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WSR

Whitestone REIT
WSR

Delisted

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

122 hedge funds and large institutions have $138M invested in Whitestone REIT in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.84% less ownership

Funds ownership: 56.27%54.42% (-1.8%)

2% less funds holding

Funds holding: 125122 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $172M → $138M (-$34M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

42% less call options, than puts

Call options by funds: $225K | Put options by funds: $387K

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
47
Closed
19
Calls
$225K
Puts
$387K
Net Calls
-$162K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IndexIQ Advisors
New York
$270K -$6.03K -927 -2%
Comerica Bank
52
Comerica Bank
Texas
$268K -$13.3K -2,044 -5%
UBS AM
53
UBS AM
Illinois
$257K +$99.9K +15,351 +56%
Man Group
54
Man Group
United Kingdom
$250K +$271K +41,600 New
CS
55
Credit Suisse
Switzerland
$242K -$10.7K -1,646 -4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$227K -$12.1K -1,852 -5%
TPSF
57
Texas Permanent School Fund
Texas
$223K +$25.3K +3,885 +12%
RI
58
Ridgewood Investments
New Jersey
$217K -$91.1K -13,997 -28%
TRCT
59
Tower Research Capital (TRC)
New York
$213K +$194K +29,818 +524%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$210K +$99.6K +15,300 +77%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$198K -$14.7K -2,264 -6%
HF
62
HRT Financial
New York
$195K +$212K +32,558 New
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$192K
Nomura Asset Management
64
Nomura Asset Management
Japan
$189K +$8.46K +1,300 +4%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$185K +$63K +9,677 +46%
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
$174K
AIG
67
American International Group
New York
$165K -$5.86K -900 -3%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156K
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$155K +$13.2K +2,023 +8%
CSS
70
Cubist Systematic Strategies
Connecticut
$124K +$28.8K +4,424 +27%
Deutsche Bank
71
Deutsche Bank
Germany
$122K +$12.5K +1,924 +10%
CANY
72
Caxton Associates (New York)
New York
$120K -$57.2K -8,798 -31%
ZIM
73
Zacks Investment Management
Illinois
$114K +$124K +19,075 New
LSERS
74
Louisiana State Employees Retirement System
Louisiana
$110K +$45.4K +6,980 +61%
MIM
75
MetLife Investment Management
New Jersey
$109K

WSR Hedge Fund Activity: Q3 2020 in Review

122 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2020, worth a combined $138M — down 20% from $172M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WSR and 17 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 36 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $1.9M. The largest seller was Winton Group, exiting entirely with an estimated $2.63M sold.

  • 122 institutional investors held Whitestone REIT (WSR) as of Q3 2020, down from 125 in Q2 2020.
  • Funds reported $138M of Whitestone REIT stock for Q3 2020, down 20% quarter-over-quarter.
  • 17 funds opened new Whitestone REIT positions in Q3 2020 and 19 closed out, a net change of -2 holders.
  • The largest Whitestone REIT buyer in Q3 2020 was Balyasny Asset Management, an estimated $1.9M added.
  • The largest Whitestone REIT seller in Q3 2020 was Winton Group, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2020.