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WSR

Whitestone REIT
WSR

Delisted

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

153 hedge funds and large institutions have $288M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $801K

78% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 36

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $266M → $288M (+$22.2M)

3% more funds holding

Funds holding: 149153 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 58.86%58.14% (-0.73%)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
64
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$2.22M -$1.32M -135,129 -38%
AFM
27
Anson Funds Management
Texas
$2.02M +$302K +31,000 +18%
IFG
28
Independent Financial Group
California
$1.45M +$137K +14,014 +11%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.34M -$368K -37,730 -22%
Barclays
30
Barclays
United Kingdom
$1.33M -$511K -52,418 -29%
CIC
31
Cornercap Investment Counsel
Georgia
$1M -$101K -10,371 -9%
Bank of America
32
Bank of America
North Carolina
$989K +$80.9K +8,308 +9%
Legal & General Group
33
Legal & General Group
United Kingdom
$981K +$105K +10,761 +12%
GC
34
Globeflex Capital
California
$975K
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$963K +$9.76K +1,002 +1%
GAMC
36
Garner Asset Management Corp
Texas
$954K -$3.9K -400 -0.4%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$953K +$59.1K +6,070 +7%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$938K +$902K +92,565 New
Man Group
39
Man Group
United Kingdom
$893K +$681K +69,887 +382%
First Trust Advisors
40
First Trust Advisors
Illinois
$843K +$137K +14,055 +20%
Asset Management One
41
Asset Management One
Japan
$830K +$195K +20,040 +32%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$708K -$2.75K -282 -0.4%
LWM
43
Loveless Wealth Management
Montana
$699K -$3.9K -400 -0.6%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$693K +$30.3K +3,108 +5%
GCP
45
GSA Capital Partners
United Kingdom
$682K +$186K +19,137 +40%
UBS Group
46
UBS Group
Switzerland
$642K +$236K +24,195 +62%
PAM
47
Panagora Asset Management
Massachusetts
$623K
SO
48
STRS Ohio
Ohio
$610K +$22.9K +2,352 +4%
JP Morgan Chase
49
JP Morgan Chase
New York
$585K +$74.4K +7,638 +15%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$578K +$24.1K +2,478 +5%

WSR Hedge Fund Activity: Q4 2021 in Review

153 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2021, worth a combined $288M — up 8.3% from $266M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 64 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.76M. The largest seller was Bank of Montreal, cutting an estimated $2.06M.

  • 153 institutional investors held Whitestone REIT (WSR) as of Q4 2021, up from 149 in Q3 2021.
  • Funds reported $288M of Whitestone REIT stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2021 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2021 was Vanguard Group, an estimated $3.76M added.
  • The largest Whitestone REIT seller in Q4 2021 was Bank of Montreal, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2021.