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WSR

Whitestone REIT
WSR

Delisted

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

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91 hedge funds and large institutions have $133M invested in Whitestone REIT in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

17% more capital invested

Capital invested by funds: $114M → $133M (+$18.8M)

2.49% more ownership

Funds ownership: 36.07% → 38.57% (+2.5%)

2% more funds holding

Funds holding: 89 → 91 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
36
Reduced
27
Closed
6
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$216K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.11M
2
BFA
BlackRock Fund Advisors
California
+$1.09M
3
DCM
Dupont Capital Management
Delaware
+$989K
4
GC
Guggenheim Capital
Illinois
+$547K
5
NI
Numeric Investors
Massachusetts
+$344K

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$1.2M
2
PCM
Perritt Capital Management
Illinois
-$500K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$289K
4
PP
PDT Partners
New York
-$155K
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
51
HL Financial Services
Kentucky
$275K +$8.9K +605 +3%
CPSAC
52
Chas P. Smith & Associates (CPS)
Florida
$268K +$809 +55 +0.3%
NFA
53
Nationwide Fund Advisors
Ohio
$268K +$2.3K +156 +0.9%
CS
54
Credit Suisse
Switzerland
$266K +$69K +4,688 +36%
Invesco
55
Invesco
Georgia
$247K +$11.6K +790 +5%
LPL Financial
56
LPL Financial
California
$240K +$25.3K +1,720 +12%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$220K -$2.65K -180 -1%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$216K -$7.27K -494 -3%
AIG
59
American International Group
New York
$213K -$30.3K -2,057 -13%
FAAS
60
First Allied Advisory Services
California
$209K – – –
PSI
61
Pinnacle Summer Investments
Virginia
$201K – – –
Two Sigma Advisers
62
Two Sigma Advisers
New York
$169K +$165K +11,200 New
First Trust Advisors
63
First Trust Advisors
Illinois
$167K +$163K +11,067 New
Goldman Sachs
64
Goldman Sachs
New York
$153K +$149K +10,155 New
WEC
65
Winslow Evans & Crocker
Massachusetts
$141K +$1K +68 +0.7%
BA
66
BlackRock Advisors
Delaware
$133K -$7.72K -525 -6%
BRWM
67
B. Riley Wealth Management
Tennessee
$107K -$21.5K -1,464 -17%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$98K +$3.21K +218 +3%
Citigroup
69
Citigroup
New York
$76K +$36.9K +2,511 +99%
US Bancorp
70
US Bancorp
Minnesota
$75K – – –
Deutsche Bank
71
Deutsche Bank
Germany
$71K -$23.2K -1,579 -25%
Legal & General Group
72
Legal & General Group
United Kingdom
$64K – – –
UBS Group
73
UBS Group
Switzerland
$61K +$59K +4,010 New
MOACM
74
Mutual of America Capital Management
New York
$48K +$9.56K +650 +26%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$37K – – –
1 2
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WSR Hedge Fund Activity: Q4 2014 in Review

91 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2014, worth a combined $133M — up 17% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WSR positions and 6 closed out — a net gain of 3 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.11M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $1.2M sold.

  • 91 institutional investors held Whitestone REIT (WSR) as of Q4 2014, up from 89 in Q3 2014.
  • Funds reported $133M of Whitestone REIT stock for Q4 2014, up 17% quarter-over-quarter.
  • 9 funds opened new Whitestone REIT positions in Q4 2014 and 6 closed out, a net change of +3 holders.
  • The largest Whitestone REIT buyer in Q4 2014 was Vanguard Group, an estimated $1.11M added.
  • The largest Whitestone REIT seller in Q4 2014 was Driehaus Capital Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2014.