Whitestone REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 8.27 M | $156.85 M | 2.98% | 16.10% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 08/14/2026 | 3.05 M | $57.83 M | 248.49% | 5.94% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 2.88 M | $54.52 M | -4.40% | 5.60% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.12 M | $40.13 M | 0.69% | 4.12% |
| STATE STREET CORP | 08/07/2026 | 1.94 M | $36.81 M | 4.91% | 3.78% |
| GLAZER CAPITAL, LLC | 08/17/2026 | 1.88 M | $35.71 M | 100.00% | 3.67% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.42 M | $26.92 M | 18.41% | 2.76% |
| WATER ISLAND CAPITAL LLC | 08/14/2026 | 1.23 M | $23.28 M | 100.00% | 2.39% |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.09 M | $20.58 M | 100.00% | 2.11% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/24/2026 | 1.01 M | $53.38 M | 2,242.39% | 1.97% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 899.69 K | $17.06 M | 202.95% | 1.75% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 769.81 K | $14.60 M | 100.00% | 1.50% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/05/2026 | 697.24 K | $13.22 M | -6.05% | 1.36% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 682.97 K | $12.95 M | 100.00% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 648.90 K | $12.30 M | 1.27% | 1.26% |
| MORGAN STANLEY | 08/13/2026 | 641.32 K | $12.16 M | -2.02% | 1.25% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 08/06/2026 | 639.01 K | $12.12 M | 100.00% | 1.24% |
| FMR LLC | 08/13/2026 | 587.12 K | $11.13 M | 126.33% | 1.14% |
| NORTHERN TRUST CORP | 08/13/2026 | 575.21 K | $10.91 M | 6.13% | 1.12% |
| FIL LTD | 08/13/2026 | 498.52 K | $9.45 M | 100.00% | 0.97% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 450.66 K | $8.54 M | 2.87% | 0.88% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 450.66 K | $8.54 M | 100.00% | 0.88% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 416.24 K | $7.89 M | 2.13% | 0.81% |
| CSM ADVISORS, LLC | 08/14/2026 | 409.16 K | $7.76 M | -27.98% | 0.80% |
| IRENIC CAPITAL MANAGEMENT LP | 08/14/2026 | 408.25 K | $7.74 M | -67.74% | 0.79% |
| AQR ARBITRAGE LLC | 08/14/2026 | 380.46 K | $7.21 M | 100.00% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 373.95 K | $7.09 M | 129.78% | 0.73% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 365.72 K | $6.93 M | -18.58% | 0.71% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 355.67 K | $6.74 M | 100.00% | 0.69% |
| VESTCOR INC | 08/11/2026 | 337.32 K | $6.40 M | 3,631.81% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 300.62 K | $5.70 M | 3.97% | 0.59% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 285.13 K | $5.41 M | -15.54% | 0.55% |
| TRANSMARKET HOLDINGS LP | 07/21/2026 | 245.18 K | $4.65 M | 100.00% | 0.48% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 221.19 K | $4.19 M | -1.91% | 0.43% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 08/14/2026 | 219.89 K | $4.17 M | 100.00% | 0.43% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 218.60 K | $4.14 M | 0.15% | 0.43% |
| JPMORGAN CHASE & CO | 08/12/2026 | 216.58 K | $4.11 M | -19.96% | 0.42% |
| GABELLI FUNDS LLC | 08/12/2026 | 210.52 K | $3.99 M | 294.43% | 0.41% |
| INVESCO LTD. | 08/14/2026 | 208.83 K | $3.96 M | -17.51% | 0.41% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/14/2026 | 192.81 K | $3.66 M | 100.00% | 0.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 182.07 K | $3.45 M | 11.34% | 0.35% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 158.56 K | $3.01 M | 5.04% | 0.31% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 155.36 K | $2.95 M | -3.28% | 0.30% |
| EXCHANGE TRADED CONCEPTS, LLC | 08/11/2026 | 149.53 K | $2.84 M | 1.25% | 0.29% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 117.90 K | $2.24 M | 7.95% | 0.23% |
| EMMETT INVESTMENT MANAGEMENT, LP | 08/14/2026 | 117.69 K | $7.42 M | -81.38% | 0.23% |
| RHUMBLINE ADVISERS | 08/12/2026 | 115.84 K | $2.20 M | -10.85% | 0.23% |
| JCP INVESTMENT MANAGEMENT, LLC | 08/13/2026 | 114.88 K | $2.18 M | 100.00% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 111.23 K | $2.11 M | -66.99% | 0.22% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 109.93 K | $2.08 M | 1,315.84% | 0.21% |
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Whitestone REIT institutional Ownership - FAQ's
During the previous two years, 323 institutional investors and hedge funds held shares of Whitestone REIT. The most heavily invested institutionals were:
BlackRock, Inc.: 8.27 M
NEXPOINT ASSET MANAGEMENT, L.P.: 3.05 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 2.88 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.12 M
STATE STREET CORP: 1.94 M
GLAZER CAPITAL, LLC: 1.88 M
82.64% of Whitestone REIT stock is owned by institutional investors.
Institutional investors have bought a total of 60.15 M shares in the last 24 months. This purchase volume represents approximately $975.09 M in transactions.