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WSR

Whitestone REIT
WSR

Delisted

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

154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $316K

6% more capital invested

Capital invested by funds: $266M → $281M (+$15.4M)

0.18% more ownership

Funds ownership: 58.49%58.66% (+0.18%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

6% less funds holding

Funds holding: 163154 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$590K +$308K +34,200 +129%
AR
52
Advisory Research
Illinois
$572K +$20.8K +2,308 +4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$558K -$10K -1,115 -2%
Canada Life
54
Canada Life
Manitoba, Canada
$546K -$8.89K -987 -2%
SOADOR
55
State of Alaska Department of Revenue
Alaska
$516K -$24K -2,667 -5%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$509K +$30.3K +3,362 +7%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$501K -$22K -2,444 -5%
Nomura Asset Management
58
Nomura Asset Management
Japan
$482K +$16.2K +1,800 +4%
NYLIM
59
New York Life Investment Management
New York
$435K -$66.7K -7,404 -14%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$431K -$14.1K -1,561 -3%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$415K +$6.76K +750 +2%
UBS Group
62
UBS Group
Switzerland
$408K +$125K +13,893 +49%
Truist Financial
63
Truist Financial
North Carolina
$395K -$108K -11,994 -23%
TPSF
64
Texas Permanent School Fund
Texas
$386K -$6.68K -742 -2%
CS
65
Credit Suisse
Switzerland
$384K +$26.1K +2,900 +8%
IP
66
Ignite Planners
California
$383K -$10.2K -1,135 -3%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$376K +$8.68K +964 +3%
PI
68
Putnam Investments
Massachusetts
$369K +$343K +38,021 New
UBS AM
69
UBS AM
Illinois
$359K
Franklin Resources
70
Franklin Resources
California
$356K +$330K +36,655 New
AllianceBernstein
71
AllianceBernstein
Tennessee
$348K +$26.6K +2,950 +9%
Citigroup
72
Citigroup
New York
$344K -$9.78K -1,086 -3%
ECM
73
ExodusPoint Capital Management
New York
$343K +$35.7K +3,959 +13%
CIM
74
Cambria Investment Management
California
$329K -$32.2K -3,574 -10%
LPL Financial
75
LPL Financial
California
$329K +$39.6K +4,399 +15%

WSR Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2023, worth a combined $281M — up 5.8% from $266M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WSR and 13 opened new positions — a net loss of 9 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Fortress Investment Group, opening a new position worth an estimated $6.14M. The largest seller was Nuveen, cutting an estimated $2.9M.

  • 154 institutional investors held Whitestone REIT (WSR) as of Q2 2023, down from 163 in Q1 2023.
  • Funds reported $281M of Whitestone REIT stock for Q2 2023, up 5.8% quarter-over-quarter.
  • 13 funds opened new Whitestone REIT positions in Q2 2023 and 22 closed out, a net change of -9 holders.
  • The largest Whitestone REIT buyer in Q2 2023 was Fortress Investment Group, an estimated $6.14M added.
  • The largest Whitestone REIT seller in Q2 2023 was Nuveen, an estimated $2.9M sold.

Based on aggregated 13F filings for Q2 2023.