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WSR

Whitestone REIT
WSR

Delisted

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

182 hedge funds and large institutions have $416M invested in Whitestone REIT in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $766K | Put options by funds: $189K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

10% more funds holding

Funds holding: 165182 (+17)

1% more capital invested

Capital invested by funds: $412M → $416M (+$4.89M)

0.42% less ownership

Funds ownership: 61.9%61.48% (-0.42%)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
+17
Holders Change %
+10.3%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
54
Reduced
65
Closed
13
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
AR
51
Advisory Research
Illinois
$766K +$24.1K +1,796 +3%
B
52
Bailard
California
$755K +$228K +16,991 +44%
GCP
53
GSA Capital Partners
United Kingdom
$753K +$494K +36,824 +195%
Canada Life
54
Canada Life
Manitoba, Canada
$718K -$115K -8,571 -14%
AllianceBernstein
55
AllianceBernstein
Tennessee
$662K -$268 -20 -0%
SOADOR
56
State of Alaska Department of Revenue
Alaska
$653K -$39.4K -2,939 -6%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$649K -$42.1K -3,139 -6%
GAMC
58
Garner Asset Management Corp
Texas
$644K -$5.27K -393 -0.8%
Prudential Financial
59
Prudential Financial
New Jersey
$623K -$86.6K -6,450 -12%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$607K +$7.42K +553 +1%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$557K -$34.5K -2,573 -6%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$550K -$47.4K -3,532 -8%
Franklin Resources
63
Franklin Resources
California
$517K -$77.9K -5,802 -14%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$468K -$64.4K -4,802 -12%
UBS Group
65
UBS Group
Switzerland
$465K -$77.3K -5,762 -14%
SI
66
Stephens Inc
Arkansas
$454K
PCM
67
Prelude Capital Management
New York
$450K -$338K -25,177 -43%
CIM
68
Cambria Investment Management
California
$436K +$60.5K +4,508 +16%
AssetMark Inc
69
AssetMark Inc
California
$427K +$24.2K +1,803 +6%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$423K -$713K -53,155 -63%
Deutsche Bank
71
Deutsche Bank
Germany
$422K +$84.1K +6,265 +25%
SPA
72
Sherbrooke Park Advisers
New York
$420K +$417K +31,049 New
MIM
73
MetLife Investment Management
New Jersey
$413K -$1.5K -112 -0.4%
LPL Financial
74
LPL Financial
California
$401K +$17.8K +1,327 +5%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$391K +$388K +28,907 New

WSR Hedge Fund Activity: Q3 2024 in Review

182 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2024, worth a combined $416M — up 1.2% from $412M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 13 closed out — a net gain of 18 holders — while 54 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $8.11M. The largest seller was Boothbay Fund Management, cutting an estimated $6.05M.

  • 182 institutional investors held Whitestone REIT (WSR) as of Q3 2024, up from 165 in Q2 2024.
  • Funds reported $416M of Whitestone REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q3 2024 and 13 closed out, a net change of +18 holders.
  • The largest Whitestone REIT buyer in Q3 2024 was Balyasny Asset Management, an estimated $8.11M added.
  • The largest Whitestone REIT seller in Q3 2024 was Boothbay Fund Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2024.