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WSR

Whitestone REIT
WSR

Delisted

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

98 hedge funds and large institutions have $130M invested in Whitestone REIT in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

5% more funds holding

Funds holding: 9398 (+5)

3% more capital invested

Capital invested by funds: $127M → $130M (+$3.78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 40.8%40.31% (-0.48%)

37% less call options, than puts

Call options by funds: $365K | Put options by funds: $576K

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.57%
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
26
Closed
9
Calls
$365K
Puts
$576K
Net Calls
-$211K
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$911K -$458K -38,030 -33%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$910K -$17.6K -1,460 -2%
LPL Financial
28
LPL Financial
California
$885K +$439K +36,433 +98%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$811K +$232K +19,307 +40%
Asset Management One
30
Asset Management One
Japan
$776K +$15.9K +1,320 +2%
Bank of America
31
Bank of America
North Carolina
$725K -$86.2K -7,163 -11%
BEAM
32
Baker Ellis Asset Management
Washington
$658K +$12K +1,000 +2%
SO
33
STRS Ohio
Ohio
$616K +$1.46K +121 +0.2%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$601K +$10.8K +900 +2%
PPA
35
Parametric Portfolio Associates
Washington
$585K +$73.7K +6,122 +14%
Wells Fargo
36
Wells Fargo
California
$581K +$42.2K +3,505 +8%
Axa
37
Axa
France
$539K +$177K +14,670 +49%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$526K -$228K -18,934 -30%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$493K +$46K +3,820 +10%
RFC
40
Russell Frank Company
Washington
$457K
TA
41
Teachers Advisors
New York
$448K +$53.5K +4,445 +14%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$439K +$21.3K +1,770 +5%
FAAS
43
First Allied Advisory Services
California
$431K +$232K +19,283 +118%
TCM
44
Texan Capital Management
Texas
$429K
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$384K +$650 +54 +0.2%
Goldman Sachs
46
Goldman Sachs
New York
$360K +$143K +11,853 +65%
TIAAOA
47
Teachers Insurance & Annuity Association of America
New York
$332K +$109K +9,022 +49%
PSI
48
Pinnacle Summer Investments
Virginia
$308K +$155K +12,836 +100%
TCT
49
TIAA CREF Trust
Missouri
$305K
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$294K +$114K +9,490 +63%

WSR Hedge Fund Activity: Q4 2015 in Review

98 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2015, worth a combined $130M — up 3% from $127M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSR positions and 9 closed out — a net gain of 5 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was Invesco, adding an estimated $4.2M. The largest seller was Millennium Management, cutting an estimated $1.82M.

  • 98 institutional investors held Whitestone REIT (WSR) as of Q4 2015, up from 93 in Q3 2015.
  • Funds reported $130M of Whitestone REIT stock for Q4 2015, up 3% quarter-over-quarter.
  • 14 funds opened new Whitestone REIT positions in Q4 2015 and 9 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2015 was Invesco, an estimated $4.2M added.
  • The largest Whitestone REIT seller in Q4 2015 was Millennium Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2015.