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WSR

Whitestone REIT
WSR

Delisted

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

116 hedge funds and large institutions have $215M invested in Whitestone REIT in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $891K | Put options by funds: $251K

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.42% less ownership

Funds ownership: 56.13%52.72% (-3.4%)

8% less funds holding

Funds holding: 126116 (-10)

31% less capital invested

Capital invested by funds: $311M → $215M (-$96.4M)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
45
Reduced
34
Closed
19
Calls
$891K
Puts
$251K
Net Calls
+$640K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$21K
DAM
102
Delta Asset Management
Tennessee
$18K
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$17K
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$16K +$7.32K +600 +64%
AF
105
Advisornet Financial
Minnesota
$15K
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$13K
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$12K
LIA
108
LS Investment Advisors
Michigan
$11K
CPIG
109
Chicago Partners Investment Group
Illinois
$10K +$12.2K +1,000 New
MCM
110
MV Capital Management
Maryland
$8K
RCAG
111
Rehmann Capital Advisory Group
Michigan
$4K +$4.71K +386 New
CAC
112
Certified Advisory Corp
Florida
$3K -$9.93K -814 -73%
CG
113
Cutler Group
California
$3K +$4.6K +377 New
QCG
114
Quadrant Capital Group
Ohio
$2K +$2.6K +213 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1K -$13.1K -1,075 -94%
CAW
116
Cornerstone Advisors (Washington)
Washington
$1K +$964 +79 New
CCM
117
Chilton Capital Management
Texas
-$10.1M -701,975 Closed
LCM
118
LDR Capital Management
New York
-$3.84M -266,697 Closed
OAM
119
Orinda Asset Management
California
-$1.93M -134,109 Closed
WMC
120
Westwood Management Corporation
Illinois
-$1.07M -74,000 Closed
SCM
121
Silver Capital Management
New York
-$475K -32,980 Closed
CHAM
122
Clear Harbor Asset Management
Connecticut
-$338K -23,456 Closed
Squarepoint
123
Squarepoint
New York
-$274K -18,996 Closed
BTS
124
BB&T Securities
Virginia
-$233K -16,187 Closed
GCP
125
GSA Capital Partners
United Kingdom
-$225K -15,581 Closed

WSR Hedge Fund Activity: Q1 2018 in Review

116 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2018, worth a combined $215M — down 31% from $311M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WSR and 9 opened new positions — a net loss of 10 holders — while 34 trimmed existing stakes and 45 added.

The largest buyer was PVG Asset Management, adding an estimated $2.85M. The largest seller was Chilton Capital Management, exiting entirely with an estimated $10.1M sold.

  • 116 institutional investors held Whitestone REIT (WSR) as of Q1 2018, down from 126 in Q4 2017.
  • Funds reported $215M of Whitestone REIT stock for Q1 2018, down 31% quarter-over-quarter.
  • 9 funds opened new Whitestone REIT positions in Q1 2018 and 19 closed out, a net change of -10 holders.
  • The largest Whitestone REIT buyer in Q1 2018 was PVG Asset Management, an estimated $2.85M added.
  • The largest Whitestone REIT seller in Q1 2018 was Chilton Capital Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2018.