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WSR

Whitestone REIT
WSR

Delisted

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

92 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,733% more call options, than puts

Call options by funds: $350K | Put options by funds: $6K

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $109M → $114M (+$5.14M)

0% more funds holding

Funds holding: 9292 (0)

1.16% less ownership

Funds ownership: 37.21%36.06% (-1.2%)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
36
Reduced
28
Closed
9
Calls
$350K
Puts
$6K
Net Calls
+$344K
Net Calls Change
+$628K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$289K +$5.74K +410 +2%
AIG
52
American International Group
New York
$278K +$71.2K +5,088 +36%
CS
53
Credit Suisse
Switzerland
$265K -$133K -9,509 -34%
VFS
54
VSR Financial Services
Kansas
$256K
NFA
55
Nationwide Fund Advisors
Ohio
$241K +$3.88K +277 +2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$223K -$41.9K -2,991 -16%
Invesco
57
Invesco
Georgia
$215K +$203K +14,522 +4,234%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$213K -$8.29K -592 -4%
TC
59
TFS Capital
Pennsylvania
$211K -$395K -28,203 -66%
HFS
60
HL Financial Services
Kentucky
$211K -$15.4K -1,102 -7%
PPA
61
Parametric Portfolio Associates
Washington
$208K -$26.1K -1,865 -11%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$198K
Barclays
63
Barclays
United Kingdom
$180K +$34K +2,430 +23%
IOOF
64
Independent Order of Foresters
Ontario, Canada
$174K
BA
65
BlackRock Advisors
Delaware
$173K +$8.32K +594 +5%
FAAS
66
First Allied Advisory Services
California
$172K +$8.4K +600 +5%
GC
67
Guggenheim Capital
Illinois
$147K +$143K +10,189 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$138K -$3.08K -220 -2%
BRWM
69
B. Riley Wealth Management
Tennessee
$125K +$121K +8,669 New
RFC
70
Russell Frank Company
Washington
$99K +$14K +1,000 +17%
US Bancorp
71
US Bancorp
Minnesota
$72K
Citigroup
72
Citigroup
New York
$63K -$74.2K -5,303 -55%
U
73
UBS
Switzerland
$63K +$28K +2,000 +86%
M&T Bank
74
M&T Bank
New York
$32K +$3.01K +215 +11%
Credit Agricole
75
Credit Agricole
France
$30K -$2.8K -200 -9%

WSR Hedge Fund Activity: Q1 2014 in Review

92 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2014, worth a combined $114M — up 4.7% from $109M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WSR positions and 9 closed out — a net gain of 1 holder — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.18M. The largest seller was Forward Management, exiting entirely with an estimated $7.55M sold.

  • 92 institutional investors held Whitestone REIT (WSR) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $114M of Whitestone REIT stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q1 2014 and 9 closed out, a net change of +1 holder.
  • The largest Whitestone REIT buyer in Q1 2014 was Vanguard Group, an estimated $2.18M added.
  • The largest Whitestone REIT seller in Q1 2014 was Forward Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q1 2014.