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WSR

Whitestone REIT
WSR

Delisted

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

195 hedge funds and large institutions have $460M invested in Whitestone REIT in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,076% more call options, than puts

Call options by funds: $740K | Put options by funds: $34K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $416M → $460M (+$43.6M)

7% more funds holding

Funds holding: 182195 (+13)

2.62% more ownership

Funds ownership: 61.48%64.1% (+2.6%)

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
63
Reduced
51
Closed
21
Calls
$740K
Puts
$34K
Net Calls
+$706K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
51
Asset Management One
Japan
$936K
Canada Life
52
Canada Life
Manitoba, Canada
$865K +$115K +8,088 +15%
Nomura Asset Management
53
Nomura Asset Management
Japan
$813K -$17.1K -1,200 -2%
AR
54
Advisory Research
Illinois
$806K +$4.15K +291 +0.5%
B
55
Bailard
California
$791K
UBS Group
56
UBS Group
Switzerland
$744K +$259K +18,143 +53%
PCM
57
Prelude Capital Management
New York
$730K +$261K +18,289 +55%
BFM
58
Boothbay Fund Management
New York
$722K -$10.7M -751,328 -94%
Man Group
59
Man Group
United Kingdom
$718K +$723K +50,643 New
AllianceBernstein
60
AllianceBernstein
Tennessee
$694K
SOADOR
61
State of Alaska Department of Revenue
Alaska
$693K +$10.5K +737 +2%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$691K +$55.6K +3,897 +9%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$676K -$3.87K -271 -0.6%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$668K -$7.95M -557,306 -92%
Prudential Financial
65
Prudential Financial
New Jersey
$652K
GAMC
66
Garner Asset Management Corp
Texas
$641K -$34.2K -2,394 -5%
CIM
67
Cambria Investment Management
California
$603K +$149K +10,430 +32%
IIM
68
INTECH Investment Management
Florida
$583K +$230K +16,132 +65%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$571K -$4.54K -318 -0.8%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$562K -$21.5K -1,508 -4%
Franklin Resources
71
Franklin Resources
California
$521K +$29 +2 +0%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$513K +$71.2K +4,988 +16%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$488K -$2.13K -149 -0.4%
Deutsche Bank
74
Deutsche Bank
Germany
$479K +$37.2K +2,605 +8%
SI
75
Stephens Inc
Arkansas
$475K

WSR Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2024, worth a combined $460M — up 10% from $416M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WSR positions and 21 closed out — a net gain of 15 holders — while 63 added to existing stakes and 51 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $8.61M. The largest seller was Boothbay Fund Management, cutting an estimated $10.7M.

  • 195 institutional investors held Whitestone REIT (WSR) as of Q4 2024, up from 182 in Q3 2024.
  • Funds reported $460M of Whitestone REIT stock for Q4 2024, up 10% quarter-over-quarter.
  • 36 funds opened new Whitestone REIT positions in Q4 2024 and 21 closed out, a net change of +15 holders.
  • The largest Whitestone REIT buyer in Q4 2024 was GW&K Investment Management, an estimated $8.61M added.
  • The largest Whitestone REIT seller in Q4 2024 was Boothbay Fund Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.