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WSR

Whitestone REIT
WSR

Delisted

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

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164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $374K

41% more capital invested

Capital invested by funds: $289M → $406M (+$118M)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

6.12% more ownership

Funds ownership: 60.5% → 66.62% (+6.1%)

3% more funds holding

Funds holding: 160 → 164 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$24.2M
2
ECM
ExodusPoint Capital Management
New York
+$8.91M
3
Morgan Stanley
Morgan Stanley
New York
+$8.3M
4
FP
Foundry Partners
Minnesota
+$3.82M
5
BFM
Boothbay Fund Management
New York
+$3.12M

Top Sellers

1
FIG
Fortress Investment Group
New York
-$7.38M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$3.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.95M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.03M
5
CCIA
Campbell & Co Investment Adviser
Maryland
-$866K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$403K -$11.3K -1,059 -3%
IP
77
Ignite Planners
California
$381K -$34.2K -3,187 -9%
Citigroup
78
Citigroup
New York
$369K +$118K +11,046 +58%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$366K +$364 +34 +0.1%
RI
80
Ridgewood Investments
New Jersey
$361K – – –
SI
81
Stephens Inc
Arkansas
$353K – – –
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$343K – – –
Osaic Holdings
83
Osaic Holdings
Arizona
$340K +$232K +21,633 +359%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$334K +$6.11K +570 +2%
IMRF
85
Illinois Municipal Retirement Fund
Illinois
$330K -$16.1K -1,505 -5%
WVP
86
Worth Venture Partners
New Jersey
$325K -$18.2K -1,700 -6%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$325K -$5.03K -469 -2%
AIG
88
American International Group
New York
$324K -$2.3K -215 -0.8%
MIM
89
MetLife Investment Management
New Jersey
$305K – – –
TIAA Trust, National Association
90
TIAA Trust, National Association
North Carolina
$294K – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$292K -$55.2K -5,153 -18%
YCM
92
Yousif Capital Management
Michigan
$290K +$2.41K +225 +1%
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$290K -$3.21K -300 -1%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$284K +$31.4K +2,932 +15%
Deutsche Bank
95
Deutsche Bank
Germany
$276K – – –
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$270K +$235K +21,960 New
AssetMark Inc
97
AssetMark Inc
California
$265K +$231K +21,536 New
CIM
98
Cambria Investment Management
California
$264K +$230K +21,443 New
Squarepoint
99
Squarepoint
New York
$251K +$219K +20,413 New
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$250K -$131K -12,182 -37%
2 3
4
5 6

WSR Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2023, worth a combined $406M — up 41% from $289M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 51 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24.2M. The largest seller was Fortress Investment Group, cutting an estimated $7.38M.

  • 164 institutional investors held Whitestone REIT (WSR) as of Q4 2023, up from 160 in Q3 2023.
  • Funds reported $406M of Whitestone REIT stock for Q4 2023, up 41% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2023 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2023 was Vanguard Group, an estimated $24.2M added.
  • The largest Whitestone REIT seller in Q4 2023 was Fortress Investment Group, an estimated $7.38M sold.

Based on aggregated 13F filings for Q4 2023.