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WSR

Whitestone REIT
WSR

Delisted

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

98 hedge funds and large institutions have $130M invested in Whitestone REIT in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

5% more funds holding

Funds holding: 9398 (+5)

3% more capital invested

Capital invested by funds: $127M → $130M (+$3.78M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 40.8%40.31% (-0.48%)

37% less call options, than puts

Call options by funds: $365K | Put options by funds: $576K

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
26
Closed
9
Calls
$365K
Puts
$576K
Net Calls
-$211K
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$48K
IA
77
IFP Advisors
Florida
$27K +$27.1K +2,253 New
Citadel Advisors
78
Citadel Advisors
Florida
$26K -$1.06M -88,122 -98%
SAMC
79
Shinko Asset Management Company
Japan
$18K -$2.41K -200 -12%
BJ
80
BlackRock Japan
Japan
$18K +$5.6K +465 +47%
Credit Agricole
81
Credit Agricole
France
$17K
Walleye Trading
82
Walleye Trading
New York
$17K +$16.9K +1,400 New
CTC
83
Central Trust Company
Missouri
$16K
UBS Group
84
UBS Group
Switzerland
$12K +$11.8K +981 New
Barclays
85
Barclays
United Kingdom
$11K +$1.54K +128 +16%
JP Morgan Chase
86
JP Morgan Chase
New York
$11K +$10.6K +883 New
SSB
87
Sandy Spring Bank
Maryland
$11K +$10.8K +900 New
Daiwa Securities Group
88
Daiwa Securities Group
Japan
$10K
BlackRock
89
BlackRock
New York
$9K
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$5K
TRCT
91
Tower Research Capital (TRC)
New York
$4K +$3.61K +300 New
PCM
92
Penserra Capital Management
California
$3K +$3.26K +271 New
MFS
93
MSI Financial Services
Massachusetts
$2K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.99K +165 New
DBT
95
Dubuque Bank & Trust
Iowa
$1K -$3.05K -253 -69%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261 -$2.94K -244 -1%
NCCM
97
Nine Chapters Capital Management
New Jersey
-$921K -79,900 Closed
HT
98
HAP Trading
New York
-$754K -65,428 Closed
SCA
99
Secor Capital Advisors
New York
-$661K -57,366 Closed
CIC
100
Cornercap Investment Counsel
Georgia
-$265K -22,975 Closed

WSR Hedge Fund Activity: Q4 2015 in Review

98 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2015, worth a combined $130M — up 3% from $127M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSR positions and 9 closed out — a net gain of 5 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was Invesco, adding an estimated $4.2M. The largest seller was Millennium Management, cutting an estimated $1.82M.

  • 98 institutional investors held Whitestone REIT (WSR) as of Q4 2015, up from 93 in Q3 2015.
  • Funds reported $130M of Whitestone REIT stock for Q4 2015, up 3% quarter-over-quarter.
  • 14 funds opened new Whitestone REIT positions in Q4 2015 and 9 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2015 was Invesco, an estimated $4.2M added.
  • The largest Whitestone REIT seller in Q4 2015 was Millennium Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2015.