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WSR

Whitestone REIT
WSR

Delisted

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

95 hedge funds and large institutions have $126M invested in Whitestone REIT in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $901K | Put options by funds: $472K

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 9195 (+4)

1.8% more ownership

Funds ownership: 39.95%41.75% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $145M → $126M (-$18.6M)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
23
Closed
10
Calls
$901K
Puts
$472K
Net Calls
+$429K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$295K -$112K -7,719 -25%
HFS
52
HL Financial Services
Kentucky
$294K +$81.5K +5,594 +33%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$273K
VOYA Investment Management
54
VOYA Investment Management
Georgia
$270K
VKH
55
Virtu KCG Holdings
New York
$270K +$302K +20,728 New
LPL Financial
56
LPL Financial
California
$257K +$71.5K +4,910 +34%
BFM
57
Boothbay Fund Management
New York
$256K +$141K +9,686 +97%
VFS
58
VSR Financial Services
Kansas
$254K
TIAAOA
59
Teachers Insurance & Annuity Association of America
New York
$242K -$337K -23,131 -55%
FAAS
60
First Allied Advisory Services
California
$219K +$43.8K +3,008 +22%
NFA
61
Nationwide Fund Advisors
Ohio
$198K -$16.9K -1,162 -7%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$193K -$60.8K -4,176 -22%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$192K
AIG
64
American International Group
New York
$185K -$6.95K -477 -3%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$171K -$1.97K -135 -1%
PSI
66
Pinnacle Summer Investments
Virginia
$167K
HI
67
Horizon Investments
North Carolina
$155K +$173K +11,868 New
BA
68
BlackRock Advisors
Delaware
$153K
FFS
69
Founders Financial Securities
Maryland
$153K +$171K +11,736 New
Nomura Asset Management
70
Nomura Asset Management
Japan
$140K +$156K +10,720 New
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$132K +$148K +10,138 New
WEC
72
Winslow Evans & Crocker
Massachusetts
$113K -$9.46K -650 -7%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$105K +$46.4K +3,190 +65%
BRWM
74
B. Riley Wealth Management
Tennessee
$84K +$1.59K +109 +2%
MTB
75
Mizuho Trust & Banking
Japan
$70K

WSR Hedge Fund Activity: Q2 2015 in Review

95 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2015, worth a combined $126M — down 13% from $145M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSR positions and 10 closed out — a net gain of 4 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.98M. The largest seller was Grandeur Peak Global Advisors, exiting entirely with an estimated $4.42M sold.

  • 95 institutional investors held Whitestone REIT (WSR) as of Q2 2015, up from 91 in Q1 2015.
  • Funds reported $126M of Whitestone REIT stock for Q2 2015, down 13% quarter-over-quarter.
  • 14 funds opened new Whitestone REIT positions in Q2 2015 and 10 closed out, a net change of +4 holders.
  • The largest Whitestone REIT buyer in Q2 2015 was Vanguard Group, an estimated $2.98M added.
  • The largest Whitestone REIT seller in Q2 2015 was Grandeur Peak Global Advisors, an estimated $4.42M sold.

Based on aggregated 13F filings for Q2 2015.