WHITESTONE REIT (WSR) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling WSR?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for WHITESTONE REIT, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on WSR?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WHITESTONE REIT.

Is institutional money flowing into WSR?

113 institutional investors hold WHITESTONE REIT (WSR). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about WSR?

Track institutional sentiment and conviction scores for WHITESTONE REIT (WSR) including Smart Money Verdict and position changes on HoldingsIntel.

WHITESTONE REIT

WSR·966084204·US·reit·Real Estate - REIT - Retail-Activist

WSR (WHITESTONE REIT) is held by 113 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($110.5M), VANGUARD GROUP INC ($75.2M), STATE STREET CORP ($25.1M). Net institutional sentiment: Mixed.

113

Holders

Avg rating(10 Elite)

$371.1M

Total Value

47% (123)

Fund Consensus

50 buying - 56 selling

Smart Money Verdict- Q4 2025View all

55Mixed MomentumSplit Signals

Held by 113 funds

10 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 27, 2026

Activist

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderMiller Donald ABuy $64KMay 2, 2025

InsiderGATHRIGHT KRISTIAN MBuy $25KMar 21, 2025

InsiderFeng Amy Shih-HuaBuy $10KMar 19, 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	8M(+1.6%)	$110.5M	0.0%	+11.67%	30
VANGUARD GROUP INC	Increased	5.4M(+3.2%)	$75.2M	0.0%	+17.95%	31
STATE STREET CORP	Decreased	1.8M(-1.0%)	$25.1M	0.0%	+32.18%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.2M(-0.5%)	$16.4M	0.0%	+75.18%	0
MORGAN STANLEY	Increased	727,929(+3.9%)	$10.1M	0.0%	+20.17%	29
First Eagle Investment Management, LLC	Decreased	713,049(-0.1%)	$9.9M	0.0%	+58.02%	0
DIMENSIONAL FUND ADVISORS LP	Increased	621,615(+1.3%)	$8.6M	0.0%	+78.87%	28
NORTHERN TRUST CORP	Decreased	522,893(-5.5%)	$7.3M	0.0%	+65.89%	0
GOLDMAN SACHS GROUP INC	Increased	484,291(+7.2%)	$6.7M	0.0%	+13.59%	29
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	437,539(+2.4%)	$6.1M	0.0%	+35.41%	28
Bank of New York Mellon Corp	Decreased	421,294(-0.2%)	$5.9M	0.0%	+111.90%	0
Qube Research & Technologies Ltd	Decreased	371,977(-3.5%)	$5.2M	0.0%	+17.08%	0
JPMORGAN CHASE & CO	Increased	313,939(+0.2%)	$4.4M	0.0%	+15.08%	27
Invesco Ltd.	Decreased	270,453(-12.7%)	$3.8M	0.0%	+57.92%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Decreased	258,016(-1.2%)	$3.6M	0.0%	+21.20%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	251,958(+64.4%)	$3.5M	0.0%	+17.85%	39
BARCLAYS PLC	Increased	230,104(+1.3%)	$3.2M	0.0%	+42.92%	27
TWO SIGMA INVESTMENTS, LP	Increased	225,915(+45.5%)	$3.1M	0.0%	+17.73%	36
FMR LLC	Increased	225,663(+22.4%)	$3.1M	0.0%	+12.57%	32
PRINCIPAL FINANCIAL GROUP INC	Decreased	214,017(-1.3%)	$3M	0.0%	+118.03%	0
Nuveen, LLC	Decreased	197,261(-48.4%)	$2.7M	0.0%	+17.47%	0
WELLS FARGO & COMPANY/MN	Increased	196,630(+8.8%)	$2.7M	0.0%	+57.37%	29
AMERIPRISE FINANCIAL INC	Decreased	191,849(-7.5%)	$2.7M	0.0%	+76.16%	0
BANK OF AMERICA CORP /DE/	Increased	175,023(+33.1%)	$2.4M	0.0%	+11.63%	33
EXCHANGE TRADED CONCEPTS, LLC	Increased	156,034(+1.6%)	$2.2M	0.0%	+17.52%	26
PUBLIC SECTOR PENSION INVESTMENT BOARD	Decreased	155,533(-11.2%)	$2.2M	0.0%	+31.59%	0
FIRST TRUST ADVISORS LP	Increased	150,096(+2.4%)	$2.1M	0.0%	+24.41%	27
RHUMBLINE ADVISERS	Decreased	127,686(-6.7%)	$1.8M	0.0%	+72.85%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	118,300(+52.1%)	$1.6M	0.0%	+23.47%	36
Legal & General Group Plc	Decreased	115,875(-1.7%)	$1.6M	0.0%	+72.09%	0
RAYMOND JAMES FINANCIAL INC	Decreased	114,542(-10.5%)	$1.6M	0.0%	+13.19%	0
ROYAL BANK OF CANADA	Increased	108,670(+19.6%)	$1.5M	0.0%	+13.24%	30
M&T BANK CORP	New	22,814	$1.4M	0.0%	+8.85%	35
Man Group plc	Decreased	98,293(-20.6%)	$1.4M	0.0%	+14.57%	0
HSBC HOLDINGS PLC	Increased	97,828(+70.0%)	$1.3M	0.0%	+8.72%	38
Swiss National Bank	Increased	90,600(+9.3%)	$1.3M	0.0%	+58.90%	28
PRUDENTIAL FINANCIAL INC	Increased	86,713(+17.0%)	$1.2M	0.0%	+49.70%	29
UBS Group AG	Decreased	84,321(-0.1%)	$1.2M	0.0%	+24.17%	0
VOYA INVESTMENT MANAGEMENT LLC	Increased	81,305(+1.8%)	$1.1M	0.0%	+25.06%	26
MILLENNIUM MANAGEMENT LLC	Decreased	71,037(-24.6%)	$986,704	0.0%	+12.01%	0
NOMURA ASSET MANAGEMENT CO LTD	Increased	69,200(+6.1%)	$961,188	0.0%	+56.37%	27
AQR CAPITAL MANAGEMENT LLC	Decreased	66,946(-20.6%)	$929,877	0.0%	+21.80%	0
Asset Management One Co., Ltd.	Increased	65,000(+6.2%)	$903,500	0.0%	+91.87%	27
Sumitomo Mitsui Trust Group, Inc.	Decreased	53,753(-1.1%)	$746,629	0.0%	+72.70%	0
TWO SIGMA ADVISERS, LP	Increased	52,100(+15.0%)	$723,669	0.0%	+26.68%	28
FEDERATED HERMES, INC.	Increased	49,458(+182.6%)	$686,972	0.0%	+18.25%	40
ALLIANCEBERNSTEIN L.P.	Unchanged	49,178	$683,082	0.0%	+52.21%	0
Engineers Gate Manager LP	Increased	48,626(+294.3%)	$675,415	0.0%	+12.50%	40
INTECH INVESTMENT MANAGEMENT LLC	Increased	48,001(+113.3%)	$666,734	0.0%	+12.52%	40
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	46,082(+51.7%)	$640,079	0.0%	+16.31%	34
Quantinno Capital Management LP	Increased	43,688(+18.9%)	$606,834	0.0%	+15.98%	29
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Decreased	43,545(-9.5%)	$604,840	0.0%	+59.58%	0
VIRGINIA RETIREMENT SYSTEMS ET Al	Increased	41,717(+26.2%)	$579,449	0.0%	+56.67%	30
LPL Financial LLC	Increased	40,879(+3.7%)	$567,805	0.0%	+52.67%	25
JANE STREET GROUP, LLC	Decreased	38,493(-68.9%)	$534,668	0.0%	+17.75%	0
FRANKLIN RESOURCES INC	New	38,285	$531,778	0.0%	+8.85%	34
Russell Investments Group, Ltd.	Increased	36,732(+4.6%)	$510,208	0.0%	+32.23%	25
Mitsubishi UFJ Asset Management Co., Ltd.	Unchanged	35,330	$487,907	0.0%	+73.55%	0
HighTower Advisors, LLC	Increased	34,035(+0.6%)	$472,739	0.0%	+14.66%	24
EP Wealth Advisors, LLC	New	31,936	$443,593	0.0%	+8.85%	33
DEUTSCHE BANK AG\	Increased	31,589(+17.5%)	$438,771	0.0%	+47.74%	28
CITADEL ADVISORS LLC	Decreased	26,880(-18.6%)	$373,363	0.0%	+20.39%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	25,507(-45.2%)	$354,292	0.0%	+23.80%	0
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	24,728(+30.3%)	$343,472	0.0%	+34.82%	30
Cresset Asset Management, LLC	New	24,636	$342,194	0.0%	+8.85%	33
MetLife Investment Management, LLC	Decreased	23,446(-9.4%)	$325,665	0.0%	+38.77%	0
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	22,910	$318,220	0.0%	+43.30%	0
CITIGROUP INC	Decreased	21,034(-65.3%)	$292,163	0.0%	+13.46%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	20,964(-1.2%)	$291,190	0.0%	+19.38%	0
Cetera Investment Advisers	Increased	20,411(+9.6%)	$283,507	0.0%	+23.12%	26
JANUS HENDERSON GROUP PLC	Unchanged	19,815	$274,933	0.0%	+89.36%	0
Resona Asset Management Co.,Ltd.	Decreased	19,136(-7.7%)	$265,974	0.0%	+25.83%	0
NISA INVESTMENT ADVISORS, LLC	Decreased	18,952(-10.5%)	$263,243	0.0%	+94.44%	0
State of Tennessee, Department of Treasury	Decreased	17,784(-12.4%)	$253,245	0.0%	+65.77%	0
VICTORY CAPITAL MANAGEMENT INC	Decreased	17,546(-9.8%)	$243,714	0.0%	+24.83%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	16,619	$230,838	0.0%	+50.90%	0
Verition Fund Management LLC	Unchanged	15,400	$213,906	0.0%	+7.46%	0
LAZARD ASSET MANAGEMENT LLC	Increased	15,164(+18.3%)	$210,628	0.0%	+20.05%	27
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	14,662(-5.4%)	$203,655	0.0%	+71.44%	0
Neuberger Berman Group LLC	Decreased	14,646(-0.2%)	$203,437	0.0%	+7.46%	0
PANAGORA ASSET MANAGEMENT INC	New	14,545	$202,030	0.0%	+8.85%	32
Corient Private Wealth LLC	Decreased	14,507(-7.6%)	$201,503	0.0%	+23.41%	0
Mariner, LLC	Decreased	13,234(-24.8%)	$183,831	0.0%	+51.78%	0
Police & Firemen's Retirement System of New Jersey	Unchanged	13,063	$181,445	0.0%	+14.31%	0
Creative Planning	Increased	12,950(+8.6%)	$179,881	0.0%	+18.01%	25
Arizona State Retirement System	Decreased	12,723(-0.6%)	$176,722	0.0%	+63.96%	0
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	12,059(-13.4%)	$170,032	0.0%	+75.73%	0
Sumitomo Mitsui DS Asset Management Company, Ltd	Unchanged	12,068	$167,625	0.0%	+20.65%	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Decreased	11,115(-2.8%)	$154,387	0.0%	+8.47%	0
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	10,862(-54.8%)	$150,873	0.0%	+71.80%	0
IEQ CAPITAL, LLC	Decreased	10,762(-31.1%)	$149,488	0.0%	+23.82%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	10,674(-30.1%)	$148,262	0.0%	+24.83%	0
KLP KAPITALFORVALTNING AS	Increased	9,900(+17.9%)	$137,511	0.0%	+11.36%	26
STRS OHIO	Unchanged	8,200	$113,898	0.0%	+85.73%	0
Kestra Advisory Services, LLC	New	6,500	$90,285	0.0%	+8.85%	30
US BANCORP \DE\	Decreased	6,487(-6.5%)	$90,105	0.0%	+35.35%	0
Rockefeller Capital Management L.P.	Decreased	6,308(-49.9%)	$87,619	0.0%	+24.83%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	3,576(-10.0%)	$49,671	0.0%	+74.11%	0
CIBC Private Wealth Group LLC	Increased	3,523(+3522x)	$48,929	0.0%	+8.85%	33
OSAIC HOLDINGS, INC.	Decreased	3,227(-16.2%)	$44,818	0.0%	+20.13%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	2,119	$29,433	0.0%	+8.85%	30
Mirae Asset Global Investments Co., Ltd.	Increased	1,342(+41.6%)	$18,640	0.0%	+36.41%	25
JONES FINANCIAL COMPANIES LLLP	Unchanged	588	$8,173	0.0%	+23.41%	0
Farther Finance Advisors, LLC	Increased	326(+30.4%)	$4,534	0.0%	+21.88%	13
Allworth Financial LP	Decreased	315(-22.6%)	$4,375	0.0%	+46.99%	0
MAI Capital Management	Increased	171(+11.0%)	$2,374	0.0%	+11.48%	9
HUNTINGTON NATIONAL BANK	Unchanged	141	$1,958	0.0%	+33.30%	0
Optiver Holding B.V.	Decreased	115(-66.2%)	$1,597	0.0%	+24.83%	0
FIFTH THIRD BANCORP	Decreased	58(-45.3%)	$806	0.0%	+15.68%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	55,394(+5.7%)	$770	0.0%	+55.37%	12
ASSETMARK, INC	Unchanged	31	$431	0.0%	+31.27%	0
HRT FINANCIAL LP	Decreased	10,376(-65.7%)	$144	0.0%	+10.98%	0
BNP Paribas Asset Management Holding S.A.	Increased	853(+29.8%)	$12	0.0%	+19.73%	10
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Exited	0(-100.0%)	$366,288	0.0%	+13.38%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$2,051	0.0%	+14.69%	0
BALYASNY ASSET MANAGEMENT L.P.	Exited	0(-100.0%)	$1.1M	0.0%	+12.79%	0
TUDOR INVESTMENT CORP ET AL	Exited	0(-100.0%)	$752,825	0.0%	+13.48%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$134,270	0.0%	+1.96%	0
XTX Topco Ltd	Exited	0(-100.0%)	$248,474	0.0%	+14.69%	0
D. E. Shaw & Co., Inc.	Exited	0(-100.0%)	$665,527	0.0%	+4.20%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$45	0.0%	+14.68%	0
JUPITER ASSET MANAGEMENT LTD	Exited	0(-100.0%)	$337,307	0.0%	+14.69%	0
Pathstone Holdings, LLC	Exited	0(-100.0%)	$131,985	0.0%	+14.69%	0

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