WSR
Whitestone REITMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $12 | $19 | +54% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $12 | $19 | +53% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $12 | $19 | +53% |
| Two Sigma Investments | Q2 2025(8Q snapshot) | 4Q | $12 | $19 | +55% |
| D.E. Shaw re-entered | Q2 2025(8Q snapshot) | 4Q | $12 | $19 | +55% |
| Point72 Asset Management | Q2 2026(8Q snapshot) | 1Q | $19 | $19 | +0% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management | Q4 2024 | Q2 2026 | → $19 | +41% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Whitestone REIT. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 30, 2026 — the most recent Form 4 on file — not from today.
- Form 4/Aamend0001437749-26-014197Apr 30, 2026
- Form 40001437749-26-011438Apr 6, 2026
- Form 40001437749-26-011435Apr 6, 2026
- Form 40001437749-26-011432Apr 6, 2026
- Form 40001437749-26-011427Apr 6, 2026
- Form 40001437749-26-011425Apr 6, 2026
- Form 40001437749-26-000640Jan 6, 2026
- Form 40001437749-26-000638Jan 6, 2026
- Form 40001437749-26-000636Jan 6, 2026
- Form 40001437749-26-000633Jan 6, 2026
- Form 40001437749-26-000625Jan 6, 2026
- Form 40001437749-25-038854Dec 29, 2025
- Form 40001437749-25-038850Dec 29, 2025
- Form 40001437749-25-038846Dec 29, 2025
- Form 40001437749-25-038841Dec 29, 2025
Fundamentals
XBRL · Whitestone REITAnnual figures sourced directly from Whitestone REIT's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Whitestone REIT — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QFORM 10-QMay 6, 2026
- 10-K/AAnnual report (amended)Apr 30, 2026
- 8-KMaterial eventApr 9, 2026
- 10-KFORM 10-KMar 6, 2026
- 8-KFORM 8-KFeb 25, 2026
- 8-KFORM 8-KDec 19, 2025
- 8-KFORM 8-KDec 15, 2025
- 10-QFORM 10-QOct 31, 2025
- 8-KFORM 8-KOct 29, 2025
- 8-KFORM 8-KSep 23, 2025
- 8-KFORM 8-KSep 16, 2025
- 10-QFORM 10-QAug 1, 2025
- 8-KFORM 8-KJul 30, 2025
- 8-KFORM 8-KJul 21, 2025
- 8-KFORM 8-KMay 16, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $19 | $19 | +0% |
| Point72 Asset Management | Q2 2026 | open | $19 | $19 | +0% |
| Two Sigma Investments | Q2 2025 | open | $12 | $19 | +55% |
| D.E. Shaw | Q2 2025 | Q1 2026 | $12 | $15 | +23% |
| AQR Capital Management | Q2 2025 | open | $12 | $19 | +55% |
| Citadel Advisors | Q1 2025 | open | $13 | $19 | +46% |
| Millennium Management | Q4 2024 | Q2 2026 | $14 | $19 | +41% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $12 | $14 | +9% |
| AQR Capital Management | Q3 2024 | Q4 2024 | $12 | $14 | +9% |
| Renaissance Technologies | Q3 2024 | open | $12 | $19 | +54% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.