WHITESTONE REIT

$WSR
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Institutional coverage

204 13F filers hold $WSR.

13F holders
204
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$WSR is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Nisa Investment Advisors, LLC at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
03
Citigroup Inc.
0.00% held
α +26.3pts
04
Quarry LP
0.00% held
α +10.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 204 · Source: 13F-HR
01
Axa S.a.
—
1,850,444 sh
02
State Street
—
1,807,874 sh
03
Spectrum Asset Management, Inc.
0.02% of portfolio
1,483,680 sh
04
FinDec Wealth Services, Inc.
1.34% of portfolio
1,265,391 sh
05
Bahl & Gaynor Inc.
—
1,077,590 sh
06
Coldstream Capital Management Inc.
0.15% of portfolio
1,035,745 sh
07
Old Mission Capital LLC
0.96% of portfolio
875,255 sh
08
Bvf INC
0.38% of portfolio
674,201 sh
09
Carrera Capital Advisors
7.80% of portfolio
632,000 sh
10
CSM Advisors, LLC
0.22% of portfolio
571,315 sh
See all 204 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $WSR in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $WSR in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:38 UTC.