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WSR

Whitestone REIT
WSR

Delisted

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

92 hedge funds and large institutions have $109M invested in Whitestone REIT in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

23% more capital invested

Capital invested by funds: $88.7M → $109M (+$20.2M)

18% more funds holding

Funds holding: 7892 (+14)

2.13% more ownership

Funds ownership: 35.09%37.21% (+2.1%)

87% less call options, than puts

Call options by funds: $41K | Put options by funds: $325K

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
41
Reduced
18
Closed
8
Calls
$41K
Puts
$325K
Net Calls
-$284K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Prelude Capital Management
New York
$35K +$35.1K +2,600 New
U
77
UBS
Switzerland
$31K +$4.08K +302 +15%
Credit Agricole
78
Credit Agricole
France
$31K +$5.4K +400 +21%
ClearBridge Investments
79
ClearBridge Investments
New York
$27K
M&T Bank
80
M&T Bank
New York
$27K
TRCT
81
Tower Research Capital (TRC)
New York
$26K +$21.1K +1,563 +384%
BJ
82
BlackRock Japan
Japan
$23K +$2.13K +158 +10%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$22K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$17K
SAMC
85
Shinko Asset Management Company
Japan
$13K +$2.7K +200 +25%
BlackRock
86
BlackRock
New York
$12K +$2.35K +174 +23%
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$7K
DCMA
88
Daiwa Capital Markets America
New York
$7K +$6.75K +500 New
Invesco
89
Invesco
Georgia
$5K -$109K -8,065 -96%
NES
90
New England Securities
New York
$5K
Group One Trading
91
Group One Trading
Illinois
$4K +$4.05K +300 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257 +$98.8K +7,319 +62%
Fidelity Investments
93
Fidelity Investments
Massachusetts
-$2.5M -169,805 Closed
ADMI
94
Albert D. Mason Inc
Massachusetts
-$303K -20,550 Closed
ProShare Advisors
95
ProShare Advisors
Maryland
-$159K -10,827 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
-$155K -10,582 Closed
EMFAT
97
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$151K -10,250 Closed
LTFS
98
Ladenburg Thalmann Financial Services
Florida
-$26K -1,746 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
-$1K -100 Closed

WSR Hedge Fund Activity: Q4 2013 in Review

92 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2013, worth a combined $109M — up 23% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 8 closed out — a net gain of 14 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.33M. The largest seller was Fidelity Investments, exiting entirely with an estimated $2.5M sold.

  • 92 institutional investors held Whitestone REIT (WSR) as of Q4 2013, up from 78 in Q3 2013.
  • Funds reported $109M of Whitestone REIT stock for Q4 2013, up 23% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2013 and 8 closed out, a net change of +14 holders.
  • The largest Whitestone REIT buyer in Q4 2013 was Vanguard Group, an estimated $5.33M added.
  • The largest Whitestone REIT seller in Q4 2013 was Fidelity Investments, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2013.