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WSR

Whitestone REIT
WSR

Delisted

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

91 hedge funds and large institutions have $133M invested in Whitestone REIT in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

17% more capital invested

Capital invested by funds: $114M → $133M (+$18.8M)

2.49% more ownership

Funds ownership: 36.07%38.57% (+2.5%)

2% more funds holding

Funds holding: 8991 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
36
Reduced
27
Closed
6
Calls
$500K
Puts
Net Calls
+$500K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
76
Russell Frank Company
Washington
$36K +$11.7K +798 +52%
ClearBridge Investments
77
ClearBridge Investments
New York
$30K
Credit Agricole
78
Credit Agricole
France
$25K -$2.94K -200 -11%
TRCT
79
Tower Research Capital (TRC)
New York
$21K +$20.6K +1,400 New
BlackRock
80
BlackRock
New York
$19K +$2.52K +171 +16%
Barclays
81
Barclays
United Kingdom
$19K +$7.68K +522 +69%
BJ
82
BlackRock Japan
Japan
$18K -$6.37K -433 -27%
AllianceBernstein
83
AllianceBernstein
Tennessee
$14K
SAMC
84
Shinko Asset Management Company
Japan
$11K -$2.94K -200 -22%
Daiwa Securities Group
85
Daiwa Securities Group
Japan
$9K
TFA
86
Transamerica Financial Advisors
Florida
$8K
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$7K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$4K +$3.68K +250 New
NES
89
New England Securities
New York
$2K
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$271 -$7.84K -533 -3%
BRWA
91
B. Riley Wealth Advisors
Florida
$43 +$41.8K +2,840 New
DCM
92
Driehaus Capital Management
Illinois
-$1.2M -86,100 Closed
PP
93
PDT Partners
New York
-$155K -11,151 Closed
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
-$139K -10,000 Closed
IOOF
95
Independent Order of Foresters
Ontario, Canada
-$74K -5,282 Closed
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
-$1.99K -143 Closed
GC
97
Globeflex Capital
California
-$1K -85 Closed

WSR Hedge Fund Activity: Q4 2014 in Review

91 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2014, worth a combined $133M — up 17% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WSR positions and 6 closed out — a net gain of 3 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.11M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $1.2M sold.

  • 91 institutional investors held Whitestone REIT (WSR) as of Q4 2014, up from 89 in Q3 2014.
  • Funds reported $133M of Whitestone REIT stock for Q4 2014, up 17% quarter-over-quarter.
  • 9 funds opened new Whitestone REIT positions in Q4 2014 and 6 closed out, a net change of +3 holders.
  • The largest Whitestone REIT buyer in Q4 2014 was Vanguard Group, an estimated $1.11M added.
  • The largest Whitestone REIT seller in Q4 2014 was Driehaus Capital Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2014.