Recent Quarter Total Invested
$411.88 M
Recent Quarter Institutional Ownership Percentage
61.97%
Total Invested of Last Quarter
$385.71 M
Ownership Percentage of Last Quarter
62.02%
Whitestone REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 7.71 M | $102.60 M | -0.39% | 15.44% |
| VANGUARD GROUP INC | 08/13/2024 | 5.38 M | $71.65 M | -1.32% | 10.78% |
| STATE STREET CORP | 08/14/2024 | 1.92 M | $25.59 M | 0.28% | 3.85% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 1.25 M | $16.68 M | 89.91% | 2.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.23 M | $16.41 M | 4.30% | 2.47% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 1.11 M | $14.77 M | 3.86% | 2.22% |
| MORGAN STANLEY | 10/17/2024 | 978,871 | $13.03 M | 12.59% | 1.96% |
| FOUNDRY PARTNERS, LLC | 08/05/2024 | 972,033 | $12.94 M | 2.42% | 1.95% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 08/14/2024 | 875,255 | $11.65 M | 0.00% | 1.75% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 679,556 | $9.04 M | 3.24% | 1.36% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 615,626 | $8.19 M | -5.12% | 1.23% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 574,970 | $7.65 M | 0.23% | 1.15% |
| NORTHERN TRUST CORP | 08/14/2024 | 553,390 | $7.37 M | -2.57% | 1.11% |
| INVESCO LTD. | 08/13/2024 | 452,549 | $6.02 M | 1.52% | 0.91% |
| DIGITALBRIDGE GROUP, INC. | 08/14/2024 | 375,657 | $5.00 M | 11.53% | 0.75% |
| JPMORGAN CHASE & CO | 08/12/2024 | 327,061 | $4.35 M | 1.20% | 0.65% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 276,684 | $3.68 M | -9.07% | 0.55% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 254,929 | $3.39 M | -3.02% | 0.51% |
| ROUMELL ASSET MANAGEMENT, LLC | 08/13/2024 | 192,065 | $2.56 M | 104.95% | 0.38% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 184,840 | $2.46 M | 6.05% | 0.37% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 182,652 | $2.43 M | -13.58% | 0.37% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 175,874 | $2.34 M | 4.20% | 0.35% |
| LARSON FINANCIAL GROUP LLC | 08/02/2024 | 169,698 | $2.26 M | 3.69% | 0.34% |
| RHUMBLINE ADVISERS | 08/01/2024 | 154,385 | $2.05 M | 1.71% | 0.31% |
| HGI CAPITAL MANAGEMENT, LLC | 08/14/2024 | 143,727 | $1.91 M | -11.87% | 0.29% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 138,593 | $1.84 M | -0.19% | 0.28% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/13/2024 | 132,483 | $1.76 M | 56.85% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 122,152 | $1.63 M | 0.00% | 0.24% |
| BARCLAYS PLC | 08/14/2024 | 122,059 | $1.62 M | -24.41% | 0.24% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 120,092 | $1.60 M | -0.98% | 0.24% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/14/2024 | 104,462 | $1.39 M | 6.86% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 98,884 | $1.32 M | -45.09% | 0.20% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 08/08/2024 | 94,154 | $1.25 M | 10.45% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 93,435 | $1.24 M | 25.55% | 0.19% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 07/24/2024 | 89,750 | $1.20 M | 1.59% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 88,870 | $1.18 M | 100.00% | 0.18% |
| SWISS NATIONAL BANK | 08/08/2024 | 88,400 | $1.18 M | -4.64% | 0.18% |
| CLARIVEST ASSET MANAGEMENT LLC | 08/07/2024 | 87,120 | $1.16 M | 2.85% | 0.17% |
| GREENLAND CAPITAL MANAGEMENT LP | 08/13/2024 | 85,000 | $1.13 M | 30.77% | 0.17% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 84,401 | $1.12 M | -19.24% | 0.17% |
| THIRD AVENUE MANAGEMENT LLC | 08/13/2024 | 80,000 | $1.06 M | 0.00% | 0.16% |
| FMR LLC | 08/13/2024 | 77,641 | $1.03 M | 290.80% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 75,745 | $1.01 M | -54.96% | 0.15% |
| ROYAL BANK OF CANADA | 11/06/2024 | 69,782 | $928,000 | 5.39% | 0.14% |
| ASSET MANAGEMENT ONE CO., LTD. | 07/18/2024 | 67,442 | $897,653 | 0.00% | 0.14% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 65,862 | $876,623 | 18.15% | 0.13% |
| DAKOTA WEALTH MANAGEMENT | 07/22/2024 | 64,819 | $862,741 | -4.70% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 61,649 | $820,000 | 15.02% | 0.12% |
| NOMURA ASSET MANAGEMENT CO LTD | 08/14/2024 | 60,100 | $799,931 | 10.48% | 0.12% |
| TEXAS PERMANENT SCHOOL FUND CORP | 08/07/2024 | 59,340 | $789,815 | 43.93% | 0.12% |
Whitestone REITinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of WSR shares?
During the previous two years, 92 institutional investors and hedge funds held shares of Whitestone REIT. The most heavily invested institutionals were:
XTX Topco Ltd: 0
OMERS ADMINISTRATION Corp: 0
Kestra Advisory Services, LLC: 0
FOSTER & MOTLEY INC: 0
FIRST TRUST ADVISORS LP: 0
STATE OF WISCONSIN INVESTMENT BOARD: 0
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What percentage of Whitestone REIT stock is owned by institutional investors?
61.97% of Whitestone REIT stock is owned by institutional investors.
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How much institutional buying is happening at WSR ?
Institutional investors have bought a total of 20.33 M shares in the last 24 months. This purchase volume represents approximately $294.15 M in transactions.