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WSR

Whitestone REIT
WSR

Delisted

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

211 hedge funds and large institutions have $466M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $402M → $466M (+$64.3M)

2% more funds holding

Funds holding: 207211 (+4)

1.64% more ownership

Funds ownership: 64.2%65.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
211
Holders Change
+4
Holders Change %
+1.93%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
70
Reduced
78
Closed
23
Calls
$274K
Puts
Net Calls
+$274K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$3.14M +$910K +70,613 +45%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.13M +$532K +41,237 +22%
KCM
28
Kennedy Capital Management
Missouri
$3.08M -$20.3K -1,576 -0.7%
Principal Financial Group
29
Principal Financial Group
Iowa
$2.97M -$35.8K -2,778 -1%
N
30
Nuveen
North Carolina
$2.74M -$2.39M -185,139 -48%
Wells Fargo
31
Wells Fargo
California
$2.73M +$206K +15,984 +9%
Ameriprise
32
Ameriprise
Minnesota
$2.66M -$201K -15,584 -8%
Bank of America
33
Bank of America
North Carolina
$2.43M +$562K +43,578 +33%
ETC
34
Exchange Traded Concepts
Oklahoma
$2.17M +$32.6K +2,526 +2%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.16M -$252K -19,544 -11%
First Trust Advisors
36
First Trust Advisors
Illinois
$2.08M +$45.1K +3,497 +2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.77M -$118K -9,116 -7%
EWM
38
Empirical Wealth Management
Washington
$1.68M +$16.3K +1,268 +1%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.64M +$522K +40,500 +52%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.61M -$26.4K -2,048 -2%
Raymond James Financial
41
Raymond James Financial
Florida
$1.59M -$174K -13,487 -11%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.51M +$230K +17,837 +20%
Man Group
43
Man Group
United Kingdom
$1.37M -$329K -25,490 -21%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$1.35M +$519K +40,291 +70%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.26M +$99.3K +7,700 +9%
Prudential Financial
46
Prudential Financial
New Jersey
$1.2M +$162K +12,589 +17%
UBS Group
47
UBS Group
Switzerland
$1.17M -$1.12K -87 -0.1%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$1.13M +$18.3K +1,423 +2%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$1.02M -$49.4K -3,836 -5%
PCM
50
Prelude Capital Management
New York
$1.01M -$89.6K -6,949 -9%

WSR Hedge Fund Activity: Q4 2025 in Review

211 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2025, worth a combined $466M — up 16% from $402M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 23 closed out — a net gain of 8 holders — while 70 added to existing stakes and 78 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $6.53M. The largest seller was Nuveen, cutting an estimated $2.39M.

  • 211 institutional investors held Whitestone REIT (WSR) as of Q4 2025, up from 207 in Q3 2025.
  • Funds reported $466M of Whitestone REIT stock for Q4 2025, up 16% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Whitestone REIT buyer in Q4 2025 was GW&K Investment Management, an estimated $6.53M added.
  • The largest Whitestone REIT seller in Q4 2025 was Nuveen, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2025.