Whitestone REIT — Institutional Ownership
Which tracked institutions hold WSR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
27
Funds holding
$262111327
Total value held
Buying
20 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $156851246 | 8272745 | +239570 | +2.98% |
| 2 | State Street Corp | $36807219 | 1941309 | +90865 | +4.91% |
| 3 | Morgan Stanley | $12159452 | 641319 | -13248 | -2.02% |
| 4 | Northern Trust Corp | $10906000 | 575211 | +33222 | +6.13% |
| 5 | Bank Of New York Mellon Corp | $7891867 | 416238 | +8680 | +2.13% |
| 6 | Bank Of America Corp /De/ | $7090110 | 373951 | +211207 | +129.78% |
| 7 | Goldman Sachs Group Inc | $6933958 | 365715 | -83466 | -18.58% |
| 8 | Principal Financial Group Inc | $4144675 | 218601 | +335 | +0.15% |
| 9 | Jpmorgan Chase & Co | $4106376 | 216581 | -53996 | -19.96% |
| 10 | Invesco Ltd. | $3959435 | 208831 | +208831 | NEW BUY |
| 11 | Wells Fargo & Company/Mn | $3451947 | 182065 | +18538 | +11.34% |
| 12 | Ameriprise Financial Inc | $1973338 | 104079 | +104079 | NEW BUY |
| 13 | Ubs Group Ag | $1706210 | 89990 | +89990 | NEW BUY |
| 14 | Franklin Resources Inc | $986371 | 52024 | +13831 | +36.21% |
| 15 | Prudential Financial Inc | $872406 | 46013 | -31200 | -40.41% |
| 16 | Citigroup Inc | $794102 | 41883 | +20849 | +99.12% |
| 17 | Hancock Whitney Corp | $373057 | 19676 | -315 | -1.58% |
| 18 | Janus Henderson Group Plc | $319913 | 19815 | +19815 | NEW BUY |
| 19 | Barclays Plc | $248944 | 13130 | -105610 | -88.94% |
| 20 | M&T Bank Corp | $205641 | 10846 | +482 | +4.65% |
| 21 | Us Bancorp \De\ | $135830 | 7164 | +641 | +9.83% |
| 22 | Royal Bank Of Canada | $112000 | 5902 | -135315 | -95.82% |
| 23 | Pnc Financial Services Group, Inc. | $67421 | 3556 | +69 | +1.98% |
| 24 | Prosperity Bancshares Inc | $6996 | 369 | +369 | NEW BUY |
| 25 | Fifth Third Bancorp | $6427 | 339 | +17 | +5.28% |
| 26 | Amalgamated Financial Corp. | $272 | 20534 | +20534 | NEW BUY |
| 27 | Zions Bancorporation, National Association /Ut/ | $114 | 6 | +6 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.