k $496.7k 0.00% Added +10.2k +10,200
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 39,46739.5k $492.5k $492.5k 0.00% Reduced -829 -829
79 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 39,36039.4k $491.2k $491.2k 0.01% Unchanged
80 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 38,02838.0k $474.6k $474.6k 0.00% New
81 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 36,40436.4k $451.0k $451.0k 0.01% New
82 AlphaQuest LLC 0.04% of their portfolio New York, NY 34,76034.8k $433.8k $433.8k 0.04% Added +8.7k +8,650
83 HANCOCK WHITNEY CORP 0.01% of their portfolio GULFPORT, MS 34,69834.7k $433.0k $433.0k 0.01% Added +17.9k +17,854
84 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,16334.2k $426.4k $426.4k 0.00% Added +3.3k +3,287
85 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 33,52133.5k $418.3k $418.3k 0.00% Reduced -2.9k -2,931
86 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 32,93432.9k $410.0k $410.0k 0.00% Added +198 +198
87 VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio RICHMOND, VA 32,66732.7k $407.7k $407.7k 0.00% Unchanged
88 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 32,05432.1k $400.0k $400.0k 0.00% Added +128 +128
89 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 30,37630.4k $379.1k $379.1k 0.00% Added +13.6k +13,568
90 Crossingbridge Advisors, LLC 0.16% of their portfolio PLEASANTVILLE, NY 30,00030.0k $184.3k $184.3k 0.16% Added +15.0k +15,000
91 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 29,82829.8k $372.3k $372.3k 0.00% New
92 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 29,72029.7k $370.9k $370.9k 0.00% Reduced -2.0k -2,021
93 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 28,73028.7k $358.6k $358.6k 0.00% Unchanged
94 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 28,09728.1k $350.7k $350.7k 0.00% Reduced -82.0k -82,041
95 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 27,75227.8k $346.0k $346.0k 0.00% Added +4.7k +4,729
96 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 27,30827.3k $340.8k $340.8k 0.00% Reduced -1.7k -1,741
97 Vestcor Inc 0.01% of their portfolio FREDERICTON, A3 26,95227.0k $336.0k $336.0k 0.01% New
98 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 26,89226.9k $335.6k $335.6k 0.00% Reduced -2.3k -2,264
99 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 24,72624.7k $308.6k $308.6k 0.00% Reduced -4.7k -4,686
100 Illinois Municipal Retirement Fund 0.00% of their portfolio OAK BROOK, IL 24,03424.0k $299.9k $299.9k 0.00% Added +2.6k +2,606