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WSR

Whitestone REIT
WSR

Delisted

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

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153 hedge funds and large institutions have $288M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $801K

78% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 36

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $266M → $288M (+$22.2M)

3% more funds holding

Funds holding: 149 → 153 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.73% less ownership

Funds ownership: 58.86% → 58.14% (-0.73%)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
64
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.76M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.59M
3
BlackRock
BlackRock
New York
+$2.71M
4
Invesco
Invesco
Georgia
+$2.16M
5
Goldman Sachs
Goldman Sachs
New York
+$2.14M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.06M
2
Millennium Management
Millennium Management
New York
-$1.77M
3
Charles Schwab
Charles Schwab
California
-$1.32M
4
JCIA
Jackson Creek Investment Advisors
Colorado
-$1.11M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
51
State of Alaska Department of Revenue
Alaska
$568K +$16.1K +1,654 +3%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$516K – – –
AG
53
Algert Global
California
$502K -$78K -8,010 -14%
SG Americas Securities
54
SG Americas Securities
New York
$499K -$176K -18,063 -27%
Citadel Advisors
55
Citadel Advisors
Florida
$487K +$80.2K +8,234 +21%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$469K +$451K +46,300 New
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$457K -$47.3K -4,853 -10%
DT
58
Diversified Trust
Tennessee
$453K +$170K +17,437 +64%
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$426K +$410K +42,100 New
YCM
60
Yousif Capital Management
Michigan
$421K +$404K +41,516 New
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$416K – – –
Comerica Bank
62
Comerica Bank
Texas
$411K -$370K -37,934 -49%
SEI Investments
63
SEI Investments
Pennsylvania
$402K +$386K +39,613 New
GTCM
64
Gyon Technologies Capital Management
New Jersey
$396K +$380K +39,051 New
Nomura Asset Management
65
Nomura Asset Management
Japan
$384K +$62.3K +6,400 +20%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$381K +$23.2K +2,384 +7%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$378K +$4.21K +432 +1%
Canada Life
68
Canada Life
Manitoba, Canada
$372K +$3.39K +348 +1%
LPL Financial
69
LPL Financial
California
$359K – – –
Citigroup
70
Citigroup
New York
$355K +$123K +12,581 +56%
COPPSERS
71
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$353K +$18.4K +1,887 +6%
CG
72
Clarus Group
Texas
$344K – – –
OLA
73
Oliver Luxxe Assets
New Jersey
$340K +$14.2K +1,457 +5%
TPSF
74
Texas Permanent School Fund
Texas
$339K +$12K +1,228 +4%
Truist Financial
75
Truist Financial
North Carolina
$336K – – –
1 2
3
4 5

WSR Hedge Fund Activity: Q4 2021 in Review

153 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2021, worth a combined $288M — up 8.3% from $266M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 64 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.76M. The largest seller was Bank of Montreal, cutting an estimated $2.06M.

  • 153 institutional investors held Whitestone REIT (WSR) as of Q4 2021, up from 149 in Q3 2021.
  • Funds reported $288M of Whitestone REIT stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2021 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2021 was Vanguard Group, an estimated $3.76M added.
  • The largest Whitestone REIT seller in Q4 2021 was Bank of Montreal, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2021.