Whitestone REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 7.96 M | $110.53 M | 1.55% | 15.71% |
| VANGUARD GROUP INC | 01/29/2026 | 5.42 M | $75.24 M | 3.17% | 10.69% |
| STATE STREET CORP | 02/13/2026 | 1.81 M | $25.11 M | -1.04% | 3.57% |
| EMMETT INVESTMENT MANAGEMENT, LP | 02/17/2026 | 1.27 M | $17.48 M | 0.31% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.18 M | $16.38 M | -0.45% | 2.33% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 1.11 M | $15.38 M | 84.41% | 2.19% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 02/17/2026 | 875.26 K | $12.16 M | 0.00% | 1.73% |
| MORGAN STANLEY | 02/13/2026 | 727.93 K | $10.11 M | 3.89% | 1.44% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 713.05 K | $9.90 M | -0.10% | 1.41% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 621.62 K | $8.63 M | 1.34% | 1.23% |
| CHILTON CAPITAL MANAGEMENT LLC | 02/12/2026 | 619.85 K | $8.61 M | 44.84% | 1.22% |
| CSM ADVISORS, LLC | 02/11/2026 | 571.32 K | $7.93 M | 1.28% | 1.13% |
| NORTHERN TRUST CORP | 02/17/2026 | 522.89 K | $7.26 M | -5.52% | 1.03% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 484.29 K | $6.73 M | 7.15% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 437.54 K | $6.08 M | 2.42% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 421.29 K | $5.85 M | -0.21% | 0.83% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 371.98 K | $5.17 M | -3.52% | 0.73% |
| DIGITALBRIDGE GROUP, INC. | 02/12/2026 | 365.60 K | $5.08 M | -19.61% | 0.72% |
| IRENIC CAPITAL MANAGEMENT LP | 02/17/2026 | 322.18 K | $4.48 M | 100.00% | 0.64% |
| JPMORGAN CHASE & CO | 02/11/2026 | 313.94 K | $4.36 M | 0.21% | 0.62% |
| INVESCO LTD. | 02/19/2026 | 270.45 K | $3.76 M | -12.74% | 0.53% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 263.19 K | $3.66 M | -0.11% | 0.52% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 258.02 K | $3.58 M | -1.23% | 0.51% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 251.96 K | $3.50 M | 64.40% | 0.50% |
| BARCLAYS PLC | 02/13/2026 | 230.10 K | $3.20 M | 1.26% | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 225.92 K | $3.14 M | 45.47% | 0.45% |
| FMR LLC | 02/17/2026 | 225.66 K | $3.13 M | 22.36% | 0.45% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 221.40 K | $3.08 M | -0.71% | 0.44% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 214.02 K | $2.97 M | -1.28% | 0.42% |
| NUVEEN, LLC | 02/12/2026 | 197.26 K | $2.74 M | -48.42% | 0.39% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 196.63 K | $2.73 M | 8.85% | 0.39% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 191.85 K | $2.66 M | -7.51% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 175.02 K | $2.43 M | 33.15% | 0.35% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 156.03 K | $2.17 M | 1.65% | 0.31% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 155.53 K | $2.16 M | -11.16% | 0.31% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 150.10 K | $2.08 M | 2.39% | 0.30% |
| RHUMBLINE ADVISERS | 02/13/2026 | 127.69 K | $1.77 M | -6.66% | 0.25% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 121.13 K | $1.68 M | 1.06% | 0.24% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 118.30 K | $1.64 M | 52.06% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 115.88 K | $1.61 M | -1.74% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 114.54 K | $1.59 M | -10.53% | 0.23% |
| ROYAL BANK OF CANADA | 02/17/2026 | 108.67 K | $1.51 M | 19.64% | 0.21% |
| MAN GROUP PLC | 02/17/2026 | 98.29 K | $1.37 M | -20.59% | 0.19% |
| HSBC HOLDINGS PLC | 03/20/2026 | 97.83 K | $1.35 M | 70.03% | 0.19% |
| SWISS NATIONAL BANK | 02/12/2026 | 90.60 K | $1.26 M | 9.29% | 0.18% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 86.71 K | $1.20 M | 16.98% | 0.17% |
| UBS GROUP AG | 01/29/2026 | 84.32 K | $1.17 M | -0.10% | 0.17% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 81.31 K | $1.13 M | 1.78% | 0.16% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2026 | 73.33 K | $1.02 M | -4.97% | 0.14% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 72.60 K | $1.01 M | -8.74% | 0.14% |
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Whitestone REIT institutional Ownership - FAQ's
During the previous two years, 297 institutional investors and hedge funds held shares of Whitestone REIT. The most heavily invested institutionals were:
First Eagle Investment Management, LLC: 742,115
CHILTON CAPITAL MANAGEMENT LLC: 674,201
DIMENSIONAL FUND ADVISORS LP: 640,742
Bank of New York Mellon Corp: 407,558
ENVESTNET ASSET MANAGEMENT INC: 336,954
VANGUARD FIDUCIARY TRUST CO: 289,143
66.26% of Whitestone REIT stock is owned by institutional investors.
Institutional investors have bought a total of 47.36 M shares in the last 24 months. This purchase volume represents approximately $767.72 M in transactions.