We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

Back to rankings

126 hedge funds and large institutions have $311M invested in Whitestone REIT in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

510% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $350K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

24% more capital invested

Capital invested by funds: $250M → $311M (+$60.8M)

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

10% more funds holding

Funds holding: 115 → 126 (+11)

6.3% more ownership

Funds ownership: 49.84% → 56.13% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
41
Reduced
34
Closed
13
Calls
$2.13M
Puts
$350K
Net Calls
+$1.78M
Net Calls Change
+$298K

Top Buyers

1
BlackRock
BlackRock
New York
+$22.4M
2
Invesco
Invesco
Georgia
+$4.3M
3
Millennium Management
Millennium Management
New York
+$1.81M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.58M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.31M

Top Sellers

1
PAM
PVG Asset Management
Colorado
-$6M
2
CCM
Chilton Capital Management
Texas
-$1.65M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.23M
4
OAM
Orinda Asset Management
California
-$1.03M
5
UR
USCA RIA
Texas
-$994K
Name Holding Trade Value Shares
Change 		Change in
Stake
Parallax Volatility Advisers
101
Parallax Volatility Advisers
California
$83K +$81.3K +5,754 New
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$81K – – –
AIP
103
Ameritas Investment Partners
Nebraska
$47K – – –
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$46K – – –
US Bancorp
105
US Bancorp
Minnesota
$46K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$38K +$37.6K +2,663 New
CA
107
Calton & Associates
Florida
$30K +$32.2K +2,276 New
PMFA
108
Plante Moran Financial Advisors
Michigan
$29K – – –
DAM
109
Delta Asset Management
Tennessee
$26K – – –
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$23K +$22.6K +1,597 New
AF
111
Advisornet Financial
Minnesota
$21K +$20.3K +1,439 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$18K +$18K +1,276 New
LIA
113
LS Investment Advisors
Michigan
$16K -$2.67K -189 -15%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$16K – – –
CAC
115
Certified Advisory Corp
Florida
$16K +$15.7K +1,114 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$16K +$16K +1,129 +7,056%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$13K +$12.9K +910 +3,033%
MCM
118
MV Capital Management
Maryland
$10K – – –
PA
119
Parallel Advisors
California
$6K – – –
SWM
120
SeaCrest Wealth Management
New York
$6K +$5.65K +400 New
MAM
121
Meeder Asset Management
Ohio
$4K -$9.12K -645 -70%
TRCT
122
Tower Research Capital (TRC)
New York
$2K -$87.1K -6,165 -97%
SEI Investments
123
SEI Investments
Pennsylvania
$1K – – –
STA
124
Summit Trail Advisors
New York
$1K +$678 +48 New
GS
125
Girard Securities
California
– -$1.1M -84,400 Closed
2 3 4
5
6

WSR Hedge Fund Activity: Q4 2017 in Review

126 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2017, worth a combined $311M — up 24% from $250M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WSR positions and 13 closed out — a net gain of 11 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was PVG Asset Management, cutting an estimated $6M.

  • 126 institutional investors held Whitestone REIT (WSR) as of Q4 2017, up from 115 in Q3 2017.
  • Funds reported $311M of Whitestone REIT stock for Q4 2017, up 24% quarter-over-quarter.
  • 24 funds opened new Whitestone REIT positions in Q4 2017 and 13 closed out, a net change of +11 holders.
  • The largest Whitestone REIT buyer in Q4 2017 was BlackRock, an estimated $22.4M added.
  • The largest Whitestone REIT seller in Q4 2017 was PVG Asset Management, an estimated $6M sold.

Based on aggregated 13F filings for Q4 2017.