Titelia

Fonds als Aktionäre von Whitestone REIT

ISIN US9660842041 · Vereinigte Staaten

Fonds als Aktionäre
185
Davon ETFs
45 140 weitere Fonds
Gehaltener Wert
≈ 238,8 Mio. € 276,9 Mio. $
Anteil am Kapital
31,9 % von 51,4 Mio. Aktien am 03.03.2026
FondsStückeWertAnteil am FondsAnteil am Kapital
iShares Core S&P Small-Cap ETF iShares Trust 2.692.93943,5 Mio. $0,05 %5,24 %zum 31.03.2026
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 1.704.80932,3 Mio. $0,05 %3,32 %zum 30.04.2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1.544.61724,9 Mio. $0,00 %3,01 %zum 31.03.2026
iShares Russell 2000 ETF iShares Trust 1.124.93918,2 Mio. $0,03 %2,19 %zum 31.03.2026
First Eagle Small Cap Opportunity Fund First Eagle Funds 627.29211,9 Mio. $0,53 %1,22 %zum 30.04.2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 504.5468,1 Mio. $0,01 %0,98 %zum 31.03.2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 449.9998,5 Mio. $0,03 %0,88 %zum 30.04.2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 407.6886,6 Mio. $0,05 %0,79 %zum 31.03.2026
iShares Russell 2000 Value ETF iShares Trust 389.1926,3 Mio. $0,05 %0,76 %zum 31.03.2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 345.0255,6 Mio. $0,06 %0,67 %zum 31.03.2026
Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust 316.2706 Mio. $1,05 %0,62 %zum 30.04.2026
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 301.4435,7 Mio. $0,05 %0,59 %zum 30.04.2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 239.7983,6 Mio. $0,01 %0,47 %zum 28.02.2026
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 233.7974,4 Mio. $0,06 %0,45 %zum 30.04.2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 224.0473,4 Mio. $0,02 %0,44 %zum 28.02.2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 222.7653,6 Mio. $0,09 %0,43 %zum 31.03.2026
iShares S&P Small-Cap 600 Value ETF iShares Trust 221.8623,6 Mio. $0,05 %0,43 %zum 31.03.2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 218.4503,3 Mio. $0,02 %0,43 %zum 28.02.2026
iShares S&P Small-Cap 600 Growth ETF iShares Trust 194.9753,1 Mio. $0,05 %0,38 %zum 31.03.2026
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 173.1953,3 Mio. $0,04 %0,34 %zum 30.04.2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 154.1802,3 Mio. $0,04 %0,30 %zum 28.02.2026
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 151.6202,3 Mio. $0,96 %0,30 %zum 28.02.2026
iShares Core U.S. REIT ETF iShares Trust 145.5222,8 Mio. $0,07 %0,28 %zum 30.04.2026
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 142.7662,3 Mio. $1,02 %0,28 %zum 31.03.2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 134.6762,2 Mio. $0,09 %0,26 %zum 31.03.2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 122.9222 Mio. $0,05 %0,24 %zum 31.03.2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 118.4641,9 Mio. $0,05 %0,23 %zum 31.03.2026
iShares Micro-Cap ETF iShares Trust 113.7111,8 Mio. $0,15 %0,22 %zum 31.03.2026
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 99.8291,5 Mio. $1,23 %0,19 %zum 28.02.2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 98.5371,9 Mio. $0,03 %0,19 %zum 30.04.2026
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 91.5441,7 Mio. $0,05 %0,18 %zum 30.04.2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 83.8731,3 Mio. $0,00 %0,16 %zum 28.02.2026
Dimensional Global Real Estate ETF Dimensional ETF Trust 81.8871,6 Mio. $0,04 %0,16 %zum 30.04.2026
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 81.6231,3 Mio. $0,06 %0,16 %zum 31.03.2026
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 77.6001,2 Mio. $0,10 %0,15 %zum 28.02.2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 71.4651,1 Mio. $0,04 %0,14 %zum 28.02.2026
Master Small Cap Index Series Quantitative Master Series LLC 71.3561,2 Mio. $0,02 %0,14 %zum 31.03.2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 71.2121,2 Mio. $0,32 %0,14 %zum 31.03.2026
JNL Small Cap Index Fund JNL Series Trust 70.0741,1 Mio. $0,05 %0,14 %zum 31.03.2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 65.300991.907 $0,00 %0,13 %zum 28.02.2026
Dimensional US Real Estate ETF Dimensional ETF Trust 60.7331,2 Mio. $0,07 %0,12 %zum 30.04.2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 59.299900.751,8 $0,07 %0,12 %zum 28.02.2026
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 58.910894.842,9 $0,45 %0,11 %zum 28.02.2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 58.767949.087,1 $0,00 %0,11 %zum 31.03.2026
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 57.7031,1 Mio. $0,06 %0,11 %zum 30.04.2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 56.631914.590,7 $0,05 %0,11 %zum 31.03.2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 55.382894.419,3 $0,05 %0,11 %zum 31.03.2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 54.0041 Mio. $0,03 %0,11 %zum 30.04.2026
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 51.000823.650 $0,78 %0,10 %zum 31.03.2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 49.382750.112,6 $0,04 %0,10 %zum 28.02.2026
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 49.000744.310 $0,11 %0,10 %zum 28.02.2026
Small Cap Value Fund Northern Funds 46.718754.495,7 $0,12 %0,09 %zum 31.03.2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 46.319748.051,9 $0,02 %0,09 %zum 31.03.2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 46.236875.709,8 $0,15 %0,09 %zum 30.04.2026
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 46.181874.668,1 $0,06 %0,09 %zum 30.04.2026
SMALL CAP EQUITY FUND GuideStone Funds 44.836724.101,4 $0,09 %0,09 %zum 31.03.2026
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 44.529719.143,4 $0,20 %0,09 %zum 31.03.2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 38.287618.335,1 $0,05 %0,07 %zum 31.03.2026
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 37.100599.165 $0,31 %0,07 %zum 31.03.2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 36.219685.987,9 $0,02 %0,07 %zum 30.04.2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 35.290668.392,6 $0,05 %0,07 %zum 30.04.2026
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 33.870547.000,5 $0,05 %0,07 %zum 31.03.2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 33.321506.146 $0,05 %0,06 %zum 28.02.2026
Nuveen Equity Index Fund TIAA-CREF Funds 31.930604.754,2 $0,00 %0,06 %zum 30.04.2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 31.707512.068,1 $0,05 %0,06 %zum 31.03.2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 30.471492.106,7 $0,03 %0,06 %zum 31.03.2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 30.066569.450 $0,00 %0,06 %zum 30.04.2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 29.968483.983,2 $0,05 %0,06 %zum 31.03.2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29.279472.855,9 $0,05 %0,06 %zum 31.03.2026
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 29.192552.896,5 $0,04 %0,06 %zum 30.04.2026
AlphaCentric Real Income Fund MUTUAL FUND SERIES TRUST 28.490460.113,5 $1,07 %0,06 %zum 31.03.2026
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 28.441459.322,2 $0,02 %0,06 %zum 31.03.2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 28.413458.870 $0,07 %0,06 %zum 31.03.2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 28.407458.773,1 $0,00 %0,06 %zum 31.03.2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 26.868433.918,2 $0,29 %0,05 %zum 31.03.2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 26.363400.454 $0,00 %0,05 %zum 28.02.2026
First Eagle US Smid Cap Opportunity Fund First Eagle Funds 26.000492.440 $0,71 %0,05 %zum 30.04.2026
EQ/Small Company Index Portfolio EQ Advisors Trust 25.200406.980 $0,03 %0,05 %zum 31.03.2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 25.040380.357,6 $0,04 %0,05 %zum 28.02.2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 24.083388.940,5 $0,00 %0,05 %zum 31.03.2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 22.739430.676,7 $0,00 %0,04 %zum 30.04.2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 22.527426.661,4 $0,05 %0,04 %zum 30.04.2026
Small Cap Index Fund Northern Funds 20.642333.368,3 $0,02 %0,04 %zum 31.03.2026
Global X Russell 2000 ETF GLOBAL X FUNDS 19.552370.314,9 $0,03 %0,04 %zum 30.04.2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18.120292.638 $0,02 %0,04 %zum 31.03.2026
Small Cap Index Fund VALIC Co I 17.533266.326,3 $0,02 %0,03 %zum 28.02.2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 16.813271.530 $0,00 %0,03 %zum 31.03.2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 16.775317.718,5 $0,05 %0,03 %zum 30.04.2026
Global Real Estate Index Fund Northern Funds 16.407264.973,1 $0,04 %0,03 %zum 31.03.2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 15.982302.699,1 $0,01 %0,03 %zum 30.04.2026
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 15.954257.657,1 $0,05 %0,03 %zum 31.03.2026
iShares Russell 3000 ETF iShares Trust 15.932257.301,8 $0,00 %0,03 %zum 31.03.2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 15.603251.988,5 $0,05 %0,03 %zum 31.03.2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 15.500250.325 $0,01 %0,03 %zum 31.03.2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 15.456249.614,4 $0,05 %0,03 %zum 31.03.2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 14.694237.308,1 $0,02 %0,03 %zum 31.03.2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 14.484220.012 $0,01 %0,03 %zum 28.02.2026
Adara Smaller Companies Fund RBB Fund, Inc. 14.111214.346,1 $0,03 %0,03 %zum 28.02.2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 13.758222.191,7 $0,02 %0,03 %zum 31.03.2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 13.698221.222,7 $0,23 %0,03 %zum 31.03.2026

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste zählt Stücke; diese Liste misst, was das Unternehmen in jedem Fonds wiegt.

FondsAnteil am Fonds
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1,23 %zum 28.02.2026
Virtus Real Asset Income ETF ETFis Series Trust I 1,20 %zum 30.04.2026
AlphaCentric Real Income Fund MUTUAL FUND SERIES TRUST 1,07 %zum 31.03.2026
Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust 1,05 %zum 30.04.2026
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 1,02 %zum 31.03.2026
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0,96 %zum 28.02.2026
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 0,78 %zum 31.03.2026
First Eagle US Smid Cap Opportunity Fund First Eagle Funds 0,71 %zum 30.04.2026
First Eagle Small Cap Opportunity Fund First Eagle Funds 0,53 %zum 30.04.2026
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 0,45 %zum 28.02.2026

Quartal für Quartal

Jeder Quartalsdatensatz der SEC, das jüngste zuerst. Die Veränderung wird gegen das vorherige Quartal gelesen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q2185-116.415.194+1,6 %
2026Q1186-516.164.191+0,6 %
2025Q4191016.069.149-0,3 %
2025Q3191+616.109.641-2,3 %
2025Q2185+316.494.800-2,3 %
2025Q1182-316.889.163+0,5 %
2024Q4185+516.798.511-2,5 %
2024Q3180+317.222.311-1,3 %
2024Q2177+917.451.457+15,1 %
2024Q1168+115.168.382+1,9 %
2023Q416714.886.445

Institutionelle Verwalter

214 Verwalter melden diese Gesellschaft der SEC (Formular 13F); die 25 größten folgen.

VerwalterStückeWert
BlackRock, Inc.8.033.175129,7 Mio. $zum 31.03.2026
STATE STREET CORP1.850.44429,9 Mio. $zum 31.03.2026
Irenic Capital Management LP1.265.39120,4 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC1.198.72119,4 Mio. $zum 31.03.2026
GW&K Investment Management, LLC1.035.74516.727 $zum 31.03.2026
NEXPOINT ASSET MANAGEMENT, L.P.875.25514,1 Mio. $zum 31.03.2026
First Eagle Investment Management, LLC742.11512 Mio. $zum 31.03.2026
CHILTON CAPITAL MANAGEMENT LLC674.20110,9 Mio. $zum 31.03.2026
MORGAN STANLEY654.56710,6 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP640.74210,3 Mio. $zum 31.03.2026
Emmett Investment Management, LP632.00010,2 Mio. $zum 31.03.2026
CSM Advisors, LLC568.0749175 $zum 31.03.2026
NORTHERN TRUST CORP541.9898,8 Mio. $zum 31.03.2026
GOLDMAN SACHS GROUP INC449.1817,3 Mio. $zum 31.03.2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC438.0737,1 Mio. $zum 31.03.2026
Bank of New York Mellon Corp407.5586,6 Mio. $zum 31.03.2026
TWO SIGMA INVESTMENTS, LP337.5955,5 Mio. $zum 31.03.2026
ENVESTNET ASSET MANAGEMENT INC336.9545,4 Mio. $zum 31.03.2026
Qube Research & Technologies Ltd296.9764,8 Mio. $zum 31.03.2026
DigitalBridge Group, Inc.283.0004,6 Mio. $zum 31.03.2026
Larson Financial Group LLC275.2264,4 Mio. $zum 31.03.2026
JACOBS LEVY EQUITY MANAGEMENT, INC272.8744,4 Mio. $zum 31.03.2026
JPMORGAN CHASE & CO270.5774,4 Mio. $zum 31.03.2026
FMR LLC259.4034,2 Mio. $zum 31.03.2026
Invesco Ltd.253.1724,1 Mio. $zum 31.03.2026

Gemeldete Aktionäre von Whitestone REIT

2 Beteiligungsmeldungen bei der SEC (Schedule 13D/13G). Diese Anteile addieren sich nicht: eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, die oben bereits gezählt sind.

AktionärGemeldeter AnteilStücke
Vanguard Portfolio Management 5,88 %3.025.264zum 31.03.2026 · SCHEDULE 13G
MCB PR Capital LLC und 2 weitere0,00 %0zum 22.06.2026 · SCHEDULE 13D
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