Whitestone REIT
US ˙ NYSE ˙ US9660842041

SecurityWSR / Whitestone REIT
InstitutionHancock Whitney Corp
Latest Disclosed Ownership19,991 shares
Latest Disclosed Value $ 378,630
Hancock Whitney Corp reports 5.65% decrease in ownership of WSR / Whitestone REIT

On May 15, 2026 - Hancock Whitney Corp filed a 13F-HR form disclosing ownership of 19,991 shares of Whitestone REIT (US:WSR) valued at $322,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 21,188 shares of Whitestone REIT. This represents a change in shares of -5.65% during the quarter. The current value of the position is $380,629 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WHITESTONE REIT COM 966084204 19,991 -1,197 -5.65 379 28.57 0.0063
2026-02-17 2025-12-31 13F WHITESTONE REIT COM 966084204 21,188 -84 -0.39 294 12.64 0.0053
2025-11-17 2025-09-30 13F WHITESTONE REIT COM 966084204 21,272 -13,426 -38.69 261 -39.72 0.0048
2025-08-14 2025-06-30 13F WHITESTONE REIT COM 966084204 34,698 17,854 106.00 433 76.73 0.0083
2025-05-15 2025-03-31 13F WHITESTONE REIT COM 966084204 16,844 870 5.45 245 8.41 0.0080
2025-02-14 2024-12-31 13F WHITESTONE REIT COM 966084204 15,974 85 0.53 226 5.61 0.0072
2024-11-13 2024-09-30 13F WHITESTONE REIT COM 966084204 15,889 213 1.36 215 2.88 0.0069
2024-08-13 2024-06-30 13F WHITESTONE REIT COMMON STOCK 966084204 15,676 86 0.55 209 6.67 0.0071
2024-05-16 2024-03-31 13F WHITESTONE REIT COMMON STOCK 966084204 15,590 131 0.85 196 3.17 0.0068
2024-02-14 2023-12-31 13F WHITESTONE REIT COM 966084204 15,459 -452 -2.84 190 23.53 0.0071
2023-11-13 2023-09-30 13F WHITESTONE REIT COM 966084204 15,911 662 4.34 153 3.38 0.0063
2023-11-13 2023-06-30 13F/A-1 WHITESTONE REIT COM 966084204 15,249 15,249 148 0.0058
2023-08-10 2023-06-30 13F WHITESTONE REIT COM 966084204 15,249 15,249 0 0.0058
2020-11-05 2020-09-30 13F WHITESTONE REIT COM 966084204 0 -20,851 -100.00 0 -100.00
2020-07-30 2020-06-30 13F WHITESTONE REIT COM 966084204 20,851 -1,207 -5.47 152 11.76 0.0058
2020-05-08 2020-03-31 13F WHITESTONE REIT COM 966084204 22,058 2,099 10.52 136 -50.00 0.0053
2020-02-06 2019-12-31 13F WHITESTONE REIT COM 966084204 19,959 313 1.59 272 0.74 0.0088
2019-10-29 2019-09-30 13F WHITESTONE REIT COM 966084204 19,646 -456 -2.27 270 5.88 0.0089
2019-08-29 2019-06-30 13F WHITESTONE REIT COM 966084204 20,102 -3,800 -15.90 255 -11.15 0.0082
2019-05-13 2019-03-31 13F WHITESTONE REIT COM 966084204 23,902 -590,268 -96.11 287 -96.62 0.0092
2017-05-09 2017-03-31 13F WHITESTONE REIT COM 966084204 614,170 74,420 13.79 8,500 9.51 0.3543
2017-02-14 2016-12-31 13F WHITESTONE REIT COM 966084204 539,750 11,400 2.16 7,762 5.85 0.2886
2016-11-08 2016-09-30 13F WHITESTONE REIT COM 966084204 528,350 -3,330 -0.63 7,333 -8.54 0.2901
2016-08-09 2016-06-30 13F WHITESTONE REIT COM 966084204 531,680 531,680 8,018 0.3343
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.