Whitestone REIT
US ˙ NYSE ˙ US9660842041

SecurityWSR / Whitestone REIT
InstitutionFranklin Resources Inc
Latest Disclosed Ownership38,193 shares
Latest Disclosed Value $ 616,817
Franklin Resources Inc reports 0.24% decrease in ownership of WSR / Whitestone REIT

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 38,193 shares of Whitestone REIT (US:WSR) valued at $616,817 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 38,285 shares of Whitestone REIT. This represents a change in shares of -0.24% during the quarter. The current value of the position is $727,195 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)
2026-05-13 2026-03-31 13F WHITESTONE REIT COM 966084204 38,193 -92 -0.24 617 16.01 0.0002
2026-02-11 2025-12-31 13F WHITESTONE REIT COM 966084204 38,285 38,285 532 0.0001
2025-05-13 2025-03-31 13F WHITESTONE REIT COM 966084204 0 -36,751 -100.00 0 -100.00
2025-02-12 2024-12-31 13F WHITESTONE REIT COM 966084204 36,751 2 0.01 521 0.78 0.0001
2024-11-27 2024-09-30 13F/A-1 WHITESTONE REIT COM 966084204 36,749 -5,802 -13.64 517 -8.83 0.0001
2024-11-12 2024-09-30 13F WHITESTONE REIT COM 966084204 36,749 -5,802 517 0.0000
2024-08-14 2024-06-30 13F WHITESTONE REIT COM 966084204 42,551 4,505 11.84 566 18.66 0.0002
2024-05-13 2024-03-31 13F WHITESTONE REIT COM 966084204 38,046 248 0.66 477 2.80 0.0002
2024-02-09 2023-12-31 13F WHITESTONE REIT COM 966084204 37,798 363 0.97 465 28.89 0.0002
2023-11-13 2023-09-30 13F WHITESTONE REIT COM 966084204 37,435 780 2.13 360 1.41 0.0002
2023-08-11 2023-06-30 13F WHITESTONE REIT COM 966084204 36,655 36,655 356 0.0002
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.