Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
207 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 22 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 53
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
4% more funds holding
Funds holding: 200 → 207 (+7)
0.21% more ownership
Funds ownership: 64% → 64.2% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $406M → $402M (-$4.39M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.85M |
| 2 |
CCM
Chilton Capital Management
Houston,
Texas
|
+$1.69M |
| 3 |
Goldman Sachs
New York
|
+$1.55M |
| 4 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
+$1.53M |
| 5 |
EIM
Emmett Investment Management
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.81M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$2.01M |
| 3 |
Renaissance Technologies
New York
|
-$1.69M |
| 4 |
Morgan Stanley
New York
|
-$1.29M |
| 5 |
First Eagle Investment Management
New York
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Group One Trading
Chicago,
Illinois
| – | -$2.38K | -189 | Closed |
|
|
PWA
227
Physician Wealth Advisors
Midvale,
Utah
| – | -$887 | -71 | Closed |
|
|
CPG
228
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$609 | -50 | Closed |
|
|
CA
229
Clearstead Advisors
Cleveland,
Ohio
| – | -$100 | -8 | Closed |
|
WSR Hedge Fund Activity: Q3 2025 in Review
207 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2025, worth a combined $402M — down 1.1% from $406M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new WSR positions and 22 closed out — a net gain of 7 holders — while 88 added to existing stakes and 53 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.85M. The largest seller was Balyasny Asset Management, cutting an estimated $4.81M.
- 207 institutional investors held Whitestone REIT (WSR) as of Q3 2025, up from 200 in Q2 2025.
- Funds reported $402M of Whitestone REIT stock for Q3 2025, down 1.1% quarter-over-quarter.
- 29 funds opened new Whitestone REIT positions in Q3 2025 and 22 closed out, a net change of +7 holders.
- The largest Whitestone REIT buyer in Q3 2025 was First Trust Advisors, an estimated $1.85M added.
- The largest Whitestone REIT seller in Q3 2025 was Balyasny Asset Management, an estimated $4.81M sold.
Based on aggregated 13F filings for Q3 2025.