We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

89 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,467% more call options, than puts

Call options by funds: $287K | Put options by funds: $3K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

0.42% less ownership

Funds ownership: 36.49%36.07% (-0.42%)

3% less funds holding

Funds holding: 9289 (-3)

7% less capital invested

Capital invested by funds: $122M → $114M (-$7.94M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
31
Reduced
31
Closed
11
Calls
$287K
Puts
$3K
Net Calls
+$284K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RMR Advisors
Massachusetts
$815K
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$784K -$476K -31,927 -36%
Charles Schwab
28
Charles Schwab
California
$734K +$18.2K +1,219 +2%
DBT
29
Dubuque Bank & Trust
Iowa
$732K -$457K -30,595 -37%
TIAAOA
30
Teachers Insurance & Annuity Association of America
New York
$710K
Millennium Management
31
Millennium Management
New York
$648K -$297K -19,915 -30%
SO
32
STRS Ohio
Ohio
$636K +$111K +7,455 +20%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$576K +$5K +335 +0.8%
Bank of America
34
Bank of America
North Carolina
$515K +$36.1K +2,419 +7%
GC
35
Guggenheim Capital
Illinois
$493K +$528K +35,354 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$483K -$23.1K -1,550 -4%
BEAM
37
Baker Ellis Asset Management
Washington
$475K +$14.9K +1,000 +3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$454K +$104K +7,000 +27%
Citadel Advisors
39
Citadel Advisors
Florida
$453K -$4.79K -321 -1%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$360K -$4.48K -300 -1%
TCT
41
TIAA CREF Trust
Missouri
$333K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$325K +$92.8K +6,218 +36%
VFS
43
VSR Financial Services
Kansas
$317K +$45.3K +3,034 +15%
NI
44
Numeric Investors
Massachusetts
$295K -$83.6K -5,600 -21%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$293K
VOYA Investment Management
46
VOYA Investment Management
Georgia
$289K
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$277K -$2.88K -193 -1%
PPA
48
Parametric Portfolio Associates
Washington
$275K +$65.3K +4,376 +29%
CPSAC
49
Chas P. Smith & Associates (CPS)
Florida
$246K -$12.7K -850 -5%
HFS
50
HL Financial Services
Kentucky
$245K +$2.24K +150 +0.9%

WSR Hedge Fund Activity: Q3 2014 in Review

89 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2014, worth a combined $114M — down 6.5% from $122M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WSR and 8 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 31 added.

The largest buyer was Vanguard Group, adding an estimated $1.66M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $1.15M sold.

  • 89 institutional investors held Whitestone REIT (WSR) as of Q3 2014, down from 92 in Q2 2014.
  • Funds reported $114M of Whitestone REIT stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 8 funds opened new Whitestone REIT positions in Q3 2014 and 11 closed out, a net change of -3 holders.
  • The largest Whitestone REIT buyer in Q3 2014 was Vanguard Group, an estimated $1.66M added.
  • The largest Whitestone REIT seller in Q3 2014 was Bridgeway Capital Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2014.