Whitestone REIT
US ˙ NYSE ˙ US9660842041

SecurityWSR / Whitestone REIT
InstitutionMorgan Stanley
Latest Disclosed Ownership654,567 shares
Latest Disclosed Value $ 10,571,277
Morgan Stanley reports 10.08% decrease in ownership of WSR / Whitestone REIT

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 654,567 shares of Whitestone REIT (US:WSR) valued at $10,571,257 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 727,929 shares of Whitestone REIT. This represents a change in shares of -10.08% during the quarter. The current value of the position is $12,459,683 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 654,567 -73,362 -10.08 10,571 4.56 0.0006
2026-05-27 2025-12-31 13F/A-1 WHITESTONE REIT COM 966084204 727,929 27,229 3.89 10,111 17.50 0.0006
2026-02-13 2025-12-31 13F WHITESTONE REIT COM 966084204 727,929 27,229 10,111 0.0006
2026-05-27 2025-09-30 13F/A-1 WHITESTONE REIT COM 966084204 700,700 -102,052 -12.71 8,605 -14.11 0.0005
2025-11-14 2025-09-30 13F WHITESTONE REIT COM 966084204 700,700 -102,052 8,605 0.0005
2025-08-15 2025-06-30 13F WHITESTONE REIT COM 966084204 802,752 -21,010 -2.55 10,018 -16.53 0.0007
2025-05-15 2025-03-31 13F WHITESTONE REIT COM 966084204 823,762 -109,837 -11.76 12,002 -9.28 0.0009
2025-05-15 2024-12-31 13F/A-1 WHITESTONE REIT COM 966084204 933,599 -14,139 -1.49 13,229 3.17 0.0009
2025-02-14 2024-12-31 13F WHITESTONE REIT COM 966084204 933,599 -14,139 13,229 0.0009
2025-05-14 2024-09-30 13F/A-2 WHITESTONE REIT COM 966084204 947,738 -31,133 -3.18 12,823 -1.58 0.0009
2025-02-14 2024-09-30 13F/A-1 WHITESTONE REIT COM 966084204 947,738 -31,133 12,823 0.0009
2024-11-14 2024-09-30 13F WHITESTONE REIT COM 966084204 947,738 -31,133 12,823 0.0001
2025-05-14 2024-06-30 13F/A-2 WHITESTONE REIT COM 966084204 978,871 109,444 12.59 13,029 19.40 0.0010
2024-10-17 2024-06-30 13F/A-1 WHITESTONE REIT COM 966084204 978,871 109,444 13,029 0.0010
2024-08-14 2024-06-30 13F WHITESTONE REIT COM 966084204 978,871 109,444 13,029 0.0010
2024-10-17 2024-03-31 13F/A-2 WHITESTONE REIT COM 966084204 869,427 47,537 5.78 10,911 8.02 0.0009
2024-08-16 2024-03-31 13F/A-1 WHITESTONE REIT COM 966084204 869,427 47,537 10,911 0.0001
2024-05-15 2024-03-31 13F WHITESTONE REIT COM 966084204 869,427 47,537 10,911 0.0009
2024-08-16 2023-12-31 13F/A-1 WHITESTONE REIT COM 966084204 821,890 -46,862 -5.39 10,101 20.74 0.0009
2024-02-13 2023-12-31 13F WHITESTONE REIT COM 966084204 821,890 -46,862 10,101 0.0009
2023-11-15 2023-09-30 13F WHITESTONE REIT COM 966084204 868,752 158,860 22.38 8,366 21.51 0.0009
2023-08-14 2023-06-30 13F WHITESTONE REIT COM 966084204 709,892 -50,509 -6.64 6,886 -1.57 0.0007
2023-05-15 2023-03-31 13F WHITESTONE REIT COM 966084204 760,401 18,571 2.50 6,996 -2.18 0.0008
2023-02-14 2022-12-31 13F WHITESTONE REIT COM 966084204 741,830 27,974 3.92 7,151 18.43 0.0008
2022-11-14 2022-09-30 13F WHITESTONE REIT COM 966084204 713,856 -48,808 -6.40 6,038 -26.35 0.0008
2022-10-27 2022-06-30 13F/A-1 WHITESTONE REIT COM 966084204 762,664 551,452 261.09 8,198 192.89 0.0011
2022-08-15 2022-06-30 13F WHITESTONE REIT COM 966084204 762,664 551,452 8,198 0.0002
2022-10-27 2022-03-31 13F/A-1 WHITESTONE REIT COM 966084204 211,212 -33,454 -13.67 2,799 12.91 0.0004
2022-05-13 2022-03-31 13F WHITESTONE REIT COM 966084204 211,212 -33,454 2,799 0.0004
2022-02-14 2021-12-31 13F WHITESTONE REIT COM 966084204 244,666 -86,388 -26.09 2,479 -23.42 0.0003
2021-11-15 2021-09-30 13F WHITESTONE REIT COM 966084204 331,054 -9,667 -2.84 3,237 15.15 0.0004
2021-08-23 2021-06-30 13F/A-1 WHITESTONE REIT COM 966084204 340,721 126,232 58.85 2,811 35.08 0.0004
2021-08-16 2021-06-30 13F WHITESTONE REIT COM 966084204 340,721 126,232 2,811 0.0001
2021-05-17 2021-03-31 13F WHITESTONE REIT COM 966084204 214,489 -36,737 -14.62 2,081 4.00 0.0003
2021-02-16 2020-12-31 13F WHITESTONE REIT COM 966084204 251,226 71,904 40.10 2,001 86.14 0.0003
2020-11-13 2020-09-30 13F WHITESTONE REIT COM 966084204 179,322 -28,706 -13.80 1,075 -28.90 0.0002
2020-08-14 2020-06-30 13F WHITESTONE REIT COM 966084204 208,028 27,569 15.28 1,512 35.12 0.0003
2020-05-26 2020-03-31 13F/A-1 WHITESTONE REIT COM 966084204 180,459 -49,233 -21.43 1,119 -64.25 0.0003
2020-05-15 2020-03-31 13F WHITESTONE REIT COM 966084204 180,459 -49,233 1,119 85.9625
2020-02-14 2019-12-31 13F WHITESTONE REIT COM 966084204 229,692 50,138 27.92 3,130 26.62 0.0007
2019-11-14 2019-09-30 13F WHITESTONE REIT COM 966084204 179,554 -4,721 -2.56 2,472 5.69 0.0007
2019-08-14 2019-06-30 13F WHITESTONE REIT COM 966084204 184,275 55,882 43.52 2,339 51.59 0.0006
2019-05-15 2019-03-31 13F WHITESTONE REIT COM 966084204 128,393 -18,037 -12.32 1,543 -14.04 0.0004
2019-02-14 2018-12-31 13F WHITESTONE REIT COM 966084204 146,430 -8,418 -5.44 1,795 -16.47 0.0005
2019-04-23 2018-09-30 13F/A-2 WHITESTONE REIT COM 966084204 154,848 64,384 71.17 2,149 90.35 0.0005
2018-11-20 2018-09-30 13F/A-1 WHITESTONE REIT COM 966084204 154,848 0 2,149 0.0005
2018-11-14 2018-09-30 13F WHITESTONE REIT COM 966084204 154,848 64,384 2,149
2019-04-23 2018-06-30 13F/A-1 WHITESTONE REIT COM 966084204 90,464 -59,705 -39.76 1,129 -27.63 0.0003
2018-08-14 2018-06-30 13F WHITESTONE REIT COM 966084204 90,464 -59,705 1,129
2019-04-23 2018-03-31 13F/A-1 WHITESTONE REIT COM 966084204 150,169 49,048 48.50 1,560 7.07 0.0004
2018-05-14 2018-03-31 13F WHITESTONE REIT COM 966084204 150,169 49,048 1,560
2019-04-23 2017-12-31 13F/A-1 WHITESTONE REIT COM 966084204 101,121 -20,467 -16.83 1,457 -8.13 0.0004
2018-02-14 2017-12-31 13F WHITESTONE REIT COM 966084204 101,121 -20,467 1,457
2017-11-14 2017-09-30 13F WHITESTONE REIT COM 966084204 121,588 -10,163 -7.71 1,586 -1.73 0.0005
2017-08-11 2017-06-30 13F WHITESTONE REIT COM 966084204 131,751 -16,153 -10.92 1,614 -21.15 0.0005
2017-05-22 2017-03-31 13F/A-1 WHITESTONE REIT COM 966084204 147,904 -40,545 -21.52 2,047 -24.46 0.0006
2017-05-12 2017-03-31 13F WHITESTONE REIT COM 966084204 147,904 2,047
2017-02-22 2016-12-31 13F/A-1 WHITESTONE REIT COM 966084204 188,449 75,693 67.13 2,710 73.16 0.0009
2017-02-13 2016-12-31 13F WHITESTONE REIT COM 966084204 188,449 2,710
2016-11-10 2016-09-30 13F WHITESTONE REIT COM 966084204 112,756 -40,754 -26.55 1,565 -32.40 0.0005
2016-08-12 2016-06-30 13F WHITESTONE REIT COM 966084204 153,510 902 0.59 2,315 20.70 0.0008
2016-05-12 2016-03-31 13F WHITESTONE REIT COM 966084204 152,608 -12,148 -7.37 1,918 -3.03 0.0007
2016-02-09 2015-12-31 13F WHITESTONE REIT COM 966084204 164,756 -16,773 -9.24 1,978 -5.49 0.0007
2016-02-08 2015-09-30 13F/A-1 WHITESTONE REIT COM 966084204 181,529 -9,785 -5.11 2,093 -15.98 0.0008
2015-11-09 2015-09-30 13F WHITESTONE REIT COM 966084204 181,529 2,093
2015-08-12 2015-06-30 13F WHITESTONE REIT COM 966084204 191,314 5,458 2.94 2,491 -15.59 0.0009
2015-05-14 2015-03-31 13F WHITESTONE REIT COM 966084204 185,856 -4,139 -2.18 2,951 2.79 0.0011
2015-02-13 2014-12-31 13F WHITESTONE REIT COM 966084204 189,995 -5,467 -2.80 2,871 5.36 0.0010
2014-12-16 2014-09-30 13F/A-1 WHITESTONE REIT COM 966084204 195,462 20,531 11.74 2,725 7.88 0.0010
2014-11-14 2014-09-30 13F WHITESTONE REIT COM 966084204 195,462 2,725
2014-05-13 2014-03-31 13F WHITESTONE REIT COM 966084204 174,931 105,643 152.47 2,526 172.79 0.0011
2014-02-13 2013-12-31 13F WHITESTONE REIT COM 966084204 69,288 -11,978 -14.74 926 -22.64 0.0004
2013-11-13 2013-09-30 13F WHITESTONE REIT CLASS B COM 966084204 81,266 -60,898 -42.84 1,197 -46.56 0.0006
2013-08-08 2013-06-30 13F WHITESTONE REIT CLASS B COM 966084204 142,164 142,164 2,240 0.0011
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.