WHITESTONE REIT's ticker is WSR and the CUSIP is 966084204. A total of 165 filers reported holding WHITESTONE REIT in Q4 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,193,982 | +0.6% | 615,626 | -5.1% | 0.18% | +4.2% |
| Q1 2024 | $8,143,243 | +0.2% | 648,864 | -1.9% | 0.17% | -5.6% |
| Q4 2023 | $8,130,695 | +39.8% | 661,570 | +9.5% | 0.18% | +25.4% |
| Q3 2023 | $5,815,730 | -1.0% | 603,918 | -0.3% | 0.14% | +3.6% |
| Q2 2023 | $5,876,018 | +7.5% | 605,775 | +2.0% | 0.14% | -14.9% |
| Q1 2023 | $5,464,726 | +0.3% | 593,992 | +5.1% | 0.16% | +4.5% |
| Q4 2022 | $5,448,576 | +46.8% | 565,205 | +28.8% | 0.15% | +41.3% |
| Q3 2022 | $3,711,000 | -17.2% | 438,707 | +5.3% | 0.11% | -13.5% |
| Q2 2022 | $4,480,000 | -8.0% | 416,710 | +13.4% | 0.13% | +9.6% |
| Q1 2022 | $4,869,000 | +467.5% | 367,444 | +424.9% | 0.12% | +618.8% |
| Q2 2017 | $858,000 | – | 70,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 90,840 | $1,338,000 | 1.00% |
| NBW CAPITAL LLC | 306,644 | $4,517,000 | 0.79% |
| IMS Capital Management | 36,000 | $530,000 | 0.73% |
| Forward Management, LLC | 475,000 | $6,997,000 | 0.45% |
| Baker Ellis Asset Management LLC | 40,800 | $601,000 | 0.23% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 17,680 | $260,000 | 0.07% |
| ALBERT D MASON INC | 20,550 | $303,000 | 0.06% |
| B. Riley Wealth Advisors, Inc. | 10,906 | $161,000 | 0.06% |
| VSR Financial Services, Inc. | 20,262 | $298,000 | 0.05% |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 45,930 | $677,000 | 0.04% |