57% buyers of institutions opening or closing positions this quarter
9 more new buyers than exits, ownership rose 7.48 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
57% buyers of institutions opening or closing positions this quarter
52.3% institutional ownership
Emmett Investment Management, portfolio allocation
Institutional ownership vs REIT - Retail peers
No Form 4 insider transactions on file
Latest positioning in WSR across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WSR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.0M | $129.7M | +0.9% | 15.631% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | $48.6M | — | 5.853% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $33.9M | — | 4.090% | 0.00% |
| 4 | STATE STREET CORP | 1.9M | $29.9M | +2.4% | 3.601% | 0.00% |
| 5 | Irenic Capital Management LP | 1.3M | $20.4M | +292.8% | 2.462% | 1.33% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $19.4M | +1.7% | 2.332% | 0.00% |
| 7 | HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. | 875K | $14.1M | 0.0% | 1.703% | 0.95% |
| 8 | First Eagle Investment Management, LLC | 742K | $12.0M | +4.1% | 1.444% | 0.02% |
| 9 | CHILTON CAPITAL MANAGEMENT LLC | 674K | $10.9M | +8.8% | 1.312% | 0.38% |
| 10 | MORGAN STANLEY | 655K | $10.6M | -10.1% | 1.274% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 641K | $10.3M | +3.1% | 1.247% | 0.00% |
| 12 | Emmett Investment Management, LP | 632K | $10.2M | -50.1% | 1.230% | 7.80% |
| 13 | NORTHERN TRUST CORP | 542K | $8.8M | +3.6% | 1.055% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 449K | $7.3M | -7.2% | 0.874% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 438K | $7.1M | +0.1% | 0.852% | 0.00% |
| 16 | Bank of New York Mellon Corp | 408K | $6.6M | -3.3% | 0.793% | 0.00% |
| 17 | TWO SIGMA INVESTMENTS, LP | 338K | $5.5M | +49.4% | 0.657% | 0.00% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 337K | $5.4M | +33.7% | 0.656% | 0.00% |
| 19 | Qube Research & Technologies Ltd | 297K | $4.8M | -20.2% | 0.578% | 0.01% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 289K | $4.7M | — | 0.563% | 0.00% |
| 21 | DigitalBridge Group, Inc. | 283K | $4.6M | -22.6% | 0.551% | 0.29% |
| 22 | Larson Financial Group LLC | 275K | $4.4M | +4.6% | 0.536% | 0.14% |
| 23 | JACOBS LEVY EQUITY MANAGEMENT, INC | 273K | $4.4M | +5.8% | 0.531% | 0.02% |
| 24 | FMR LLC | 259K | $4.2M | +14.9% | 0.505% | 0.00% |
| 25 | Invesco Ltd. | 253K | $4.1M | -6.4% | 0.493% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WSR — a direct measure of their conviction.
Filings activity in WSR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new WSR position in Q1 2026
Institutions that fully closed their WSR position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 217 | +4.3% | 52.32% | +7.48 pp | $511M | +17% |
| Q4 2025 | 208 | +2.0% | 44.84% | +5.68 pp | $438M | +14% |
| Q3 2025 | 204 | +3.0% | 39.16% | 0.11 pp | $382M | 0.3% |
| Q2 2025 | 198 | 2.0% | 39.27% | 7.18 pp | $383M | 15% |
| Q1 2025 | 202 | +3.6% | 46.45% | +1.00 pp | $453M | +2.2% |
| Q4 2024 | 195 | +8.3% | 45.45% | +3.89 pp | $444M | +9.4% |
| Q3 2024 | 180 | +10% | 41.56% | +0.30 pp | $406M | +0.7% |
| Q2 2024 | 163 | — | 41.26% | — | $403M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for WSR.
Quick answers to the most common questions about buying WSR stock.
Based on Q1 2026 13F filings, institutional ownership of Whitestone REIT stands at 52.3%, held across 217 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WSR, with approximately 8,033,175 shares worth $0.13B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of WSR, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for WSR is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in WSR during Q1 2026, while 26 fully exited. 160 added to existing positions and 21 trimmed.
WSR institutional ownership rose by 7.48 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 64.5% of all reported 13F value in WSR, and the top 25 account for 82.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.