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WSR

Whitestone REIT
WSR

Delisted

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

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104 hedge funds and large institutions have $207M invested in Whitestone REIT in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 17

64% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.23M

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $184M → $207M (+$22.5M)

6% more funds holding

Funds holding: 98 → 104 (+6)

0.39% less ownership

Funds ownership: 44.69% → 44.3% (-0.39%)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
54
Reduced
17
Closed
15
Calls
$2.02M
Puts
$1.23M
Net Calls
+$785K
Net Calls Change
+$311K

Top Buyers

1
PAM
PVG Asset Management
Colorado
+$9.05M
2
Invesco
Invesco
Georgia
+$7M
3
CCM
Chilton Capital Management
Texas
+$6.87M
4
BlackRock
BlackRock
New York
+$6.05M
5
NC
Northpointe Capital
Michigan
+$3.99M

Top Sellers

1
HW
Hancock Whitney
Mississippi
-$8.5M
2
SFM
Systematic Financial Management
New Jersey
-$1.26M
3
MC
Menta Capital
California
-$957K
4
TCIM
TIAA CREF Investment Management
New York
-$689K
5
TCM
Texan Capital Management
Texas
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$159K +$162K +12,992 New
CIA
77
Capital Investment Advisors
Georgia
$151K +$12.5K +1,000 +9%
SCM
78
Schnieders Capital Management
California
$138K +$10K +800 +8%
AG
79
Aperio Group
California
$135K -$97.2K -7,775 -41%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$122K – – –
UBS Group
81
UBS Group
Switzerland
$108K -$26.6K -2,131 -19%
PWM
82
Perigon Wealth Management
California
$101K +$103K +8,200 New
Legal & General Group
83
Legal & General Group
United Kingdom
$96K +$12.5K +1,003 +15%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$69K +$18.8K +1,500 +37%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$61K +$38.9K +3,108 +166%
AIP
86
Ameritas Investment Partners
Nebraska
$40K +$17.5K +1,402 +77%
US Bancorp
87
US Bancorp
Minnesota
$39K +$1.13K +90 +3%
Daiwa Securities Group
88
Daiwa Securities Group
Japan
$39K +$12.5K +1,000 +45%
CPIG
89
Chicago Partners Investment Group
Illinois
$39K +$37.5K +3,000 New
Creative Planning
90
Creative Planning
Kansas
$37K +$38.1K +3,050 New
Simplex Trading
91
Simplex Trading
Illinois
$35K +$21.9K +1,752 +157%
QT
92
Quantbot Technologies
New York
$30K +$31.4K +2,511 New
PMFA
93
Plante Moran Financial Advisors
Michigan
$24K – – –
DAM
94
Delta Asset Management
Tennessee
$22K – – –
Credit Agricole
95
Credit Agricole
France
$21K +$3.75K +300 +21%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$16K – – –
PCM
97
Penserra Capital Management
California
$12K +$3.74K +299 +42%
SEI Investments
98
SEI Investments
Pennsylvania
$12K +$12.5K +1,003 +6,269%
TWMP
99
Taylor Wealth Management Partners
Massachusetts
$11K – – –
Citigroup
100
Citigroup
New York
$10K -$8K -640 -43%
1 2 3
4
5

WSR Hedge Fund Activity: Q2 2017 in Review

104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2017, worth a combined $207M — up 12% from $184M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 15 closed out — a net gain of 7 holders — while 54 added to existing stakes and 17 trimmed.

The largest buyer was PVG Asset Management, adding an estimated $9.05M. The largest seller was Hancock Whitney, exiting entirely with an estimated $8.5M sold.

  • 104 institutional investors held Whitestone REIT (WSR) as of Q2 2017, up from 98 in Q1 2017.
  • Funds reported $207M of Whitestone REIT stock for Q2 2017, up 12% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q2 2017 and 15 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q2 2017 was PVG Asset Management, an estimated $9.05M added.
  • The largest Whitestone REIT seller in Q2 2017 was Hancock Whitney, an estimated $8.5M sold.

Based on aggregated 13F filings for Q2 2017.