We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

149 hedge funds and large institutions have $266M invested in Whitestone REIT in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.22M

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $203M → $266M (+$63.2M)

0.77% more ownership

Funds ownership: 58.09%58.86% (+0.77%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 150149 (-1)

Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
60
Reduced
40
Closed
26
Calls
$2.02M
Puts
$1.22M
Net Calls
+$802K
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.21M +$107K +11,725 +5%
Wells Fargo
27
Wells Fargo
California
$2.08M +$135K +14,728 +7%
Barclays
28
Barclays
United Kingdom
$1.8M -$22.3K -2,431 -1%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.66M -$107K -11,665 -6%
AFM
30
Anson Funds Management
Texas
$1.64M +$1.54M +168,000 New
IFG
31
Independent Financial Group
California
$1.26M +$1.18M +128,900 New
JCIA
32
Jackson Creek Investment Advisors
Colorado
$1.11M +$1.04M +113,983 New
CIC
33
Cornercap Investment Counsel
Georgia
$1.07M -$62.5K -6,815 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
34
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.03M -$1.4M -152,300 -59%
GC
35
Globeflex Capital
California
$941K
GAMC
36
Garner Asset Management Corp
Texas
$925K +$349K +38,105 +67%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$920K -$97.1K -10,595 -10%
Bank of America
38
Bank of America
North Carolina
$873K -$601K -65,600 -42%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$860K +$53.9K +5,880 +7%
Legal & General Group
40
Legal & General Group
United Kingdom
$842K +$55.2K +6,019 +8%
Comerica Bank
41
Comerica Bank
Texas
$739K +$361K +39,448 +105%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$687K +$14.3K +1,564 +2%
LWM
43
Loveless Wealth Management
Montana
$678K -$9.16K -1,000 -1%
First Trust Advisors
44
First Trust Advisors
Illinois
$677K +$634K +69,187 New
SG Americas Securities
45
SG Americas Securities
New York
$658K -$512K -55,837 -45%
Deutsche Bank
46
Deutsche Bank
Germany
$653K +$389K +42,465 +174%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$640K +$13K +1,423 +2%
Asset Management One
48
Asset Management One
Japan
$612K -$97.9K -10,680 -15%
PAM
49
Panagora Asset Management
Massachusetts
$602K
SO
50
STRS Ohio
Ohio
$566K +$29.6K +3,234 +6%

WSR Hedge Fund Activity: Q3 2021 in Review

149 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2021, worth a combined $266M — up 31% from $203M a quarter earlier.

Fund positioning in WSR was balanced in Q3 2021: 26 funds opened new positions, 26 closed out, 60 added to existing stakes and 40 trimmed.

The largest buyer was Nexpoint Asset Management, opening a new position worth an estimated $20.8M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.63M sold.

  • 149 institutional investors held Whitestone REIT (WSR) as of Q3 2021, down from 150 in Q2 2021.
  • Funds reported $266M of Whitestone REIT stock for Q3 2021, up 31% quarter-over-quarter.
  • 26 funds opened new Whitestone REIT positions in Q3 2021 and 26 closed out, a net change of 0 holders.
  • The largest Whitestone REIT buyer in Q3 2021 was Nexpoint Asset Management, an estimated $20.8M added.
  • The largest Whitestone REIT seller in Q3 2021 was Balyasny Asset Management, an estimated $4.63M sold.

Based on aggregated 13F filings for Q3 2021.