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WSR

Whitestone REIT
WSR

Delisted

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

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161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $415K

2% less funds holding

Funds holding: 164 → 161 (-3)

5% less capital invested

Capital invested by funds: $406M → $386M (-$20.4M)

5.04% less ownership

Funds ownership: 66.62% → 61.58% (-5%)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K

Top Buyers

1
FP
Foundry Partners
Minnesota
+$1.76M
2
HCM
HGI Capital Management
New York
+$1.51M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.21M
4
RAM
Roumell Asset Management
Maryland
+$1.16M
5
CAM
ClariVest Asset Management
California
+$1.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.57M
2
FIG
Fortress Investment Group
New York
-$9.09M
3
ECM
ExodusPoint Capital Management
New York
-$3.28M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.5M
5
GC
Globeflex Capital
California
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
HGI Capital Management
New York
$2.05M +$1.51M +122,007 +297%
Barclays
27
Barclays
United Kingdom
$2.03M -$782K -63,323 -28%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.9M -$39.5K -3,195 -2%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.74M +$49.6K +4,016 +3%
N
30
Nuveen
North Carolina
$1.53M – – –
Legal & General Group
31
Legal & General Group
United Kingdom
$1.52M -$52.4K -4,245 -3%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$1.31M +$923K +74,693 +251%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.23M – – –
RAM
34
Roumell Asset Management
Maryland
$1.18M +$1.16M +93,715 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.16M – – –
VOYA Investment Management
36
VOYA Investment Management
Georgia
$1.15M -$62.9K -5,093 -5%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$1.11M -$27.2K -2,200 -2%
CAM
38
ClariVest Asset Management
California
$1.06M +$1.05M +84,706 New
CCIA
39
Campbell & Co Investment Adviser
Maryland
$1.06M +$1.04M +84,466 New
TAM
40
Third Avenue Management
New York
$1M – – –
Bank of America
41
Bank of America
North Carolina
$934K -$574K -46,449 -38%
GAMC
42
Garner Asset Management Corp
Texas
$861K +$19.8K +1,605 +2%
DWM
43
Dakota Wealth Management
Florida
$854K -$2.72K -220 -0.3%
Asset Management One
44
Asset Management One
Japan
$846K -$96.7K -7,824 -10%
CS
45
Credit Suisse
Switzerland
$840K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$832K -$194K -15,695 -19%
GCM
47
Greenland Capital Management
New York
$816K +$185K +15,000 +30%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$784K -$41.9K -3,388 -4%
UBS AM
49
UBS AM
Illinois
$700K – – –
Nomura Asset Management
50
Nomura Asset Management
Japan
$683K -$3.71K -300 -0.5%
1
2
3 4 5

WSR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2024, worth a combined $386M — down 5% from $406M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WSR and 21 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 38 added.

The largest buyer was Foundry Partners, adding an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $9.57M.

  • 161 institutional investors held Whitestone REIT (WSR) as of Q1 2024, down from 164 in Q4 2023.
  • Funds reported $386M of Whitestone REIT stock for Q1 2024, down 5% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q1 2024 and 24 closed out, a net change of -3 holders.
  • The largest Whitestone REIT buyer in Q1 2024 was Foundry Partners, an estimated $1.76M added.
  • The largest Whitestone REIT seller in Q1 2024 was Morgan Stanley, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2024.