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WSR WHITESTONE REIT

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COM (common)

207 managers (211 13F filers) reported a position in WSR shares at 2025-12-31, 33,577,793 shares in all. 24 filers opened a position and 23 filers sold out during the quarter.

Managers
207
13F filers
211
New
24
Added
69
Reduced
79
Sold out
23
Shares held by filers
33,577,793

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIGNATUREFD, LLC14$194<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC9$126<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$97<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc2$33<0.01%013F-HRTimeline
Ankerstar Wealth, LLC2$28<0.01%13F-HRTimeline
Dunhill Financial, LLC1$19<0.01%new13F-HRTimeline
Triumph Capital Management1$14<0.01%new13F-HRTimeline