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WSR

Whitestone REIT
WSR

Delisted

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

122 hedge funds and large institutions have $138M invested in Whitestone REIT in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.84% less ownership

Funds ownership: 56.27%54.42% (-1.8%)

2% less funds holding

Funds holding: 125122 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $172M → $138M (-$34M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

42% less call options, than puts

Call options by funds: $225K | Put options by funds: $387K

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
47
Closed
19
Calls
$225K
Puts
$387K
Net Calls
-$162K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RMR Advisors
Massachusetts
$747K
New York State Teachers Retirement System (NYSTRS)
27
New York State Teachers Retirement System (NYSTRS)
New York
$695K +$154K +23,700 +26%
Legal & General Group
28
Legal & General Group
United Kingdom
$670K -$18.7K -2,878 -3%
UR
29
USCA RIA
Texas
$646K +$17.2K +2,650 +3%
GC
30
Globeflex Capital
California
$577K +$72.3K +11,104 +13%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$572K +$29.3K +4,496 +5%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$567K -$7.18K -1,103 -1%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$529K -$39.7K -6,100 -6%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$506K -$1.54M -236,953 -74%
Swiss National Bank
35
Swiss National Bank
Switzerland
$501K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$483K -$5.71K -878 -1%
LWM
37
Loveless Wealth Management
Montana
$449K -$13.3K -2,047 -3%
Nisa Investment Advisors
38
Nisa Investment Advisors
Missouri
$439K +$39.8K +6,109 +9%
Federated Hermes
39
Federated Hermes
Pennsylvania
$415K -$84.1K -12,924 -16%
AllianceBernstein
40
AllianceBernstein
Tennessee
$383K -$79.4K -12,210 -16%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$382K -$924 -142 -0.2%
Prudential Financial
42
Prudential Financial
New Jersey
$377K +$89K +13,682 +28%
SO
43
STRS Ohio
Ohio
$373K -$2.58K -397 -0.6%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$361K +$15.3K +2,356 +4%
VI
45
Vestcor Inc
New Brunswick, Canada
$323K +$351K +53,901 New
GAMC
46
Garner Asset Management Corp
Texas
$319K -$24.6K -3,776 -7%
Canada Life
47
Canada Life
Manitoba, Canada
$310K -$16.4K -2,515 -5%
SOADOR
48
State of Alaska Department of Revenue
Alaska
$290K -$8.94K -1,374 -3%
Bank of America
49
Bank of America
North Carolina
$287K -$115K -17,740 -27%
LPL Financial
50
LPL Financial
California
$280K -$17.8K -2,743 -6%

WSR Hedge Fund Activity: Q3 2020 in Review

122 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2020, worth a combined $138M — down 20% from $172M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WSR and 17 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 36 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $1.9M. The largest seller was Winton Group, exiting entirely with an estimated $2.63M sold.

  • 122 institutional investors held Whitestone REIT (WSR) as of Q3 2020, down from 125 in Q2 2020.
  • Funds reported $138M of Whitestone REIT stock for Q3 2020, down 20% quarter-over-quarter.
  • 17 funds opened new Whitestone REIT positions in Q3 2020 and 19 closed out, a net change of -2 holders.
  • The largest Whitestone REIT buyer in Q3 2020 was Balyasny Asset Management, an estimated $1.9M added.
  • The largest Whitestone REIT seller in Q3 2020 was Winton Group, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2020.