WSR - Whitestone REIT
NYSE - NYSE Delayed Price. Currency in USD
Major Holders
Currency in USDBreakdown
| 4.40% | % of Shares Held by All Insider |
| 65.89% | % of Shares Held by Institutions |
| 68.92% | % of Float Held by Institutions |
| 183 | Number of Institutions Holding Shares |
Direct Holders (Forms 3 and 4)
| Name | Shares | Date Reported |
|---|---|---|
| MASTANDREA JAMES C | 693,373 | Dec 30, 2017 |
| MASTANDREA CHRISTINE J | 112,013 | Dec 30, 2017 |
| HOLEMAN DAVID K | 288,851 | Dec 30, 2017 |
| DEE JOHN J | 124,572 | Dec 30, 2017 |
| JOHNSON BRADFORD D | 119,647 | Dec 30, 2017 |
| LAMBERT PAUL T | 57,674 | Dec 11, 2017 |
| MAHAFFEY JACK L | 47,170 | Dec 11, 2017 |
| KEATING DONALD F | 37,269 | Dec 11, 2017 |
| CARTER DARYL J | 14,132 | Dec 20, 2016 |
| KHAN NAJEEB A | 9,002 | Dec 11, 2017 |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Blackrock Inc. | 5,291,789 | Dec 30, 2017 | 13.49% | 77,418,873 |
| Vanguard Group, Inc. (The) | 4,633,015 | Dec 30, 2017 | 11.81% | 67,781,009 |
| Invesco Ltd. | 1,707,262 | Dec 30, 2017 | 4.35% | 24,977,243 |
| State Street Corporation | 945,562 | Dec 30, 2017 | 2.41% | 13,833,572 |
| Chilton Capital Management, L.P. | 701,975 | Dec 30, 2017 | 1.79% | 10,269,894 |
| Bank Of New York Mellon Corporation | 577,680 | Dec 30, 2017 | 1.47% | 8,451,458 |
| Dimensional Fund Advisors LP | 545,851 | Dec 30, 2017 | 1.39% | 7,985,800 |
| State of New Jersey Common Pension Fund D | 534,500 | Dec 30, 2017 | 1.36% | 7,819,735 |
| Resource America, Inc. | 436,257 | Dec 30, 2017 | 1.11% | 6,382,439 |
| Northern Trust Corporation | 429,147 | Dec 30, 2017 | 1.09% | 6,278,420 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | 2,256,130 | Jul 30, 2017 | 5.75% | 29,465,058 |
| iShares Core S&P Smallcap ETF | 1,833,681 | Jan 30, 2018 | 4.67% | 23,782,843 |
| Powershares Exhg Traded Fd-Powershares KBW Premium Yld Equity REIT | 938,508 | Jan 30, 2018 | 2.39% | 12,172,449 |
| Vanguard Total Stock Market Index Fund | 787,349 | Jun 29, 2017 | 2.01% | 9,802,494 |
| iShares Russell 2000 ETF | 742,734 | Jan 30, 2018 | 1.89% | 9,633,260 |
| Powershares Exgh Traded Fd Tr II-Pwrshs S&P SmallCap Low Volatility | 614,969 | Jan 30, 2018 | 1.57% | 7,976,148 |
| Vanguard Extended Market Index Fund | 463,169 | Jun 29, 2017 | 1.18% | 5,766,453 |
| Resource Real Estate Diversified Income Fd | 436,257 | Jun 29, 2017 | 1.11% | 5,431,399 |
| iShares Russell 2000 Value ETF | 347,012 | Jan 30, 2018 | 0.88% | 4,500,745 |
| DFA Real Estate Securities Portfolio | 320,630 | Jul 30, 2017 | 0.82% | 4,187,427 |
