Whitestone REIT

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Whitestone REIT
TickerWSR
CIK #0001175535
CUSIP966084204
SectorReal Estate & Construction - Real Estate Investment Trusts
Address2600 South Gessner Suite 500, Houston, TX 77063
Source [EDGAR]
CIK Filing 2011 - 2026
[0001175535] 10-K
[0001175535] 10-Q
[0001175535] 3
[0001175535] 4
[0001175535] 8-K
[0001175535] SC 13D
[0001175535] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC Whitestone REIT [2026-04-29] 0.0
MCB PR Capital LLC Whitestone REIT [2024-06-03] 0.4
MCB PR Capital LLC Whitestone REIT [2024-02-07] 5.5
Invesco Ltd Whitestone REIT [2020-02-12] 5.5
KBS Strategic Opportunity REIT Inc Whitestone REIT [2017-06-13] 7.1
BlackRock Inc Whitestone REIT [2014-01-31] 6.0
Vanguard Specialized Funds Whitestone REIT [2013-01-30] 6.38
Vanguard Group Inc Whitestone REIT [2013-01-10] 10.9
Form 3/4/5 Filer 2011 - 2026
Whitestone REIT
Siv Soklin
Hogan John Scott
Holeman David K
Mastandrea Christine J
Tropoli Peter
Feng Amy Shih-Hua
Miller Donald A
Gathright Kristian M
Buthman Julia Bruns
Jones Jeffrey Alan
Berry Nandita
Taylor David F
Lambert Paul T
Mastandrea James C
Mahaffey Jack L
Dee John J
Johnson Bradford D
Keating Donald F
Khan Najeeb A
Carter Daryl J
Miller Kyle A
Devos Daniel G
Rollnick Richard D
Nixon Daniel E Jr
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Tropoli Peter
Common Shares
2026-01-02 Grant 38,314 $0.00
Hogan John Scott
Common Shares
2026-01-02 Tax withheld 15,529 $13.89 215,698
Mastandrea Christine J
Common Shares
2026-01-02 Grant 51,998 $0.00
Tropoli Peter
Common Shares
2026-01-02 Tax withheld 15,455 $13.89 214,670
Holeman David K
Common Shares
2026-01-02 Grant 87,576 $0.00
Siv Soklin
Common Shares
2026-01-02 Tax withheld 6,521 $13.89 90,577
Holeman David K
Common Shares
2026-01-02 Tax withheld 35,081 $13.89 487,275
Hogan John Scott
Common Shares
2026-01-02 Grant 38,314 $0.00
Siv Soklin
Common Shares
2026-01-02 Grant 24,084 $0.00
Buthman Julia Bruns
Common Shares
2025-12-24 Grant 12,660 $13.70 173,442
Feng Amy Shih-Hua
Common Shares
2025-12-24 Grant 15,282 $13.70 209,363
Gathright Kristian M
Common Shares
2025-12-24 Grant 12,286 $13.70 168,318
Jones Jeffrey Alan
Common Shares
2025-12-24 Grant 6,368 $13.70 87,242
Miller Donald A
Common Shares
2025-12-24 Grant 11,986 $13.70 164,208
Siv Soklin
Common Shares
2025-06-30 Grant 8,780 $0.00
Holeman David K
Common Shares
2025-06-30 Grant 30,201 $0.00
Holeman David K
Common Shares
2025-06-30 Tax withheld 12,865 $12.48 160,555
Mastandrea Christine J
Common Shares
2025-06-30 Grant 23,323 $0.00
Tropoli Peter
Common Shares
2025-06-30 Tax withheld 6,042 $12.48 75,404
Siv Soklin
Common Shares
2025-06-30 Tax withheld 4,467 $12.48 55,748
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 220 32,217,642
2025-12-31 212 32,019,279
2025-09-30 207 33,141,316
2025-06-30 200 31,416,636
2025-03-31 202 31,990,339
2024-12-31 195 31,900,053
2024-09-30 184 31,045,932
2024-06-30 167 31,288,684
2024-03-31 164 32,378,786
2023-12-31 165 32,697,421
2023-09-30 161 30,110,008
2023-06-30 155 29,126,271
Form 13F Holdings
Firm Period DFND Voting Shares
ABC Arbitrage Sa [2026-06-30] OTR 0 95,817
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 59,133 59,133
Alaska Retirement Management Board [2026-06-30] SOLE 40,234 40,234
Empirical Financial Services LLC DBA Empirical Wealth Ma [2026-06-30] SOLE 0 21,646
Louisiana State Employees Retirement System [2026-06-30] SOLE 19,900 19,900
Doliver Advisors LP [2026-06-30] SOLE 0 15,400
Ballentine Partners LLC [2026-06-30] OTR 0 11,947
Yousif Capital Management LLC [2026-06-30] SOLE 2,752 11,184
Gamma Investing LLC [2026-06-30] DFND 6,486 6,486
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 1,114 1,114
Grove Bank & Trust [2026-06-30] SOLE 1,000 1,000
Versant Capital Management Inc [2026-06-30] SOLE 654 654
Farther Finance Advisors LLC [2026-06-30] SOLE 0 337
Wolff Wiese Magana LLC [2026-06-30] SOLE 300 300
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 65
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 39
Farmers & Merchants Investments Inc [2026-06-30] SOLE 30 30
IFP Advisors LLC [2026-06-30] SOLE 27 27
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 8
Davis Capital Management [2026-06-30] SOLE 3 3
Fortitude Family Office LLC [2026-06-30] SOLE 2 2
Hughes Financial Services LLC [2026-06-30] SOLE 2 2
GHP Investment Advisors Inc [2026-06-30] SOLE 1 1
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