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Whitestone REIT — reported holders

38 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
38
Combined reported value
$34M
Top 5 concentration
74.2%
Median position
$79.9K
Largest position
$12.1M
Quarters represented
2
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
38
ManagerQuarterValueSharesFiled
ALPINE ASSOCIATES MANAGEMENT INC.2026Q2$12.1M639,0082026-08-06
BLB&B Advisors, LLC2026Q2$7.2M380,4552026-08-14
ENVESTNET ASSET MANAGEMENT INC2026Q2$2.1M111,2282026-08-03
AMERIPRISE FINANCIAL INC2026Q2$1.9M102,7432026-08-14
ABC ARBITRAGE SA2026Q2$1.8M95,8172026-07-20
Bank of New York Mellon Corp2026Q2$1.3M66,5452026-08-06
Asset Management One Co., Ltd.2026Q2$1.2M63,0512026-07-28
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026Q2$983K51,8442026-08-17
ALLIANCEBERNSTEIN L.P.2026Q2$846K52,3822026-08-14
VIRGINIA RETIREMENT SYSTEMS ET Al2026Q1$791.6K49,0172026-08-25
CITADEL ADVISORS LLC2026Q2$747.8K39,4422026-09-02
CITIGROUP INC2026Q2$743.3K39,2032026-08-03
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$588.6K31,0442026-08-13
Daiwa Securities Group Inc.2026Q2$332.6K17,5412026-07-31
DOLIVER ADVISORS, LP2026Q2$292K15,4002026-07-10
MERCER GLOBAL ADVISORS INC /ADV2026Q2$245.9K12,9702026-08-19
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$245K12,9232026-09-09
ARIZONA STATE RETIREMENT SYSTEM2026Q2$228.5K12,0532026-08-07
Ameritas Investment Partners, Inc.2026Q2$79.9K4,2152026-08-13
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$53.4K1,012,1232026-08-24
GLAZER CAPITAL, LLC2026Q2$35.7K1,883,5742026-08-17
Allworth Financial LP2026Q2$26.7K1,4072026-08-11
CHILTON CAPITAL MANAGEMENT LLC2026Q2$24.6K1,2972026-08-04
MassMutual Private Wealth & Trust, FSB2026Q2$21.1K1,1142026-07-02
Versant Capital Management, Inc2026Q2$12.4K6542026-07-02
ASSETMARK, INC2026Q2$11.4K6002026-07-30
Farther Finance Advisors, LLC2026Q2$6.4K3372026-07-17
M&T Bank Corp2026Q1$6K3712026-09-04
Parkside Financial Bank & Trust2026Q2$1.3K702026-09-04
BlackRock, Inc.2026Q2$796422026-08-07
Cedar Mountain Advisors, LLC2026Q2$739392026-07-02
Caitong International Asset Management Co., Ltd2026Q2$626332026-08-05
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$569302026-07-20
AMERICAN CENTURY COMPANIES INC2026Q2$569302026-08-14
AMALGAMATED BANK2026Q2$23112,1872026-07-23
AdvisorNet Financial, Inc2026Q2$4522026-07-23
Ankerstar Wealth, LLC2026Q2$3822026-08-13
BESSEMER GROUP INC2026Q2$52652026-08-12

Source: U.S. Securities and Exchange Commission, Form 13F