WSR / Whitestone REIT - Institutional Ownership - Buyers

Whitestone REIT
US ˙ NYSE ˙ US9660842041

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Whitestone REIT include CSM Advisors, LLC, SIXL - 6 Meridian Low Beta Equity Strategy ETF, Magnetar Financial LLC, TPDAX - Timothy Plan Defensive Strategies Fund Class A, Ballentine Partners, LLC, Ieq Capital, Llc, WSML - iShares MSCI World Small-Cap ETF, Trust Co Of Vermont, New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class, BNP Paribas Asset Management Holding S.A., Jones Financial Companies Lllp, Hantz Financial Services, Inc., MMTM - SPDR S&P 1500 Momentum Tilt ETF, TEXN - iShares Texas Equity ETF, UMA Financial Services, Inc., Atlantic Trust, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, and Hartland & Co., LLC .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)		 Shares Δ Shares
(%)		 Reported
Value
($1000)		 Δ Value
(%)		 Port Alloc
(%)
2025-08-08 13F Hartland & Co., LLC 8 0
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 248,475 10.08 3,061 -0.42
2025-08-28 NP QCSTRX - Stock Account Class R1 194,010 1,186.62 2,421 1,005.48
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,332 7.02 29 -6.45
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,231 3.91 29 3.57
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 112,746 1.09 1,407 -13.36
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,455 7.48 56 -8.33
2025-08-14 13F Raymond James Financial Inc 127,031 13.76 1,585 -2.52
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,944 5.88 49 -9.26
2025-08-13 13F Arrowstreet Capital, Limited Partnership 29,828 372
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 15,911 5.47 199 -9.59
2025-05-05 13F Lindbrook Capital, Llc 277 20.96 4 33.33
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 513 2.60 6 -14.29
2025-08-26 NP Profunds - Profund Vp Small-cap Value 489 0.82 6 -14.29
2025-08-07 13F Allworth Financial LP 513 45.33 6 50.00
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,975 3.03 50 -12.50
2025-08-14 13F Two Sigma Advisers, Lp 39,800 34.46 497 15.08
2025-08-11 13F Nomura Asset Management Co Ltd 65,200 11.07 814 -4.91
2025-08-14 13F Qube Research & Technologies Ltd 384,921 44.95 4,804 24.14
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 9,493 5.85 118 -9.23
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 74,796 50.95 933 29.40
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 55,635 694
2025-08-12 13F SRS Capital Advisors, Inc. 66 1
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 54,530 8.41 711 5.49
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,110 8.23 114 -7.38
2025-08-04 13F Hantz Financial Services, Inc. 284 0
2025-08-14 13F Ieq Capital, Llc 11,120 139
2025-08-14 13F Tudor Investment Corp Et Al 56,657 707
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 277,527 1.04 3,619 -1.68
2025-08-14 13F Quantinno Capital Management LP 17,168 21.90 214 4.39
2025-08-07 13F CSM Advisors, LLC 581,167 7
2025-08-13 13F Russell Investments Group, Ltd. 32,054 0.40 400 -13.98
2025-07-09 13F Harbor Capital Advisors, Inc. 180 1.69 0
2025-08-14 13F Hancock Whitney Corp 34,698 106.00 433 76.73
2025-07-28 NP XSLV - Invesco S&P SmallCap Low Volatility ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 211,760 10.48 2,609 -0.08
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,405 14.10 123 10.91
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 32,934 0.60 411 -13.66
2025-08-08 13F M&G Plc 14,949 179
2025-08-14 13F Wells Fargo & Company/mn 175,186 0.01 2,186 -14.34
2025-07-28 NP VCSLX - Small Cap Index Fund 23,102 22.06 285 10.51
2025-08-14 13F Horizon Investments, LLC 36,404 451
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 706,024 1.67 8,811 -12.91
2025-09-04 13F/A Advisor Group Holdings, Inc. 3,021 33.97 38 15.63
2025-08-14 13F Prelude Capital Management, Llc 59,149 12.82 738 -3.28
2025-08-13 13F Hsbc Holdings Plc 53,096 0.05 658 -15.23
2025-08-15 13F Great West Life Assurance Co /can/ 61,414 13.97 1
2025-08-15 13F Kestra Advisory Services, LLC 92,910 2.20 1,160 -12.46
2025-08-07 13F Illinois Municipal Retirement Fund 24,034 12.16 300 -4.17
2025-08-27 NP TPDAX - Timothy Plan Defensive Strategies Fund Class A 13,000 162
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 1,288 27.27 16 14.29
2025-08-01 13F Envestnet Asset Management Inc 38,028 30,322.40 475 23,600.00
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 92,108 17.55 1,135 6.28
2025-07-28 13F New York State Teachers Retirement System 77,261 9.67 1 -100.00
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,925 11.73 77 8.45
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 35,086 24.14 432 12.50
2025-08-14 13F Man Group plc 84,465 2.14 1,054 -12.46
2025-08-13 13F Renaissance Technologies Llc 212,184 186.80 2,648 145.87
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 1,181 32.40 15 16.67
2025-08-27 13F/A Squarepoint Ops LLC 22,752 284
2025-08-15 13F CI Private Wealth, LLC 21,712 271
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,100 33.01 14 8.33
2025-08-14 13F UBS Group AG 83,317 12.77 1,040 -3.44
2025-08-14 13F Voya Investment Management Llc 89,907 39.52 1,122 19.62
2025-08-12 13F Public Sector Pension Investment Board 152,644 8.02 1,905 -7.48
2025-04-01 NP BLDG - Cambria Global Real Estate ETF 43,962 41.67 589 37.94
2025-08-01 13F Chilton Capital Management Llc 294,043 2,553.82 3,670 2,178.88
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62,503 6.18 770 -3.87
2025-08-14 13F Price T Rowe Associates Inc /md/ 51,745 3.26 1
2025-08-14 13F Jacobs Levy Equity Management, Inc 276,935 231.44 3,456 183.98
2025-08-14 13F Balyasny Asset Management Llc 467,552 834.28 5,835 700.41
2025-08-14 13F Emmett Investment Management, LP 1,145,205 42.88 14,348 22.30
2025-08-14 13F D. E. Shaw & Co., Inc. 107,755 68.55 1,345 44.36
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,877 2.39 685 -12.31
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Clear Street Markets Llc 1,050 13
2025-08-12 13F Aigen Investment Management, Lp 12,167 152
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Jane Street Group, Llc 80,096 25.93 1,000 7.88
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,276 4.27 69 1.49
2025-08-13 13F Federated Hermes, Inc. 18,662 5.75 233 -9.73
2025-07-15 13F Public Employees Retirement System Of Ohio 30,376 80.72 379 55.33
2025-08-28 NP SIIIX - AlphaCentric Strategic Income Fund Class I 30,000 100.00 374 71.56
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 4,976 2.05 62 -12.68
2025-08-14 13F/A Barclays Plc 197,084 8.13 2 0.00
2025-08-15 13F Tower Research Capital LLC (TRC) 6,279 401.12 78 333.33
2025-08-07 13F Parkside Financial Bank & Trust 90 63.64 1
2025-08-11 13F Martingale Asset Management L P 41,980 11.12 524 -4.91
2025-07-25 13F Cwm, Llc 2,700 122.59 0
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,588 10.35 20 -5.00
2025-08-12 13F LPL Financial LLC 34,163 10.65 426 -5.12
2025-08-13 13F Cresset Asset Management, LLC 14,550 182
2025-06-25 NP FREL - Fidelity MSCI Real Estate Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35,512 10.61 463 7.67
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 19,966 88.15 249 132.71
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3,928 15.90 51 13.33
2025-07-15 13F Ballentine Partners, LLC 11,441 143
2025-08-14 13F Bnp Paribas Arbitrage, Sa 21,981 2.27 274 -12.46
2025-07-24 13F IFP Advisors, Inc 514 6
2025-04-01 NP XSMO - Invesco S&P SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 159,308 40.56 2,135 36.71
2025-07-16 13F State of Alaska, Department of Revenue 48,440 0.05 1
2025-06-25 NP USRT - iShares Core U.S. REIT ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 125,428 6.33 1,636 3.48
2025-08-12 13F Magnetar Financial LLC 57,302 715
2025-08-12 13F Prudential Financial Inc 47,264 5.04 590 -10.08
2025-08-14 13F Alliancebernstein L.p. 49,178 0.13 614 -14.27
2025-06-26 NP DFREX - Dfa Real Estate Securities Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 235,689 1.64 3,073 -1.09
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 37,071 2.21 463 -12.50
2025-08-14 13F Hrt Financial Lp 27,752 20.54 0
2025-08-13 13F Jones Financial Companies Lllp 588 7
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 58,229 717
2025-08-08 13F Larson Financial Group LLC 249,905 14.53 3,119 -1.92
2025-05-30 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 1,878 27
2025-08-11 13F Greenland Capital Management LP 130,933 10.03 1,634 -5.71
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,630 2.53 73 0.00
2025-08-13 13F Advisory Research Inc 61,189 7.25 764 -8.18
2025-08-08 13F Vestcor Inc 26,952 0
2025-08-14 13F Cubist Systematic Strategies, LLC 59,458 19.29 742 2.20
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 28 0
2025-07-14 13F GAMMA Investing LLC 2,551 15.33 32 -3.12
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,581 43.31 32 29.17
2025-08-08 13F/A Sterling Capital Management LLC 1,219 42.57 15 25.00
2025-08-13 13F Crossingbridge Advisors, LLC 30,000 100.00 184 100.00
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 179 2
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 84,802 3.45 1,045 -6.45
2025-08-26 NP TEXN - iShares Texas Equity ETF 92 1
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 657 0
2025-08-08 13F Atlantic Trust, LLC 34 0
2025-03-31 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49,166 37.87 659 34.01
2025-08-11 13F HighTower Advisors, LLC 19,040 3.13 238 -11.90
2025-08-14 13F Susquehanna International Group, Llp Call 24,900 66.00 311 42.20
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 203 11.54 3 0.00
2025-08-14 13F Aqr Capital Management Llc 47,423 358.99 592 294.00
2025-06-26 NP FESIX - Fidelity SAI Real Estate Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,221 55.39 68 51.11
2025-08-14 13F Daiwa Securities Group Inc. 15,806 4.05 0
2025-08-11 13F Covestor Ltd 990 88.21 0
2025-08-14 13F Group One Trading, L.p. Call 1,400 133.33 17 112.50
2025-08-13 13F Arizona State Retirement System 12,625 2.23 158 -12.29
2025-05-15 13F Texas Permanent School Fund 21,993 287
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 43,175 8.88 563 6.03
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 770 8.30 10 -10.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 23,359 142.44 292 107.86
2025-08-14 13F Two Sigma Investments, Lp 56,323 223.60 703 177.47
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 84,945 1,060
2025-08-14 13F Lazard Asset Management Llc 94,531 862.74 1
2025-08-26 13F/A Thrivent Financial For Lutherans 32,934 0.60 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 44,529 164.27 556 126.53
2025-08-14 13F Citadel Advisors Llc 73,919 379.28 923 311.61
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 123,298 4.93 1,539 -10.16
2025-08-08 13F Cetera Investment Advisers 14,681 16.14 183 -0.54
2025-08-13 13F Quantbot Technologies LP 14,897 186
2025-08-14 13F Citadel Advisors Llc Call 14,000 9.38 175 -6.45
2025-08-05 13F Bank Of Montreal /can/ 10,858 0.24 136 -14.01
2025-07-28 NP BBRE - JPMorgan BetaBuilders MSCI U.S. REIT ETF 59,895 2.08 738 -7.76
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 13,392 95.13 167 68.69
2025-08-14 13F Ubs Asset Management Americas Inc 160,852 195.77 2,007 153.41
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,305 42.31 16 23.08
2025-08-12 13F Nuveen, LLC 291,030 112.07 3,632 81.69
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 123,192 3.70 1,606 0.94
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 179 1.70 2 0.00
2025-08-14 13F Fmr Llc 166,743 5.45 2,081 -9.68
2025-04-23 13F Golden State Wealth Management, LLC 42 1
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,817 31.55 89 27.54
2025-03-19 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 58,891 5.56 789 2.73
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,185 39
2025-06-27 NP RSSL - Global X Russell 2000 ETF 30,106 7.12 393 4.26
2025-07-10 13F Exchange Traded Concepts, Llc 58,793 1.96 734 -12.74
2025-08-13 13F EverSource Wealth Advisors, LLC 1,426 372.19 18 325.00
2025-08-14 13F Royal Bank Of Canada 85,387 20.20 1,066 3.00
2025-08-05 13F Simplex Trading, Llc 14 0
2025-08-05 13F Simplex Trading, Llc Call 1,100 22.22 0
2025-07-18 13F Trust Co Of Vermont 1,900 24
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 3,991 50
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 27,544 180.57 344 139.86
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 11,499 7.81 144 -7.74
2025-07-31 13F Quest Partners LLC 34,760 33.13 434 13.95
2025-07-28 NP HDG - ProShares Hedge Replication ETF 65 12.07 1
2025-07-14 13F UMA Financial Services, Inc. 71 1
2025-08-12 13F Rhumbline Advisers 141,947 0.68 1,771 -13.78
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,005 2.10 100 -13.16
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