We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

91 hedge funds and large institutions have $133M invested in Whitestone REIT in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

17% more capital invested

Capital invested by funds: $114M → $133M (+$18.8M)

2.49% more ownership

Funds ownership: 36.07%38.57% (+2.5%)

2% more funds holding

Funds holding: 8991 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
36
Reduced
27
Closed
6
Calls
$500K
Puts
Net Calls
+$500K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
26
Dupont Capital Management
Delaware
$1.02M +$989K +67,220 New
Asset Management One
27
Asset Management One
Japan
$969K -$120K -8,150 -11%
Two Sigma Investments
28
Two Sigma Investments
New York
$902K -$93K -6,317 -10%
RA
29
RMR Advisors
Massachusetts
$884K
Bank of America
30
Bank of America
North Carolina
$836K +$270K +18,374 +50%
Charles Schwab
31
Charles Schwab
California
$818K +$22.4K +1,525 +3%
DBT
32
Dubuque Bank & Trust
Iowa
$789K -$4.78K -325 -0.6%
TIAAOA
33
Teachers Insurance & Annuity Association of America
New York
$769K
NI
34
Numeric Investors
Massachusetts
$674K +$344K +23,400 +110%
SO
35
STRS Ohio
Ohio
$658K -$30.5K -2,071 -5%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$627K +$2.6K +177 +0.4%
BEAM
37
Baker Ellis Asset Management
Washington
$567K +$51.5K +3,500 +10%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$553K -$289K -19,646 -35%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$511K -$12.8K -868 -3%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$477K -$14.7K -1,000 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$447K +$91.1K +6,194 +27%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$431K +$39.7K +2,700 +10%
Citadel Advisors
43
Citadel Advisors
Florida
$413K -$74.8K -5,084 -16%
TCT
44
TIAA CREF Trust
Missouri
$361K
PPA
45
Parametric Portfolio Associates
Washington
$357K +$57.9K +3,935 +20%
VFS
46
VSR Financial Services
Kansas
$350K +$6.15K +418 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$341K
VOYA Investment Management
48
VOYA Investment Management
Georgia
$313K
NCCM
49
Nine Chapters Capital Management
New Jersey
$290K +$61.8K +4,200 +28%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$287K -$12.3K -839 -4%

WSR Hedge Fund Activity: Q4 2014 in Review

91 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2014, worth a combined $133M — up 17% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WSR positions and 6 closed out — a net gain of 3 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.11M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $1.2M sold.

  • 91 institutional investors held Whitestone REIT (WSR) as of Q4 2014, up from 89 in Q3 2014.
  • Funds reported $133M of Whitestone REIT stock for Q4 2014, up 17% quarter-over-quarter.
  • 9 funds opened new Whitestone REIT positions in Q4 2014 and 6 closed out, a net change of +3 holders.
  • The largest Whitestone REIT buyer in Q4 2014 was Vanguard Group, an estimated $1.11M added.
  • The largest Whitestone REIT seller in Q4 2014 was Driehaus Capital Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2014.