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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 $114M invested in Whitestone REIT in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,733% more call options, than puts

Call options by funds: $350K | Put options by funds: $6K

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $109M → $114M (+$5.14M)

0% more funds holding

Funds holding: 9292 (0)

1.16% less ownership

Funds ownership: 37.21%36.06% (-1.2%)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
36
Reduced
28
Closed
9
Calls
$350K
Puts
$6K
Net Calls
+$344K
Net Calls Change
+$628K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
76
ClearBridge Investments
New York
$29K
AllianceBernstein
77
AllianceBernstein
Tennessee
$26K -$33.2K -2,374 -57%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$24K
BJ
79
BlackRock Japan
Japan
$22K -$2.86K -204 -12%
DADC
80
D.A. Davidson & Co
Montana
$21K -$35K -2,500 -63%
Group One Trading
81
Group One Trading
Illinois
$20K +$15.5K +1,110 +370%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$19K
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$14.9K -$43K -3,070 -74%
SAMC
84
Shinko Asset Management Company
Japan
$14K
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$14K +$14K +1,000 New
BlackRock
86
BlackRock
New York
$13K
TFA
87
Transamerica Financial Advisors
Florida
$8K +$7K +500 New
Daiwa Securities Group
88
Daiwa Securities Group
Japan
$7K
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$6K +$6.24K +446 New
NES
90
New England Securities
New York
$2K -$2.8K -200 -57%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$2K +$1.75K +125 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297 +$19K +1,359 +7%
FM
93
Forward Management
California
-$7.55M -564,600 Closed
BI
94
Bulldog Investors
New Jersey
-$1.4M -104,963 Closed
Wellington Management Group
95
Wellington Management Group
Massachusetts
-$416K -31,100 Closed
PP
96
PDT Partners
New York
-$251K -18,747 Closed
ICM
97
IMS Capital Management
Oregon
-$186K -13,882 Closed
PG
98
PEAK6 Group
Illinois
-$63K -4,725 Closed
BRWA
99
B. Riley Wealth Advisors
Florida
-$62K -4,626 Closed
PCM
100
Prelude Capital Management
New York
-$35K -2,600 Closed

WSR Hedge Fund Activity: Q1 2014 in Review

92 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2014, worth a combined $114M — up 4.7% from $109M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WSR positions and 9 closed out — a net gain of 1 holder — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.18M. The largest seller was Forward Management, exiting entirely with an estimated $7.55M sold.

  • 92 institutional investors held Whitestone REIT (WSR) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $114M of Whitestone REIT stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q1 2014 and 9 closed out, a net change of +1 holder.
  • The largest Whitestone REIT buyer in Q1 2014 was Vanguard Group, an estimated $2.18M added.
  • The largest Whitestone REIT seller in Q1 2014 was Forward Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q1 2014.