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WSR

Whitestone REIT
WSR

Delisted

WSR was delisted on the 13th of July, 2026.

78 hedge funds and large institutions have $88.7M invested in Whitestone REIT in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 7578 (+3)

0.08% less ownership

Funds ownership: 35.16%35.09% (-0.08%)

6% less capital invested

Capital invested by funds: $94.4M → $88.7M (-$5.77M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
26
Baker Ellis Asset Management
Washington
$601K +$21.4K +1,384 +4%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$551K +$95.8K +6,200 +20%
ICM
28
IMS Capital Management
Oregon
$530K +$556K +36,000 New
Charles Schwab
29
Charles Schwab
California
$527K -$12.5K -807 -2%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$452K +$15.6K +1,007 +3%
Deutsche Bank
31
Deutsche Bank
Germany
$430K +$182K +11,811 +68%
PPA
32
Parametric Portfolio Associates
Washington
$428K +$177K +11,428 +65%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$404K -$596K -38,570 -58%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$358K -$2.64K -171 -0.7%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$305K
ADMI
36
Albert D. Mason Inc
Massachusetts
$303K
VFS
37
VSR Financial Services
Kansas
$298K
NI
38
Numeric Investors
Massachusetts
$281K +$295K +19,100 New
HFS
39
HL Financial Services
Kentucky
$279K +$47.1K +3,052 +19%
CPSAC
40
Chas P. Smith & Associates (CPS)
Florida
$260K
MLICM
41
Metropolitan Life Insurance Company (MetLife)
New York
$253K -$386 -25 -0.1%
RFC
42
Russell Frank Company
Washington
$237K +$246K +15,939 +18,534%
NFA
43
Nationwide Fund Advisors
Ohio
$205K +$39.2K +2,539 +22%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$202K
AIG
45
American International Group
New York
$168K -$226K -14,643 -56%
CS
46
Credit Suisse
Switzerland
$165K +$173K +11,184 New
BRWA
47
B. Riley Wealth Advisors
Florida
$161K +$13.1K +845 +8%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$159K
ProShare Advisors
49
ProShare Advisors
Maryland
$159K +$167K +10,827 New
JP Morgan Chase
50
JP Morgan Chase
New York
$155K +$163K +10,582 New

WSR Hedge Fund Activity: Q3 2013 in Review

78 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2013, worth a combined $88.7M — down 6.1% from $94.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WSR positions and 7 closed out — a net gain of 3 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Trust & Fiduciary Management Services, opening a new position worth an estimated $1.4M. The largest seller was Forward Management, cutting an estimated $2.63M.

  • 78 institutional investors held Whitestone REIT (WSR) as of Q3 2013, up from 75 in Q2 2013.
  • Funds reported $88.7M of Whitestone REIT stock for Q3 2013, down 6.1% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q3 2013 and 7 closed out, a net change of +3 holders.
  • The largest Whitestone REIT buyer in Q3 2013 was Trust & Fiduciary Management Services, an estimated $1.4M added.
  • The largest Whitestone REIT seller in Q3 2013 was Forward Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2013.