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WSR

Whitestone REIT
WSR

Delisted

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

95 hedge funds and large institutions have $126M invested in Whitestone REIT in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $901K | Put options by funds: $472K

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 9195 (+4)

1.8% more ownership

Funds ownership: 39.95%41.75% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $145M → $126M (-$18.6M)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
23
Closed
10
Calls
$901K
Puts
$472K
Net Calls
+$429K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$842K +$103K +7,062 +12%
Charles Schwab
27
Charles Schwab
California
$837K -$232K -15,950 -20%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$816K +$913K +62,701 New
Asset Management One
29
Asset Management One
Japan
$757K -$67.3K -4,623 -7%
PPA
30
Parametric Portfolio Associates
Washington
$667K +$257K +17,620 +52%
Invesco
31
Invesco
Georgia
$659K +$350K +24,062 +91%
SO
32
STRS Ohio
Ohio
$654K +$136K +9,373 +23%
BEAM
33
Baker Ellis Asset Management
Washington
$654K +$138K +9,450 +23%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$620K +$344K +23,657 +99%
DBT
35
Dubuque Bank & Trust
Iowa
$563K -$71.6K -4,915 -10%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$552K +$21.9K +1,507 +4%
TCM
37
Texan Capital Management
Texas
$465K +$520K +35,714 New
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$461K +$350K +24,045 +212%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$442K +$612 +42 +0.1%
Deutsche Bank
40
Deutsche Bank
Germany
$442K +$383K +26,302 +338%
TA
41
Teachers Advisors
New York
$428K
Millennium Management
42
Millennium Management
New York
$395K -$98.1K -6,739 -18%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$387K -$6.19K -425 -1%
NCCM
44
Nine Chapters Capital Management
New Jersey
$353K -$20.4K -1,400 -5%
Wells Fargo
45
Wells Fargo
California
$351K -$638K -43,822 -62%
CS
46
Credit Suisse
Switzerland
$332K +$371K +25,491 New
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$320K +$358K +24,572 New
TCT
48
TIAA CREF Trust
Missouri
$311K
Goldman Sachs
49
Goldman Sachs
New York
$311K +$347K +23,849 New
AQR Capital Management
50
AQR Capital Management
Connecticut
$296K +$125K +8,556 +60%

WSR Hedge Fund Activity: Q2 2015 in Review

95 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2015, worth a combined $126M — down 13% from $145M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSR positions and 10 closed out — a net gain of 4 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.98M. The largest seller was Grandeur Peak Global Advisors, exiting entirely with an estimated $4.42M sold.

  • 95 institutional investors held Whitestone REIT (WSR) as of Q2 2015, up from 91 in Q1 2015.
  • Funds reported $126M of Whitestone REIT stock for Q2 2015, down 13% quarter-over-quarter.
  • 14 funds opened new Whitestone REIT positions in Q2 2015 and 10 closed out, a net change of +4 holders.
  • The largest Whitestone REIT buyer in Q2 2015 was Vanguard Group, an estimated $2.98M added.
  • The largest Whitestone REIT seller in Q2 2015 was Grandeur Peak Global Advisors, an estimated $4.42M sold.

Based on aggregated 13F filings for Q2 2015.