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WSR

Whitestone REIT
WSR

Delisted

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

115 hedge funds and large institutions have $287M invested in Whitestone REIT in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $491K

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

15% more capital invested

Capital invested by funds: $250M → $287M (+$37.2M)

1.75% more ownership

Funds ownership: 50.3%52.05% (+1.8%)

9% less funds holding

Funds holding: 126115 (-11)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
53
Reduced
30
Closed
17
Calls
$1.31M
Puts
$491K
Net Calls
+$816K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$230K
Mackenzie Financial
77
Mackenzie Financial
Ontario, Canada
$208K
Group One Trading
78
Group One Trading
Illinois
$197K +$187K +14,173 New
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$194K +$567 +43 +0.3%
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$171K
MSA
81
Mason Street Advisors
Wisconsin
$163K +$3.75K +284 +2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$159K +$151K +11,471 New
AG
83
Advisor Group
Arizona
$155K +$47.9K +3,634 +49%
SG Americas Securities
84
SG Americas Securities
New York
$152K -$80.8K -6,129 -36%
CIA
85
Capital Investment Advisors
Georgia
$146K
PCM
86
Price Capital Management
Louisiana
$132K -$635K -48,161 -84%
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$101K +$19.8K +1,500 +26%
AAMU
88
Amundi Asset Management US
Massachusetts
$96K -$3.96K -300 -4%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$86K
Daiwa Securities Group
90
Daiwa Securities Group
Japan
$83K +$18.5K +1,400 +30%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$72K
ASN
92
Advisory Services Network
Georgia
$69K +$65.9K +5,000 New
US Bancorp
93
US Bancorp
Minnesota
$52K +$3.56K +270 +8%
AIP
94
Ameritas Investment Partners
Nebraska
$45K
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$41K +$23.8K +1,808 +158%
PMFA
96
Plante Moran Financial Advisors
Michigan
$28K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$25K -$106 -8 -0.4%
DAM
98
Delta Asset Management
Tennessee
$25K
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$22K
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$21.7K -$7.02K -532 -25%

WSR Hedge Fund Activity: Q3 2018 in Review

115 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2018, worth a combined $287M — up 15% from $250M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WSR and 7 opened new positions — a net loss of 10 holders — while 30 trimmed existing stakes and 53 added.

The largest buyer was Renaissance Technologies, adding an estimated $4.66M. The largest seller was PVG Asset Management, exiting entirely with an estimated $1.48M sold.

  • 115 institutional investors held Whitestone REIT (WSR) as of Q3 2018, down from 126 in Q2 2018.
  • Funds reported $287M of Whitestone REIT stock for Q3 2018, up 15% quarter-over-quarter.
  • 7 funds opened new Whitestone REIT positions in Q3 2018 and 17 closed out, a net change of -10 holders.
  • The largest Whitestone REIT buyer in Q3 2018 was Renaissance Technologies, an estimated $4.66M added.
  • The largest Whitestone REIT seller in Q3 2018 was PVG Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2018.