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WSR

Whitestone REIT
WSR

Delisted

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

154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $316K

6% more capital invested

Capital invested by funds: $266M → $281M (+$15.4M)

0.18% more ownership

Funds ownership: 58.49%58.66% (+0.18%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

6% less funds holding

Funds holding: 163154 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.86M -$38.7K -4,299 -2%
Wells Fargo
27
Wells Fargo
California
$1.76M +$11.2K +1,239 +0.7%
GCP
28
GSA Capital Partners
United Kingdom
$1.73M +$307K +34,055 +24%
FM
29
Foster & Motley
Ohio
$1.55M -$152K -16,845 -10%
Charles Schwab
30
Charles Schwab
California
$1.43M +$102K +11,281 +8%
LFG
31
Larson Financial Group
Missouri
$1.29M +$115K +12,719 +11%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.21M +$133K +14,797 +13%
Prudential Financial
33
Prudential Financial
New Jersey
$1.12M -$263K -29,163 -20%
Bank of America
34
Bank of America
North Carolina
$1.07M -$80.1K -8,895 -7%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$994K +$30.5K +3,385 +3%
Swiss National Bank
36
Swiss National Bank
Switzerland
$983K
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$973K +$21.9K +2,430 +2%
CIC
38
Cornercap Investment Counsel
Georgia
$972K -$4.49K -498 -0.5%
GC
39
Globeflex Capital
California
$933K
Two Sigma Investments
40
Two Sigma Investments
New York
$868K -$142K -15,740 -15%
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$827K -$90 -10 -0%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$800K +$7.38K +819 +1%
TAM
43
Third Avenue Management
New York
$776K +$721K +80,000 New
VOYA Investment Management
44
VOYA Investment Management
Georgia
$770K +$19.8K +2,200 +3%
GAMC
45
Garner Asset Management Corp
Texas
$716K -$175K -19,390 -21%
Asset Management One
46
Asset Management One
Japan
$715K
DWM
47
Dakota Wealth Management
Florida
$662K -$13.1K -1,450 -2%
Teacher Retirement System of Texas
48
Teacher Retirement System of Texas
Texas
$655K -$9K -999 -1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$654K +$53.9K +5,980 +10%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$609K +$353K +39,177 +166%

WSR Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2023, worth a combined $281M — up 5.8% from $266M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WSR and 13 opened new positions — a net loss of 9 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Fortress Investment Group, opening a new position worth an estimated $6.14M. The largest seller was Nuveen, cutting an estimated $2.9M.

  • 154 institutional investors held Whitestone REIT (WSR) as of Q2 2023, down from 163 in Q1 2023.
  • Funds reported $281M of Whitestone REIT stock for Q2 2023, up 5.8% quarter-over-quarter.
  • 13 funds opened new Whitestone REIT positions in Q2 2023 and 22 closed out, a net change of -9 holders.
  • The largest Whitestone REIT buyer in Q2 2023 was Fortress Investment Group, an estimated $6.14M added.
  • The largest Whitestone REIT seller in Q2 2023 was Nuveen, an estimated $2.9M sold.

Based on aggregated 13F filings for Q2 2023.