Whitestone REIT
US ˙ NYSE ˙ US9660842041

SecurityWSR / Whitestone REIT
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership640,742 shares
Latest Disclosed Value $ 10,347,987
Dimensional Fund Advisors Lp reports 3.08% increase in ownership of WSR / Whitestone REIT

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 640,742 shares of Whitestone REIT (US:WSR) valued at $10,347,983 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 621,615 shares of Whitestone REIT. This represents a change in shares of 3.08% during the quarter. The current value of the position is $12,212,543 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)
2026-05-07 2026-03-31 13F WHITESTONE REIT COM 966084204 640,742 19,127 3.08 10,348 19.84 0.0005
2026-02-12 2025-12-31 13F WHITESTONE REIT COM 966084204 621,615 8,249 1.34 8,634 14.63 0.0018
2025-11-12 2025-09-30 13F WHITESTONE REIT COM 966084204 613,366 21,215 3.58 7,532 1.92 0.0016
2025-08-12 2025-06-30 13F WHITESTONE REIT COM 966084204 592,151 -40,559 -6.41 7,390 -19.83 0.0017
2025-05-13 2025-03-31 13F WHITESTONE REIT COM 966084204 632,710 -21,993 -3.36 9,218 -0.64 0.0023
2025-02-13 2024-12-31 13F WHITESTONE REIT COM 966084204 654,703 -4,816 -0.73 9,277 3.97 0.0022
2024-11-07 2024-09-30 13F WHITESTONE REIT COM 966084204 659,519 -20,037 -2.95 8,923 -1.34 0.0022
2024-08-09 2024-06-30 13F WHITESTONE REIT COM 966084204 679,556 21,297 3.24 9,044 9.48 0.0024
2024-05-10 2024-03-31 13F WHITESTONE REIT COM 966084204 658,259 15,168 2.36 8,261 4.53 0.0022
2024-02-07 2023-12-31 13F WHITESTONE REIT COM 966084204 643,091 -24,360 -3.65 7,904 22.97 0.0023
2023-11-09 2023-09-30 13F WHITESTONE REIT COM 966084204 667,451 16,669 2.56 6,428 1.82 0.0021
2023-08-09 2023-06-30 13F WHITESTONE REIT COM 966084204 650,782 15,145 2.38 6,313 7.95 0.0020
2023-05-12 2023-03-31 13F WHITESTONE REIT COM 966084204 635,637 10,102 1.61 5,847 97,350.00 0.0020
2023-02-09 2022-12-31 13F WHITESTONE REIT COM 966084204 625,535 1,103 0.18 6 -99.89 0.0018
2022-11-10 2022-09-30 13F WHITESTONE REIT COM 966084204 624,432 -34,177 -5.19 5,283 -25.37 0.0020
2022-08-12 2022-06-30 13F WHITESTONE REIT COM 966084204 658,609 -4,937 -0.74 7,079 -19.48 0.0025
2022-05-13 2022-03-31 13F WHITESTONE REIT COM 966084204 663,546 7,555 1.15 8,792 32.31 0.0027
2022-02-09 2021-12-31 13F WHITESTONE REIT COM 966084204 655,991 25,518 4.05 6,645 7.77 0.0020
2021-11-12 2021-09-30 13F WHITESTONE REIT COM 966084204 630,473 23,465 3.87 6,166 23.12 0.0020
2021-08-12 2021-06-30 13F WHITESTONE REIT COM 966084204 607,008 -10,243 -1.66 5,008 -16.35 0.0016
2021-05-14 2021-03-31 13F WHITESTONE REIT COM 966084204 617,251 -20,515 -3.22 5,987 17.78 0.0020
2021-03-08 2020-12-31 13F/A-2 WHITESTONE REIT COM 966084204 637,766 8,831 1.40 5,083 34.68 0.0018
2021-02-11 2020-12-31 13F WHITESTONE REIT COM 966084204 637,766 8,831 5,083 1,835.7094
2020-11-12 2020-09-30 13F WHITESTONE REIT COM 966084204 628,935 40,643 6.91 3,774 -11.76 0.0016
2020-08-13 2020-06-30 13F WHITESTONE REIT COM 966084204 588,292 0 0.00 4,277 17.27 0.0019
2020-05-14 2020-03-31 13F WHITESTONE REIT COM 966084204 588,292 7,249 1.25 3,647 -53.92 0.0019
2020-02-14 2019-12-31 13F WHITESTONE REIT COM 966084204 581,043 -6,452 -1.10 7,914 -2.10 0.0029
2019-11-12 2019-09-30 13F WHITESTONE REIT COM 966084204 587,495 12,528 2.18 8,084 10.80 0.0031
2019-08-13 2019-06-30 13F WHITESTONE REIT COM 966084204 574,967 -2,917 -0.50 7,296 5.02 0.0028
2019-08-12 2019-03-31 13F/A-2 WHITESTONE REIT COM 966084204 577,884 2,475 0.43 6,947 -1.53 0.0028
2019-05-10 2019-03-31 13F WHITESTONE REIT COM 966084204 577,884 2,475 6,947
2019-02-26 2018-12-31 13F/A-1 WHITESTONE REIT COM 966084204 575,409 3,145 0.55 7,055 -11.18 0.0032
2019-02-13 2018-12-31 13F WHITESTONE REIT COM 966084204 575,409 3,145 7,055
2018-11-13 2018-09-30 13F WHITESTONE REIT COM 966084204 572,264 2,543 0.45 7,943 11.72 0.0030
2018-08-10 2018-06-30 13F WHITESTONE REIT COM 966084204 569,721 7,842 1.40 7,110 21.79 0.0028
2018-05-11 2018-03-31 13F WHITESTONE REIT COM 966084204 561,879 16,028 2.94 5,838 -25.78 0.0024
2018-02-12 2017-12-31 13F WHITESTONE REIT COM 966084204 545,851 30,417 5.90 7,866 16.95 0.0033
2017-11-13 2017-09-30 13F WHITESTONE REIT COM 966084204 515,434 62,884 13.90 6,726 21.32 0.0029
2017-08-11 2017-06-30 13F WHITESTONE REIT COM 966084204 452,550 51,053 12.72 5,544 -0.23 0.0026
2017-05-12 2017-03-31 13F WHITESTONE REIT COM 966084204 401,497 18,205 4.75 5,557 0.82 0.0027
2017-02-09 2016-12-31 13F WHITESTONE REIT COM 966084204 383,292 7,527 2.00 5,512 5.67 0.0028
2016-11-10 2016-09-30 13F WHITESTONE REIT COM 966084204 375,765 13,545 3.74 5,216 -4.50 0.0028
2016-08-09 2016-06-30 13F WHITESTONE REIT COM 966084204 362,220 15,623 4.51 5,462 25.36 0.0031
2016-05-13 2016-03-31 13F WHITESTONE REIT COM 966084204 346,597 16,882 5.12 4,357 10.03 0.0026
2016-02-10 2015-12-31 13F WHITESTONE REIT COM 966084204 329,715 43,552 15.22 3,960 20.04 0.0025
2015-11-13 2015-09-30 13F WHITESTONE REIT COM 966084204 286,163 80,588 39.20 3,299 23.23 0.0022
2015-08-14 2015-06-30 13F WHITESTONE REIT COM 966084204 205,575 55,635 37.10 2,677 12.43 0.0016
2015-05-14 2015-03-31 13F WHITESTONE REIT COM 966084204 149,940 17,614 13.31 2,381 19.05 0.0015
2015-02-06 2014-12-31 13F WHITESTONE REIT COM 966084204 132,326 20,606 18.44 2,000 28.45 0.0013
2014-11-13 2014-09-30 13F WHITESTONE REIT COM 966084204 111,720 27,931 33.33 1,557 24.66 0.0011
2014-08-08 2014-06-30 13F WHITESTONE REIT COM 966084204 83,789 15,994 23.59 1,249 27.58 0.0009
2014-05-14 2014-03-31 13F WHITESTONE REIT COM 966084204 67,795 8,744 14.81 979 24.08 0.0007
2014-02-12 2013-12-31 13F WHITESTONE REIT COM 966084204 59,051 9,790 19.87 789 8.68 0.0006
2013-11-13 2013-09-30 13F WHITESTONE REIT COM 966084204 49,261 4,300 9.56 726 2.40 0.0006
2013-08-15 2013-06-30 13F WHITESTONE REIT COM 966084204 44,961 44,961 709 0.0007
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.