As of November 9, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Whitestone REIT. The largest reported stake is BlackRock, Inc.'s, at 14.1%. 6 filings are on record since July 17, 2025 (Schedule 13G/A, July 17, 2025).
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Key facts
- · Reporting person: MCB PR Capital LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-06-24
- · Holder: Vanguard Portfolio Management · Percent: 5.88% · SCHEDULE 13G
- · Holder: MCB PR Capital LLC · Percent: 8.1% · SCHEDULE 13D/A
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: MCB PR Capital LLC · Percent: 9.2% · SCHEDULE 13D/A
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 |
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More on Whitestone REIT and the records around it.
Companies that share a holder
- Vanguard Portfolio Management also filed stake reports on 941 other companies: Newmark Group Inc (Nov 2026), A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026)
- BlackRock, Inc. also filed stake reports on 1596 other companies: AvePoint, Inc. (Nov 2026), BIOMARIN PHARMACEUTICAL INC (Nov 2026), MSG RANGERS CORP (Nov 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| MCB PR Capital LLC | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-06-24 |
| MCB Acquisitions Manager LLC | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-06-24 |
| P. David Bramble | 0 | 0 | 0 | 0 | SCHEDULE 13D/A, 2026-06-24 |
The latest filing identifies Whitestone REIT by CUSIP 966084204 and gives its principal executive office as 2600 SOUTH GESSNER, SUITE 500, HOUSTON, TX 77063 (SCHEDULE 13D/A, 2026-06-24).
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 |
Questions about who owns Whitestone REIT
Who owns Whitestone REIT?
On this page, 2 holders' latest ownership filings report 5% or more of Whitestone REIT: BlackRock, Inc. (14.1%, Schedule 13G/A, filed 2025-07-17) and Vanguard Portfolio Management (5.88%, Schedule 13G, filed 2026-04-29).
Who are the largest shareholders of Whitestone REIT?
By the share each holder's latest filing reports, the largest holders of Whitestone REIT on this page are BlackRock, Inc. (14.1%) and Vanguard Portfolio Management (5.88%).
When did BlackRock, Inc. buy into Whitestone REIT?
The filings give report dates, not purchase dates. The earliest filing from BlackRock, Inc. on this page is the Schedule 13G/A, filed 2025-07-17, reporting 14.1%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Whitestone REIT
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 14, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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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.