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WSR

Whitestone REIT
WSR

Delisted

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

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164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $374K

41% more capital invested

Capital invested by funds: $289M → $406M (+$118M)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

6.12% more ownership

Funds ownership: 60.5% → 66.62% (+6.1%)

3% more funds holding

Funds holding: 160 → 164 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$24.2M
2
ECM
ExodusPoint Capital Management
New York
+$8.91M
3
Morgan Stanley
Morgan Stanley
New York
+$8.3M
4
FP
Foundry Partners
Minnesota
+$3.82M
5
BFM
Boothbay Fund Management
New York
+$3.12M

Top Sellers

1
FIG
Fortress Investment Group
New York
-$7.38M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$3.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.95M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.03M
5
CCIA
Campbell & Co Investment Adviser
Maryland
-$866K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$675K -$21 -2 -0%
Nomura Asset Management
52
Nomura Asset Management
Japan
$672K +$53.6K +5,000 +10%
AR
53
Advisory Research
Illinois
$663K -$31.4K -2,927 -5%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$644K +$12.2K +1,139 +2%
Canada Life
55
Canada Life
Manitoba, Canada
$638K -$45.7K -4,267 -8%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$637K -$85.6K -7,988 -13%
SOADOR
57
State of Alaska Department of Revenue
Alaska
$636K -$4.89K -456 -0.9%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$619K -$448K -41,800 -45%
GCM
59
Greenland Capital Management
New York
$615K +$536K +50,000 New
SPS
60
Susquehanna Portfolio Strategies
Pennsylvania
$613K +$535K +49,912 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$613K -$25.2K -2,349 -4%
Teacher Retirement System of Texas
62
Teacher Retirement System of Texas
Texas
$595K -$236K -21,998 -31%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$564K -$248K -23,187 -34%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$516K -$11.4K -1,062 -2%
HCM
65
HGI Capital Management
New York
$505K +$440K +41,074 New
LPL Financial
66
LPL Financial
California
$505K -$31.7K -2,959 -7%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$501K +$7.21K +673 +2%
TPSF
68
Texas Permanent School Fund
Texas
$500K +$12.5K +1,164 +3%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$490K -$35.9K -3,348 -8%
Citadel Advisors
70
Citadel Advisors
Florida
$479K +$341K +31,779 +442%
Franklin Resources
71
Franklin Resources
California
$465K +$3.89K +363 +1%
NYLIM
72
New York Life Investment Management
New York
$461K -$12.5K -1,162 -3%
AllianceBernstein
73
AllianceBernstein
Tennessee
$438K +$60.3K +5,624 +19%
GCP
74
GSA Capital Partners
United Kingdom
$436K +$380K +35,491 New
FM
75
Foster & Motley
Ohio
$407K -$308K -28,713 -46%
1 2
3
4 5

WSR Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2023, worth a combined $406M — up 41% from $289M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 51 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24.2M. The largest seller was Fortress Investment Group, cutting an estimated $7.38M.

  • 164 institutional investors held Whitestone REIT (WSR) as of Q4 2023, up from 160 in Q3 2023.
  • Funds reported $406M of Whitestone REIT stock for Q4 2023, up 41% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2023 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2023 was Vanguard Group, an estimated $24.2M added.
  • The largest Whitestone REIT seller in Q4 2023 was Fortress Investment Group, an estimated $7.38M sold.

Based on aggregated 13F filings for Q4 2023.