HCM
WSR

HGI Capital Management’s Whitestone REIT WSR Stock Holding History

HGI Capital Management’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-264,334
Closed -$3.85M – 32
2025
Q1 		$3.85M Sell
264,334
-159,406
-38% -$2.19M 4.81% 10
2024
Q4 		$6M Buy
423,740
+114,788
+37% +$1.64M 6.18% 4
2024
Q3 		$4.18M Buy
308,952
+165,225
+115% +$2.22M 3.65% 11
2024
Q2 		$1.91M Sell
143,727
-19,354
-12% -$238K 1.8% 19
2024
Q1 		$2.05M Buy
163,081
+122,007
+297% +$1.51M 2.21% 18
2023
Q4 		$505K Buy
+41,074
New +$440K 0.57% 30

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Emmett Investment Management New York $131M AUM 25.7% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HGI Capital Management's WSR Position: Q2 2025 in Review

HGI Capital Management sold out of Whitestone REIT (WSR) in Q2 2025, closing a stake of 264,334 shares — an estimated $3.85M sold.

HGI Capital Management first reported a position in WSR in Q4 2023 and held it in 6 quarters. The position peaked at $6M in Q4 2024. 200 funds tracked by Wall St. Rank hold WSR as of Q2 2025.

  • HGI Capital Management reported no remaining Whitestone REIT position as of Q2 2025 after selling out during the quarter.
  • HGI Capital Management sold 264,334 Whitestone REIT shares in Q2 2025, an estimated $3.85M.
  • HGI Capital Management first reported a position in Whitestone REIT in Q4 2023 and held it in 6 quarters.
  • HGI Capital Management's Whitestone REIT position peaked at $6M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2025.

Based on HGI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.