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WSR

Whitestone REIT
WSR

Delisted

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

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163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,224% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $234K

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 158 → 163 (+5)

2.42% less ownership

Funds ownership: 60.91% → 58.49% (-2.4%)

6% less capital invested

Capital invested by funds: $284M → $266M (-$17.7M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K

Top Buyers

1
HIM
Hillsdale Investment Management
Ontario, Canada
+$4.02M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.4M
3
GCP
GSA Capital Partners
United Kingdom
+$1.4M
4
HF
HRT Financial
New York
+$1.39M
5
Goldman Sachs
Goldman Sachs
New York
+$1.35M

Top Sellers

1
CC
Conversant Capital
New Jersey
-$21.7M
2
NAM
Nexpoint Asset Management
Texas
-$4.22M
3
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$688K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$671K
5
BlackRock
BlackRock
New York
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.44M -$165K -17,068 -10%
Prudential Financial
27
Prudential Financial
New Jersey
$1.33M -$493K -50,900 -26%
HF
28
HRT Financial
New York
$1.33M +$1.39M +144,131 New
GCP
29
GSA Capital Partners
United Kingdom
$1.33M +$1.4M +144,146 New
Charles Schwab
30
Charles Schwab
California
$1.25M +$57.5K +5,944 +5%
Citadel Advisors
31
Citadel Advisors
Florida
$1.22M +$920K +95,048 +255%
LFG
32
Larson Financial Group
Missouri
$1.11M -$9.88K -1,021 -0.8%
Bank of America
33
Bank of America
North Carolina
$1.1M +$425K +43,875 +58%
Millennium Management
34
Millennium Management
New York
$1.06M +$533K +55,109 +92%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.01M -$10.6K -1,098 -1%
Two Sigma Investments
36
Two Sigma Investments
New York
$968K +$377K +39,000 +59%
Barclays
37
Barclays
United Kingdom
$959K +$42.8K +4,427 +4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$932K -$115K -11,900 -11%
CSS
39
Cubist Systematic Strategies
Connecticut
$931K +$894K +92,388 +1,045%
CIC
40
Cornercap Investment Counsel
Georgia
$926K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$912K +$549K +56,764 +134%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$900K -$61K -6,302 -6%
GC
43
Globeflex Capital
California
$885K – – –
GAMC
44
Garner Asset Management Corp
Texas
$857K -$6.6K -682 -0.7%
Axa
45
Axa
France
$803K +$17.4K +1,800 +2%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$784K -$688K -71,086 -45%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$751K -$37.5K -3,873 -5%
Federated Hermes
48
Federated Hermes
Pennsylvania
$739K +$157K +16,184 +25%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$710K – – –
Asset Management One
50
Asset Management One
Japan
$678K +$15K +1,546 +2%
1
2
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WSR Hedge Fund Activity: Q1 2023 in Review

163 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2023, worth a combined $266M — down 6.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.02M. The largest seller was Conversant Capital, exiting entirely with an estimated $21.7M sold.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2023, up from 158 in Q4 2022.
  • Funds reported $266M of Whitestone REIT stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q1 2023 was Hillsdale Investment Management, an estimated $4.02M added.
  • The largest Whitestone REIT seller in Q1 2023 was Conversant Capital, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2023.