Whitestone REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 7.84 M | $96.23 M | 0.87% | 15.47% |
| VANGUARD GROUP INC | 11/07/2025 | 5.25 M | $64.47 M | 0.62% | 10.37% |
| STATE STREET CORP | 11/14/2025 | 1.83 M | $22.43 M | -2.18% | 3.61% |
| EMMETT INVESTMENT MANAGEMENT, LP | 11/14/2025 | 1.26 M | $15.39 M | 10.25% | 2.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.18 M | $14.55 M | 0.43% | 2.34% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 11/14/2025 | 875.26 K | $10.75 M | 0.00% | 1.73% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 713.75 K | $8.76 M | -12.00% | 1.41% |
| MORGAN STANLEY | 11/14/2025 | 700.70 K | $8.60 M | -12.71% | 1.38% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 613.37 K | $7.53 M | 3.58% | 1.21% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 600.25 K | $7.37 M | -2.41% | 1.19% |
| CSM ADVISORS, LLC | 11/14/2025 | 564.09 K | $6.93 M | -2.94% | 1.11% |
| NORTHERN TRUST CORP | 11/14/2025 | 553.43 K | $6.80 M | 2.26% | 1.09% |
| DIGITALBRIDGE GROUP, INC. | 11/18/2025 | 454.77 K | $5.58 M | 36.42% | 0.90% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 451.98 K | $5.55 M | 37.47% | 0.89% |
| CHILTON CAPITAL MANAGEMENT LLC | 10/31/2025 | 427.96 K | $5.26 M | 45.54% | 0.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 427.19 K | $5.25 M | 1.20% | 0.84% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 422.19 K | $5.18 M | -6.04% | 0.83% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 385.55 K | $4.73 M | 0.16% | 0.76% |
| NUVEEN, LLC | 11/12/2025 | 382.40 K | $4.70 M | 31.40% | 0.76% |
| JPMORGAN CHASE & CO | 11/26/2025 | 313.29 K | $3.85 M | 37.48% | 0.62% |
| INVESCO LTD. | 11/13/2025 | 309.94 K | $3.81 M | -8.93% | 0.61% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 263.49 K | $3.24 M | 5.44% | 0.52% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 261.23 K | $3.21 M | -5.67% | 0.52% |
| BARCLAYS PLC | 11/12/2025 | 227.24 K | $2.79 M | 15.30% | 0.45% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 222.98 K | $2.74 M | -0.35% | 0.44% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 216.80 K | $2.66 M | -12.27% | 0.43% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 207.43 K | $2.55 M | -12.89% | 0.41% |
| GREENLAND CAPITAL MANAGEMENT LP | 11/10/2025 | 190.93 K | $2.37 M | 45.83% | 0.38% |
| FMR LLC | 11/13/2025 | 184.43 K | $2.26 M | 10.60% | 0.36% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 180.65 K | $2.22 M | 3.12% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 175.08 K | $2.15 M | 14.70% | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 155.30 K | $1.91 M | 175.73% | 0.31% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/14/2025 | 153.51 K | $1.89 M | 161.10% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 153.26 K | $1.88 M | 303.02% | 0.30% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 146.60 K | $1.80 M | 100.00% | 0.29% |
| RHUMBLINE ADVISERS | 11/06/2025 | 136.80 K | $1.68 M | -3.62% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 131.45 K | $1.61 M | 16.06% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 128.03 K | $1.57 M | 0.79% | 0.25% |
| JANE STREET GROUP, LLC | 11/14/2025 | 123.92 K | $1.52 M | 54.72% | 0.24% |
| MAN GROUP PLC | 11/14/2025 | 123.78 K | $1.52 M | 46.55% | 0.24% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 11/10/2025 | 119.86 K | $1.47 M | 6.31% | 0.24% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 117.92 K | $1.45 M | 0.70% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 94.21 K | $1.16 M | -30.67% | 0.19% |
| ROYAL BANK OF CANADA | 11/14/2025 | 90.83 K | $1.12 M | 6.38% | 0.18% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 85.57 K | $1.05 M | -81.70% | 0.17% |
| UBS GROUP AG | 11/13/2025 | 84.41 K | $1.04 M | 1.31% | 0.17% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 84.31 K | $1.04 M | 77.77% | 0.17% |
| SWISS NATIONAL BANK | 11/13/2025 | 82.90 K | $1.02 M | 0.00% | 0.16% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 79.88 K | $980.95 K | -11.15% | 0.16% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 79.55 K | $976.86 K | 34.49% | 0.16% |
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Whitestone REIT institutional Ownership - FAQ's
During the previous two years, 282 institutional investors and hedge funds held shares of Whitestone REIT. The most heavily invested institutionals were:
BlackRock, Inc.: 7.84 M
VANGUARD GROUP INC: 5.25 M
STATE STREET CORP: 1.83 M
Emmett Investment Management, LP: 1.26 M
GEODE CAPITAL MANAGEMENT, LLC: 1.18 M
NEXPOINT ASSET MANAGEMENT, L.P.: 875,255
64.63% of Whitestone REIT stock is owned by institutional investors.
Institutional investors have bought a total of 45.76 M shares in the last 24 months. This purchase volume represents approximately $605.23 M in transactions.