Funds holding Whitestone REIT
185 funds declare a position · 45 ETFs and 140 other funds · 276.9M $ · US9660842041
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 13,058 | 210.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 102 | Diversified Equity Master Portfolio Master Investment Portfolio | 12,967 | 209.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 103 | Virtus Real Asset Income ETF ETFis Series Trust I | 11,609 | 219.9K $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 104 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 11,243 | 181.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 105 | Small Cap Core Fund Northern Funds | 10,174 | 164.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 106 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 9,828 | 149.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 107 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 9,730 | 147.8K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 108 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 9,110 | 147.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 109 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 8,485 | 137K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 110 | Small Cap Index Trust John Hancock Variable Insurance Trust | 8,466 | 136.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 111 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 8,086 | 130.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 112 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,077 | 122.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 113 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 7,567 | 143.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 114 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 7,285 | 110.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 115 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,170 | 108.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 116 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,813 | 129K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 117 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 6,809 | 110K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 118 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,366 | 102.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 119 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,294 | 101.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 120 | First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 5,702 | 92.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 121 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,556 | 89.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 122 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 5,421 | 87.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 123 | Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 5,367 | 101.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 124 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 5,138 | 83K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 125 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,108 | 96.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 126 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 5,101 | 82.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 127 | Victory Extended Market Index Fund Victory Portfolios III | 4,940 | 93.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 128 | Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 4,861 | 73.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 129 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 4,794 | 77.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 130 | SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 4,776 | 77.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 131 | iShares MSCI World Small-Cap ETF iShares Trust | 4,375 | 66.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 132 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 4,101 | 66.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 133 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 4,075 | 65.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 134 | Wilmington Real Asset Fund Wilmington Funds | 4,055 | 76.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 135 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,771 | 60.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 136 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,761 | 71.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 137 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,504 | 56.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 138 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,479 | 56.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 139 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,382 | 51.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 140 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,255 | 52.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 141 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 3,144 | 47.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 142 | GMO U.S. Small Cap Value Fund GMO TRUST | 2,995 | 45.5K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 143 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,906 | 46.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 144 | ProShares Ultra Russell2000 ProShares Trust | 2,793 | 42.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 145 | ProShares UltraPro Russell2000 ProShares Trust | 2,790 | 42.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 146 | Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 2,730 | 41.5K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 147 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 2,611 | 49.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 148 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,512 | 47.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 149 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 2,450 | 46.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 150 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,058 | 33.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 151 | ProShares Russell 2000 High Income ETF ProShares Trust | 1,956 | 29.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 152 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,878 | 35.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 153 | SmallCap Value Fund II Principal Funds, Inc | 1,484 | 28.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 154 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,413 | 22.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 155 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,400 | 22.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 156 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,293 | 20.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 157 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,269 | 20.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 158 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 1,218 | 19.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 159 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,112 | 18K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 160 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,093 | 17.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 161 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,040 | 19.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 162 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,039 | 16.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 163 | Comstock Capital Value Fund Comstock Funds, Inc. | 1,000 | 16.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 164 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 844 | 13.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 165 | PROFUND VP SMALLCAP VALUE ProFunds | 566 | 9.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 166 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 550 | 8.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 167 | ULTRA SMALL CAP PROFUND ProFunds | 508 | 9.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 168 | ProShares Ultra SmallCap600 ProShares Trust | 492 | 7.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 169 | PROFUND VP SMALLCAP GROWTH ProFunds | 447 | 7.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 170 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 367 | 7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 171 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 289 | 4.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 172 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 265 | 5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 173 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 230 | 3.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 174 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 178 | 2.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 175 | SMALL-CAP VALUE PROFUND ProFunds | 154 | 2.9K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 176 | PROFUND VP ULTRA SMALL CAP ProFunds | 151 | 2.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 177 | SMALL-CAP GROWTH PROFUND ProFunds | 122 | 2.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 178 | PROFUND VP SMALL CAP ProFunds | 114 | 1.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 179 | Russell 2000 Fund Rydex Series Funds | 106 | 1.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 180 | SMALL-CAP PROFUND ProFunds | 82 | 1.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 181 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 63 | 1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 182 | ProShares Hedge Replication ETF ProShares Trust | 46 | 698.7 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 183 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 28 | 530.3 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 184 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 13 | 197.5 $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 185 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 12 | 193.8 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
214 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 8,033,175 | 129.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,850,444 | 29.9M $ | as of Mar 31, 2026 |
| Irenic Capital Management LP | 1,265,391 | 20.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,198,721 | 19.4M $ | as of Mar 31, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 875,255 | 14.1M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 742,115 | 12M $ | as of Mar 31, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | 674,201 | 10.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 654,567 | 10.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 640,742 | 10.3M $ | as of Mar 31, 2026 |
| Emmett Investment Management, LP | 632,000 | 10.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 541,989 | 8.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 449,181 | 7.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 438,073 | 7.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 407,558 | 6.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 337,595 | 5.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 336,954 | 5.4M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 296,976 | 4.8M $ | as of Mar 31, 2026 |
| DigitalBridge Group, Inc. | 283,000 | 4.6M $ | as of Mar 31, 2026 |
| Larson Financial Group LLC | 275,226 | 4.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 272,874 | 4.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 270,577 | 4.4M $ | as of Mar 31, 2026 |
| FMR LLC | 259,403 | 4.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 253,172 | 4.1M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 225,498 | 3.6M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 218,266 | 3.5M $ | as of Mar 31, 2026 |