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WSR

Whitestone REIT
WSR

Delisted

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

93 hedge funds and large institutions have $127M invested in Whitestone REIT in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

52% more call options, than puts

Call options by funds: $845K | Put options by funds: $556K

0% more capital invested

Capital invested by funds: $126M → $127M (+$621K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.95% less ownership

Funds ownership: 41.75%40.8% (-0.95%)

2% less funds holding

Funds holding: 9593 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
47
Reduced
19
Closed
12
Calls
$845K
Puts
$556K
Net Calls
+$289K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RMR Advisors
Massachusetts
$1.02M
Charles Schwab
27
Charles Schwab
California
$923K +$195K +15,829 +25%
NCCM
28
Nine Chapters Capital Management
New Jersey
$921K +$650K +52,800 +195%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$891K +$952K +77,267 New
Bank of America
30
Bank of America
North Carolina
$779K +$35.4K +2,872 +4%
HT
31
HAP Trading
New York
$754K +$806K +65,428 New
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$723K +$336K +27,308 +77%
Asset Management One
33
Asset Management One
Japan
$703K +$56.2K +4,563 +8%
SCA
34
Secor Capital Advisors
New York
$661K +$707K +57,366 New
BEAM
35
Baker Ellis Asset Management
Washington
$620K +$44.3K +3,600 +7%
SO
36
STRS Ohio
Ohio
$590K +$11.9K +967 +2%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$566K +$82.5K +6,700 +16%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$556K +$7.28K +591 +1%
Invesco
39
Invesco
Georgia
$541K -$45.4K -3,688 -7%
Wells Fargo
40
Wells Fargo
California
$517K +$221K +17,944 +67%
PPA
41
Parametric Portfolio Associates
Washington
$491K -$106K -8,628 -17%
LPL Financial
42
LPL Financial
California
$438K +$219K +17,821 +91%
RFC
43
Russell Frank Company
Washington
$434K +$443K +36,001 +2,256%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$429K -$512K -41,549 -53%
TCM
45
Texan Capital Management
Texas
$412K
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$401K +$63K +5,119 +17%
BFM
47
Boothbay Fund Management
New York
$380K +$163K +13,236 +67%
TA
48
Teachers Advisors
New York
$379K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$368K -$25K -2,026 -6%
Axa
50
Axa
France
$348K +$372K +30,200 New

WSR Hedge Fund Activity: Q3 2015 in Review

93 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2015, worth a combined $127M — up 0.49% from $126M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WSR and 10 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 47 added.

The largest buyer was Millennium Management, adding an estimated $3.77M. The largest seller was Taylor Wealth Management Partners, cutting an estimated $2.21M.

  • 93 institutional investors held Whitestone REIT (WSR) as of Q3 2015, down from 95 in Q2 2015.
  • Funds reported $127M of Whitestone REIT stock for Q3 2015, up 0.49% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q3 2015 and 12 closed out, a net change of -2 holders.
  • The largest Whitestone REIT buyer in Q3 2015 was Millennium Management, an estimated $3.77M added.
  • The largest Whitestone REIT seller in Q3 2015 was Taylor Wealth Management Partners, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2015.