Titelia

Fund shareholders of Whitestone REIT

ISIN US9660842041 · United States

Fund shareholders
137
Of which ETFs
42 95 other funds
Value held
292.5M $
Share of capital
30.0 % of 51.4M shares on Mar 3, 2026
FundSharesValueWeight in fundShare of capital
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,43846.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,12540.5K $0.02 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,11440.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 1,94336.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,70132.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,68332.1K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,66131.7K $0.01 %0.00 %as of May 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 1,58030K $0.11 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,42827.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,40026.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,29324.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,21123K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,19522.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,09320.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Comstock Capital Value Fund Comstock Funds, Inc. 1,00019K $0.18 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 98018.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 97218.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 62511.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 55010.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 53710.2K $0.04 %0.00 %as of May 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 53010K $0.05 %0.00 %as of Jun 30, 2026 ↗
Climate Global Climate Resilient REIT Index ETF Exchange Listed Funds Trust 4949.4K $0.72 %0.00 %as of May 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 4759K $0.05 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2895.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 2504.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2384.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 2104K $0.06 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 1913.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust 1462.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Texas Equity ETF iShares Trust 1312.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1252.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1152.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 891.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 691.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 42801.4 $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 13248 $0.02 %0.00 %as of May 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 13246.5 $0.00 %0.00 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Nexpoint Merger Arbitrage Fund NexPoint Funds I 3.72 %as of Jun 30, 2026 ↗
THE ARBITRAGE FUND ARBITRAGE FUNDS 2.44 %as of May 31, 2026 ↗
Water Island Event-Driven Fund ARBITRAGE FUNDS 1.50 %as of May 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.42 %as of May 31, 2026 ↗
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 1.07 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.84 %as of May 31, 2026 ↗
AltShares Event-Driven ETF AltShares Trust 0.79 %as of May 31, 2026 ↗
Climate Global Climate Resilient REIT Index ETF Exchange Listed Funds Trust 0.72 %as of May 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 0.55 %as of May 31, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 0.54 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3137-4815,407,473-6.1 %
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

Institutional managers

214 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.8,033,175129.7M $as of Mar 31, 2026
STATE STREET CORP1,850,44429.9M $as of Mar 31, 2026
Irenic Capital Management LP1,265,39120.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,198,72119.4M $as of Mar 31, 2026
GW&K Investment Management, LLC1,035,74516.7K $as of Mar 31, 2026
NEXPOINT ASSET MANAGEMENT, L.P.875,25514.1M $as of Mar 31, 2026
First Eagle Investment Management, LLC742,11512M $as of Mar 31, 2026
CHILTON CAPITAL MANAGEMENT LLC674,20110.9M $as of Mar 31, 2026
MORGAN STANLEY654,56710.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP640,74210.3M $as of Mar 31, 2026
Emmett Investment Management, LP632,00010.2M $as of Mar 31, 2026
CSM Advisors, LLC568,0749.2K $as of Mar 31, 2026
NORTHERN TRUST CORP541,9898.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC449,1817.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC438,0737.1M $as of Mar 31, 2026
Bank of New York Mellon Corp407,5586.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP337,5955.5M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC336,9545.4M $as of Mar 31, 2026
Qube Research & Technologies Ltd296,9764.8M $as of Mar 31, 2026
DigitalBridge Group, Inc.283,0004.6M $as of Mar 31, 2026
Larson Financial Group LLC275,2264.4M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC272,8744.4M $as of Mar 31, 2026
JPMORGAN CHASE & CO270,5774.4M $as of Mar 31, 2026
FMR LLC259,4034.2M $as of Mar 31, 2026
Invesco Ltd.253,1724.1M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Whitestone REIT". https://titelia.com/en/stocks/whitestone-reit-US9660842041