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WSR

Whitestone REIT

WSR

Delisted

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

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New

Increased

Maintained

Reduced

Closed

30% more capital invested

Capital invested by funds: $138M → $180M (+$41.2M)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 122 → 126 (+4)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1.26% less ownership

Funds ownership: 54.42% → 53.16% (-1.3%)

41% less call options, than puts

Call options by funds: $284K | Put options by funds: $482K

Holders

126

Holders Change

Holders Change %

+3.28%

% of All Funds

2.23%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

$284K

Puts

$482K

Net Calls

-$198K

Net Calls Change

-$36K

Top Buyers

1	Geode Capital Management Boston, Massachusetts	+$1.23M
2	BlackRock New York	+$1.14M
3	Charles Schwab San Francisco, California	+$1.06M
4	Russell Investments Group London, United Kingdom	+$1.05M
5	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	+$1.05M

Top Sellers

1	Invesco Atlanta, Georgia	-$6.09M
2	Vanguard Group Malvern, Pennsylvania	-$1.55M
3	Renaissance Technologies New York	-$1.39M
4	State Street Boston, Massachusetts	-$940K
5	AL AJO LP Philadelphia, Pennsylvania	-$866K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.16M	+$1.05M	+145,400	New
27	27 Bank of Montreal Toronto, Ontario, Canada	$1.14M	+$1M	+139,481	+3,698%
28	28 Asset Management One Tokyo, Japan	$1.14M	+$16.1K	+2,240	+2%
29	29 New York State Teachers Retirement System (NYSTRS) Albany, New York	$929K	+$5.75K	+800	+0.7%
30	HF 30 HRT Financial New York	$908K	+$586K	+81,421	+250%
31	31 Bank of America Charlotte, North Carolina	$900K	+$466K	+64,851	+135%
32	UR 32 USCA RIA Houston, Texas	$887K	+$25.5K	+3,540	+3%
33	33 Legal & General Group London, United Kingdom	$883K	-$7.23K	-1,005	-0.9%
34	34 Prudential Financial Newark, New Jersey	$783K	+$255K	+35,450	+56%
35	GC 35 Globeflex Capital San Diego, California	$767K	–	–	–
36	36 California Public Employees Retirement System Sacramento, California	$746K	-$12.2K	-1,700	-2%
37	37 Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$702K	–	–	–
38	38 Royal Bank of Canada Toronto, Ontario, Canada	$699K	+$51K	+7,097	+9%
39	39 Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$592K	+$534K	+74,300	New
40	LWM 40 Loveless Wealth Management Billings, Montana	$576K	-$18.4K	-2,560	-3%
41	41 Federated Hermes Pittsburgh, Pennsylvania	$551K	–	–	–
42	42 HSBC Holdings London, United Kingdom	$528K	+$26.3K	+3,659	+6%
43	43 VOYA Investment Management Atlanta, Georgia	$528K	+$377K	+52,479	+382%
44	44 KBC Group Brussels, Belgium	$517K	–	–	–
45	45 Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$515K	-$214K	-29,815	-32%
46	SO 46 STRS Ohio Columbus, Ohio	$492K	-$4.02K	-559	-0.9%
47	47 T. Rowe Price Associates Baltimore, Maryland	$491K	+$191K	+26,500	+76%
48	48 California State Teachers Retirement System (CalSTRS) West Sacramento, California	$480K	–	–	–
49	49 Nisa Investment Advisors St. Louis, Missouri	$474K	-$98.4K	-13,680	-19%
50	GAMC 50 Garner Asset Management Corp Plano, Texas	$439K	+$13.9K	+1,932	+4%

WSR Hedge Fund Activity: Q4 2020 in Review

126 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2020, worth a combined $180M — up 30% from $138M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WSR positions and 19 closed out — a net gain of 5 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.23M. The largest seller was Invesco, cutting an estimated $6.09M.

126 institutional investors held Whitestone REIT (WSR) as of Q4 2020, up from 122 in Q3 2020.
Funds reported $180M of Whitestone REIT stock for Q4 2020, up 30% quarter-over-quarter.
24 funds opened new Whitestone REIT positions in Q4 2020 and 19 closed out, a net change of +5 holders.
The largest Whitestone REIT buyer in Q4 2020 was Geode Capital Management, an estimated $1.23M added.
The largest Whitestone REIT seller in Q4 2020 was Invesco, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2020.

Whitestone REIT WSR