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WSR

Whitestone REIT
WSR

Delisted

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

125 hedge funds and large institutions have $172M invested in Whitestone REIT in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $150M → $172M (+$22.6M)

3% more funds holding

Funds holding: 121125 (+4)

8% less call options, than puts

Call options by funds: $317K | Put options by funds: $346K

1.17% less ownership

Funds ownership: 57.44%56.27% (-1.2%)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
60
Reduced
32
Closed
13
Calls
$317K
Puts
$346K
Net Calls
-$29K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RMR Advisors
Massachusetts
$905K
Legal & General Group
27
Legal & General Group
United Kingdom
$834K +$66.4K +10,451 +10%
UR
28
USCA RIA
Texas
$764K +$305K +48,000 +84%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$691K +$117K +18,423 +24%
Public Sector Pension Investment Board (PSP Investments)
30
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$685K +$20.3K +3,200 +4%
New York State Teachers Retirement System (NYSTRS)
31
New York State Teachers Retirement System (NYSTRS)
New York
$669K +$29.9K +4,700 +5%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$661K +$140K +21,999 +32%
GC
33
Globeflex Capital
California
$619K +$541K +85,121 New
Swiss National Bank
34
Swiss National Bank
Switzerland
$607K +$80.1K +12,600 +18%
Federated Hermes
35
Federated Hermes
Pennsylvania
$596K +$216K +34,036 +71%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$593K -$3.79K -597 -0.7%
LWM
37
Loveless Wealth Management
Montana
$559K -$2.52K -397 -0.5%
AllianceBernstein
38
AllianceBernstein
Tennessee
$553K +$118K +18,620 +32%
Citadel Advisors
39
Citadel Advisors
Florida
$505K -$121K -19,047 -22%
Nisa Investment Advisors
40
Nisa Investment Advisors
Missouri
$487K +$127K +20,006 +43%
Bank of America
41
Bank of America
North Carolina
$478K +$118K +18,496 +39%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$460K +$193K +30,399 +93%
SO
43
STRS Ohio
Ohio
$455K +$12.4K +1,946 +3%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$421K
GAMC
45
Garner Asset Management Corp
Texas
$413K -$186K -29,267 -34%
Canada Life
46
Canada Life
Manitoba, Canada
$393K +$737 +116 +0.2%
RI
47
Ridgewood Investments
New Jersey
$364K -$55K -8,648 -15%
SOADOR
48
State of Alaska Department of Revenue
Alaska
$362K +$17.4K +2,744 +6%
LPL Financial
49
LPL Financial
California
$360K +$24.8K +3,894 +9%
Prudential Financial
50
Prudential Financial
New Jersey
$357K -$90.5K -14,233 -22%

WSR Hedge Fund Activity: Q2 2020 in Review

125 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2020, worth a combined $172M — up 15% from $150M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WSR positions and 13 closed out — a net gain of 4 holders — while 60 added to existing stakes and 32 trimmed.

The largest buyer was Winton Group, adding an estimated $2.03M. The largest seller was Invesco, cutting an estimated $8.87M.

  • 125 institutional investors held Whitestone REIT (WSR) as of Q2 2020, up from 121 in Q1 2020.
  • Funds reported $172M of Whitestone REIT stock for Q2 2020, up 15% quarter-over-quarter.
  • 17 funds opened new Whitestone REIT positions in Q2 2020 and 13 closed out, a net change of +4 holders.
  • The largest Whitestone REIT buyer in Q2 2020 was Winton Group, an estimated $2.03M added.
  • The largest Whitestone REIT seller in Q2 2020 was Invesco, an estimated $8.87M sold.

Based on aggregated 13F filings for Q2 2020.