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WSR

Whitestone REIT
WSR

Delisted

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

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96 hedge funds and large institutions have $139M invested in Whitestone REIT in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $259K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

6% more capital invested

Capital invested by funds: $130M → $139M (+$8.15M)

1.09% more ownership

Funds ownership: 40.31% → 41.4% (+1.1%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 98 → 96 (-2)

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
38
Reduced
30
Closed
11
Calls
$1.13M
Puts
$259K
Net Calls
+$866K
Net Calls Change
+$1.08M

Top Buyers

1
WMC
Westwood Management Corporation
Illinois
+$1.16M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$1.07M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$966K
4
Invesco
Invesco
Georgia
+$944K
5
CS
Credit Suisse
Switzerland
+$677K

Top Sellers

1
TWMP
Taylor Wealth Management Partners
Massachusetts
-$1.91M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$910K
3
Millennium Management
Millennium Management
New York
-$556K
4
WCM
Wedge Capital Management
North Carolina
-$338K
5
Renaissance Technologies
Renaissance Technologies
New York
-$331K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1M +$43K +3,828 +5%
LPL Financial
27
LPL Financial
California
$1M +$69.9K +6,230 +8%
CS
28
Credit Suisse
Switzerland
$915K +$677K +60,295 +481%
Bank of America
29
Bank of America
North Carolina
$907K +$132K +11,790 +20%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$849K – – –
Asset Management One
31
Asset Management One
Japan
$792K – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$725K +$85.9K +7,651 +15%
Wells Fargo
33
Wells Fargo
California
$702K +$84K +7,487 +15%
BEAM
34
Baker Ellis Asset Management
Washington
$650K -$34.8K -3,100 -6%
SO
35
STRS Ohio
Ohio
$632K -$12.1K -1,081 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$549K +$30K +2,672 +7%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$523K -$23.8K -2,125 -5%
FAAS
38
First Allied Advisory Services
California
$516K +$59K +5,253 +15%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$508K +$42.8K +3,815 +10%
RFC
40
Russell Frank Company
Washington
$473K – – –
TA
41
Teachers Advisors
New York
$469K – – –
TCM
42
Texan Capital Management
Texas
$449K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$415K +$11.9K +1,058 +3%
TIAAOA
44
Teachers Insurance & Annuity Association of America
New York
$347K – – –
NI
45
Numeric Investors
Massachusetts
$329K +$294K +26,194 New
TCT
46
TIAA CREF Trust
Missouri
$319K – – –
Citigroup
47
Citigroup
New York
$317K +$149K +13,267 +111%
PPA
48
Parametric Portfolio Associates
Washington
$314K -$266K -23,728 -49%
Goldman Sachs
49
Goldman Sachs
New York
$311K -$59.2K -5,272 -18%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$309K +$38.2K +3,400 +16%
1
2
3 4 5

WSR Hedge Fund Activity: Q1 2016 in Review

96 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2016, worth a combined $139M — up 6.3% from $130M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WSR and 10 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 38 added.

The largest buyer was Westwood Management Corporation, opening a new position worth an estimated $1.16M. The largest seller was Taylor Wealth Management Partners, cutting an estimated $1.91M.

  • 96 institutional investors held Whitestone REIT (WSR) as of Q1 2016, down from 98 in Q4 2015.
  • Funds reported $139M of Whitestone REIT stock for Q1 2016, up 6.3% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q1 2016 and 11 closed out, a net change of -1 holder.
  • The largest Whitestone REIT buyer in Q1 2016 was Westwood Management Corporation, an estimated $1.16M added.
  • The largest Whitestone REIT seller in Q1 2016 was Taylor Wealth Management Partners, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2016.