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WSR

Whitestone REIT
WSR

Delisted

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

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $328K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 154160 (+6)

1.84% more ownership

Funds ownership: 58.66%60.5% (+1.8%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$7.26M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
FM
51
Foster & Motley
Ohio
$596K -$975K -97,870 -61%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$576K -$29.7K -2,984 -5%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$560K -$242K -24,320 -29%
AR
54
Advisory Research
Illinois
$547K -$21.3K -2,138 -4%
UBS AM
55
UBS AM
Illinois
$547K +$178K +17,823 +46%
CS
56
Credit Suisse
Switzerland
$541K +$165K +16,556 +42%
Canada Life
57
Canada Life
Manitoba, Canada
$541K -$30 -3 -0%
Prudential Financial
58
Prudential Financial
New Jersey
$529K -$603K -60,515 -52%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$503K -$52.4K -5,257 -9%
SOADOR
60
State of Alaska Department of Revenue
Alaska
$503K -$10.4K -1,043 -2%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$494K -$4.03K -405 -0.8%
Nomura Asset Management
62
Nomura Asset Management
Japan
$479K
LPL Financial
63
LPL Financial
California
$424K +$101K +10,135 +30%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$416K +$4.92K +494 +1%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$414K -$14K -1,408 -3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$386K +$12.6K +1,262 +3%
TPSF
67
Texas Permanent School Fund
Texas
$380K -$2.93K -294 -0.7%
NYLIM
68
New York Life Investment Management
New York
$373K -$60.7K -6,097 -14%
PI
69
Putnam Investments
Massachusetts
$363K -$3.2K -321 -0.8%
Franklin Resources
70
Franklin Resources
California
$360K +$7.77K +780 +2%
Walleye Capital
71
Walleye Capital
New York
$350K +$362K +36,389 New
Truist Financial
72
Truist Financial
North Carolina
$326K -$68K -6,826 -17%
IP
73
Ignite Planners
California
$322K -$51.1K -5,127 -13%
B
74
Bailard
California
$318K +$329K +33,000 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$313K +$126K +12,606 +63%

WSR Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2023, worth a combined $289M — up 2.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSR positions and 14 closed out — a net gain of 7 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Fortress Investment Group, adding an estimated $7.44M. The largest seller was Nuveen, cutting an estimated $4.46M.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $289M of Whitestone REIT stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2023 was Fortress Investment Group, an estimated $7.44M added.
  • The largest Whitestone REIT seller in Q3 2023 was Nuveen, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2023.