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WSR

Whitestone REIT
WSR

Delisted

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

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160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $328K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 154 → 160 (+6)

1.84% more ownership

Funds ownership: 58.66% → 60.5% (+1.8%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$7.26M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
Fortress Investment Group
New York
+$7.44M
2
DG
DigitalBridge Group
Florida
+$4.73M
3
FP
Foundry Partners
Minnesota
+$4.48M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.41M
5
Barclays
Barclays
United Kingdom
+$1.96M

Top Sellers

1
N
Nuveen
North Carolina
-$4.46M
2
BlackRock
BlackRock
New York
-$3.22M
3
Millennium Management
Millennium Management
New York
-$2.07M
4
NAM
Nexpoint Asset Management
Texas
-$1.92M
5
GCP
GSA Capital Partners
United Kingdom
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
76
Clarus Group
Texas
$311K – – –
COPPSERS
77
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$303K -$210K -21,064 -40%
AllianceBernstein
78
AllianceBernstein
Tennessee
$289K -$58.3K -5,850 -16%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$287K -$24.2K -2,431 -8%
RI
80
Ridgewood Investments
New Jersey
$283K – – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$279K +$1.04K +104 +0.4%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$277K – – –
SI
83
Stephens Inc
Arkansas
$276K – – –
IMRF
84
Illinois Municipal Retirement Fund
Illinois
$273K +$283K +28,376 New
WVP
85
Worth Venture Partners
New Jersey
$271K – – –
SG Americas Securities
86
SG Americas Securities
New York
$266K +$275K +27,602 New
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$259K -$4.95K -497 -2%
AIG
88
American International Group
New York
$256K +$6.08K +610 +2%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$256K -$23.4K -2,352 -8%
MIM
90
MetLife Investment Management
New Jersey
$239K – – –
TIAA Trust, National Association
91
TIAA Trust, National Association
North Carolina
$230K +$238K +23,915 New
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$230K -$4.98K -500 -2%
YCM
93
Yousif Capital Management
Michigan
$225K -$15K -1,510 -6%
Deutsche Bank
94
Deutsche Bank
Germany
$216K -$827 -83 -0.4%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201K – – –
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$199K +$206K +20,639 New
Millennium Management
97
Millennium Management
New York
$194K -$2.07M -207,479 -91%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$194K -$4K -402 -2%
Corient Private Wealth
99
Corient Private Wealth
Florida
$194K -$4.32K -434 -2%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$193K +$30 +3 +0%
2 3
4
5 6

WSR Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2023, worth a combined $289M — up 2.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSR positions and 14 closed out — a net gain of 7 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Fortress Investment Group, adding an estimated $7.44M. The largest seller was Nuveen, cutting an estimated $4.46M.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $289M of Whitestone REIT stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2023 was Fortress Investment Group, an estimated $7.44M added.
  • The largest Whitestone REIT seller in Q3 2023 was Nuveen, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2023.