Filing Research | WSR - WHITESTONE REIT Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Transmarket Holdings LP	Shares	245.2KSH	$4.6M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	149.5KSH	$2.8M
3	ABC ARBITRAGE SA	Shares	95.8KSH	$1.8M
4	Y-Intercept (Hong Kong) Ltd	Shares	59.1KSH	$1.1M
5	PFG Investments, LLC	Shares	26.1KSH	$494.9K
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	21.6KSH	$410.4K
7	Louisiana State Employees Retirement System	Shares	19.8KSH	$375.4K
8	DOLIVER ADVISORS, LP	Shares	15.4KSH	$292.0K
9	Police & Firemen's Retirement System of New Jersey	Shares	13.1KSH	$247.7K
10	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.1KSH	$228.8K
11	Ballentine Partners, LLC	Shares	11.9KSH	$226.5K
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.2KSH	$212.0K
13	Ignite Planners, LLC	Shares	10.7KSH	$202.6K
14	GAMMA Investing LLC	Shares	6.5KSH	$123.0K
15	MassMutual Private Wealth & Trust, FSB	Shares	1.1KSH	$21.1K
16	Grove Bank & Trust	Shares	1.0KSH	$19.0K
17	Versant Capital Management, Inc	Shares	654SH	$12.4K
18	SIGNATUREFD, LLC	Shares	409SH	$7.8K
19	Farther Finance Advisors, LLC	Shares	337SH	$6.4K
20	WOLFF WIESE MAGANA LLC	Shares	300SH	$5.7K
21	EverSource Wealth Advisors, LLC	Shares	188SH	$3.6K
22	Mirae Asset Global Investments Co., Ltd.	Shares	180SH	$3.4K
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	65.0KSH	$1.2K
24	Physician Wealth Advisors, Inc.	Shares	65SH	$1.2K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	46SH	$873
26	State of Alaska, Department of Revenue	Shares	40.2KSH	$761
27	Cedar Mountain Advisors, LLC	Shares	39SH	$739
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	30SH	$569
29	IFP Advisors, Inc	Shares	27SH	$512
30	AMALGAMATED BANK	Shares	12.2KSH	$231
31	GILPIN WEALTH MANAGEMENT, LLC	Shares	12SH	$228
32	JFS WEALTH ADVISORS, LLC	Shares	8SH	$152
33	Davis Capital Management	Shares	3SH	$57
34	AdvisorNet Financial, Inc	Shares	2SH	$45
35	Fortitude Family Office, LLC	Shares	2SH	$38
36	Hughes Financial Services, LLC	Shares	2SH	$38
37	GHP Investment Advisors, Inc.	Shares	1SH	$19
38	Triumph Capital Management	Shares	1SH	$19

Manager changes2026-06-30 vs 2026-03-31

43 / 43 loaded

#		Instrument
1	Transmarket Holdings LP new	Shares	+245.2K	+$4.6M	$4.6M
2	ABC ARBITRAGE SA new	Shares	+95.8K	+$1.8M	$1.8M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+59.1K	+$1.1M	$1.1M
4	PFG Investments, LLC new	Shares	+26.1K	+$494.9K	$494.9K
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.8K	+$449.9K	$2.8M
6	Louisiana State Employees Retirement System trimmed	Shares	-100	+$54.0K	$375.4K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$36.7K	$247.7K
8	Ballentine Partners, LLC added	Shares	+171	+$36.3K	$226.5K
9	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$33.9K	$228.8K
10	DOLIVER ADVISORS, LP trimmed	Shares	-600	+$33.6K	$292.0K
11	Ignite Planners, LLC trimmed	Shares	-250	+$26.0K	$202.6K
12	GAMMA Investing LLC added	Shares	+293	+$23.0K	$123.0K
13	Grove Bank & Trust new	Shares	+1.0K	+$19.0K	$19.0K
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-848	+$17.7K	$212.0K
15	SIGNATUREFD, LLC added	Shares	+395	+$7.5K	$7.8K
16	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$3.1K	$21.1K
17	Versant Capital Management, Inc unchanged	Shares	0	+$1.8K	$12.4K
18	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$843	$5.7K
19	Farther Finance Advisors, LLC trimmed	Shares	-14	+$674	$6.4K
20	JFS WEALTH ADVISORS, LLC new	Shares	+8	+$152	$152
21	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$109	$739
22	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$84	$569
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-6.8K	+$73	$1.2K
24	Davis Capital Management new	Shares	+3	+$57	$57
25	Fortitude Family Office, LLC new	Shares	+2	+$38	$38
26	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$34	$228
27	AMALGAMATED BANK trimmed	Shares	-744	+$22	$231
28	Hughes Financial Services, LLC added	Shares	+1	+$22	$38
29	AdvisorNet Financial, Inc unchanged	Shares	0	+$7	$45
30	Triumph Capital Management unchanged	Shares	0	+$3	$19
31	GHP Investment Advisors, Inc. unchanged	Shares	0	+$2	$19
32	State of Alaska, Department of Revenue trimmed	Shares	-7.1K	-$1	$761
33	PARK AVENUE SECURITIES LLC exited	Shares	-13.2K	-$214	$0
34	Physician Wealth Advisors, Inc. trimmed	Shares	-27	-$253	$1.2K
35	True Wealth Design, LLC exited	Shares	-26	-$420	$0
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-67	-$969	$873
37	IFP Advisors, Inc trimmed	Shares	-301	-$4.8K	$512
38	Sound Income Strategies, LLC exited	Shares	-650	-$10.6K	$0
39	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-765	-$11.8K	$3.4K
40	EverSource Wealth Advisors, LLC trimmed	Shares	-854	-$13.3K	$3.6K
41	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS exited	Shares	-11.1K	-$179.3K	$0
42	AlphaCentric Advisors LLC exited	Shares	-28.5K	-$460.1K	$0
43	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-112.4K	-$1.8M	$410.4K