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WSR

Whitestone REIT
WSR

Delisted

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

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165 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $848K | Put options by funds: $154K

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $386M → $412M (+$25.9M)

2% more funds holding

Funds holding: 161 → 165 (+4)

0.31% more ownership

Funds ownership: 61.58% → 61.9% (+0.31%)

Holders
165
Holders Change
+4
Holders Change %
+2.48%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
66
Reduced
49
Closed
21
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K

Top Buyers

1
BFM
Boothbay Fund Management
New York
+$7.29M
2
Morgan Stanley
Morgan Stanley
New York
+$1.35M
3
RAM
Roumell Asset Management
Maryland
+$1.21M
4
KAS
Kestra Advisory Services
Texas
+$1.09M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$710K

Top Sellers

1
ECM
ExodusPoint Capital Management
New York
-$7.11M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$1.14M
3
Renaissance Technologies
Renaissance Technologies
New York
-$998K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$882K
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.84M -$3.32K -270 -0.2%
CCIA
27
Campbell & Co Investment Adviser
Maryland
$1.76M +$590K +48,017 +57%
N
28
Nuveen
North Carolina
$1.63M – – –
Barclays
29
Barclays
United Kingdom
$1.62M -$484K -39,414 -24%
Legal & General Group
30
Legal & General Group
United Kingdom
$1.57M -$43.3K -3,519 -3%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.39M +$82.5K +6,709 +7%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.32M -$998K -81,200 -45%
State Board of Administration of Florida Retirement System
33
State Board of Administration of Florida Retirement System
Florida
$1.25M +$110K +8,909 +10%
Bank of America
34
Bank of America
North Carolina
$1.24M +$234K +19,013 +26%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M +$17.2K +1,401 +2%
KAS
36
Kestra Advisory Services
Texas
$1.18M +$1.09M +88,870 New
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.18M -$52.9K -4,300 -5%
CAM
38
ClariVest Asset Management
California
$1.16M +$29.7K +2,414 +3%
GCM
39
Greenland Capital Management
New York
$1.13M +$246K +20,000 +31%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$1.12M -$247K -20,107 -19%
TAM
41
Third Avenue Management
New York
$1.06M – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.03M +$710K +57,774 +291%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.01M -$1.14M -92,430 -55%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$928K +$43.8K +3,567 +5%
Asset Management One
45
Asset Management One
Japan
$898K – – –
UBS AM
46
UBS AM
Illinois
$877K +$124K +10,116 +18%
DWM
47
Dakota Wealth Management
Florida
$863K -$39.3K -3,200 -5%
Canada Life
48
Canada Life
Manitoba, Canada
$820K +$99K +8,052 +15%
Nomura Asset Management
49
Nomura Asset Management
Japan
$800K +$70.1K +5,700 +10%
PCM
50
Prelude Capital Management
New York
$777K +$60.7K +4,936 +9%
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WSR Hedge Fund Activity: Q2 2024 in Review

165 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2024, worth a combined $412M — up 6.7% from $386M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WSR positions and 21 closed out — a net gain of 5 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $7.29M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $7.11M sold.

  • 165 institutional investors held Whitestone REIT (WSR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $412M of Whitestone REIT stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 26 funds opened new Whitestone REIT positions in Q2 2024 and 21 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q2 2024 was Boothbay Fund Management, an estimated $7.29M added.
  • The largest Whitestone REIT seller in Q2 2024 was ExodusPoint Capital Management, an estimated $7.11M sold.

Based on aggregated 13F filings for Q2 2024.