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WSR

Whitestone REIT
WSR

Delisted

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

220 hedge funds and large institutions have $546M invested in Whitestone REIT in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

17% more capital invested

Capital invested by funds: $466M → $546M (+$79.8M)

4% more funds holding

Funds holding: 211220 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 65.84%65.79% (-0.05%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
83
Reduced
59
Closed
21
Calls
$567K
Puts
Net Calls
+$567K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.36M -$653K -43,362 -14%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$4.19M +$508K +33,740 +15%
Invesco
28
Invesco
Georgia
$4.09M -$260K -17,281 -6%
KCM
29
Kennedy Capital Management
Missouri
$3.64M +$61.7K +4,096 +2%
Principal Financial Group
30
Principal Financial Group
Iowa
$3.52M +$64K +4,249 +2%
Ameriprise
31
Ameriprise
Minnesota
$2.71M -$358K -23,747 -12%
Wells Fargo
32
Wells Fargo
California
$2.64M -$499K -33,103 -17%
Bank of America
33
Bank of America
North Carolina
$2.63M -$185K -12,279 -7%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M +$76.9K +5,106 +3%
First Trust Advisors
35
First Trust Advisors
Illinois
$2.44M +$12.8K +849 +0.6%
ETC
36
Exchange Traded Concepts
Oklahoma
$2.39M -$126K -8,347 -5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.28M +$490K +32,547 +30%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$2.27M +$625K +41,476 +42%
EWM
39
Empirical Wealth Management
Washington
$2.17M +$195K +12,930 +11%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.1M +$34K +2,257 +2%
Barclays
41
Barclays
United Kingdom
$1.92M -$1.68M -111,364 -48%
Raymond James Financial
42
Raymond James Financial
Florida
$1.84M -$13.3K -881 -0.8%
UBS AM
43
UBS AM
Illinois
$1.76M +$1.61M +107,090 +5,054%
Legal & General Group
44
Legal & General Group
United Kingdom
$1.65M -$205K -13,627 -12%
Jane Street
45
Jane Street
New York
$1.55M +$868K +57,635 +150%
KAS
46
Kestra Advisory Services
Texas
$1.53M +$1.33M +88,290 +1,358%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.46M
N
48
Nuveen
North Carolina
$1.43M -$1.63M -108,420 -55%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.32M +$539K +35,783 +78%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$1.31M -$3.73K -248 -0.3%

WSR Hedge Fund Activity: Q1 2026 in Review

220 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2026, worth a combined $546M — up 17% from $466M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSR positions and 21 closed out — a net gain of 13 holders — while 83 added to existing stakes and 59 trimmed.

The largest buyer was Irenic Capital Management, adding an estimated $14.2M. The largest seller was Emmett Investment Management, cutting an estimated $9.56M.

  • 220 institutional investors held Whitestone REIT (WSR) as of Q1 2026, up from 211 in Q4 2025.
  • Funds reported $546M of Whitestone REIT stock for Q1 2026, up 17% quarter-over-quarter.
  • 34 funds opened new Whitestone REIT positions in Q1 2026 and 21 closed out, a net change of +13 holders.
  • The largest Whitestone REIT buyer in Q1 2026 was Irenic Capital Management, an estimated $14.2M added.
  • The largest Whitestone REIT seller in Q1 2026 was Emmett Investment Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2026.