Whitestone REIT
US ˙ NYSE ˙ US9660842041

SecurityWSR / Whitestone REIT
InstitutionCitigroup Inc
Latest Disclosed Ownership31,512 shares
Latest Disclosed Value $ 508,919
Citigroup Inc reports 49.81% increase in ownership of WSR / Whitestone REIT

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 31,512 shares of Whitestone REIT (US:WSR) valued at $508,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,034 shares of Whitestone REIT. This represents a change in shares of 49.81% during the quarter. The current value of the position is $600,619 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F WHITESTONE REIT COM 966084204 31,512 10,478 49.81 509 73.97 0.0002
2026-02-13 2025-12-31 13F WHITESTONE REIT COM 966084204 21,034 -39,638 -65.33 292 -60.81 0.0001
2025-11-10 2025-09-30 13F WHITESTONE REIT COM 966084204 60,672 8,389 16.05 745 14.26 0.0003
2025-08-11 2025-06-30 13F WHITESTONE REIT COM 966084204 52,283 -29,414 -36.00 652 -45.21 0.0003
2025-05-12 2025-03-31 13F WHITESTONE REIT COM 966084204 81,697 -1,865 -2.23 1,190 0.51 0.0006
2025-02-12 2024-12-31 13F WHITESTONE REIT COM 966084204 83,562 12,122 16.97 1,184 22.57 0.0007
2024-11-12 2024-09-30 13F WHITESTONE REIT COM 966084204 71,440 35,620 99.44 967 102.94 0.0006
2024-08-12 2024-06-30 13F WHITESTONE REIT COM 966084204 35,820 2,317 6.92 477 13.33 0.0003
2024-05-10 2024-03-31 13F WHITESTONE REIT COM 966084204 33,503 3,440 11.44 420 13.82 0.0003
2024-02-09 2023-12-31 13F WHITESTONE REIT COM 966084204 30,063 11,046 58.08 369 101.64 0.0003
2023-12-06 2023-09-30 13F/A-1 WHITESTONE REIT COM 966084204 19,017 -16,461 -46.40 183 -46.80 0.0001
2023-11-09 2023-09-30 13F WHITESTONE REIT COM 966084204 19,017 -16,461 183 0.0001
2023-08-10 2023-06-30 13F WHITESTONE REIT COM 966084204 35,478 -1,086 -2.97 344 2.38 0.0002
2023-05-11 2023-03-31 13F WHITESTONE REIT COM 966084204 36,564 7,538 25.97 336 20.43 0.0002
2023-02-09 2022-12-31 13F WHITESTONE REIT COM 966084204 29,026 6,676 29.87 280 47.62 0.0002
2022-11-10 2022-09-30 13F WHITESTONE REIT COM 966084204 22,350 1,534 7.37 189 -15.62 0.0001
2022-08-10 2022-06-30 13F WHITESTONE REIT COM 966084204 20,816 -17,720 -45.98 224 -56.16 0.0002
2022-05-12 2022-03-31 13F WHITESTONE REIT COM 966084204 38,536 3,485 9.94 511 43.94 0.0003
2022-02-10 2021-12-31 13F WHITESTONE REIT COM 966084204 35,051 12,581 55.99 355 61.36 0.0002
2021-11-10 2021-09-30 13F WHITESTONE REIT COM 966084204 22,470 -5,767 -20.42 220 -5.58 0.0001
2021-08-10 2021-06-30 13F WHITESTONE REIT COM 966084204 28,237 18,300 184.16 233 142.71 0.0001
2021-05-13 2021-03-31 13F WHITESTONE REIT COM 966084204 9,937 -4,400 -30.69 96 -15.79 0.0001
2021-02-11 2020-12-31 13F WHITESTONE REIT COM 966084204 14,337 10,095 237.98 114 356.00 0.0001
2020-11-12 2020-09-30 13F WHITESTONE REIT COM 966084204 4,242 -15,552 -78.57 25 -82.64 0.0000
2020-08-12 2020-06-30 13F WHITESTONE REIT COM 966084204 19,794 6,118 44.74 144 69.41 0.0001
2020-05-12 2020-03-31 13F WHITESTONE REIT COM 966084204 13,676 -5,998 -30.49 85 -68.28 0.0001
2020-02-12 2019-12-31 13F WHITESTONE REIT COM 966084204 19,674 -21,079 -51.72 268 -52.23 0.0002
2019-11-08 2019-09-30 13F WHITESTONE REIT COM 966084204 40,753 9,709 31.27 561 42.39 0.0004
2019-08-12 2019-06-30 13F WHITESTONE REIT COM 966084204 31,044 6,358 25.76 394 32.66 0.0003
2019-05-13 2019-03-31 13F WHITESTONE REIT COM 966084204 24,686 3,577 16.95 297 14.67 0.0003
2019-02-12 2018-12-31 13F WHITESTONE REIT COM 966084204 21,109 -4,091 -16.23 259 -26.00 0.0003
2018-11-13 2018-09-30 13F WHITESTONE REIT COM 966084204 25,200 16,146 178.33 350 209.73 0.0003
2018-08-10 2018-06-30 13F WHITESTONE REIT COM 966084204 9,054 -5,565 -38.07 113 -25.66 0.0001
2018-05-11 2018-03-31 13F WHITESTONE REIT COM 966084204 14,619 1,230 9.19 152 -21.24 0.0001
2018-02-12 2017-12-31 13F WHITESTONE REIT COM 966084204 13,389 -10,667 -44.34 193 -38.54 0.0002
2017-11-13 2017-09-30 13F WHITESTONE REIT COM 966084204 24,056 23,204 2,723.47 314 3,040.00 0.0003
2017-08-11 2017-06-30 13F WHITESTONE REIT COM 966084204 852 -640 -42.90 10 -52.38 0.0000
2017-05-12 2017-03-31 13F WHITESTONE REIT COM 966084204 1,492 -27,305 -94.82 21 -94.93 0.0000
2017-02-10 2016-12-31 13F WHITESTONE REIT COM 966084204 28,797 24,572 581.59 414 601.69 0.0004
2016-11-10 2016-09-30 13F WHITESTONE REIT COM 966084204 4,225 -420 -9.04 59 -15.71 0.0001
2016-08-12 2016-06-30 13F WHITESTONE REIT COM 966084204 4,645 -20,535 -81.55 70 -77.92 0.0001
2016-05-13 2016-03-31 13F WHITESTONE REIT COM 966084204 25,180 13,267 111.37 317 121.68 0.0004
2016-02-12 2015-12-31 13F WHITESTONE REIT COM 966084204 11,913 7,055 145.22 143 155.36 0.0001
2015-11-13 2015-09-30 13F WHITESTONE REIT COM 966084204 4,858 3,324 216.69 56 180.00 0.0001
2015-08-13 2015-06-30 13F WHITESTONE REIT COM 966084204 1,534 -784 -33.82 20 -45.95 0.0000
2015-05-14 2015-03-31 13F WHITESTONE REIT COM 966084204 2,318 -2,719 -53.98 37 -51.32 0.0000
2015-02-17 2014-12-31 13F WHITESTONE REIT COM 966084204 5,037 2,511 99.41 76 117.14 0.0001
2014-11-14 2014-09-30 13F WHITESTONE REIT COM 966084204 2,526 -812 -24.33 35 -30.00 0.0000
2014-08-14 2014-06-30 13F WHITESTONE REIT COM 966084204 3,338 -1,036 -23.69 50 -20.63 0.0000
2014-05-15 2014-03-31 13F WHITESTONE REIT COM 966084204 4,374 -5,303 -54.80 63 -51.16 0.0001
2014-02-14 2013-12-31 13F WHITESTONE REIT COM 966084204 9,677 6,070 168.28 129 143.40 0.0001
2013-11-14 2013-09-30 13F WHITESTONE REIT COM 966084204 3,607 -3,912 -52.03 53 -55.46 0.0000
2013-08-14 2013-06-30 13F WHITESTONE REIT COM 966084204 7,519 7,519 119 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.