Whitestone REIT
US ˙ NYSE ˙ US9660842041

SecurityWSR / Whitestone REIT
InstitutionState Street Corp
Latest Disclosed Ownership1,850,444 shares
Latest Disclosed Value $ 29,884,671
State Street Corp reports 2.35% increase in ownership of WSR / Whitestone REIT

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 1,850,444 shares of Whitestone REIT (US:WSR) valued at $29,884,671 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,807,874 shares of Whitestone REIT. This represents a change in shares of 2.35% during the quarter. The current value of the position is $35,269,463 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 1,850,444 42,570 2.35 29,885 19.01 0.0010
2026-02-13 2025-12-31 13F WHITESTONE REIT COM 966084204 1,807,874 -19,045 -1.04 25,111 11.93 0.0008
2025-11-14 2025-09-30 13F WHITESTONE REIT COM 966084204 1,826,919 -40,716 -2.18 22,435 -3.75 0.0008
2025-08-14 2025-06-30 13F WHITESTONE REIT COM 966084204 1,867,635 -27,856 -1.47 23,308 -15.60 0.0009
2025-05-15 2025-03-31 13F WHITESTONE REIT COM 966084204 1,895,491 -46,117 -2.38 27,617 0.38 0.0011
2025-02-14 2024-12-31 13F WHITESTONE REIT COM 966084204 1,941,608 77,490 4.16 27,513 9.08 0.0011
2024-11-14 2024-09-30 13F WHITESTONE REIT COM 966084204 1,864,118 -58,444 -3.04 25,222 -1.44 0.0010
2024-08-14 2024-06-30 13F WHITESTONE REIT COM 966084204 1,922,562 5,448 0.28 25,589 6.36 0.0011
2024-05-15 2024-03-31 13F WHITESTONE REIT COM 966084204 1,917,114 32,416 1.72 24,060 3.87 0.0011
2024-02-14 2023-12-31 13F WHITESTONE REIT COM 966084204 1,884,698 -28,078 -1.47 23,163 25.74 0.0011
2023-11-14 2023-09-30 13F WHITESTONE REIT COM 966084204 1,912,776 16,172 0.85 18,420 0.13 0.0010
2023-08-14 2023-06-30 13F WHITESTONE REIT COM 966084204 1,896,604 -4,817 -0.25 18,397 5.17 0.0010
2023-05-15 2023-03-31 13F WHITESTONE REIT COM 966084204 1,901,421 76,827 4.21 17,493 -0.55 0.0010
2023-05-15 2022-12-31 13F/A-99 WHITESTONE REIT COM 966084204 1,824,594 61,788 3.51 17,589 17.94 0.0010
2023-05-15 2022-12-31 13F WHITESTONE REIT COM 966084204 1,824,594 61,788 17,589 0.0010
2022-11-15 2022-09-30 13F WHITESTONE REIT COM 966084204 1,762,806 -9,426 -0.53 14,913 -21.72 0.0009
2022-08-15 2022-06-30 13F WHITESTONE REIT COM 966084204 1,772,232 176,835 11.08 19,051 -9.88 0.0011
2022-05-16 2022-03-31 13F WHITESTONE REIT COM 966084204 1,595,397 -169,149 -9.59 21,139 18.26 0.0010
2022-02-14 2021-12-31 13F WHITESTONE REIT COM 966084204 1,764,546 125,466 7.65 17,875 11.51 0.0008
2021-11-15 2021-09-30 13F WHITESTONE REIT COM 966084204 1,639,080 69,245 4.41 16,030 23.77 0.0008
2021-08-16 2021-06-30 13F WHITESTONE REIT COM 966084204 1,569,835 29,064 1.89 12,951 -13.34 0.0007
2021-07-09 2021-03-31 13F/A-1 WHITESTONE REIT COM 966084204 1,540,771 279,219 22.13 14,945 48.63 0.0009
2021-05-17 2021-03-31 13F WHITESTONE REIT COM 966084204 1,540,771 279,219 14,945 0.0009
2021-02-16 2020-12-31 13F WHITESTONE REIT COM 966084204 1,261,552 -130,742 -9.39 10,055 20.36 0.0006
2020-11-10 2020-09-30 13F WHITESTONE REIT COM 966084204 1,392,294 -80,705 -5.48 8,354 -21.99 0.0006
2020-08-14 2020-06-30 13F WHITESTONE REIT COM 966084204 1,472,999 40,803 2.85 10,709 20.60 0.0008
2020-06-19 2020-03-31 13F/A-1 WHITESTONE REIT COM 966084204 1,432,196 178,911 14.28 8,880 -47.98 0.0008
2020-05-11 2020-03-31 13F WHITESTONE REIT COM 966084204 1,432,196 178,911 8,880 779.8428
2020-02-06 2019-12-31 13F WHITESTONE REIT COM 966084204 1,253,285 72,713 6.16 17,070 5.08 0.0012
2019-11-14 2019-09-30 13F WHITESTONE REIT COM 966084204 1,180,572 19,369 1.67 16,245 10.24 0.0012
2019-08-14 2019-06-30 13F WHITESTONE REIT COM 966084204 1,161,203 41,214 3.68 14,736 9.46 0.0011
2019-05-15 2019-03-31 13F WHITESTONE REIT COM 966084204 1,119,989 89,562 8.69 13,462 5.74 0.0011
2019-02-12 2018-12-31 13F WHITESTONE REIT COM 966084204 1,030,427 -6,257 -0.60 12,731 -11.53 0.0012
2018-11-09 2018-09-30 13F WHITESTONE REIT Common equity shares 966084204 1,036,684 87,822 9.26 14,390 21.56 0.0011
2018-08-14 2018-06-30 13F WHITESTONE REIT Common equity shares 966084204 948,862 59,977 6.75 11,838 28.13 0.0010
2018-05-15 2018-03-31 13F WHITESTONE REIT Common equity shares 966084204 888,885 -56,677 -5.99 9,239 -32.21 0.0008
2018-02-14 2017-12-31 13F WHITESTONE REIT Common equity shares 966084204 945,562 58,303 6.57 13,628 17.72 0.0011
2017-11-14 2017-09-30 13F WHITESTONE REIT Common equity shares 966084204 887,259 216,071 32.19 11,577 40.79 0.0010
2017-08-14 2017-06-30 13F WHITESTONE REIT Common equity shares 966084204 671,188 100,637 17.64 8,223 4.17 0.0007
2017-05-15 2017-03-31 13F WHITESTONE REIT Common equity shares 966084204 570,551 118,315 26.16 7,894 21.32 0.0007
2017-02-09 2016-12-31 13F WHITESTONE REIT Common equity shares 966084204 452,236 46,319 11.41 6,507 15.52 0.0006
2017-01-13 2016-09-30 13F/A-1 WHITESTONE REIT Common equity shares 966084204 405,917 6,591 1.65 5,633 -6.40 0.0006
2016-11-14 2016-09-30 13F WHITESTONE REIT Common equity shares 966084204 405,917 5,633
2016-08-12 2016-06-30 13F WHITESTONE REIT Common equity shares 966084204 399,326 17,374 4.55 6,018 25.30 0.0006
2016-05-20 2016-03-31 13F/A-1 WHITESTONE REIT Common equity shares 966084204 381,952 26,326 7.40 4,803 12.46 0.0005
2016-05-12 2016-03-31 13F WHITESTONE REIT Common equity shares 966084204 381,952 4,803
2016-02-16 2015-12-31 13F WHITESTONE REIT Common equity shares 966084204 355,626 27,647 8.43 4,271 12.96 0.0005
2015-11-16 2015-09-30 13F WHITESTONE REIT Common equity shares 966084204 327,979 -12,281 -3.61 3,781 -14.69 0.0004
2015-08-13 2015-06-30 13F WHITESTONE REIT Common equity shares 966084204 340,260 10,137 3.07 4,432 -15.45 0.0005
2015-05-15 2015-03-31 13F WHITESTONE REIT Common equity shares 966084204 330,123 11,882 3.73 5,242 8.96 0.0005
2015-02-11 2014-12-31 13F WHITESTONE REIT Common equity shares 966084204 318,241 3,749 1.19 4,811 9.66 0.0005
2014-11-12 2014-09-30 13F/A-1 WHITESTONE REIT Common equity shares 966084204 314,492 -2,390 -0.75 4,387 -7.13 0.0005
2014-11-10 2014-09-30 13F WHITESTONE REIT Common equity shares 966084204 314,492 4,387
2014-08-12 2014-06-30 13F WHITESTONE REIT Common equity shares 966084204 316,882 -34 -0.01 4,724 3.19 0.0005
2014-05-15 2014-03-31 13F/A-1 WHITESTONE REIT Common equity shares 966084204 316,916 31,072 10.87 4,578 19.81 0.0005
2014-05-13 2014-03-31 13F WHITESTONE REIT Common equity shares 966084204 316,916 4,578
2014-02-06 2013-12-31 13F/A-1 WHITESTONE REIT Common equity shares 966084204 285,844 63,482 28.55 3,821 16.67 0.0004
2014-02-06 2013-12-31 13F WHITESTONE REIT Common equity shares 966084204 185,701 2,610
2013-11-12 2013-09-30 13F WHITESTONE REIT Common equity shares 966084204 222,362 20,637 10.23 3,275 3.02 0.0004
2013-08-08 2013-06-30 13F WHITESTONE REIT Common equity shares 966084204 201,725 201,725 3,179 0.0004
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.