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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 $145M invested in Whitestone REIT in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,650% more call options, than puts

Call options by funds: $455K | Put options by funds: $2K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $133M → $145M (+$11.8M)

1.38% more ownership

Funds ownership: 38.57%39.95% (+1.4%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
91
Holders Change
Holders Change %
0%
% 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
10
Increased
27
Reduced
37
Closed
9
Calls
$455K
Puts
$2K
Net Calls
+$453K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
76
Group One Trading
Illinois
$25K +$25.1K +1,600 New
Credit Agricole
77
Credit Agricole
France
$22K -$3.14K -200 -13%
CTC
78
Central Trust Company
Missouri
$21K +$20.4K +1,300 New
BlackRock
79
BlackRock
New York
$20K
Barclays
80
Barclays
United Kingdom
$20K +$1.41K +90 +7%
BJ
81
BlackRock Japan
Japan
$16K -$2.45K -156 -13%
Creative Planning
82
Creative Planning
Kansas
$16K +$15.8K +1,004 New
TRCT
83
Tower Research Capital (TRC)
New York
$14K -$8.21K -523 -37%
Daiwa Securities Group
84
Daiwa Securities Group
Japan
$13K +$3.14K +200 +33%
SAMC
85
Shinko Asset Management Company
Japan
$10K -$1.57K -100 -14%
TFA
86
Transamerica Financial Advisors
Florida
$8K
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$7K
RFC
88
Russell Frank Company
Washington
$6K -$30.2K -1,924 -83%
GI
89
Gradient Investments
Minnesota
$2K +$1.81K +115 New
MFS
90
MSI Financial Services
Massachusetts
$2K +$2.36K +150 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281 -$3.08K -196 -1%
NI
92
Numeric Investors
Massachusetts
-$674K -44,595 Closed
CPSAC
93
Chas P. Smith & Associates (CPS)
Florida
-$268K -17,735 Closed
CS
94
Credit Suisse
Switzerland
-$266K -17,622 Closed
Two Sigma Advisers
95
Two Sigma Advisers
New York
-$169K -11,200 Closed
First Trust Advisors
96
First Trust Advisors
Illinois
-$167K -11,067 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$153K -10,155 Closed
UBS Group
98
UBS Group
Switzerland
-$61K -4,010 Closed
BRWA
99
B. Riley Wealth Advisors
Florida
-$43 -2,840 Closed
ClearBridge Investments
100
ClearBridge Investments
New York
-$30K -2,000 Closed

WSR Hedge Fund Activity: Q1 2015 in Review

91 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2015, worth a combined $145M — up 8.9% from $133M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WSR positions and 9 closed out — a net gain of 1 holder — while 27 added to existing stakes and 37 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2M. The largest seller was PVG Asset Management, cutting an estimated $1.64M.

  • 91 institutional investors held Whitestone REIT (WSR) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $145M of Whitestone REIT stock for Q1 2015, up 8.9% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q1 2015 and 9 closed out, a net change of +1 holder.
  • The largest Whitestone REIT buyer in Q1 2015 was Vanguard Group, an estimated $2M added.
  • The largest Whitestone REIT seller in Q1 2015 was PVG Asset Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2015.