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WSR

Whitestone REIT
WSR

Delisted

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

89 hedge funds and large institutions have $114M invested in Whitestone REIT in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,467% more call options, than puts

Call options by funds: $287K | Put options by funds: $3K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

0.42% less ownership

Funds ownership: 36.49%36.07% (-0.42%)

3% less funds holding

Funds holding: 9289 (-3)

7% less capital invested

Capital invested by funds: $122M → $114M (-$7.94M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
31
Reduced
31
Closed
11
Calls
$287K
Puts
$3K
Net Calls
+$284K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
76
BlackRock Japan
Japan
$23K +$3.58K +240 +17%
RFC
77
Russell Frank Company
Washington
$21K -$53.3K -3,575 -70%
BlackRock
78
BlackRock
New York
$15K +$2.33K +156 +17%
SAMC
79
Shinko Asset Management Company
Japan
$13K
AllianceBernstein
80
AllianceBernstein
Tennessee
$13K +$13.4K +900 New
Barclays
81
Barclays
United Kingdom
$10K -$110K -7,359 -91%
Daiwa Securities Group
82
Daiwa Securities Group
Japan
$8K
TFA
83
Transamerica Financial Advisors
Florida
$7K
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$6K
U
85
UBS
Switzerland
$4K +$4.67K +313 New
NES
86
New England Securities
New York
$2K
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.99K +$2.13K +143 New
GC
88
Globeflex Capital
California
$1K +$1.27K +85 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257 +$17.3K +1,157 +7%
BCM
90
Bridgeway Capital Management
Texas
-$1.15M -77,000 Closed
CPP
91
Crow Point Partners
Massachusetts
-$866K -60,000 Closed
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
-$347K -23,294 Closed
Goldman Sachs
93
Goldman Sachs
New York
-$230K -15,431 Closed
ProShare Advisors
94
ProShare Advisors
Maryland
-$161K -10,788 Closed
BRWA
95
B. Riley Wealth Advisors
Florida
-$93.9K -6,300 Closed
M&T Bank
96
M&T Bank
New York
-$33K -2,215 Closed
VFA
97
Virtus Fund Advisers
Connecticut
-$29K -1,912 Closed
DADC
98
D.A. Davidson & Co
Montana
-$22K -1,500 Closed
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
-$19K -1,298 Closed
Group One Trading
100
Group One Trading
Illinois
-$5.97K -400 Closed

WSR Hedge Fund Activity: Q3 2014 in Review

89 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2014, worth a combined $114M — down 6.5% from $122M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WSR and 8 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 31 added.

The largest buyer was Vanguard Group, adding an estimated $1.66M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $1.15M sold.

  • 89 institutional investors held Whitestone REIT (WSR) as of Q3 2014, down from 92 in Q2 2014.
  • Funds reported $114M of Whitestone REIT stock for Q3 2014, down 6.5% quarter-over-quarter.
  • 8 funds opened new Whitestone REIT positions in Q3 2014 and 11 closed out, a net change of -3 holders.
  • The largest Whitestone REIT buyer in Q3 2014 was Vanguard Group, an estimated $1.66M added.
  • The largest Whitestone REIT seller in Q3 2014 was Bridgeway Capital Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2014.