Whitestone REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 7.90 M | $111.91 M | 5.24% | 15.81% |
| VANGUARD GROUP INC | 02/11/2025 | 5.19 M | $73.61 M | -0.19% | 10.40% |
| STATE STREET CORP | 02/14/2025 | 1.94 M | $27.51 M | 4.16% | 3.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.25 M | $17.68 M | -0.29% | 2.50% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 1.19 M | $16.90 M | 1.54% | 2.39% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 02/14/2025 | 875,255 | $12.40 M | 0.00% | 1.75% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 654,703 | $9.28 M | -0.73% | 1.31% |
| 02/14/2025 | 628,313 | $8.90 M | 100.00% | 1.26% | |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 603,716 | $8.56 M | 100.00% | 1.21% |
| FOUNDRY PARTNERS, LLC | 02/12/2025 | 558,273 | $7.91 M | -0.02% | 1.12% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 523,784 | $7.42 M | -4.28% | 1.05% |
| INVESCO LTD. | 02/13/2025 | 506,601 | $7.18 M | 7.71% | 1.01% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 477,684 | $6.77 M | -3.56% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 440,791 | $6.25 M | 3.35% | 0.88% |
| HGI CAPITAL MANAGEMENT, LLC | 02/13/2025 | 423,740 | $6.00 M | 37.15% | 0.85% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 371,032 | $5.26 M | 203.75% | 0.74% |
| JPMORGAN CHASE & CO | 02/12/2025 | 328,304 | $4.65 M | 42.26% | 0.66% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 324,739 | $4.60 M | 100.00% | 0.65% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 293,927 | $4.16 M | -2.27% | 0.59% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/11/2025 | 293,200 | $4.15 M | 100.00% | 0.59% |
| DIGITALBRIDGE GROUP, INC. | 02/19/2025 | 290,492 | $4.12 M | 53.90% | 0.58% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 285,452 | $4.04 M | -22.14% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 249,984 | $3.54 M | 5.12% | 0.50% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 201,878 | $2.86 M | 29.93% | 0.40% |
| LARSON FINANCIAL GROUP LLC | 02/07/2025 | 201,678 | $2.86 M | 14.01% | 0.40% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 180,838 | $2.56 M | 3.42% | 0.36% |
| BARCLAYS PLC | 02/13/2025 | 165,826 | $2.35 M | 8.02% | 0.33% |
| FMR LLC | 02/13/2025 | 157,260 | $2.23 M | 2.59% | 0.31% |
| RHUMBLINE ADVISERS | 01/30/2025 | 146,577 | $2.08 M | -19.52% | 0.29% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 128,484 | $1.82 M | 6.11% | 0.26% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 118,150 | $1.67 M | 24.12% | 0.24% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 114,829 | $1.63 M | 2.77% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 112,879 | $1.60 M | 100.00% | 0.23% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 02/10/2025 | 112,356 | $1.59 M | 19.33% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 110,387 | $1.56 M | 18.11% | 0.22% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/22/2025 | 106,785 | $1.51 M | 100.00% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 93,444 | $1.32 M | -23.18% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 90,910 | $1.29 M | 100.00% | 0.18% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/10/2025 | 87,619 | $1.24 M | -25.06% | 0.18% |
| CITIGROUP INC | 02/12/2025 | 83,562 | $1.18 M | 16.97% | 0.17% |
| SWISS NATIONAL BANK | 02/10/2025 | 82,900 | $1.17 M | 0.00% | 0.17% |
| THIRD AVENUE MANAGEMENT LLC | 02/13/2025 | 80,000 | $1.13 M | 0.00% | 0.16% |
| GREENLAND CAPITAL MANAGEMENT LP | 02/13/2025 | 80,000 | $1.13 M | -20.00% | 0.16% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2025 | 75,584 | $1.07 M | -2.83% | 0.15% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 69,669 | $987,210 | 294.26% | 0.14% |
| ROYAL BANK OF CANADA | 02/14/2025 | 69,375 | $982,000 | 2.37% | 0.14% |
| ASSET MANAGEMENT ONE CO., LTD. | 01/30/2025 | 66,813 | $936,050 | 0.00% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 61,166 | $865,000 | 15.24% | 0.12% |
| NOMURA ASSET MANAGEMENT CO LTD | 02/12/2025 | 57,400 | $813,358 | -2.05% | 0.11% |
| ADVISORY RESEARCH INC | 02/13/2025 | 56,902 | $806,301 | 0.51% | 0.11% |
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Whitestone REIT institutional Ownership - FAQ's
During the previous two years, 252 institutional investors and hedge funds held shares of Whitestone REIT. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 7.9 M
VANGUARD GROUP INC: 5.19 M
STATE STREET CORP: 1.94 M
GEODE CAPITAL MANAGEMENT, LLC: 1.25 M
First Eagle Investment Management, LLC: 1.19 M
NEXPOINT ASSET MANAGEMENT, L.P.: 875,255
65.02% of Whitestone REIT stock is owned by institutional investors.
Institutional investors have bought a total of 43.85 M shares in the last 24 months. This purchase volume represents approximately $604.72 M in transactions.