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WSR

Whitestone REIT
WSR

Delisted

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

96 hedge funds and large institutions have $139M invested in Whitestone REIT in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $259K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

6% more capital invested

Capital invested by funds: $130M → $139M (+$8.15M)

1.09% more ownership

Funds ownership: 40.31%41.4% (+1.1%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 9896 (-2)

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
38
Reduced
30
Closed
11
Calls
$1.13M
Puts
$259K
Net Calls
+$866K
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$307K -$45 -4 -0%
EMFAT
52
Emerald Mutual Fund Advisers Trust
Pennsylvania
$289K +$258K +23,025 New
AQR Capital Management
53
AQR Capital Management
Connecticut
$270K -$26K -2,317 -10%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$258K +$11 +1 +0%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257K -$14.5K -1,291 -6%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$248K -$14.6K -1,300 -6%
HFS
57
HL Financial Services
Kentucky
$244K +$43.3K +3,855 +25%
NFA
58
Nationwide Fund Advisors
Ohio
$214K -$426 -38 -0.2%
VFS
59
VSR Financial Services
Kansas
$214K
Nomura Asset Management
60
Nomura Asset Management
Japan
$213K +$29.2K +2,600 +18%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$202K
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$185K
AIG
63
American International Group
New York
$171K -$7.07K -630 -4%
CIA
64
Capital Investment Advisors
Georgia
$142K +$127K +11,300 New
Deutsche Bank
65
Deutsche Bank
Germany
$128K -$12.4K -1,106 -10%
CG
66
Cutler Group
California
$111K -$45.3K -4,041 -31%
BA
67
BlackRock Advisors
Delaware
$101K
Group One Trading
68
Group One Trading
Illinois
$74K -$14.6K -1,300 -18%
US Bancorp
69
US Bancorp
Minnesota
$64K -$1.75K -156 -3%
MTB
70
Mizuho Trust & Banking
Japan
$64K -$1.3K -116 -2%
Legal & General Group
71
Legal & General Group
United Kingdom
$52K
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$52K +$1.11K +99 +2%
AIM
73
Acrospire Investment Management
Illinois
$37K +$33.2K +2,955 New
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$31K +$28.1K +2,500 New
DAM
75
Delta Asset Management
Tennessee
$29K +$25.5K +2,270 New

WSR Hedge Fund Activity: Q1 2016 in Review

96 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2016, worth a combined $139M — up 6.3% from $130M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WSR and 10 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 38 added.

The largest buyer was Westwood Management Corporation, opening a new position worth an estimated $1.16M. The largest seller was Taylor Wealth Management Partners, cutting an estimated $1.91M.

  • 96 institutional investors held Whitestone REIT (WSR) as of Q1 2016, down from 98 in Q4 2015.
  • Funds reported $139M of Whitestone REIT stock for Q1 2016, up 6.3% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q1 2016 and 11 closed out, a net change of -1 holder.
  • The largest Whitestone REIT buyer in Q1 2016 was Westwood Management Corporation, an estimated $1.16M added.
  • The largest Whitestone REIT seller in Q1 2016 was Taylor Wealth Management Partners, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2016.