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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 $184M invested in Whitestone REIT in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,771% more call options, than puts

Call options by funds: $481K | Put options by funds: $7K

0.47% more ownership

Funds ownership: 44.22%44.69% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

1% less capital invested

Capital invested by funds: $186M → $184M (-$1.9M)

10% less funds holding

Funds holding: 10998 (-11)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
98
Holders Change
-11
Holders Change %
-10.09%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
31
Closed
13
Calls
$481K
Puts
$7K
Net Calls
+$474K
Net Calls Change
+$161K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$43K
FIM
77
Foresters Investment Management
New York
$42K
CG
78
Cutler Group
California
$34K +$34.3K +2,483 New
Daiwa Securities Group
79
Daiwa Securities Group
Japan
$30K +$9.66K +700 +47%
JP Morgan Chase
80
JP Morgan Chase
New York
$28K -$298K -21,636 -91%
PMFA
81
Plante Moran Financial Advisors
Michigan
$28K
ClearBridge Investments
82
ClearBridge Investments
New York
$28K +$27.6K +2,000 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$25.9K -$9.74K -706 -27%
AIP
84
Ameritas Investment Partners
Nebraska
$25K +$25.2K +1,829 New
DAM
85
Delta Asset Management
Tennessee
$24K -$6.9K -500 -22%
Citigroup
86
Citigroup
New York
$21K -$377K -27,305 -95%
Credit Agricole
87
Credit Agricole
France
$19K
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$18K -$16.1K -1,170 -47%
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$16K
Simplex Trading
90
Simplex Trading
Illinois
$15K +$15.4K +1,116 New
TWMP
91
Taylor Wealth Management Partners
Massachusetts
$12K
IA
92
IFP Advisors
Florida
$10K
MCM
93
MV Capital Management
Maryland
$10K
PCM
94
Penserra Capital Management
California
$9K +$3.63K +263 +59%
AIM
95
Acrospire Investment Management
Illinois
$8K -$8.28K -600 -52%
Barclays
96
Barclays
United Kingdom
$2K -$4.92K -357 -70%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$2K
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$697K -48,461 Closed
JIR
99
James Investment Research
Ohio
-$591K -41,110 Closed
CS
100
Credit Suisse
Switzerland
-$560K -38,913 Closed

WSR Hedge Fund Activity: Q1 2017 in Review

98 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2017, worth a combined $184M — down 1% from $186M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WSR and 8 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 31 added.

The largest buyer was BlackRock, adding an estimated $30M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $697K sold.

  • 98 institutional investors held Whitestone REIT (WSR) as of Q1 2017, down from 109 in Q4 2016.
  • Funds reported $184M of Whitestone REIT stock for Q1 2017, down 1% quarter-over-quarter.
  • 8 funds opened new Whitestone REIT positions in Q1 2017 and 13 closed out, a net change of -5 holders.
  • The largest Whitestone REIT buyer in Q1 2017 was BlackRock, an estimated $30M added.
  • The largest Whitestone REIT seller in Q1 2017 was Susquehanna International Group, an estimated $697K sold.

Based on aggregated 13F filings for Q1 2017.