Funds holding Whitestone REIT
185 funds declare a position · 45 ETFs and 140 other funds · 276.9M $ · US9660842041
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 2,692,939 | 43.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,704,809 | 32.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,544,617 | 24.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,124,939 | 18.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 627,292 | 11.9M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 449,999 | 8.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 504,546 | 8.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 407,688 | 6.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 389,192 | 6.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust | 316,270 | 6M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 301,443 | 5.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 345,025 | 5.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 233,797 | 4.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 239,798 | 3.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 222,765 | 3.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 221,862 | 3.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 224,047 | 3.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 218,450 | 3.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 173,195 | 3.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 194,975 | 3.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 145,522 | 2.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 154,180 | 2.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 142,766 | 2.3M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 151,620 | 2.3M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 134,676 | 2.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 122,922 | 2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 118,464 | 1.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 98,537 | 1.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 113,711 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 91,544 | 1.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 81,887 | 1.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 99,829 | 1.5M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 81,623 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 83,873 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 77,600 | 1.2M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 71,356 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 60,733 | 1.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 71,212 | 1.2M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 70,074 | 1.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 57,703 | 1.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 71,465 | 1.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 54,004 | 1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 65,300 | 991.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 58,767 | 949.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 56,631 | 914.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 59,299 | 900.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 58,910 | 894.8K $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 55,382 | 894.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 46,236 | 875.7K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 46,181 | 874.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan Defensive Strategies Fund TIMOTHY PLAN | 51,000 | 823.7K $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 46,718 | 754.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 49,382 | 750.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 46,319 | 748.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 49,000 | 744.3K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 44,836 | 724.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 44,529 | 719.1K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 36,219 | 686K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 35,290 | 668.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 38,287 | 618.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 31,930 | 604.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 37,100 | 599.2K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 30,066 | 569.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 29,192 | 552.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 33,870 | 547K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 31,707 | 512.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,321 | 506.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| First Eagle US Smid Cap Opportunity Fund First Eagle Funds | 26,000 | 492.4K $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 30,471 | 492.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 29,968 | 484K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 29,279 | 472.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| AlphaCentric Real Income Fund MUTUAL FUND SERIES TRUST | 28,490 | 460.1K $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 28,441 | 459.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 28,413 | 458.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 28,407 | 458.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 26,868 | 433.9K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 22,739 | 430.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 22,527 | 426.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 25,200 | 407K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 26,363 | 400.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 24,083 | 388.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 25,040 | 380.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 19,552 | 370.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 20,642 | 333.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 16,775 | 317.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 15,982 | 302.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 18,120 | 292.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 16,813 | 271.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 17,533 | 266.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Global Real Estate Index Fund Northern Funds | 16,407 | 265K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 15,954 | 257.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 15,932 | 257.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 15,603 | 252K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 15,500 | 250.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 15,456 | 249.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 14,694 | 237.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 13,758 | 222.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 13,698 | 221.2K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 14,484 | 220K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Virtus Real Asset Income ETF ETFis Series Trust I | 11,609 | 219.9K $ | 1.20 % | as of Apr 30, 2026 · Original filing |