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Disclosery

WSR WHITESTONE REIT

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COM (common)

192 managers (195 13F filers) reported a position in WSR shares at 2024-12-31, 32,467,181 shares in all. 27 filers opened a position and 21 filers sold out during the quarter.

Managers
192
13F filers
195
New
27
Added
64
Reduced
51
Sold out
21
Shares held by filers
32,467,181

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.7,897,948$112M<0.01%+393,57313F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding5,194,695$73.6M-36,586Timeline
STATE STREET CORPin group STATE STREET CORP1,941,608$27.5M<0.01%+77,49013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,247,165$17.7M<0.01%-3,67113F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…1,192,840$16.9M0.04%+18,11813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY933,599$13.2M<0.01%-14,13913F-HR/ATimelineGroup
NEXPOINT ASSET MANAGEMENT, L.P.in group NEXPOINT ASSET MANAGEMENT, L.…875,255$12.4M1.44%013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP654,703$9.28M<0.01%-4,81613F-HRTimelineGroup
Emmett Investment Management, LP628,313$8.9M8%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP622,951$8.83M<0.01%+56,01513F-HRTimelineGroup
GW&K Investment Management, LLC603,716$8.55M0.07%new13F-HRTimeline
Foundry Partners, LLC558,273$7.91M0.4%-11013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC523,784$7.42M0.16%-23,42713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.506,601$7.18M<0.01%+36,25813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp477,684$6.77M<0.01%-17,64313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co440,791$6.25M<0.01%+14,28213F-HRTimelineGroup
HGI Capital Management, LLC423,740$6M6.18%+114,78813F-HRTimeline
TIAAgroup of 2 filers holding395,047$5.6M+248,880Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO328,304$4.65M<0.01%+97,52113F-HRTimelineGroup
Schonfeld Strategic Advisors LLC324,739$4.6M0.03%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC293,927$4.16M<0.01%-6,84213F-HRTimelineGroup
Hillsdale Investment Management Inc.293,200$4.15M0.21%new13F-HRTimeline
DigitalBridge Group, Inc.in group DigitalBridge Group, Inc.290,492$4.12M0.3%+101,73613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC285,452$4.04M<0.01%-81,16313F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC249,984$3.54M<0.01%+12,17713F-HRTimelineGroup
Qube Research & Technologies Ltd201,878$2.86M<0.01%+46,50913F-HRTimeline
Larson Financial Group LLC201,678$2.86M0.15%+24,78713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN180,838$2.56M<0.01%+5,97613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding170,685$2.42M+41,105Timeline
BARCLAYS PLCin group BARCLAYS PLC165,826$2.35M<0.01%+12,31113F-HR/ATimelineGroup
FMR LLCin group FMR LLC157,260$2.23M<0.01%+3,97513F-HRTimelineGroup
RHUMBLINE ADVISERS146,577$2.08M<0.01%-35,54413F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC128,484$1.82M<0.01%+7,40013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,367$1.82M<0.01%+1,98313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc114,829$1.63M<0.01%+5,42613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,879$1.6M<0.01%13F-HR/ATimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…112,356$1.59M<0.01%+18,20213F-HRTimeline
Public Sector Pension Investment Board110,387$1.56M0.01%+16,92513F-HRTimeline
Empirical Financial Services, LLC d.b.a…106,785$1.51M0.04%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC93,444$1.32M<0.01%-28,19713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC90,910$1.29M0.01%new13F-HRTimelineGroup
Campbell & CO Investment Adviser LLC87,619$1.24M0.1%-29,30013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC83,562$1.18M<0.01%+12,12213F-HRTimelineGroup
Swiss National Bank82,900$1.17M<0.01%013F-HRTimeline
THIRD AVENUE MANAGEMENT LLC80,000$1.13M0.22%013F-HRTimeline
Greenland Capital Management LP80,000$1.13M0.23%-20,00013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…75,584$1.07M<0.01%-2,20013F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC70,211$995K<0.01%+1,59713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC69,669$987K<0.01%+51,99813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA69,375$982K<0.01%+1,60813F-HRTimelineGroup
Asset Management One Co., Ltd.66,813$936K<0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co61,166$865K<0.01%+8,08813F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD57,400$813K<0.01%-1,20013F-HRTimelineGroup
ADVISORY RESEARCH INC56,902$806K0.13%+29113F-HRTimeline
BAILARD, INC.55,791$791K0.02%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC51,526$730K0.06%+18,28913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC50,952$722K0.02%-751,32813F-HRTimeline
Man Group plcin group Man Group plc50,643$718K<0.01%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.48,944$694K<0.01%013F-HRTimeline
State of Alaska, Department of Revenue49,052$693K0.01%+73713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/48,709$691K<0.01%+3,89713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …47,683$676K<0.01%-27113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management47,108$668K<0.01%-557,30613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC46,018$652K<0.01%013F-HRTimelineGroup
Garner Asset Management Corp45,228$641K0.29%-2,39413F-HRTimeline
Cambria Investment Management, L.P.42,669$603K0.04%+10,43013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC41,129$583K0.01%+16,13213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…40,296$571K<0.01%-31813F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC39,626$562K<0.01%-1,50813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources36,751$521K<0.01%+213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…36,234$513K<0.01%+4,98813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,449$488K<0.01%-14913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,814$479K<0.01%+2,60513F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…33,529$475K0.01%013F-HRTimelineGroup
Cubist Systematic Strategies, LLC32,805$465K0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…32,257$457K<0.01%+1,69713F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS31,620$448K<0.01%new13F-HRTimeline
LPL Financial LLC29,847$423K<0.01%+21213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding29,260$414K+862Timeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…28,730$408K<0.01%013F-HRTimelineGroup
Crossingbridge Advisors, LLC28,470$403K0.13%new13F-HRTimeline
AlphaCentric Advisors LLC28,470$403K0.4%new13F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC26,637$377K0.12%013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.26,206$371K<0.01%-1,65913F-HRTimelineGroup
Illinois Municipal Retirement Fund24,797$351K<0.01%-1,93013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,369$345K<0.01%-84,23713F-HRTimelineGroup
AlphaQuest LLC24,221$343K0.05%+18,96913F-HRTimeline
Ridgewood Investments LLC24,000$340K0.16%-50013F-HRTimeline
Y-Intercept (Hong Kong) Ltd23,222$329K0.02%new13F-HRTimeline
Ignite Planners, LLC22,813$324K0.07%-84413F-HRTimeline
One68 Global Capital, LLC22,851$324K0.17%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22,260$315K<0.01%-9,26513F-HRTimelineGroup
Louisiana State Employees Retirement Sy…21,500$305K0.01%+20013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,326$302K<0.01%-7,58113F-HRTimelineGroup
State of Tennessee, Department of Treas…20,538$291K<0.01%-1,48613F-HRTimeline
Amundiin group Amundi21,291$288K<0.01%+13,71313F-HRTimelineGroup
SG Americas Securities, LLC19,798$281K<0.01%-6,30213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson19,815$281K<0.01%013F-HRTimelineGroup
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP19,600$278K<0.01%+1,30013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC19,355$274K<0.01%+81613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…19,345$274K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…18,800$266K<0.01%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …18,115$257K<0.01%-53013F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…17,803$250K<0.01%+64013F-HRTimelineGroup
Graham Capital Management, L.P.17,266$245K0.01%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC16,991$241K<0.01%+31313F-HRTimeline
Connor, Clark & Lunn Investment Managem…16,842$239K<0.01%-46,71013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC16,790$238K<0.01%-3,90013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.16,139$229K<0.01%+3,23313F-HRTimelineGroup
HANCOCK WHITNEY CORP15,974$226K0.01%+8513F-HRTimeline
Longboard Asset Management, LP15,319$217K0.57%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,167$215K<0.01%-4,02313F-HRTimelineGroup
Maryland State Retirement & Pension Sys…14,878$211K<0.01%013F-HRTimeline
ProShare Advisors LLC14,834$210K<0.01%-5,36813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.14,791$210K<0.01%-47113F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.14,410$204K0.04%new13F-HRTimeline
PharVision Advisers, LLC14,239$202K0.17%13F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…14,006$198K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND13,410$190K<0.01%+1,70013F-HR/ATimeline
AMALGAMATED BANK12,993$184K<0.01%-11713F-HRTimeline
M&G PLCin group M&G PLC12,558$176K<0.01%-72913F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM12,351$175K<0.01%+12313F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…12,068$171K<0.01%013F-HRTimelineGroup
RW Investment Management LLC11,821$168K0.02%013F-HRTimeline
Creative Planningin group Creative Planning11,688$166K<0.01%+25813F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC11,513$163K0.01%013F-HRTimeline
Naviter Wealth, LLC11,462$162K0.02%-2,09913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,194$159K<0.01%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC10,985$155K<0.01%+7,38813F-HRTimelineGroup
Cetera Investment Advisers10,573$150K<0.01%-3,33413F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND10,524$149K<0.01%+20013F-HRTimeline
Police & Firemen's Retirement System of…10,335$146K<0.01%13F-HRTimeline
Entropy Technologies, LP10,284$146K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,659$137K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC9,575$136K0.01%-6013F-HRTimeline
STRS OHIO9,200$130K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,455$120K<0.01%-2,33313F-HRTimelineGroup
KLP KAPITALFORVALTNING AS8,400$119K<0.01%13F-HRTimeline
Vestcor Inc8,213$116K<0.01%+1,03913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,379$105K<0.01%+1,30113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,250$103K<0.01%-3,64913F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,835$68.5K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,384$62.1K<0.01%-52513F-HRTimelineGroup
Bogart Wealth, LLC4,289$60.8K<0.01%013F-HRTimeline
Copeland Capital Management, LLC3,913$55.4K<0.01%new13F-HRTimeline
State of Wyoming3,866$54.8K0.01%new13F-HRTimeline
Quarry LP3,362$47.6K0.01%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P3,291$47K<0.01%-10113F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC2,538$36K<0.01%new13F-HRTimeline
Manchester Capital Management LLC2,518$35.7K<0.01%013F-HRTimeline
GAMMA Investing LLC2,262$32.1K<0.01%+12613F-HRTimeline
Point72 (DIFC) Ltd2,197$31.1K<0.01%new13F-HRTimeline
Sterling Capital Management LLC1,565$22.2K<0.01%+1,39413F-HRTimeline
Avion Wealth1,500$21K0.01%013F-HRTimeline
Rise Advisors, LLC1,354$19.2K0.01%+1213F-HRTimeline
CWM, LLCin group CWM, LLC1,197$17K<0.01%-7,82013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,138$16.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,132$16K<0.01%+34413F-HRTimeline
Sound Income Strategies, LLC1,065$15.1K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.827$11.7K<0.01%-65513F-HR/ATimelineGroup
LGT Financial Advisors LLC809$11.5K0.03%013F-HRTimeline
MAI Capital Management772$10.9K<0.01%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.767$10.9K<0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN725$10.3K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.703$9.96K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC652$9.24K<0.01%013F-HRTimeline
Versant Capital Management, Inc650$9.21K<0.01%+26813F-HRTimeline
Farther Finance Advisors, LLC542$7.68K<0.01%+9213F-HRTimeline
Arax Advisory Partners535$7.58K<0.01%013F-HRTimeline
Global Retirement Partners, LLC517$7.33K<0.01%013F-HRTimeline
Covestor Ltd526$7K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…500$6.68K<0.01%+50013F-HRTimeline
HORIZON BANCORP INC /IN/385$6K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.381$5K<0.01%-513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…302$4.28K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC300$4.25K<0.01%013F-HRTimeline
Allworth Financial LP282$3.77K<0.01%013F-HRTimeline
Lindbrook Capital, LLC229$3.25K<0.01%013F-HRTimeline
Menard Financial Group LLC214$3.03K<0.01%new13F-HRTimeline
Brooklyn Investment Group183$2.58K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC166$2.35K<0.01%-50013F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC150$2K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK141$2K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.141$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…127$1.8K<0.01%+813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC100$1.42K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC50$676<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…30$425<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC29$411<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust20$284<0.01%013F-HRTimeline
IFP Advisors, Inc14$198<0.01%new13F-HRTimeline
Dunhill Financial, LLC3$47<0.01%013F-HRTimeline