Whitestone REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 8.03 M | $129.74 M | 0.95% | 15.86% |
| 05/08/2026 | 3.01 M | $48.58 M | 100.00% | 5.94% | |
| 05/15/2026 | 2.10 M | $33.95 M | 100.00% | 4.15% | |
| STATE STREET CORP | 05/15/2026 | 1.85 M | $29.88 M | 2.35% | 3.65% |
| IRENIC CAPITAL MANAGEMENT LP | 05/18/2026 | 1.27 M | $20.44 M | 292.76% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.20 M | $19.36 M | 1.67% | 2.37% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 1.04 M | $16.73 M | -6.43% | 2.04% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 05/15/2026 | 875.26 K | $14.14 M | 0.00% | 1.73% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 742.12 K | $11.99 M | 4.08% | 1.47% |
| CHILTON CAPITAL MANAGEMENT LLC | 05/11/2026 | 674.20 K | $10.89 M | 8.77% | 1.33% |
| MORGAN STANLEY | 05/15/2026 | 654.57 K | $10.57 M | -10.08% | 1.29% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 640.74 K | $10.35 M | 3.08% | 1.27% |
| EMMETT INVESTMENT MANAGEMENT, LP | 05/15/2026 | 632.00 K | $10.21 M | -50.10% | 1.25% |
| CSM ADVISORS, LLC | 05/15/2026 | 568.07 K | $9.18 M | -0.57% | 1.12% |
| NORTHERN TRUST CORP | 05/14/2026 | 541.99 K | $8.75 M | 3.65% | 1.07% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 449.18 K | $7.25 M | -7.25% | 0.89% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 438.07 K | $7.07 M | 0.12% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 407.56 K | $6.58 M | -3.26% | 0.80% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 337.60 K | $5.45 M | 49.43% | 0.67% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 336.95 K | $5.44 M | 33.73% | 0.67% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 296.98 K | $4.80 M | -20.16% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 289.14 K | $4.67 M | 100.00% | 0.57% |
| DIGITALBRIDGE GROUP, INC. | 05/15/2026 | 283.00 K | $4.57 M | -22.59% | 0.56% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 275.23 K | $4.44 M | 4.57% | 0.54% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 272.87 K | $4.41 M | 5.76% | 0.54% |
| JPMORGAN CHASE & CO | 05/13/2026 | 270.58 K | $4.36 M | -13.81% | 0.53% |
| FMR LLC | 05/15/2026 | 259.40 K | $4.19 M | 14.95% | 0.51% |
| INVESCO LTD. | 05/12/2026 | 253.17 K | $4.09 M | -6.39% | 0.50% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 225.50 K | $3.64 M | 1.85% | 0.45% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 218.27 K | $3.52 M | 1.99% | 0.43% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 168.10 K | $2.71 M | -12.38% | 0.33% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 163.53 K | $2.64 M | -16.84% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 162.74 K | $2.63 M | -7.02% | 0.32% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 160.64 K | $2.59 M | 3.28% | 0.32% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 150.95 K | $2.44 M | 0.57% | 0.30% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 147.69 K | $2.39 M | -5.35% | 0.29% |
| ROYAL BANK OF CANADA | 05/15/2026 | 141.22 K | $2.28 M | 29.95% | 0.28% |
| HSBC HOLDINGS PLC | 04/30/2026 | 139.30 K | $2.27 M | 42.40% | 0.28% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 05/04/2026 | 134.06 K | $2.17 M | 10.67% | 0.26% |
| RHUMBLINE ADVISERS | 05/12/2026 | 129.94 K | $2.10 M | 1.77% | 0.26% |
| BARCLAYS PLC | 05/15/2026 | 118.74 K | $1.92 M | -48.40% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 113.66 K | $1.84 M | -0.77% | 0.22% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 109.21 K | $1.76 M | 5,053.80% | 0.22% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 102.25 K | $1.65 M | -11.76% | 0.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 96.13 K | $1.55 M | 149.73% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 94.79 K | $1.53 M | 1,358.31% | 0.19% |
| SWISS NATIONAL BANK | 05/07/2026 | 90.60 K | $1.46 M | 0.00% | 0.18% |
| NUVEEN, LLC | 04/30/2026 | 88.84 K | $1.43 M | -54.96% | 0.18% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 81.87 K | $1.32 M | 77.65% | 0.16% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 81.06 K | $1.31 M | -0.31% | 0.16% |
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Whitestone REIT institutional Ownership - FAQ's
During the previous two years, 288 institutional investors and hedge funds held shares of Whitestone REIT. The most heavily invested institutionals were:
BlackRock, Inc.: 8.03 M
STATE STREET CORP: 1.85 M
Irenic Capital Management LP: 1.27 M
GEODE CAPITAL MANAGEMENT, LLC: 1.2 M
GW&K Investment Management, LLC: 1.04 M
NEXPOINT ASSET MANAGEMENT, L.P.: 875,255
66.76% of Whitestone REIT stock is owned by institutional investors.
Institutional investors have bought a total of 47.24 M shares in the last 24 months. This purchase volume represents approximately $765.76 M in transactions.