HOUSTON, TX
WHITESTONE REITWSR— Latest position per institution from SEC 13F filings
15
Institutional holders
40.55M
Total shares held
572.60M
Estimated value
2.03M
Avg. position size
BLACKROCK, INC.
CIK 2012383
Shares
8.03M
Value
129.74M
Filed
Mar 31, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
7.71M
Value
102.60M
Filed
Jun 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
5.42M
Value
75.24M
Filed
Dec 31, 2025
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
3.01M
Value
48.58M
Filed
Mar 31, 2026
CONVERSANT CAPITAL LLC
CIK 1850901
Shares
2.25M
Value
21.72M
Filed
Dec 31, 2022
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
2.10M
Value
33.95M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
1.85M
Value
29.88M
Filed
Mar 31, 2026
IRENIC CAPITAL MANAGEMENT LP
CIK 1929389
Shares
1.27M
Value
20.44M
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
1.20M
Value
19.36M
Filed
Mar 31, 2026
GW&K INVESTMENT MANAGEMENT, LLC
CIK 1082917
Shares
1.04M
Value
16.73K
Filed
Mar 31, 2026
NEXPOINT ASSET MANAGEMENT, L.P.
CIK 1469877
Shares
875.25K
Value
14.14M
Filed
Mar 31, 2026
FIRST EAGLE INVESTMENT MANAGEMENT, LLC
CIK 1325447
Shares
742.12K
Value
11.99M
Filed
Mar 31, 2026
FORTRESS INVESTMENT GROUP LLC
CIK 1380393
Shares
739.41K
Value
9.09M
Filed
Dec 31, 2023
CHILTON CAPITAL MANAGEMENT LLC
CIK 1056859
Shares
674.20K
Value
10.89M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
654.57K
Value
10.57M
Filed
Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
640.74K
Value
10.35M
Filed
Mar 31, 2026
EMMETT INVESTMENT MANAGEMENT, LP
CIK 2042845
Shares
632K
Value
10.21M
Filed
Mar 31, 2026
HAZELVIEW SECURITIES INC.
CIK 1705265
Shares
593.97K
Value
5.73M
Filed
Dec 31, 2022
CSM ADVISORS, LLC
CIK 1863523
Shares
568.07K
Value
9.18K
Filed
Mar 31, 2026
FOUNDRY PARTNERS, LLC
CIK 1573913
Shares
557.31K
Value
8.12M
Filed
Mar 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2012383 | 8.03M | 129.74M | Mar 31, 2026 |
| 2 | BLACKROCK FINANCE, INC. | 1364742 | 7.71M | 102.60M | Jun 30, 2024 |
| 3 | VANGUARD GROUP INC | 102909 | 5.42M | 75.24M | Dec 31, 2025 |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 3.01M | 48.58M | Mar 31, 2026 |
| 5 | CONVERSANT CAPITAL LLC | 1850901 | 2.25M | 21.72M | Dec 31, 2022 |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 2.10M | 33.95M | Mar 31, 2026 |
| 7 | STATE STREET CORP | 93751 | 1.85M | 29.88M | Mar 31, 2026 |
| 8 | IRENIC CAPITAL MANAGEMENT LP | 1929389 | 1.27M | 20.44M | Mar 31, 2026 |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 1.20M | 19.36M | Mar 31, 2026 |
| 10 | GW&K INVESTMENT MANAGEMENT, LLC | 1082917 | 1.04M | 16.73K | Mar 31, 2026 |
| 11 | NEXPOINT ASSET MANAGEMENT, L.P. | 1469877 | 875.25K | 14.14M | Mar 31, 2026 |
| 12 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1325447 | 742.12K | 11.99M | Mar 31, 2026 |
| 13 | FORTRESS INVESTMENT GROUP LLC | 1380393 | 739.41K | 9.09M | Dec 31, 2023 |
| 14 | CHILTON CAPITAL MANAGEMENT LLC | 1056859 | 674.20K | 10.89M | Mar 31, 2026 |
| 15 | MORGAN STANLEY | 895421 | 654.57K | 10.57M | Mar 31, 2026 |
| 16 | DIMENSIONAL FUND ADVISORS LP | 354204 | 640.74K | 10.35M | Mar 31, 2026 |
| 17 | EMMETT INVESTMENT MANAGEMENT, LP | 2042845 | 632K | 10.21M | Mar 31, 2026 |
| 18 | HAZELVIEW SECURITIES INC. | 1705265 | 593.97K | 5.73M | Dec 31, 2022 |
| 19 | CSM ADVISORS, LLC | 1863523 | 568.07K | 9.18K | Mar 31, 2026 |
| 20 | FOUNDRY PARTNERS, LLC | 1573913 | 557.31K | 8.12M | Mar 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.