We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

Back to rankings

120 hedge funds and large institutions have $320M invested in Whitestone REIT in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $655K

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

1.23% more ownership

Funds ownership: 56.56% → 57.8% (+1.2%)

2% more capital invested

Capital invested by funds: $313M → $320M (+$6.67M)

1% less funds holding

Funds holding: 121 → 120 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
49
Reduced
31
Closed
15
Calls
$1.1M
Puts
$655K
Net Calls
+$443K
Net Calls Change
-$255K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$3.82M
2
BlackRock
BlackRock
New York
+$3.37M
3
Millennium Management
Millennium Management
New York
+$1.98M
4
State Street
State Street
Massachusetts
+$998K
5
AAMU
Amundi Asset Management US
Massachusetts
+$964K

Top Sellers

1
Invesco
Invesco
Georgia
-$3.26M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.36M
3
BCM
Bridgeway Capital Management
Texas
-$777K
4
Two Sigma Investments
Two Sigma Investments
New York
-$662K
5
PI
PineBridge Investments
New York
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
26
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M +$821K +59,800 +214%
Barclays
27
Barclays
United Kingdom
$1.12M +$258K +18,806 +30%
Asset Management One
28
Asset Management One
Japan
$1.11M -$14.9K -1,083 -1%
PI
29
PineBridge Investments
New York
$986K -$579K -42,173 -37%
LWM
30
Loveless Wealth Management
Montana
$983K +$1.01M +73,899 New
AAMU
31
Amundi Asset Management US
Massachusetts
$958K +$964K +70,198 +70,198%
Swiss National Bank
32
Swiss National Bank
Switzerland
$944K +$37.1K +2,700 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$924K +$17.4K +1,271 +2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$916K +$195K +14,169 +26%
KBC Group
35
KBC Group
Belgium
$895K – – –
Prudential Financial
36
Prudential Financial
New Jersey
$869K +$14.4K +1,050 +2%
SGI
37
Summit Global Investments
Utah
$850K +$50.8K +3,700 +6%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$840K -$369K -26,876 -30%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$813K – – –
RI
40
Ridgewood Investments
New Jersey
$813K +$426 +31 +0.1%
CAM
41
ClariVest Asset Management
California
$794K -$46.7K -3,400 -6%
MERSOM
42
Municipal Employees' Retirement System of Michigan
Michigan
$789K +$4.8K +350 +0.6%
SO
43
STRS Ohio
Ohio
$749K +$1.48K +108 +0.2%
Canada Life
44
Canada Life
Manitoba, Canada
$721K +$733K +53,363 New
ZIM
45
Zacks Investment Management
Illinois
$713K – – –
LPL Financial
46
LPL Financial
California
$687K -$151K -10,975 -18%
Federated Hermes
47
Federated Hermes
Pennsylvania
$652K +$657K +47,847 New
6M
48
6 Meridian
Kansas
$615K +$18.6K +1,357 +3%
Bank of America
49
Bank of America
North Carolina
$591K -$241K -17,562 -29%
AllianceBernstein
50
AllianceBernstein
Tennessee
$584K +$6.18K +450 +1%
1
2
3 4 5

WSR Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2019, worth a combined $320M — up 2.1% from $313M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of WSR and 14 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 49 added.

The largest buyer was Renaissance Technologies, adding an estimated $3.82M. The largest seller was Invesco, cutting an estimated $3.26M.

  • 120 institutional investors held Whitestone REIT (WSR) as of Q4 2019, down from 121 in Q3 2019.
  • Funds reported $320M of Whitestone REIT stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 14 funds opened new Whitestone REIT positions in Q4 2019 and 15 closed out, a net change of -1 holder.
  • The largest Whitestone REIT buyer in Q4 2019 was Renaissance Technologies, an estimated $3.82M added.
  • The largest Whitestone REIT seller in Q4 2019 was Invesco, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2019.