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WSR

Whitestone REIT
WSR

Delisted

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

93 hedge funds and large institutions have $127M invested in Whitestone REIT in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

52% more call options, than puts

Call options by funds: $845K | Put options by funds: $556K

0% more capital invested

Capital invested by funds: $126M → $127M (+$621K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.95% less ownership

Funds ownership: 41.75%40.8% (-0.95%)

2% less funds holding

Funds holding: 9593 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
47
Reduced
19
Closed
12
Calls
$845K
Puts
$556K
Net Calls
+$289K
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$59K +$1.92K +156 +3%
Citigroup
77
Citigroup
New York
$56K +$40.9K +3,324 +217%
Legal & General Group
78
Legal & General Group
United Kingdom
$47K
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$46K +$19.7K +1,600 +66%
Victory Capital Management
80
Victory Capital Management
Texas
$43K -$3.12K -253 -6%
SAMC
81
Shinko Asset Management Company
Japan
$20K
Credit Agricole
82
Credit Agricole
France
$16K
CTC
83
Central Trust Company
Missouri
$15K
BJ
84
BlackRock Japan
Japan
$12K -$1.26K -102 -9%
BlackRock
85
BlackRock
New York
$9K
Daiwa Securities Group
86
Daiwa Securities Group
Japan
$9K
Barclays
87
Barclays
United Kingdom
$9K +$616 +50 +7%
TFA
88
Transamerica Financial Advisors
Florida
$6K
Creative Planning
89
Creative Planning
Kansas
$6K +$6.34K +515 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$5K
DBT
91
Dubuque Bank & Trust
Iowa
$4K -$528K -42,878 -99%
MFS
92
MSI Financial Services
Massachusetts
$2K
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254 +$21.8K +1,774 +9%
NC
94
NBW Capital
Massachusetts
-$2.16M -165,553 Closed
TFMS
95
Trust & Fiduciary Management Services
Massachusetts
-$1.98M -151,854 Closed
NI
96
Numeric Investors
Massachusetts
-$1.32M -101,400 Closed
CS
97
Credit Suisse
Switzerland
-$332K -25,491 Closed
VKH
98
Virtu KCG Holdings
New York
-$270K -20,728 Closed
HI
99
Horizon Investments
North Carolina
-$155K -11,868 Closed
FFS
100
Founders Financial Securities
Maryland
-$153K -11,736 Closed

WSR Hedge Fund Activity: Q3 2015 in Review

93 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2015, worth a combined $127M — up 0.49% from $126M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WSR and 10 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 47 added.

The largest buyer was Millennium Management, adding an estimated $3.77M. The largest seller was Taylor Wealth Management Partners, cutting an estimated $2.21M.

  • 93 institutional investors held Whitestone REIT (WSR) as of Q3 2015, down from 95 in Q2 2015.
  • Funds reported $127M of Whitestone REIT stock for Q3 2015, up 0.49% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q3 2015 and 12 closed out, a net change of -2 holders.
  • The largest Whitestone REIT buyer in Q3 2015 was Millennium Management, an estimated $3.77M added.
  • The largest Whitestone REIT seller in Q3 2015 was Taylor Wealth Management Partners, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2015.