We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

Back to rankings

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $328K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 154 → 160 (+6)

1.84% more ownership

Funds ownership: 58.66% → 60.5% (+1.8%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$7.26M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
Fortress Investment Group
New York
+$7.44M
2
DG
DigitalBridge Group
Florida
+$4.73M
3
FP
Foundry Partners
Minnesota
+$4.48M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.41M
5
Barclays
Barclays
United Kingdom
+$1.96M

Top Sellers

1
N
Nuveen
North Carolina
-$4.46M
2
BlackRock
BlackRock
New York
-$3.22M
3
Millennium Management
Millennium Management
New York
-$2.07M
4
NAM
Nexpoint Asset Management
Texas
-$1.92M
5
GCP
GSA Capital Partners
United Kingdom
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.86M +$14.6K +1,461 +0.8%
Wells Fargo
27
Wells Fargo
California
$1.59M -$157K -15,786 -9%
Charles Schwab
28
Charles Schwab
California
$1.51M +$94.9K +9,530 +6%
LFG
29
Larson Financial Group
Missouri
$1.36M +$83.8K +8,415 +6%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.27M +$1.31M +131,973 New
VRS
31
Virginia Retirement Systems
Virginia
$1.22M +$660K +66,300 +109%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.2M +$2.23K +224 +0.2%
N
33
Nuveen
North Carolina
$1.17M -$4.46M -447,843 -79%
Swiss National Bank
34
Swiss National Bank
Switzerland
$994K +$18.9K +1,900 +2%
Bank of America
35
Bank of America
North Carolina
$979K -$87.7K -8,809 -8%
CIC
36
Cornercap Investment Counsel
Georgia
$952K -$13.1K -1,317 -1%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$933K +$174K +17,493 +22%
GC
38
Globeflex Capital
California
$927K – – –
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$901K -$66.9K -6,721 -7%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$888K -$1.1M -110,800 -55%
CCIA
41
Campbell & Co Investment Adviser
Maryland
$866K +$895K +89,914 New
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$854K +$33.8K +3,398 +4%
TAM
43
Third Avenue Management
New York
$774K – – –
Asset Management One
44
Asset Management One
Japan
$724K +$14.8K +1,488 +2%
GAMC
45
Garner Asset Management Corp
Texas
$709K -$1.91K -192 -0.3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$705K +$56.3K +5,657 +8%
Teacher Retirement System of Texas
47
Teacher Retirement System of Texas
Texas
$678K +$28.3K +2,839 +4%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$665K -$333K -33,465 -33%
DWM
49
Dakota Wealth Management
Florida
$657K – – –
PCM
50
Prelude Capital Management
New York
$611K +$632K +63,450 New
1
2
3 4 5

WSR Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2023, worth a combined $289M — up 2.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSR positions and 14 closed out — a net gain of 7 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Fortress Investment Group, adding an estimated $7.44M. The largest seller was Nuveen, cutting an estimated $4.46M.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $289M of Whitestone REIT stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2023 was Fortress Investment Group, an estimated $7.44M added.
  • The largest Whitestone REIT seller in Q3 2023 was Nuveen, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2023.