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WSR

Whitestone REIT
WSR

Delisted

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

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161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $415K

2% less funds holding

Funds holding: 164 → 161 (-3)

5% less capital invested

Capital invested by funds: $406M → $386M (-$20.4M)

5.04% less ownership

Funds ownership: 66.62% → 61.58% (-5%)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$1.76M
2
HCM
HGI Capital Management
New York
+$1.51M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.21M
4
RAM
Roumell Asset Management
Maryland
+$1.16M
5
CAM
ClariVest Asset Management
California
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.57M
2
FIG
Fortress Investment Group
New York
-$9.09M
3
ECM
ExodusPoint Capital Management
New York
-$3.28M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.5M
5
GC
Globeflex Capital
California
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMRF
76
Illinois Municipal Retirement Fund
Illinois
$349K +$11.3K +911 +3%
WVP
77
Worth Venture Partners
New Jersey
$343K +$11.1K +900 +3%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$334K -$7.41K -600 -2%
AIG
79
American International Group
New York
$328K -$2.88K -233 -0.9%
Deutsche Bank
80
Deutsche Bank
Germany
$319K +$37.1K +3,002 +13%
CIM
81
Cambria Investment Management
California
$314K +$45.1K +3,648 +17%
MIM
82
MetLife Investment Management
New Jersey
$311K – – –
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$310K +$53.6K +4,339 +21%
TIAA Trust, National Association
84
TIAA Trust, National Association
North Carolina
$300K – – –
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$293K -$38.1K -3,087 -12%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$292K -$3.71K -300 -1%
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$276K – – –
YCM
88
Yousif Capital Management
Michigan
$269K -$27.3K -2,210 -9%
Osaic Holdings
89
Osaic Holdings
Arizona
$268K -$77.7K -6,285 -23%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$268K -$376K -30,448 -59%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$251K -$37 -3 -0%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$249K +$13.8K +1,113 +6%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$236K – – –
RAM
94
Resona Asset Management
Japan
$235K +$232K +18,756 New
Corient Private Wealth
95
Corient Private Wealth
Florida
$232K -$17.3K -1,401 -7%
Verition Fund Management
96
Verition Fund Management
Connecticut
$232K +$16.1K +1,300 +8%
AAS
97
Avantax Advisory Services
Texas
$217K – – –
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206K – – –
MPAM
99
Murphy Pohlad Asset Management
Minnesota
$205K – – –
SOW
100
State of Wyoming
Wyoming
$203K +$59.1K +4,784 +42%
2 3
4
5 6

WSR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2024, worth a combined $386M — down 5% from $406M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WSR and 21 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 38 added.

The largest buyer was Foundry Partners, adding an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $9.57M.

  • 161 institutional investors held Whitestone REIT (WSR) as of Q1 2024, down from 164 in Q4 2023.
  • Funds reported $386M of Whitestone REIT stock for Q1 2024, down 5% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q1 2024 and 24 closed out, a net change of -3 holders.
  • The largest Whitestone REIT buyer in Q1 2024 was Foundry Partners, an estimated $1.76M added.
  • The largest Whitestone REIT seller in Q1 2024 was Morgan Stanley, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2024.