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WSR

Whitestone REIT
WSR

Delisted

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

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207 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 200 → 207 (+7)

0.21% more ownership

Funds ownership: 64% → 64.2% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $406M → $402M (-$4.39M)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
88
Reduced
53
Closed
22
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$263K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$1.85M
2
CCM
Chilton Capital Management
Texas
+$1.69M
3
Goldman Sachs
Goldman Sachs
New York
+$1.55M
4
DG
DigitalBridge Group
Florida
+$1.53M
5
EIM
Emmett Investment Management
New York
+$1.48M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.81M
2
UBS AM
UBS AM
Illinois
-$2.01M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.69M
4
Morgan Stanley
Morgan Stanley
New York
-$1.29M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$2.66M -$382K -30,309 -12%
Ameriprise
27
Ameriprise
Minnesota
$2.55M -$386K -30,690 -13%
GCM
28
Greenland Capital Management
New York
$2.37M +$756K +60,000 +46%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.26M +$223K +17,683 +11%
Wells Fargo
30
Wells Fargo
California
$2.22M +$68.8K +5,460 +3%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.15M +$282K +22,433 +15%
Two Sigma Investments
32
Two Sigma Investments
New York
$1.91M +$1.25M +98,979 +176%
ETC
33
Exchange Traded Concepts
Oklahoma
$1.89M +$1.19M +94,715 +161%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.88M +$1.45M +115,231 +303%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.8M +$1.85M +146,599 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.68M -$64.8K -5,145 -4%
Bank of America
37
Bank of America
North Carolina
$1.61M +$229K +18,188 +16%
Raymond James Financial
38
Raymond James Financial
Florida
$1.57M +$12.6K +998 +0.8%
Jane Street
39
Jane Street
New York
$1.52M +$552K +43,827 +55%
Man Group
40
Man Group
United Kingdom
$1.52M +$495K +39,318 +47%
EWM
41
Empirical Wealth Management
Washington
$1.47M +$89.6K +7,116 +6%
Legal & General Group
42
Legal & General Group
United Kingdom
$1.45M +$10.3K +818 +0.7%
Millennium Management
43
Millennium Management
New York
$1.16M -$525K -41,679 -31%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.11M +$68.6K +5,446 +6%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$1.05M -$4.81M -381,986 -82%
UBS Group
46
UBS Group
Switzerland
$1.04M +$13.7K +1,091 +1%
AQR Capital Management
47
AQR Capital Management
Connecticut
$1.04M +$464K +36,882 +78%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.02M – – –
VOYA Investment Management
49
VOYA Investment Management
Georgia
$981K -$126K -10,025 -11%
PCM
50
Prelude Capital Management
New York
$977K +$257K +20,400 +34%
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WSR Hedge Fund Activity: Q3 2025 in Review

207 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2025, worth a combined $402M — down 1.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WSR positions and 22 closed out — a net gain of 7 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.85M. The largest seller was Balyasny Asset Management, cutting an estimated $4.81M.

  • 207 institutional investors held Whitestone REIT (WSR) as of Q3 2025, up from 200 in Q2 2025.
  • Funds reported $402M of Whitestone REIT stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 29 funds opened new Whitestone REIT positions in Q3 2025 and 22 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2025 was First Trust Advisors, an estimated $1.85M added.
  • The largest Whitestone REIT seller in Q3 2025 was Balyasny Asset Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2025.