Vault-13

WHITESTONE REIT

COM · REIT · CUSIP 966084204

216 institutional holders -5 vs Q1 2026
41,747,97141.7m shares reported held*
$796.6mreported value*
42 new 69 added 71 reduced 42 sold out net bought ≈ $155.4m (+7.9m 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 ($176.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.08. Options: 2 managers hold calls ($20.9k notional), 1 hold puts ($5.7k).

Trends to Q2 2026

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: 201Q3 25: 207Q4 25: 211Q1 26: 221Q2 26: 216216Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025207
Q4 2025211
Q1 2026221
Q2 2026216

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 116 bought or addedQ3 25: 76 cut or sold outQ4 25: 92 bought or addedQ4 25: 103 cut or sold outQ4 25Q1 26: 109 bought or addedQ1 26: 81 cut or sold outQ2 26: 111 bought or addedQ2 26: 113 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248377
Q4 20249072
Q1 202510285
Q2 20259796
Q3 202511676
Q4 202592103
Q1 202610981
Q2 2026111113

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 25 calls: $249.8kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $273.6kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $566.9kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $20.9kQ2 26 puts: $5.7kQ2 26P/C 0.27
Numbers
QuarterCallsPutsP/C
Q3 2025$249.8k$00.00
Q4 2025$273.6k$00.00
Q1 2026$566.9k$00.00
Q2 2026$20.9k$5.7k0.27

Biggest buyers

NEXPOINT ASSET MANAGEMENT, L.P. Added +2,174,950+2.2m
GLAZER CAPITAL, LLC New +1,883,574+1.9m
WATER ISLAND CAPITAL LLC New +1,227,709+1.2m
First Trust Capital Management L.P. New +1,085,310+1.1m
MILLENNIUM MANAGEMENT LLC New +769,812+769.8k
Schonfeld Strategic Advisors LLC New +682,965+683.0k
First Eagle Investment Management, LLC Added +652,365+652.4k
ALPINE ASSOCIATES MANAGEMENT INC. New +639,008+639.0k
Qube Research & Technologies Ltd Added +602,709+602.7k
FIL Ltd New +498,521+498.5k

Biggest sellers

GW&K Investment Management, LLC Sold out -1,035,745-1.0m
Irenic Capital Management LP Reduced -857,146-857.1k
CHILTON CAPITAL MANAGEMENT LLC Reduced -672,904-672.9k
Emmett Investment Management, LP Reduced -514,311-514.3k
DigitalBridge Group, Inc. Sold out -283,000-283.0k
JACOBS LEVY EQUITY MANAGEMENT, INC Sold out -272,874-272.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -225,726-225.7k
Larson Financial Group LLC Reduced -210,786-210.8k
CSM Advisors, LLC Reduced -158,919-158.9k
HSBC HOLDINGS PLC Sold out -139,304-139.3k

Biggest calls

SIMPLEX TRADING, LLC Reduced $13.3k700 shares
GROUP ONE TRADING LLC Reduced $7.6k400 shares

Biggest puts

SIMPLEX TRADING, LLC New $5.7k300 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 8,272,7458.3m $156.9m $156.9m 0.00% Added +239.6k +239,570
2 NEXPOINT ASSET MANAGEMENT, L.P. 3.87% of their portfolio Dallas, TX 3,050,2053.1m $57.8m $57.8m 3.87% Added +2.2m +2,174,950
3 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,875,4642.9m $54.5m $54.5m 0.00% Reduced -132.5k -132,461
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,116,4952.1m $40.1m $40.1m 0.00% Added +14.4k +14,410
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,941,3091.9m $36.8m $36.8m 0.00% Added +90.9k +90,865
6 GLAZER CAPITAL, LLC 0.88% of their portfolio New York, NY 1,883,5741.9m $35.7m $35.7m 0.88% New
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,419,3921.4m $26.9m $26.9m 0.00% Added +220.7k +220,671
8 First Eagle Investment Management, LLC 0.02% of their portfolio NEW YORK, NY 1,394,4801.4m $26.4m $26.4m 0.02% Added +652.4k +652,365
9 WATER ISLAND CAPITAL LLC 2.46% of their portfolio NEW YORK, NY 1,227,7091.2m $23.3m $23.3m 2.46% New
10 First Trust Capital Management L.P. 1.20% of their portfolio CHICAGO, IL 1,085,3101.1m $20.6m $20.6m 1.20% New
11 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 899,685899.7k $17.1m $17.1m 0.02% Added +602.7k +602,709
12 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 769,812769.8k $14.6m $14.6m 0.01% New
13 Schonfeld Strategic Advisors LLC 0.07% of their portfolio NEW YORK, NY 682,965683.0k $12.9m $12.9m 0.07% New
14 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 648,901648.9k $12.3m $12.3m 0.00% Added +8.2k +8,159
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 641,319641.3k $12.2m $12.2m 0.00% Reduced -13.2k -13,248
16 ALPINE ASSOCIATES MANAGEMENT INC. 0.76% of their portfolio PALM BEACH, FL 639,008639.0k $12.1m $12.1m 0.76% New
17 FMR LLC 0.00% of their portfolio BOSTON, MA 587,118587.1k $11.1m $11.1m 0.00% Added +327.7k +327,715
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 575,211575.2k $10.9m $10.9m 0.00% Added +33.2k +33,222
19 FIL Ltd 0.01% of their portfolio HAMILTON, D0 498,521498.5k $9.5m $9.5m 0.01% New
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 450,663450.7k $8.5m $8.5m 0.00% Added +12.6k +12,590
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 416,238416.2k $7.9m $7.9m 0.00% Added +8.7k +8,680
22 CSM Advisors, LLC 0.17% of their portfolio WARRENDALE, PA 409,155409.2k $7.8m $7.8m 0.17% Reduced -158.9k -158,919
23 Irenic Capital Management LP 0.56% of their portfolio NEW YORK, NY 408,245408.2k $7.7m $7.7m 0.56% Reduced -857.1k -857,146
24 AQR Arbitrage LLC 0.10% of their portfolio Greenwich, CT 380,455380.5k $7.2m $7.2m 0.10% New
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 373,951374.0k $7.1m $7.1m 0.00% Added +211.2k +211,207
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 365,715365.7k $6.9m $6.9m 0.00% Reduced -83.5k -83,466
27 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 355,674355.7k $6.7m $6.7m 0.01% New
28 Vestcor Inc 0.16% of their portfolio FREDERICTON, A3 337,318337.3k $6.4m $6.4m 0.16% Added +328.3k +328,279
29 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 300,617300.6k $5.7m $5.7m 0.00% Added +11.5k +11,474
30 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 285,126285.1k $5.4m $5.4m 0.00% Reduced -52.5k -52,469
31 Transmarket Holdings LP 3.41% of their portfolio CHICAGO, IL 245,178245.2k $4.6m $4.6m 3.41% New
32 KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio ST LOUIS, MO 221,186221.2k $4.2m $4.2m 0.07% Reduced -4.3k -4,312
33 Polar Asset Management Partners Inc. 0.08% of their portfolio TORONTO, A6 219,890219.9k $4.2m $4.2m 0.08% New
34 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 218,601218.6k $4.1m $4.1m 0.00% Added +335 +335
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 216,581216.6k $4.1m $4.1m 0.00% Reduced -54.0k -53,996
36 GABELLI FUNDS LLC 0.03% of their portfolio Rye, NY 210,524210.5k $4.0m $4.0m 0.03% Added +157.2k +157,150
37 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 208,831208.8k $4.0m $4.0m 0.00% Reduced -44.3k -44,341
38 ExodusPoint Capital Management, LP 0.03% of their portfolio NEW YORK, NY 192,807192.8k $3.7m $3.7m 0.03% New
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 182,065182.1k $3.5m $3.5m 0.00% Added +18.5k +18,538
40 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 158,558158.6k $3.0m $3.0m 0.00% Added +7.6k +7,613
41 Public Sector Pension Investment Board 0.01% of their portfolio MONTREAL, A8 155,364155.4k $2.9m $2.9m 0.01% Reduced -5.3k -5,275
42 EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio Oklahoma City, OK 149,527149.5k $2.8m $2.8m 0.01% Added +1.8k +1,840
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 117,895117.9k $2.2m $2.2m 0.00% Added +8.7k +8,686
44 Emmett Investment Management, LP 5.20% of their portfolio NEW YORK, NY 117,689117.7k $7.4m $7.4m 5.20% Reduced -514.3k -514,311
45 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 115,842115.8k $2.2m $2.2m 0.00% Reduced -14.1k -14,101
46 JCP Investment Management, LLC 1.16% of their portfolio HOUSTON, TX 114,881114.9k $2.2m $2.2m 1.16% New
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,228111.2k $2.1m $2.1m 0.00% Reduced -225.7k -225,726
48 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 109,926109.9k $2.1m $2.1m 0.00% Added +102.2k +102,162
49 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 105,833105.8k $2.0m $2.0m 0.00% Added +17.0k +16,992
50 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 104,079104.1k $2.0m $2.0m 0.00% Reduced -64.0k -64,023
51 Legal & General Group Plc 0.00% of their portfolio London, X0 102,319102.3k $1.9m $1.9m 0.00% Added +71 +71
52 ABC ARBITRAGE SA 0.20% of their portfolio PARIS, I0 95,81795.8k $1.8m $1.8m 0.20% New
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 89,99090.0k $1.7m $1.7m 0.00% Added +66.8k +66,839
54 Alpine Global Management, LLC 0.27% of their portfolio NEW YORK, NY 87,71087.7k $1.7m $1.7m 0.27% New
55 Swiss National Bank 0.00% of their portfolio ZURICH, V8 87,70087.7k $1.7m $1.7m 0.00% Reduced -2.9k -2,900
56 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 80,58480.6k $1.5m $1.5m 0.00% Added +9.7k +9,709
57 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 78,60078.6k $1.5m $1.5m 0.00% Reduced -16.2k -16,190
58 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 72,20072.2k $1.4m $1.4m 0.00% Added +3.0k +3,000
59 VARCOV Co. 0.52% of their portfolio DARIEN, CT 71,84371.8k $1.4m $1.4m 0.52% New
60 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 66,59366.6k $1.3m $1.3m 0.00% Added +3.7k +3,669
61 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 65,03465.0k $1.2m $1.2m 0.00% Reduced -6.8k -6,768
62 Larson Financial Group LLC 0.03% of their portfolio ST LOUIS, MO 64,44064.4k $1.2m $1.2m 0.03% Reduced -210.8k -210,786
63 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 64,21664.2k $1.2m $1.2m 0.00% Added +3.4k +3,372
64 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 63,05163.1k $1.2m $1.2m 0.00% Reduced -2.0k -1,974
65 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 60,10060.1k $1.1m $1.1m 0.00% Added +6.3k +6,289
66 Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio HONG KONG, K3 59,13359.1k $1.1m $1.1m 0.02% New
67 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 55,16055.2k $1.0m $1.0m 0.00% Added +16.5k +16,466
68 GABELLI & Co INVESTMENT ADVISERS, INC. 0.15% of their portfolio Rye, NY 55,15155.2k $1.0m $1.0m 0.15% Added +6.0k +5,951
69 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 53,38853.4k $1.0m $1.0m 0.00% Reduced -810 -810
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 53,38253.4k $1.0m $1.0m 0.00% Added +10.2k +10,173
71 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 52,38252.4k $846.0k $846.0k 0.00% Added +3.2k +3,204
72 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 52,02452.0k $986.4k $986.4k 0.00% Added +13.8k +13,831
73 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 51,84451.8k $983.0k $983.0k 0.00% Reduced -30.0k -30,021
74 INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio WEST PALM BEACH, FL 49,87549.9k $945.6k $945.6k 0.01% Reduced -25.8k -25,804
75 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 47,36347.4k $898.0k $898.0k 0.00% Added +13.5k +13,482
76 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 47,17547.2k $894.0k $894.0k 0.00% New
77 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 46,01346.0k $872.4k $872.4k 0.00% Reduced -31.2k -31,200
78 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 45,72845.7k $867.0k $867.0k 0.01% Unchanged
79 BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 44,21744.2k $838.4k $838.4k 0.02% New
80 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 41,88341.9k $794.1k $794.1k 0.00% Added +10.4k +10,371
81 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 40,29340.3k $764.0k $764.0k 0.00% New
82 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 40,23440.2k $761.0k $761.0k 0.01% Reduced -7.1k -7,053
83 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 40,03340.0k $759.0k $759.0k 0.00% Added +4.7k +4,703
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 39,44239.4k $747.8k $747.8k 0.00% Reduced -1.8k -1,839
85 Menard Financial Group LLC 0.40% of their portfolio HOUSTON, TX 38,91938.9k $737.9k $737.9k 0.40% New
86 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 38,80138.8k $735.7k $735.7k 0.00% Reduced -32.1k -32,064
87 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 37,11137.1k $704.0k $704.0k 0.00% Added +4.9k +4,882
88 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 37,08637.1k $703.2k $703.2k 0.00% Added +12.4k +12,358
89 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 34,09834.1k $646.5k $646.5k 0.00% Unchanged
90 PenderFund Capital Management Ltd. 0.08% of their portfolio VANCOUVER, A1 32,10032.1k $608.6k $608.6k 0.08% New
91 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 31,04431.0k $588.6k $588.6k 0.00% New
92 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 28,41528.4k $538.7k $538.7k 0.00% Added +3.0k +2,958
93 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 26,27926.3k $498.2k $498.2k 0.00% Reduced -16.4k -16,434
94 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 26,10026.1k $494.9k $494.9k 0.02% New
95 Illinois Municipal Retirement Fund 0.01% of their portfolio OAK BROOK, IL 24,14624.1k $457.8k $457.8k 0.01% Added +2.9k +2,930
96 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 21,64621.6k $410.4k $410.4k 0.01% Reduced -112.4k -112,414
97 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 21,29621.3k $403.8k $403.8k 0.00% Added +124 +124
98 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 20,76420.8k $393.7k $393.7k 0.00% Added +1.5k +1,544
99 One68 Global Capital, LLC 0.80% of their portfolio NEW YORK, NY 20,00020.0k $379.2k $379.2k 0.80% New
100 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 19,81519.8k $375.6k $375.6k 0.00% First filing