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WSR

Whitestone REIT
WSR

Delisted

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

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115 hedge funds and large institutions have $250M invested in Whitestone REIT in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $761K

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

21% more capital invested

Capital invested by funds: $207M → $250M (+$43.9M)

11% more funds holding

Funds holding: 104 → 115 (+11)

5.54% more ownership

Funds ownership: 44.3% → 49.84% (+5.5%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
37
Reduced
27
Closed
16
Calls
$2.25M
Puts
$761K
Net Calls
+$1.49M
Net Calls Change
+$701K

Top Buyers

1
BlackRock
BlackRock
New York
+$13.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$11.3M
3
Principal Financial Group
Principal Financial Group
Iowa
+$3.72M
4
CCM
Chilton Capital Management
Texas
+$3.45M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.17M

Top Sellers

1
NC
Northpointe Capital
Michigan
-$3.91M
2
PAM
PVG Asset Management
Colorado
-$3.54M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.34M
4
RA
Rational Advisors
New York
-$1.53M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$26K -$12.8K -1,000 -33%
PMFA
102
Plante Moran Financial Advisors
Michigan
$26K – – –
DAM
103
Delta Asset Management
Tennessee
$23K – – –
Credit Agricole
104
Credit Agricole
France
$22K – – –
CG
105
Cutler Group
California
$21K +$20.8K +1,626 New
LIA
106
LS Investment Advisors
Michigan
$17K +$16.5K +1,290 New
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$15K -$260K -20,350 -95%
TWMP
108
Taylor Wealth Management Partners
Massachusetts
$12K – – –
MAM
109
Meeder Asset Management
Ohio
$12K +$11.8K +919 New
MCM
110
MV Capital Management
Maryland
$9K – – –
PA
111
Parallel Advisors
California
$6K – – –
SEI Investments
112
SEI Investments
Pennsylvania
$1K -$12.3K -964 -95%
NC
113
Northpointe Capital
Michigan
– -$3.91M -318,842 Closed
RJFSA
114
Raymond James Financial Services Advisors
Florida
– -$1.02M -83,262 Closed
KCM
115
Kennedy Capital Management
Missouri
– -$858K -70,000 Closed
UOC
116
UBS O'Connor
Illinois
– -$768K -62,704 Closed
AQR Capital Management
117
AQR Capital Management
Connecticut
– -$636K -51,935 Closed
PCM
118
Perritt Capital Management
Illinois
– -$613K -50,000 Closed
Jane Street
119
Jane Street
New York
– -$399K -32,534 Closed
Russell Investments Group
120
Russell Investments Group
United Kingdom
– -$390K -31,800 Closed
IOOF
121
Independent Order of Foresters
Ontario, Canada
– -$245K -20,000 Closed
SI
122
SII Investments
Wisconsin
– -$176K -14,383 Closed
FAAS
123
First Allied Advisory Services
California
– -$168K -13,867 Closed
PWM
124
Perigon Wealth Management
California
– -$101K -8,200 Closed
Creative Planning
125
Creative Planning
Kansas
– -$37K -3,050 Closed
2 3 4
5
6

WSR Hedge Fund Activity: Q3 2017 in Review

115 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2017, worth a combined $250M — up 21% from $207M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WSR positions and 16 closed out — a net gain of 12 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $13.4M. The largest seller was Northpointe Capital, exiting entirely with an estimated $3.91M sold.

  • 115 institutional investors held Whitestone REIT (WSR) as of Q3 2017, up from 104 in Q2 2017.
  • Funds reported $250M of Whitestone REIT stock for Q3 2017, up 21% quarter-over-quarter.
  • 28 funds opened new Whitestone REIT positions in Q3 2017 and 16 closed out, a net change of +12 holders.
  • The largest Whitestone REIT buyer in Q3 2017 was BlackRock, an estimated $13.4M added.
  • The largest Whitestone REIT seller in Q3 2017 was Northpointe Capital, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2017.