Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
98 hedge funds and large institutions have $130M invested in Whitestone REIT in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
54% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 26
5% more funds holding
Funds holding: 93 → 98 (+5)
3% more capital invested
Capital invested by funds: $127M → $130M (+$3.78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.48% less ownership
Funds ownership: 40.8% → 40.31% (-0.48%)
37% less call options, than puts
Call options by funds: $365K | Put options by funds: $576K
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$898K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$524K |
| 4 |
LPL Financial
San Diego,
California
|
+$439K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$381K |
Top Sellers
| 1 |
Millennium Management
New York
|
-$1.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.04M |
| 4 |
Two Sigma Investments
New York
|
-$819K |
| 5 |
HT
HAP Trading
New York
|
-$754K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$227K | -19,700 | Closed |
|
|
DTL
102
Dynamic Technology Lab
Singapore
| – | -$170K | -14,737 | Closed |
|
103
Tudor Investment Corp
Stamford,
Connecticut
| – | -$130K | -11,235 | Closed |
|
|
PP
104
PDT Partners
New York
| – | -$121K | -10,532 | Closed |
|
105
Creative Planning
Overland Park,
Kansas
| – | -$6.15K | -511 | -99% |
|
|
TFA
106
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$6K | -500 | Closed |
|
107
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$277 | +23 | New |
|
WSR Hedge Fund Activity: Q4 2015 in Review
98 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2015, worth a combined $130M — up 3% from $127M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WSR positions and 9 closed out — a net gain of 5 holders — while 40 added to existing stakes and 26 trimmed.
The largest buyer was Invesco, adding an estimated $4.2M. The largest seller was Millennium Management, cutting an estimated $1.82M.
- 98 institutional investors held Whitestone REIT (WSR) as of Q4 2015, up from 93 in Q3 2015.
- Funds reported $130M of Whitestone REIT stock for Q4 2015, up 3% quarter-over-quarter.
- 14 funds opened new Whitestone REIT positions in Q4 2015 and 9 closed out, a net change of +5 holders.
- The largest Whitestone REIT buyer in Q4 2015 was Invesco, an estimated $4.2M added.
- The largest Whitestone REIT seller in Q4 2015 was Millennium Management, an estimated $1.82M sold.
Based on aggregated 13F filings for Q4 2015.