We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,224% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $234K

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 158163 (+5)

2.42% less ownership

Funds ownership: 60.91%58.49% (-2.4%)

6% less capital invested

Capital invested by funds: $284M → $266M (-$17.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$641K -$30.4K -3,141 -4%
Teacher Retirement System of Texas
52
Teacher Retirement System of Texas
Texas
$631K +$96.9K +10,013 +17%
PAM
53
Panagora Asset Management
Massachusetts
$616K +$404K +41,720 +165%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$565K -$108K -11,169 -15%
OLA
55
Oliver Luxxe Assets
New Jersey
$549K +$46.3K +4,788 +9%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$539K -$7.78K -804 -1%
Canada Life
57
Canada Life
Manitoba, Canada
$526K -$11.6K -1,203 -2%
AR
58
Advisory Research
Illinois
$521K +$257K +26,574 +88%
SOADOR
59
State of Alaska Department of Revenue
Alaska
$514K +$1.67K +172 +0.3%
CCIA
60
Campbell & Co Investment Adviser
Maryland
$505K +$108K +11,118 +25%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$498K +$12.5K +1,288 +2%
Truist Financial
62
Truist Financial
North Carolina
$485K +$510K +52,670 New
NYLIM
63
New York Life Investment Management
New York
$480K +$505K +52,201 New
Cerity Partners
64
Cerity Partners
New York
$458K +$5.68K +587 New
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$452K -$5.12K -529 -1%
Nomura Asset Management
66
Nomura Asset Management
Japan
$441K
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$431K +$453K +46,825 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$423K -$15.6K -1,612 -3%
AG
69
Algert Global
California
$398K +$262K +27,093 +168%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$386K -$11.3K -1,168 -3%
TPSF
71
Texas Permanent School Fund
Texas
$373K +$99.9K +10,325 +34%
IP
72
Ignite Planners
California
$359K -$9.11K -941 -2%
UBS AM
73
UBS AM
Illinois
$359K +$377K +38,968 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$348K +$6.3K +651 +2%
CIM
75
Cambria Investment Management
California
$345K +$51.9K +5,361 +17%

WSR Hedge Fund Activity: Q1 2023 in Review

163 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2023, worth a combined $266M — down 6.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.02M. The largest seller was Conversant Capital, exiting entirely with an estimated $21.7M sold.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2023, up from 158 in Q4 2022.
  • Funds reported $266M of Whitestone REIT stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q1 2023 was Hillsdale Investment Management, an estimated $4.02M added.
  • The largest Whitestone REIT seller in Q1 2023 was Conversant Capital, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2023.