Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
78 hedge funds and large institutions have $88.7M invested in Whitestone REIT in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
4% more funds holding
Funds holding: 75 → 78 (+3)
0.08% less ownership
Funds ownership: 35.16% → 35.09% (-0.08%)
6% less capital invested
Capital invested by funds: $94.4M → $88.7M (-$5.77M)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $175 | +$3.2K | +207 | +2% |
|
78
Lazard Asset Management
New York
| – | -$2.31M | -146,475 | Closed |
|
|
PSI
79
Pinnacle Summer Investments
Fairfax,
Virginia
| – | -$202K | -12,836 | Closed |
|
|
TC
80
TFS Capital
West Chester,
Pennsylvania
| – | -$200K | -12,677 | Closed |
|
81
Jane Street
New York
| – | -$200K | -12,673 | Closed |
|
82
First Trust Advisors
Wheaton,
Illinois
| – | -$173K | -10,979 | Closed |
|
|
OWP
83
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$123K | -7,827 | Closed |
|
84
Group One Trading
Chicago,
Illinois
| – | -$14K | -900 | Closed |
|
|
FTUS
85
Flow Traders U.S.
New York
| – | +$15 | +1 | New |
|
WSR Hedge Fund Activity: Q3 2013 in Review
78 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2013, worth a combined $88.7M — down 6.1% from $94.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WSR positions and 7 closed out — a net gain of 3 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Trust & Fiduciary Management Services, opening a new position worth an estimated $1.4M. The largest seller was Forward Management, cutting an estimated $2.63M.
- 78 institutional investors held Whitestone REIT (WSR) as of Q3 2013, up from 75 in Q2 2013.
- Funds reported $88.7M of Whitestone REIT stock for Q3 2013, down 6.1% quarter-over-quarter.
- 10 funds opened new Whitestone REIT positions in Q3 2013 and 7 closed out, a net change of +3 holders.
- The largest Whitestone REIT buyer in Q3 2013 was Trust & Fiduciary Management Services, an estimated $1.4M added.
- The largest Whitestone REIT seller in Q3 2013 was Forward Management, an estimated $2.63M sold.
Based on aggregated 13F filings for Q3 2013.