Whitestone REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 7.50 M | $101.53 M | 100.00% | 15.02% |
| VANGUARD GROUP INC | 11/13/2024 | 5.20 M | $70.42 M | -3.32% | 10.42% |
| STATE STREET CORP | 11/14/2024 | 1.86 M | $25.22 M | -3.04% | 3.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.25 M | $16.93 M | 1.47% | 2.50% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 1.17 M | $15.89 M | 5.86% | 2.35% |
| MORGAN STANLEY | 11/14/2024 | 947,738 | $12.82 M | -3.18% | 1.90% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 11/14/2024 | 875,255 | $11.84 M | 0.00% | 1.75% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 802,280 | $10.85 M | -35.98% | 1.61% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 659,519 | $8.92 M | -2.95% | 1.32% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 604,414 | $8.18 M | 100.00% | 1.21% |
| FOUNDRY PARTNERS, LLC | 11/08/2024 | 558,383 | $7.55 M | -42.56% | 1.12% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 547,211 | $7.40 M | -11.11% | 1.10% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 495,327 | $6.70 M | -13.85% | 0.99% |
| INVESCO LTD. | 11/12/2024 | 470,343 | $6.36 M | 3.93% | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 426,509 | $5.77 M | 130.75% | 0.85% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 366,615 | $4.96 M | 100.72% | 0.73% |
| HGI CAPITAL MANAGEMENT, LLC | 11/14/2024 | 308,952 | $4.18 M | 114.96% | 0.62% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 300,769 | $4.07 M | 8.70% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 237,807 | $3.22 M | -6.72% | 0.48% |
| JPMORGAN CHASE & CO | 11/08/2024 | 230,783 | $3.12 M | -29.44% | 0.46% |
| DIGITALBRIDGE GROUP, INC. | 11/12/2024 | 188,756 | $2.55 M | -49.75% | 0.38% |
| RHUMBLINE ADVISERS | 11/12/2024 | 182,121 | $2.46 M | 17.97% | 0.36% |
| LARSON FINANCIAL GROUP LLC | 11/12/2024 | 176,891 | $2.39 M | 4.24% | 0.35% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 174,862 | $2.37 M | -0.58% | 0.35% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 168,963 | $2.29 M | 100.00% | 0.34% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 155,369 | $2.10 M | 100.00% | 0.31% |
| BARCLAYS PLC | 11/19/2024 | 153,515 | $2.08 M | 25.77% | 0.31% |
| FMR LLC | 11/13/2024 | 153,285 | $2.07 M | 97.43% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 126,384 | $1.71 M | 35.26% | 0.25% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 122,152 | $1.65 M | 0.00% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 121,641 | $1.65 M | 100.00% | 0.24% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 121,084 | $1.64 M | 22.45% | 0.24% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 11/12/2024 | 116,919 | $1.58 M | -11.75% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 111,738 | $1.51 M | -6.96% | 0.22% |
| JANE STREET GROUP, LLC | 11/15/2024 | 108,606 | $1.47 M | 157.54% | 0.22% |
| GREENLAND CAPITAL MANAGEMENT LP | 11/13/2024 | 100,000 | $1.35 M | 17.65% | 0.20% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11/08/2024 | 94,154 | $1.27 M | 0.00% | 0.19% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 93,462 | $1.26 M | -10.53% | 0.19% |
| CLARIVEST ASSET MANAGEMENT LLC | 11/12/2024 | 87,120 | $1.16 M | 0.00% | 0.17% |
| SWISS NATIONAL BANK | 11/07/2024 | 82,900 | $1.12 M | -6.22% | 0.17% |
| THIRD AVENUE MANAGEMENT LLC | 11/14/2024 | 80,000 | $1.08 M | 0.00% | 0.16% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/25/2024 | 77,784 | $1.05 M | -13.33% | 0.16% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 68,614 | $928,347 | 100.00% | 0.14% |
| ROYAL BANK OF CANADA | 11/14/2024 | 67,767 | $917,000 | -2.89% | 0.14% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/30/2024 | 66,813 | $903,980 | -0.93% | 0.13% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 63,552 | $859,859 | 100.00% | 0.13% |
| NOMURA ASSET MANAGEMENT CO LTD | 11/15/2024 | 58,600 | $792,858 | -2.50% | 0.12% |
| ADVISORY RESEARCH INC | 11/14/2024 | 56,611 | $765,947 | 3.28% | 0.11% |
| BAILARD, INC. | 10/30/2024 | 55,791 | $754,852 | 43.79% | 0.11% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 55,680 | $753,000 | 195.29% | 0.11% |
Whitestone REITinstitutional Ownership - FAQ's
During the previous two years, 228 institutional investors and hedge funds held shares of Whitestone REIT. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 7.5 M
VANGUARD GROUP INC: 5.2 M
STATE STREET CORP: 1.86 M
GEODE CAPITAL MANAGEMENT, LLC: 1.25 M
First Eagle Investment Management, LLC: 1.17 M
MORGAN STANLEY: 947,738
61.53% of Whitestone REIT stock is owned by institutional investors.
Institutional investors have bought a total of 41.97 M shares in the last 24 months. This purchase volume represents approximately $598.89 M in transactions.