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WSR

Whitestone REIT
WSR

Delisted

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

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104 hedge funds and large institutions have $207M invested in Whitestone REIT in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 17

64% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.23M

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $184M → $207M (+$22.5M)

6% more funds holding

Funds holding: 98 → 104 (+6)

0.39% less ownership

Funds ownership: 44.69% → 44.3% (-0.39%)

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
54
Reduced
17
Closed
15
Calls
$2.02M
Puts
$1.23M
Net Calls
+$785K
Net Calls Change
+$311K

Top Buyers

1
PAM
PVG Asset Management
Colorado
+$9.05M
2
Invesco
Invesco
Georgia
+$7M
3
CCM
Chilton Capital Management
Texas
+$6.87M
4
BlackRock
BlackRock
New York
+$6.05M
5
NC
Northpointe Capital
Michigan
+$3.99M

Top Sellers

1
HW
Hancock Whitney
Mississippi
-$8.5M
2
SFM
Systematic Financial Management
New Jersey
-$1.26M
3
MC
Menta Capital
California
-$957K
4
TCIM
TIAA CREF Investment Management
New York
-$689K
5
TCM
Texan Capital Management
Texas
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
101
MV Capital Management
Maryland
$9K – – –
PA
102
Parallel Advisors
California
$5K -$57.4K -4,589 -92%
Barclays
103
Barclays
United Kingdom
$1K -$613 -49 -32%
HW
104
Hancock Whitney
Mississippi
– -$8.5M -614,170 Closed
SFM
105
Systematic Financial Management
New Jersey
– -$1.26M -91,265 Closed
MC
106
Menta Capital
California
– -$957K -69,136 Closed
TCM
107
Texan Capital Management
Texas
– -$494K -35,714 Closed
Principal Financial Group
108
Principal Financial Group
Iowa
– -$266K -19,220 Closed
Citadel Advisors
109
Citadel Advisors
Florida
– -$202K -14,590 Closed
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
– -$182K -14,551 -100%
Two Sigma Advisers
111
Two Sigma Advisers
New York
– -$186K -13,441 Closed
AWM
112
AE Wealth Management
Kansas
– -$160K -11,586 Closed
DADC
113
D.A. Davidson & Co
Montana
– -$46K -3,350 Closed
CG
114
Cutler Group
California
– -$31K -2,483 Closed
JP Morgan Chase
115
JP Morgan Chase
New York
– -$28K -2,050 Closed
ClearBridge Investments
116
ClearBridge Investments
New York
– -$28K -2,000 Closed
IA
117
IFP Advisors
Florida
– -$10K -740 Closed
AIM
118
Acrospire Investment Management
Illinois
– -$8K -555 Closed
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
– -$2K -125 Closed
1 2 3 4
5

WSR Hedge Fund Activity: Q2 2017 in Review

104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2017, worth a combined $207M — up 12% from $184M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 15 closed out — a net gain of 7 holders — while 54 added to existing stakes and 17 trimmed.

The largest buyer was PVG Asset Management, adding an estimated $9.05M. The largest seller was Hancock Whitney, exiting entirely with an estimated $8.5M sold.

  • 104 institutional investors held Whitestone REIT (WSR) as of Q2 2017, up from 98 in Q1 2017.
  • Funds reported $207M of Whitestone REIT stock for Q2 2017, up 12% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q2 2017 and 15 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q2 2017 was PVG Asset Management, an estimated $9.05M added.
  • The largest Whitestone REIT seller in Q2 2017 was Hancock Whitney, an estimated $8.5M sold.

Based on aggregated 13F filings for Q2 2017.