WSR

Whitestone REIT
Real EstateUSCUSIP 966084204◍ Confluence graph
Tracked 13F Holders
175
-136 QoQ
13F Value (tracked)
$501.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)26 adding · 15 trimming
Insider net (180d)$0

Who owns WSR?

175 tracked 13F filers

175 tracked 13F filers disclose a position in WSR as of the latest SEC 13F filings, a combined $501.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$129.7M
8.0M
+0.9%
Added · +75K sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$48.6M
3.0M
First observed position
No prior filed position
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$33.9M
2.1M
First observed position
No prior filed position
Q1 2026
4STATE STREET CORP
$29.9M
1.9M
+2.4%
Added · +43K sh
Q1 2026
5Irenic Capital Management LP
$20.4M
1.3M
+293%
Added · +943K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$19.4M
1.2M
+1.7%
Added · +20K sh
Q1 2026
7NEXPOINT ASSET MANAGEMENT, L.P.
$14.1M
875K
Held
Q1 2026
8First Eagle Investment Management, LLC
$13.2M
697K
−6.0%
Reduced · −45K sh
Q2 2026
9MORGAN STANLEY
$10.6M
655K
−10%
Reduced · −73K sh
Q1 2026
10DIMENSIONAL FUND ADVISORS LP
$10.3M
641K
+3.1%
Added · +19K sh
Q1 2026
11Emmett Investment Management, LP
$10.2M
632K
−50%
Reduced · −635K sh
Q1 2026
12NORTHERN TRUST CORP
$8.8M
542K
+3.6%
Added · +19K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$7.3M
449K
−7.2%
Reduced · −35K sh
Q1 2026
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$7.1M
438K
+0.1%
Added · +534 sh
Q1 2026
15Bank of New York Mellon Corp
$6.6M
408K
−3.3%
Reduced · −14K sh
Q1 2026
16TWO SIGMA INVESTMENTS, LP
$5.5M
338K
+49%
Added · +112K sh
Q1 2026
17ENVESTNET ASSET MANAGEMENT INC
$5.4M
337K
+34%
Added · +85K sh
Q1 2026
18Qube Research & Technologies Ltd
$4.8M
297K
−20%
Reduced · −75K sh
Q1 2026
19VANGUARD FIDUCIARY TRUST CO
$4.7M
289K
First observed position
No prior filed position
Q1 2026
20DigitalBridge Group, Inc.
$4.6M
283K
−23%
Reduced · −83K sh
Q1 2026
21Larson Financial Group LLC
$4.4M
275K
+4.6%
Added · +12K sh
Q1 2026
22JACOBS LEVY EQUITY MANAGEMENT, INC
$4.4M
273K
+5.8%
Added · +15K sh
Q1 2026
23JPMORGAN CHASE & CO
$4.4M
271K
−14%
Reduced · −43K sh
Q1 2026
24FMR LLC
$4.2M
259K
+15%
Added · +34K sh
Q1 2026
25Transmarket Holdings LP
$4.6M
245K
New
+245K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WSR being bought or sold by institutions?

Last quarter, 5 funds opened a new position in WSR and 21 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
21
funds
Reduced
15
funds
Exited
0
funds

Funds that own WSR also own

CompanyCo-held byCombined value
META PLATFORMS INC-CLASS AMETA82 funds$75.6B
NVIDIA CORPNVDA81 funds$257.2B
MICROSOFT CORPMSFT81 funds$175.7B
AMAZON.COM INCAMZN81 funds$124.6B
APPLE INCAAPL80 funds$193.8B
ALPHABET INC-CL CGOOG80 funds$88.0B
ELI LILLY & COLLY80 funds$52.5B
BROADCOM INCAVGO79 funds$104.1B
ALPHABET INC-CL AGOOGL79 funds$97.9B
NETFLIX INCNFLX79 funds$30.7B
TESLA INCTSLA78 funds$43.5B
MICRON TECHNOLOGY INCMU78 funds$23.6B

Ranked by how many of WSR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
May 28, 2025Miller Donald ADirectorBuy (P)5K$62K
May 2, 2025Miller Donald ADirectorBuy (P)5K$64K
May 2, 2025Miller Donald ADirectorBuy (P)5K$64K
May 2, 2025Miller Donald ADirectorBuy (P)5K$64K
Mar 21, 2025GATHRIGHT KRISTIAN MDirectorBuy (P)2K$25K
Mar 19, 2025Feng Amy Shih-HuaDirectorBuy (P)675$10K
Mar 19, 2025Feng Amy Shih-HuaDirectorBuy (P)200$3K
Sep 4, 2024Buthman Julia BrunsDirectorBuy (P)5K$65K
Jun 11, 2024Feng Amy Shih-HuaDirectorBuy (P)17K$223K
Jun 3, 2024Feng Amy Shih-HuaDirectorBuy (P)6K$80K
May 5, 2023Feng Amy Shih-HuaDirectorBuy (P)4K$33K
Mar 3, 2023Feng Amy Shih-HuaDirectorBuy (P)4K$35K

Institutional ownership over time

37 funds-92 since Q3 2024
087173Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $14.6M

Recent filings

15 shown

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Connected entities for WSR

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Ask your agent what changed in WSR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WSR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WSR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WSR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.