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WSR

Whitestone REIT
WSR

Delisted

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

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109 hedge funds and large institutions have $186M invested in Whitestone REIT in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $510K | Put options by funds: $197K

122% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 23

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $173M → $186M (+$13.1M)

4% more funds holding

Funds holding: 105 → 109 (+4)

0.05% more ownership

Funds ownership: 44.17% → 44.22% (+0.05%)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
23
Closed
9
Calls
$510K
Puts
$197K
Net Calls
+$313K
Net Calls Change
-$211K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$2.09M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.34M
3
BIT
BlackRock Institutional Trust
California
+$1.34M
4
SFM
Systematic Financial Management
New Jersey
+$1.23M
5
Morgan Stanley
Morgan Stanley
New York
+$1.02M

Top Sellers

1
PCM
Piermont Capital Management
Missouri
-$2.04M
2
Invesco
Invesco
Georgia
-$1.36M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.26M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.2M
5
Millennium Management
Millennium Management
New York
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
76
Bison Wealth
Georgia
$161K – – –
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$161K +$35.6K +2,647 +28%
Squarepoint
78
Squarepoint
New York
$161K +$151K +11,203 New
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$144K +$135K +10,000 New
SCM
80
Schnieders Capital Management
California
$144K +$135K +10,025 New
Legal & General Group
81
Legal & General Group
United Kingdom
$98K +$41.4K +3,080 +83%
BlackRock
82
BlackRock
New York
$96K -$12.6K -934 -12%
AG
83
Advisor Group
Arizona
$79K +$45.7K +3,400 +166%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$59K – – –
PG
85
PEAK6 Group
Illinois
$49K +$45.5K +3,379 New
US Bancorp
86
US Bancorp
Minnesota
$45K – – –
FIM
87
Foresters Investment Management
New York
$42K – – –
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$37.1K +$9.99K +743 +40%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$36K – – –
DAM
90
Delta Asset Management
Tennessee
$33K – – –
PMFA
91
Plante Moran Financial Advisors
Michigan
$29K +$26.9K +2,000 New
Daiwa Securities Group
92
Daiwa Securities Group
Japan
$22K +$6.73K +500 +50%
Credit Agricole
93
Credit Agricole
France
$20K – – –
BJ
94
BlackRock Japan
Japan
$18K -$3.71K -276 -18%
AIM
95
Acrospire Investment Management
Illinois
$17K -$5.38K -400 -26%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$16K +$9.42K +700 +157%
TWMP
97
Taylor Wealth Management Partners
Massachusetts
$13K – – –
UBS AM
98
UBS AM
Illinois
$12K +$11.6K +861 New
IA
99
IFP Advisors
Florida
$11K -$13.5K -1,000 -57%
MCM
100
MV Capital Management
Maryland
$10K – – –
1 2 3
4
5

WSR Hedge Fund Activity: Q4 2016 in Review

109 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2016, worth a combined $186M — up 7.6% from $173M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WSR positions and 9 closed out — a net gain of 6 holders — while 51 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.09M. The largest seller was Piermont Capital Management, exiting entirely with an estimated $2.04M sold.

  • 109 institutional investors held Whitestone REIT (WSR) as of Q4 2016, up from 105 in Q3 2016.
  • Funds reported $186M of Whitestone REIT stock for Q4 2016, up 7.6% quarter-over-quarter.
  • 15 funds opened new Whitestone REIT positions in Q4 2016 and 9 closed out, a net change of +6 holders.
  • The largest Whitestone REIT buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.09M added.
  • The largest Whitestone REIT seller in Q4 2016 was Piermont Capital Management, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2016.