Whitestone REIT has 6 Schedule 13D or 13G filings on record since 2025-07-17. 2 holders' latest filing reports 5% or more of common shares of beneficial interest, $0.001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 14.1% | 7,183,714 | SCHEDULE 13G/A, 2025-07-17 | 2025-06-30 |
| Vanguard Portfolio Management | 5.88% | 3,025,264 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| MCB PR Capital LLC | 0% | 0 | SCHEDULE 13D/A, 2026-06-24 | 2026-06-22 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
MCB PR Capital LLC
Item 4 of the Schedule 13D is hereby amended to add the following: The Reporting Persons are filing this Amendment No. 5 to report the disposition of Common Shares of the Issuer, which has reduced the number of Common Shares that the Reporting Persons may be deemed to beneficially own to less than five percent (5%) of the outstanding Common Shares of the Issuer. As a result of such disposition, each of the Reporting Persons has ceased to be the beneficial owner of more than five percent (5%) of the outstanding Common Shares and is no longer required to report changes in beneficial ownership under Section 13(d) of the Exchange Act. Accordingly, this Amendment No. 5 constitutes a final amendment to the Schedule 13D and serves as an exit filing for each of the Reporting Persons.Item 4 of the SCHEDULE 13D/A filed 2026-06-24
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 14.1% | SCHEDULE 13G/A |
| 2025-11-04 | MCB PR Capital LLC | 9.2% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-13 | MCB PR Capital LLC | 8.1% | SCHEDULE 13D/A |
| 2026-04-29 | Vanguard Portfolio Management | 5.88% | SCHEDULE 13G |
| 2026-06-24 | MCB PR Capital LLC | 0% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.