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WSR

Whitestone REIT
WSR

Delisted

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

92 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,733% more call options, than puts

Call options by funds: $350K | Put options by funds: $6K

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $109M → $114M (+$5.14M)

0% more funds holding

Funds holding: 9292 (0)

1.16% less ownership

Funds ownership: 37.21%36.06% (-1.2%)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
36
Reduced
28
Closed
9
Calls
$350K
Puts
$6K
Net Calls
+$344K
Net Calls Change
+$628K
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
26
Crow Point Partners
Massachusetts
$866K +$840K +60,000 New
RA
27
RMR Advisors
Massachusetts
$845K
CPSAC
28
Chas P. Smith & Associates (CPS)
Florida
$766K
Charles Schwab
29
Charles Schwab
California
$748K +$20.2K +1,440 +3%
TIAAOA
30
Teachers Insurance & Annuity Association of America
New York
$735K +$69.6K +4,970 +11%
NI
31
Numeric Investors
Massachusetts
$722K -$85.4K -6,100 -11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$688K +$85.8K +6,127 +15%
FWCM
33
First Western Capital Management
California
$679K -$139K -9,958 -17%
SO
34
STRS Ohio
Ohio
$595K
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$591K -$115K -8,187 -17%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$558K
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$527K +$511K +36,494 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$524K
BEAM
39
Baker Ellis Asset Management
Washington
$496K -$90.3K -6,450 -16%
Bank of America
40
Bank of America
North Carolina
$451K +$26.5K +1,891 +6%
Millennium Management
41
Millennium Management
New York
$431K -$59.8K -4,272 -13%
NCCM
42
Nine Chapters Capital Management
New Jersey
$387K -$175K -12,500 -32%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$370K -$25.4K -1,811 -7%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$364K -$10.2K -730 -3%
Citadel Advisors
45
Citadel Advisors
Florida
$359K +$348K +24,873 New
Deutsche Bank
46
Deutsche Bank
Germany
$357K +$131K +9,365 +61%
Goldman Sachs
47
Goldman Sachs
New York
$323K +$49.9K +3,566 +19%
Two Sigma Investments
48
Two Sigma Investments
New York
$321K -$303K -21,651 -49%
ProShare Advisors
49
ProShare Advisors
Maryland
$312K +$302K +21,589 New
VOYA Investment Management
50
VOYA Investment Management
Georgia
$299K

WSR Hedge Fund Activity: Q1 2014 in Review

92 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2014, worth a combined $114M — up 4.7% from $109M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WSR positions and 9 closed out — a net gain of 1 holder — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.18M. The largest seller was Forward Management, exiting entirely with an estimated $7.55M sold.

  • 92 institutional investors held Whitestone REIT (WSR) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $114M of Whitestone REIT stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q1 2014 and 9 closed out, a net change of +1 holder.
  • The largest Whitestone REIT buyer in Q1 2014 was Vanguard Group, an estimated $2.18M added.
  • The largest Whitestone REIT seller in Q1 2014 was Forward Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q1 2014.