Whitestone REIT
US ˙ NYSE ˙ US9660842041

SecurityWSR / Whitestone REIT
InstitutionD. E. Shaw & Co., Inc.
ManagerDE Shaw
Latest Disclosed Ownership19,220 shares
Latest Disclosed Value $ 310,403
D. E. Shaw & Co., Inc. ownership in WSR / Whitestone REIT

On May 15, 2026 - D. E. Shaw & Co., Inc. filed a 13F-HR form disclosing ownership of 19,220 shares of Whitestone REIT (US:WSR) valued at $310,403 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 0 shares of Whitestone REIT. The current value of the position is $365,949 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)
2026-05-15 2026-03-31 13F WHITESTONE REIT COM 966084204 19,220 19,220 310 0.0001
2026-02-17 2025-12-31 13F WHITESTONE REIT COM 966084204 0 -54,196 -100.00 0 -100.00
2025-11-14 2025-09-30 13F WHITESTONE REIT COM 966084204 54,196 -53,559 -49.70 666 -50.52 0.0004
2025-08-14 2025-06-30 13F WHITESTONE REIT COM 966084204 107,755 43,826 68.55 1,345 44.36 0.0010
2025-05-15 2025-03-31 13F WHITESTONE REIT COM 966084204 63,929 63,929 931 0.0008
2024-11-14 2023-12-31 13F/A-1 WHITESTONE REIT COM 966084204 0 -20,639 -100.00 0 -100.00
2024-02-14 2023-12-31 13F WHITESTONE REIT COM 966084204 0 0
2023-11-14 2023-09-30 13F WHITESTONE REIT COM 966084204 20,639 20,639 199 0.0002
2023-08-14 2023-06-30 13F WHITESTONE REIT COM 966084204 0 -46,825 -100.00 0 -100.00
2023-05-15 2023-03-31 13F WHITESTONE REIT COM 966084204 46,825 46,825 431 0.0005
2021-11-15 2021-09-30 13F WHITESTONE REIT COM 966084204 0 -387,705 -100.00 0 -100.00
2021-08-16 2021-06-30 13F WHITESTONE REIT COM 966084204 387,705 387,705 3,199 0.0028
2021-05-17 2021-03-31 13F WHITESTONE REIT COM 966084204 0 -11,748 -100.00 0 -100.00
2021-02-16 2020-12-31 13F WHITESTONE REIT COM 966084204 11,748 11,748 94 0.0001
2017-05-15 2017-03-31 13F WHITESTONE REIT COM 966084204 0 -23,516 -100.00 0 -100.00
2017-02-14 2016-12-31 13F WHITESTONE REIT COM 966084204 23,516 8,729 59.03 338 64.88 0.0006
2016-11-14 2016-09-30 13F WHITESTONE REIT COM 966084204 14,787 14,787 -37.12 205 -39.35 0.0004
2016-08-15 2016-06-30 13F WHITESTONE REIT COM 966084204 0 -41,643 -100.00 0 -100.00
2016-05-16 2016-03-31 13F WHITESTONE REIT COM 966084204 41,643 -2,125 -4.86 523 -0.57 0.0009
2016-02-16 2015-12-31 13F WHITESTONE REIT COM 966084204 43,768 -18,934 -30.20 526 -27.25 0.0008
2015-11-16 2015-09-30 13F WHITESTONE REIT COM 966084204 62,702 27,308 77.15 723 56.83 0.0011
2015-08-14 2015-06-30 13F WHITESTONE REIT COM 966084204 35,394 24,045 211.87 461 156.11 0.0007
2015-05-15 2015-03-31 13F WHITESTONE REIT COM 966084204 11,349 -25,254 -68.99 180 -67.45 0.0003
2015-02-17 2014-12-31 13F WHITESTONE REIT COM 966084204 36,603 -19,646 -34.93 553 -29.46 0.0007
2014-11-14 2014-09-30 13F WHITESTONE REIT COM 966084204 56,249 -31,927 -36.21 784 -40.38 0.0010
2014-08-14 2014-06-30 13F WHITESTONE REIT COM 966084204 88,176 47,237 115.38 1,315 122.50 0.0018
2014-05-15 2014-03-31 13F WHITESTONE REIT COM 966084204 40,939 -8,187 -16.67 591 -10.05 0.0008
2014-02-14 2013-12-31 13F WHITESTONE REIT COM 966084204 49,126 49,126 657 0.0009
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.