Whitestone REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 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% |
| MORGAN STANLEY | 02/14/2025 | 933.60 K | $13.23 M | -1.49% | 1.87% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 02/14/2025 | 875.26 K | $12.40 M | 0.00% | 1.75% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 654.70 K | $9.28 M | -0.73% | 1.31% |
| 02/14/2025 | 628.31 K | $8.90 M | 100.00% | 1.26% | |
| NORTHERN TRUST CORP | 02/14/2025 | 622.95 K | $8.83 M | 9.88% | 1.25% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 603.72 K | $8.56 M | 100.00% | 1.21% |
| FOUNDRY PARTNERS, LLC | 02/12/2025 | 558.27 K | $7.91 M | -0.02% | 1.12% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 523.78 K | $7.42 M | -4.28% | 1.05% |
| INVESCO LTD. | 02/13/2025 | 506.60 K | $7.18 M | 7.71% | 1.01% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 477.68 K | $6.77 M | -3.56% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 440.79 K | $6.25 M | 3.35% | 0.88% |
| HGI CAPITAL MANAGEMENT, LLC | 02/13/2025 | 423.74 K | $6.00 M | 37.15% | 0.85% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 371.03 K | $5.26 M | 203.75% | 0.74% |
| JPMORGAN CHASE & CO | 02/12/2025 | 328.30 K | $4.65 M | 42.26% | 0.66% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 324.74 K | $4.60 M | 100.00% | 0.65% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 293.93 K | $4.16 M | -2.27% | 0.59% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/11/2025 | 293.20 K | $4.15 M | 100.00% | 0.59% |
| DIGITALBRIDGE GROUP, INC. | 02/19/2025 | 290.49 K | $4.12 M | 53.90% | 0.58% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 285.45 K | $4.04 M | -22.14% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 249.98 K | $3.54 M | 5.12% | 0.50% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 201.88 K | $2.86 M | 29.93% | 0.40% |
| LARSON FINANCIAL GROUP LLC | 02/07/2025 | 201.68 K | $2.86 M | 14.01% | 0.40% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 180.84 K | $2.56 M | 3.42% | 0.36% |
| BARCLAYS PLC | 02/13/2025 | 165.83 K | $2.35 M | 8.02% | 0.33% |
| FMR LLC | 02/13/2025 | 157.26 K | $2.23 M | 2.59% | 0.31% |
| RHUMBLINE ADVISERS | 01/30/2025 | 146.58 K | $2.08 M | -19.52% | 0.29% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 128.48 K | $1.82 M | 6.11% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 128.37 K | $1.82 M | 1.57% | 0.26% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 118.15 K | $1.67 M | 24.12% | 0.24% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 114.83 K | $1.63 M | 4.96% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 112.88 K | $1.60 M | 100.00% | 0.23% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 02/10/2025 | 112.36 K | $1.59 M | 19.33% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 110.39 K | $1.56 M | 18.11% | 0.22% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/22/2025 | 106.79 K | $1.51 M | 100.00% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 93.44 K | $1.32 M | -23.18% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 90.91 K | $1.29 M | 100.00% | 0.18% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/10/2025 | 87.62 K | $1.24 M | -25.06% | 0.18% |
| CITIGROUP INC | 02/12/2025 | 83.56 K | $1.18 M | 16.97% | 0.17% |
| SWISS NATIONAL BANK | 02/10/2025 | 82.90 K | $1.17 M | 0.00% | 0.17% |
| THIRD AVENUE MANAGEMENT LLC | 02/13/2025 | 80.00 K | $1.13 M | 0.00% | 0.16% |
| GREENLAND CAPITAL MANAGEMENT LP | 02/13/2025 | 80.00 K | $1.13 M | -20.00% | 0.16% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2025 | 75.58 K | $1.07 M | -2.83% | 0.15% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/14/2025 | 70.21 K | $994.89 K | 2.33% | 0.14% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/02/2025 | 69.67 K | $987.21 K | 294.26% | 0.14% |
| ROYAL BANK OF CANADA | 02/14/2025 | 69.38 K | $982.00 K | 2.37% | 0.14% |
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Whitestone REIT institutional Ownership - FAQ's
During the previous two years, 213 institutional investors and hedge funds held shares of Whitestone REIT. The most heavily invested institutionals were:
Dunhill Financial, LLC: 0
CORNERCAP INVESTMENT COUNSEL INC: 0
TEACHER RETIREMENT SYSTEM OF TEXAS: 0
Ronald Blue Trust, Inc.: 0
HORIZON BANCORP INC /IN/: 0
SIGNATUREFD, LLC: 0
65.02% of Whitestone REIT stock is owned by institutional investors.
Institutional investors have bought a total of 34.42 M shares in the last 24 months. This purchase volume represents approximately $437.99 M in transactions.