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WSR

Whitestone REIT
WSR

Delisted

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

125 hedge funds and large institutions have $172M invested in Whitestone REIT in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $150M → $172M (+$22.6M)

3% more funds holding

Funds holding: 121125 (+4)

8% less call options, than puts

Call options by funds: $317K | Put options by funds: $346K

1.17% less ownership

Funds ownership: 57.44%56.27% (-1.2%)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
60
Reduced
32
Closed
13
Calls
$317K
Puts
$346K
Net Calls
-$29K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IndexIQ Advisors
New York
$333K -$37.1K -5,839 -11%
CS
52
Credit Suisse
Switzerland
$305K -$31.7K -4,988 -11%
SFM
53
Systematic Financial Management
New Jersey
$301K +$99.8K +15,705 +61%
Comerica Bank
54
Comerica Bank
Texas
$294K +$28.7K +4,508 +11%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$288K +$242 +38 +0.1%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$256K +$7.72K +1,214 +4%
TPSF
57
Texas Permanent School Fund
Texas
$242K -$8.02K -1,261 -4%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$233K
6M
59
6 Meridian
Kansas
$221K -$279K -43,918 -59%
Nomura Asset Management
60
Nomura Asset Management
Japan
$220K +$25.4K +4,000 +15%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$211K +$184K +28,986 New
CANY
62
Caxton Associates (New York)
New York
$209K +$183K +28,738 New
AIG
63
American International Group
New York
$206K +$11.6K +1,821 +7%
UBS AM
64
UBS AM
Illinois
$200K -$55.5K -8,726 -24%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189K +$3.13K +492 +2%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$173K -$9.55K -1,503 -6%
UBS Group
67
UBS Group
Switzerland
$162K -$106K -16,600 -43%
SG Americas Securities
68
SG Americas Securities
New York
$160K +$46.4K +7,304 +50%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$154K +$4.87K +766 +4%
HW
70
Hancock Whitney
Mississippi
$152K -$7.67K -1,207 -5%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$144K +$1.74K +274 +1%
Citigroup
72
Citigroup
New York
$144K +$38.9K +6,118 +45%
TWM
73
Triton Wealth Management
Arizona
$135K +$128K +20,073 New
Deutsche Bank
74
Deutsche Bank
Germany
$133K +$39.6K +6,232 +51%
MIM
75
MetLife Investment Management
New Jersey
$132K

WSR Hedge Fund Activity: Q2 2020 in Review

125 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2020, worth a combined $172M — up 15% from $150M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WSR positions and 13 closed out — a net gain of 4 holders — while 60 added to existing stakes and 32 trimmed.

The largest buyer was Winton Group, adding an estimated $2.03M. The largest seller was Invesco, cutting an estimated $8.87M.

  • 125 institutional investors held Whitestone REIT (WSR) as of Q2 2020, up from 121 in Q1 2020.
  • Funds reported $172M of Whitestone REIT stock for Q2 2020, up 15% quarter-over-quarter.
  • 17 funds opened new Whitestone REIT positions in Q2 2020 and 13 closed out, a net change of +4 holders.
  • The largest Whitestone REIT buyer in Q2 2020 was Winton Group, an estimated $2.03M added.
  • The largest Whitestone REIT seller in Q2 2020 was Invesco, an estimated $8.87M sold.

Based on aggregated 13F filings for Q2 2020.