We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

Back to rankings

164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $374K

41% more capital invested

Capital invested by funds: $289M → $406M (+$118M)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

6.12% more ownership

Funds ownership: 60.5% → 66.62% (+6.1%)

3% more funds holding

Funds holding: 160 → 164 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$24.2M
2
ECM
ExodusPoint Capital Management
New York
+$8.91M
3
Morgan Stanley
Morgan Stanley
New York
+$8.3M
4
FP
Foundry Partners
Minnesota
+$3.82M
5
BFM
Boothbay Fund Management
New York
+$3.12M

Top Sellers

1
FIG
Fortress Investment Group
New York
-$7.38M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$3.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.95M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.03M
5
CCIA
Campbell & Co Investment Adviser
Maryland
-$866K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$2.1M +$156K +14,526 +9%
Wells Fargo
27
Wells Fargo
California
$2.05M +$11.3K +1,054 +0.6%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.9M -$414K -38,634 -20%
LFG
29
Larson Financial Group
Missouri
$1.88M +$124K +11,537 +8%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.66M +$30.8K +2,874 +2%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.54M +$5.3K +495 +0.4%
N
32
Nuveen
North Carolina
$1.5M +$11.4K +1,064 +0.9%
Bank of America
33
Bank of America
North Carolina
$1.49M +$206K +19,191 +19%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.2M +$424K +39,607 +68%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$1.18M -$5.56K -519 -0.5%
GC
36
Globeflex Capital
California
$1.18M – – –
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.14M -$113K -10,500 -10%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$1.11M -$32.3K -3,017 -3%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$1.09M – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.01M +$94K +8,769 +12%
TAM
41
Third Avenue Management
New York
$983K – – –
Asset Management One
42
Asset Management One
Japan
$939K +$1.15K +107 +0.1%
CIC
43
Cornercap Investment Counsel
Georgia
$867K -$303K -28,316 -29%
GAMC
44
Garner Asset Management Corp
Texas
$842K -$70.8K -6,604 -9%
DWM
45
Dakota Wealth Management
Florida
$839K – – –
CS
46
Credit Suisse
Switzerland
$823K +$115K +10,739 +19%
EI
47
EAM Investors
California
$812K +$708K +66,073 New
PCM
48
Prelude Capital Management
New York
$801K +$18.4K +1,719 +3%
UBS AM
49
UBS AM
Illinois
$685K -$11.2K -1,045 -2%
UBS Group
50
UBS Group
Switzerland
$682K +$381K +35,602 +179%
1
2
3 4 5

WSR Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2023, worth a combined $406M — up 41% from $289M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 51 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24.2M. The largest seller was Fortress Investment Group, cutting an estimated $7.38M.

  • 164 institutional investors held Whitestone REIT (WSR) as of Q4 2023, up from 160 in Q3 2023.
  • Funds reported $406M of Whitestone REIT stock for Q4 2023, up 41% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2023 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2023 was Vanguard Group, an estimated $24.2M added.
  • The largest Whitestone REIT seller in Q4 2023 was Fortress Investment Group, an estimated $7.38M sold.

Based on aggregated 13F filings for Q4 2023.