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WSR

Whitestone REIT
WSR

Delisted

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

96 hedge funds and large institutions have $139M invested in Whitestone REIT in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $259K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

6% more capital invested

Capital invested by funds: $130M → $139M (+$8.15M)

1.09% more ownership

Funds ownership: 40.31%41.4% (+1.1%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 9896 (-2)

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
38
Reduced
30
Closed
11
Calls
$1.13M
Puts
$259K
Net Calls
+$866K
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
76
Plante Moran Financial Advisors
Michigan
$29K +$25.9K +2,310 New
MERSOM
77
Municipal Employees' Retirement System of Michigan
Michigan
$25K +$22.1K +1,970 New
UBS Group
78
UBS Group
Switzerland
$24K +$11.1K +987 +101%
BlackRock
79
BlackRock
New York
$23K +$11.5K +1,023 +134%
JP Morgan Chase
80
JP Morgan Chase
New York
$19K +$7.06K +629 +71%
IA
81
IFP Advisors
Florida
$18K -$8.45K -753 -33%
BJ
82
BlackRock Japan
Japan
$18K
Credit Agricole
83
Credit Agricole
France
$18K
CTC
84
Central Trust Company
Missouri
$16K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$16K +$15K +1,340 New
SAMC
86
Shinko Asset Management Company
Japan
$14K -$4.49K -400 -27%
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$13K +$2.24K +200 +25%
TWMP
88
Taylor Wealth Management Partners
Massachusetts
$11K -$1.91M -170,419 -99%
MFS
89
MSI Financial Services
Massachusetts
$11K +$8.25K +735 +490%
Barclays
90
Barclays
United Kingdom
$7K -$3.29K -293 -32%
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$6K
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$5K +$4.57K +407 +1,770%
Geode Capital Management
93
Geode Capital Management
Massachusetts
$1.94K +$13.5K +1,206 +0.8%
TRCT
94
Tower Research Capital (TRC)
New York
$1K -$2.24K -200 -67%
DBT
95
Dubuque Bank & Trust
Iowa
$1K
PCM
96
Penserra Capital Management
California
$3 +$146 +13 +5%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
-$910K -75,807 Closed
BFM
98
Boothbay Fund Management
New York
-$284K -23,669 Closed
ARTA
99
A.R.T. Advisors
New York
-$146K -12,167 Closed
AG
100
Aperio Group
California
-$120K -10,002 Closed

WSR Hedge Fund Activity: Q1 2016 in Review

96 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2016, worth a combined $139M — up 6.3% from $130M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WSR and 10 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 38 added.

The largest buyer was Westwood Management Corporation, opening a new position worth an estimated $1.16M. The largest seller was Taylor Wealth Management Partners, cutting an estimated $1.91M.

  • 96 institutional investors held Whitestone REIT (WSR) as of Q1 2016, down from 98 in Q4 2015.
  • Funds reported $139M of Whitestone REIT stock for Q1 2016, up 6.3% quarter-over-quarter.
  • 10 funds opened new Whitestone REIT positions in Q1 2016 and 11 closed out, a net change of -1 holder.
  • The largest Whitestone REIT buyer in Q1 2016 was Westwood Management Corporation, an estimated $1.16M added.
  • The largest Whitestone REIT seller in Q1 2016 was Taylor Wealth Management Partners, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2016.