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WSR

Whitestone REIT
WSR

Delisted

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

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109 hedge funds and large institutions have $186M invested in Whitestone REIT in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $510K | Put options by funds: $197K

122% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 23

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $173M → $186M (+$13.1M)

4% more funds holding

Funds holding: 105 → 109 (+4)

0.05% more ownership

Funds ownership: 44.17% → 44.22% (+0.05%)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
23
Closed
9
Calls
$510K
Puts
$197K
Net Calls
+$313K
Net Calls Change
-$211K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$2.09M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.34M
3
BIT
BlackRock Institutional Trust
California
+$1.34M
4
SFM
Systematic Financial Management
New Jersey
+$1.23M
5
Morgan Stanley
Morgan Stanley
New York
+$1.02M

Top Sellers

1
PCM
Piermont Capital Management
Missouri
-$2.04M
2
Invesco
Invesco
Georgia
-$1.36M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.26M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.2M
5
Millennium Management
Millennium Management
New York
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
101
Prelude Capital Management
New York
$10K +$9.42K +700 New
Barclays
102
Barclays
United Kingdom
$7K +$1.66K +123 +32%
MFS
103
MSI Financial Services
Massachusetts
$6K -$861 -64 -13%
PCM
104
Penserra Capital Management
California
$6K +$659 +49 +12%
TRCT
105
Tower Research Capital (TRC)
New York
$6K +$5.79K +430 +43,000%
PA
106
Parallel Advisors
California
$4K +$3.73K +277 New
DBT
107
Dubuque Bank & Trust
Iowa
$2K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$2K +$1.68K +125 New
PCM
109
Piermont Capital Management
Missouri
– -$2.04M -146,580 Closed
Millennium Management
110
Millennium Management
New York
– -$751K -54,112 Closed
MERSOM
111
Municipal Employees' Retirement System of Michigan
Michigan
– -$513K -36,970 Closed
GC
112
Guggenheim Capital
Illinois
– -$438K -31,610 Closed
Connor, Clark & Lunn Investment Management (CC&L)
113
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$356K -25,617 Closed
First Trust Advisors
114
First Trust Advisors
Illinois
– -$184K -13,265 Closed
MTB
115
Mizuho Trust & Banking
Japan
– -$93K -6,703 Closed
Simplex Trading
116
Simplex Trading
Illinois
– -$2.69K -200 Closed
EFSCE
117
Enterprise Financial Services Corp (EFSC)
Missouri
– -$2K -159 Closed
SEI Investments
118
SEI Investments
Pennsylvania
– +$215 +16 New
1 2 3 4
5

WSR Hedge Fund Activity: Q4 2016 in Review

109 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2016, worth a combined $186M — up 7.6% from $173M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WSR positions and 9 closed out — a net gain of 6 holders — while 51 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.09M. The largest seller was Piermont Capital Management, exiting entirely with an estimated $2.04M sold.

  • 109 institutional investors held Whitestone REIT (WSR) as of Q4 2016, up from 105 in Q3 2016.
  • Funds reported $186M of Whitestone REIT stock for Q4 2016, up 7.6% quarter-over-quarter.
  • 15 funds opened new Whitestone REIT positions in Q4 2016 and 9 closed out, a net change of +6 holders.
  • The largest Whitestone REIT buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $2.09M added.
  • The largest Whitestone REIT seller in Q4 2016 was Piermont Capital Management, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2016.