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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
72.1
18 neu, 46 erhöht, 49,2M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Whitestone REIT |
|---|---|
| Ticker | WSR |
| CIK | 0001175535 |
Branche
| SIC-Code | 6798 |
|---|---|
| Beschreibung | Real Estate Investment Trusts |
Wertpapier
| CUSIP | 966084204 |
|---|---|
| ISIN | US9660842041 |
| Typ | REIT |
| Titel | WHITESTONE REIT |
Status
| Zuletzt geprüft | 2026-03-20 11:41:38.418429 |
|---|
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 160,859,000 | 49,926,000 | 0.95 | 1,171,263,000 | 458,090,000 |
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7,957,832 | 7,836,359 | 121,473 | 110,534,289 | Aufgestockt | +1,6% | |
| VANGUARD GROUP INC | 5,416,634 | 5,250,328 | 166,306 | 75,237,046 | Aufgestockt | +3,2% | |
| STATE STREET CORP | 1,807,874 | 1,826,919 | -19,045 | 25,111,370 | Reduziert | -1,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1,179,004 | 1,184,277 | -5,273 | 16,378,986 | Reduziert | -0,4% | |
| MORGAN STANLEY | 727,929 | 700,700 | 27,229 | 10,110,956 | Aufgestockt | +3,9% | |
| First Eagle Investment Management, LLC | 713,049 | 713,749 | -700 | 9,904,251 | Reduziert | -0,1% | |
| DIMENSIONAL FUND ADVISORS LP | 621,615 | 613,366 | 8,249 | 8,634,230 | Aufgestockt | +1,3% | |
| CHILTON CAPITAL MANAGEMENT LLC | 619,846 | 427,958 | 191,888 | 8,609,661 | Aufgestockt | +44,8% | |
| NORTHERN TRUST CORP | 522,893 | 553,432 | -30,539 | 7,262,984 | Reduziert | -5,5% | |
| GOLDMAN SACHS GROUP INC | 484,291 | 451,977 | 32,314 | 6,726,803 | Aufgestockt | +7,1% | |
| Qube Research & Technologies Ltd | 371,977 | 385,552 | -13,575 | 5,166,761 | Reduziert | -3,5% | |
| Irenic Capital Management LP | 322,176 | 0 | 322,176 | 4,475,025 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 313,939 | 313,291 | 648 | 4,360,613 | Aufgestockt | +0,2% | |
| Invesco Ltd. | 270,453 | 309,936 | -39,483 | 3,756,593 | Reduziert | -12,7% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 258,016 | 261,228 | -3,212 | 3,583,842 | Reduziert | -1,2% | |
| BARCLAYS PLC | 230,104 | 153,515 | 76,589 | 3,196,144 | Aufgestockt | +49,9% | |
| FMR LLC | 225,663 | 184,426 | 41,237 | 3,134,458 | Aufgestockt | +22,4% | |
| KENNEDY CAPITAL MANAGEMENT LLC | 221,402 | 222,978 | -1,576 | 3,075,274 | Reduziert | -0,7% | |
| PRINCIPAL FINANCIAL GROUP INC | 214,017 | 216,795 | -2,778 | 2,972,696 | Reduziert | -1,3% | |
| WELLS FARGO & COMPANY/MN | 196,630 | 180,646 | 15,984 | 2,731,187 | Aufgestockt | +8,8% | |
| BANK OF AMERICA CORP /DE/ | 175,023 | 131,445 | 43,578 | 2,431,069 | Aufgestockt | +33,2% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 155,533 | 175,077 | -19,544 | 2,160,353 | Reduziert | -11,2% | |
| RHUMBLINE ADVISERS | 127,686 | 136,802 | -9,116 | 1,773,543 | Reduziert | -6,7% | |
| RENAISSANCE TECHNOLOGIES LLC | 118,300 | 77,800 | 40,500 | 1,643,187 | Aufgestockt | +52,1% | |
| Legal & General Group Plc | 115,875 | 117,923 | -2,048 | 1,609,504 | Reduziert | -1,7% | |
| RAYMOND JAMES FINANCIAL INC | 114,542 | 128,029 | -13,487 | 1,590,991 | Reduziert | -10,5% | |
| Man Group plc | 98,293 | 123,783 | -25,490 | 1,365,290 | Reduziert | -20,6% | |
| HSBC HOLDINGS PLC | 97,828 | 57,537 | 40,291 | 1,348,559 | Aufgestockt | +70,0% | |
| Swiss National Bank | 90,600 | 82,900 | 7,700 | 1,258,434 | Aufgestockt | +9,3% | |
| PRUDENTIAL FINANCIAL INC | 86,713 | 74,124 | 12,589 | 1,204,444 | Aufgestockt | +17,0% | |
| UBS Group AG | 84,321 | 84,408 | -87 | 1,171,219 | Reduziert | -0,1% | |
| VOYA INVESTMENT MANAGEMENT LLC | 81,305 | 79,882 | 1,423 | 1,129,326 | Aufgestockt | +1,8% | |
| AQR CAPITAL MANAGEMENT LLC | 84,305 | 0 | 84,305 | 1,035,271 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 71,037 | 94,206 | -23,169 | 986,704 | Reduziert | -24,6% | |
| ADVISORY RESEARCH INC | 66,829 | 63,498 | 3,331 | 928,255 | Aufgestockt | +5,2% | |
| Greenland Capital Management LP | 65,000 | 190,933 | -125,933 | 902,850 | Reduziert | -66,0% | |
| Magnetar Financial LLC | 57,302 | 0 | 57,302 | 715,129 | Neu | +100,0% | |
| ALLIANCEBERNSTEIN L.P. | 49,178 | 49,178 | 0 | 683,082 | Unverändert | 0,0% | |
| Engineers Gate Manager LP | 48,626 | 12,331 | 36,295 | 675,415 | Aufgestockt | +294,3% | |
| INTECH INVESTMENT MANAGEMENT LLC | 48,001 | 22,502 | 25,499 | 666,734 | Aufgestockt | +113,3% | |
| Horizon Investments, LLC | 46,189 | 43,855 | 2,334 | 641,565 | Aufgestockt | +5,3% | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 46,082 | 30,376 | 15,706 | 640,079 | Aufgestockt | +51,7% | |
| Quantinno Capital Management LP | 43,688 | 36,734 | 6,954 | 606,834 | Aufgestockt | +18,9% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43,545 | 48,137 | -4,592 | 604,840 | Reduziert | -9,5% | |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 41,717 | 33,067 | 8,650 | 579,449 | Aufgestockt | +26,2% | |
| LPL Financial LLC | 40,879 | 39,431 | 1,448 | 567,805 | Aufgestockt | +3,7% | |
| STEPHENS INC /AR/ | 39,360 | 39,360 | 0 | 546,710 | Unverändert | 0,0% | |
| JANE STREET GROUP, LLC | 38,493 | 123,923 | -85,430 | 534,668 | Reduziert | -68,9% | |
| FRANKLIN RESOURCES INC | 38,285 | 0 | 38,285 | 531,778 | Neu | +100,0% | |
| MARTINGALE ASSET MANAGEMENT L P | 37,710 | 37,710 | 0 | 523,792 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| BlackRock, Inc. | 7,957,832 | 110,534,289 | 31.31 |
| VANGUARD GROUP INC | 5,416,634 | 75,237,046 | 21.31 |
| STATE STREET CORP | 1,807,874 | 25,111,370 | 7.11 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,179,004 | 16,378,986 | 4.64 |
| MORGAN STANLEY | 727,929 | 10,110,956 | 2.86 |
| First Eagle Investment Management, LLC | 713,049 | 9,904,251 | 2.81 |
| DIMENSIONAL FUND ADVISORS LP | 621,615 | 8,634,230 | 2.45 |
| CHILTON CAPITAL MANAGEMENT LLC | 619,846 | 8,609,661 | 2.44 |
| NORTHERN TRUST CORP | 522,893 | 7,262,984 | 2.06 |
| GOLDMAN SACHS GROUP INC | 484,291 | 6,726,803 | 1.91 |
| Qube Research & Technologies Ltd | 371,977 | 5,166,761 | 1.46 |
| Irenic Capital Management LP | 322,176 | 4,475,025 | 1.27 |
| JPMORGAN CHASE & CO | 313,939 | 4,360,613 | 1.24 |
| Invesco Ltd. | 270,453 | 3,756,593 | 1.06 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 258,016 | 3,583,842 | 1.02 |
| BARCLAYS PLC | 230,104 | 3,196,144 | 0.91 |
| FMR LLC | 225,663 | 3,134,458 | 0.89 |
| KENNEDY CAPITAL MANAGEMENT LLC | 221,402 | 3,075,274 | 0.87 |
| PRINCIPAL FINANCIAL GROUP INC | 214,017 | 2,972,696 | 0.84 |
| WELLS FARGO & COMPANY/MN | 196,630 | 2,731,187 | 0.77 |