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WSR

Whitestone REIT
WSR

Delisted

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

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,224% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $234K

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 158163 (+5)

2.42% less ownership

Funds ownership: 60.91%58.49% (-2.4%)

6% less capital invested

Capital invested by funds: $284M → $266M (-$17.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$338K +$116 +12 +0%
Citigroup
77
Citigroup
New York
$336K +$73K +7,538 +26%
TRCT
78
Tower Research Capital (TRC)
New York
$329K +$333K +34,394 +2,478%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$319K +$169K +17,476 +102%
SO
80
STRS Ohio
Ohio
$311K -$129K -13,375 -28%
AllianceBernstein
81
AllianceBernstein
Tennessee
$303K -$102K -10,551 -24%
CG
82
Clarus Group
Texas
$297K
ECM
83
ExodusPoint Capital Management
New York
$289K +$304K +31,428 New
JF
84
Jump Financial
Illinois
$289K +$304K +31,391 New
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$283K -$14.1K -1,457 -5%
SSA
86
Schonfeld Strategic Advisors
New York
$276K -$198K -20,500 -41%
Deutsche Bank
87
Deutsche Bank
Germany
$272K +$75.1K +7,756 +36%
LPL Financial
88
LPL Financial
California
$271K +$8.74K +903 +3%
RI
89
Ridgewood Investments
New Jersey
$270K
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$264K +$82.2K +8,490 +42%
SI
91
Stephens Inc
Arkansas
$264K +$61K +6,303 +28%
UBS Group
92
UBS Group
Switzerland
$259K +$11.4K +1,173 +4%
MFS
93
Mirabella Financial Services
United Kingdom
$253K +$266K +27,504 New
VRS
94
Virginia Retirement Systems
Virginia
$245K +$38.7K +4,000 +18%
YCM
95
Yousif Capital Management
Michigan
$240K -$33.1K -3,425 -12%
AIG
96
American International Group
New York
$235K +$1.12K +116 +0.5%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$234K -$63.3K -6,540 -20%
MIM
98
MetLife Investment Management
New Jersey
$228K
QT
99
Quantbot Technologies
New York
$227K +$84.6K +8,744 +55%
TF
100
TIAA FSB
Florida
$220K

WSR Hedge Fund Activity: Q1 2023 in Review

163 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2023, worth a combined $266M — down 6.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.02M. The largest seller was Conversant Capital, exiting entirely with an estimated $21.7M sold.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2023, up from 158 in Q4 2022.
  • Funds reported $266M of Whitestone REIT stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q1 2023 was Hillsdale Investment Management, an estimated $4.02M added.
  • The largest Whitestone REIT seller in Q1 2023 was Conversant Capital, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2023.