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 | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 2,692,939 | 43.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,704,809 | 32.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,544,617 | 24.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 1,124,939 | 18.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 5 | First Eagle Small Cap Opportunity Fund First Eagle Funds | 627,292 | 11.9M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 504,546 | 8.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 449,999 | 8.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 8 | 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 |
| 9 | iShares Russell 2000 Value ETF iShares Trust | 389,192 | 6.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 345,025 | 5.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust | 316,270 | 6M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| 12 | VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 301,443 | 5.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 13 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 239,798 | 3.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 14 | DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 233,797 | 4.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 15 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 224,047 | 3.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 16 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 222,765 | 3.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 17 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 221,862 | 3.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 18 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 218,450 | 3.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 19 | iShares S&P Small-Cap 600 Growth ETF iShares Trust | 194,975 | 3.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 20 | DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 173,195 | 3.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 21 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 154,180 | 2.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 22 | 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 |
| 23 | iShares Core U.S. REIT ETF iShares Trust | 145,522 | 2.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 24 | 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 |
| 25 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 134,676 | 2.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 26 | 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 |
| 27 | 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 |
| 28 | iShares Micro-Cap ETF iShares Trust | 113,711 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 29 | ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 99,829 | 1.5M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| 30 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 98,537 | 1.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 91,544 | 1.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 32 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 83,873 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 33 | Dimensional Global Real Estate ETF Dimensional ETF Trust | 81,887 | 1.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 34 | 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 |
| 35 | 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 |
| 36 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 71,465 | 1.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 37 | Master Small Cap Index Series Quantitative Master Series LLC | 71,356 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 38 | VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 71,212 | 1.2M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 39 | JNL Small Cap Index Fund JNL Series Trust | 70,074 | 1.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 40 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 65,300 | 991.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 41 | Dimensional US Real Estate ETF Dimensional ETF Trust | 60,733 | 1.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 42 | 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 |
| 43 | 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 |
| 44 | 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 |
| 45 | iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 57,703 | 1.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 46 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 56,631 | 914.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 47 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 55,382 | 894.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 48 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 54,004 | 1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 49 | Timothy Plan Defensive Strategies Fund TIMOTHY PLAN | 51,000 | 823.7K $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 50 | 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 |
| 51 | Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 49,000 | 744.3K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 52 | Small Cap Value Fund Northern Funds | 46,718 | 754.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 53 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 46,319 | 748.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 54 | 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 |
| 55 | Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 46,181 | 874.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 56 | SMALL CAP EQUITY FUND GuideStone Funds | 44,836 | 724.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 57 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 44,529 | 719.1K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 58 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 38,287 | 618.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 59 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 37,100 | 599.2K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 60 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 36,219 | 686K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 61 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 35,290 | 668.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 62 | REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 33,870 | 547K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 63 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,321 | 506.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 64 | Nuveen Equity Index Fund TIAA-CREF Funds | 31,930 | 604.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 65 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 31,707 | 512.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 66 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 30,471 | 492.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 67 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 30,066 | 569.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 68 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 29,968 | 484K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 69 | 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 |
| 70 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 29,192 | 552.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 71 | AlphaCentric Real Income Fund MUTUAL FUND SERIES TRUST | 28,490 | 460.1K $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 72 | 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 |
| 73 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 28,413 | 458.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 74 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 28,407 | 458.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 75 | 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 |
| 76 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 26,363 | 400.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 77 | First Eagle US Smid Cap Opportunity Fund First Eagle Funds | 26,000 | 492.4K $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 78 | EQ/Small Company Index Portfolio EQ Advisors Trust | 25,200 | 407K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 79 | 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 |
| 80 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 24,083 | 388.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 22,739 | 430.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 22,527 | 426.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 83 | Small Cap Index Fund Northern Funds | 20,642 | 333.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 84 | Global X Russell 2000 ETF GLOBAL X FUNDS | 19,552 | 370.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 85 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 18,120 | 292.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 86 | Small Cap Index Fund VALIC Co I | 17,533 | 266.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 87 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 16,813 | 271.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 16,775 | 317.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 89 | Global Real Estate Index Fund Northern Funds | 16,407 | 265K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 90 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 15,982 | 302.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 91 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 15,954 | 257.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 92 | iShares Russell 3000 ETF iShares Trust | 15,932 | 257.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 15,603 | 252K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 94 | 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 |
| 95 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 15,456 | 249.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 96 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 14,694 | 237.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 97 | 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 |
| 98 | Adara Smaller Companies Fund RBB Fund, Inc. | 14,111 | 214.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 99 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 13,758 | 222.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 100 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 13,698 | 221.2K $ | 0.23 % | 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 |