Whitestone REIT — Institutional Ownership
Which tracked institutions hold WSR, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
26
Funds holding
$221946869
Total value held
Flat
13 added/new · 13 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $129735776 | 8033175 | +75343 | +0.95% |
| 2 | State Street Corp | $29884671 | 1850444 | +42570 | +2.35% |
| 3 | Morgan Stanley | $10571277 | 654567 | -73362 | -10.08% |
| 4 | Northern Trust Corp | $8753122 | 541989 | +19096 | +3.65% |
| 5 | Goldman Sachs Group Inc | $7254275 | 449181 | -35110 | -7.25% |
| 6 | Bank Of New York Mellon Corp | $6582068 | 407558 | -13736 | -3.26% |
| 7 | Digitalbridge Group, Inc. | $4570450 | 283000 | -82600 | -22.59% |
| 8 | Invesco Ltd. | $3756593 | 270453 | -39483 | -12.74% |
| 9 | Principal Financial Group Inc | $3524996 | 218266 | +4249 | +1.99% |
| 10 | Wells Fargo & Company/Mn | $2731187 | 196630 | +15984 | +8.85% |
| 11 | Ameriprise Financial Inc | $2714847 | 168102 | -23747 | -12.38% |
| 12 | Bank Of America Corp /De/ | $2628315 | 162744 | -12279 | -7.02% |
| 13 | Royal Bank Of Canada | $2280000 | 141217 | — | NEW BUY |
| 14 | Barclays Plc | $1917652 | 118740 | — | NEW BUY |
| 15 | Raymond James Financial Inc | $1835630 | 113661 | -881 | -0.77% |
| 16 | Prudential Financial Inc | $1246990 | 77213 | -9500 | -10.96% |
| 17 | Franklin Resources Inc | $616817 | 38193 | -92 | -0.24% |
| 18 | Hancock Whitney Corp | $378630 | 19991 | -1197 | -5.65% |
| 19 | Janus Henderson Group Plc | $319913 | 19815 | — | NEW BUY |
| 20 | Citigroup Inc | $292163 | 21034 | -39638 | -65.33% |
| 21 | M&T Bank Corp | $143957 | 10364 | — | NEW BUY |
| 22 | Us Bancorp \De\ | $105346 | 6523 | +36 | +0.55% |
| 23 | Pnc Financial Services Group, Inc. | $56315 | 3487 | -89 | -2.49% |
| 24 | Itau Unibanco Holding S.A. | $40407 | 2502 | — | NEW BUY |
| 25 | Fifth Third Bancorp | $5200 | 322 | +264 | +455.17% |
| 26 | Amalgamated Financial Corp. | $272 | 20534 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.