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WSR

Whitestone REIT
WSR

Delisted

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

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133 hedge funds and large institutions have $276M invested in Whitestone REIT in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

165% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $399K

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

16% more funds holding

Funds holding: 115 → 133 (+18)

4.53% more ownership

Funds ownership: 52.05% → 56.58% (+4.5%)

4% less capital invested

Capital invested by funds: $287M → $276M (-$11.1M)

Holders
133
Holders Change
+18
Holders Change %
+15.65%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
50
Reduced
31
Closed
9
Calls
$1.06M
Puts
$399K
Net Calls
+$657K
Net Calls Change
-$159K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$5.73M
2
Invesco
Invesco
Georgia
+$3.26M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$2.98M
4
Marshall Wace
Marshall Wace
United Kingdom
+$2.06M
5
American Century Companies
American Century Companies
Missouri
+$1.83M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$5.09M
2
KBC Group
KBC Group
Belgium
-$693K
3
Barclays
Barclays
United Kingdom
-$472K
4
CP
Cumberland Partners
Ontario, Canada
-$387K
5
Axa
Axa
France
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
101
Independent Advisor Alliance
North Carolina
$123K +$136K +10,005 New
SG Americas Securities
102
SG Americas Securities
New York
$103K -$34.6K -2,549 -23%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$90K – – –
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$74K – – –
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$64K – – –
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$47K +$11K +814 +28%
US Bancorp
107
US Bancorp
Minnesota
$45K -$1.63K -120 -3%
AIP
108
Ameritas Investment Partners
Nebraska
$40K – – –
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$26K +$3.65K +269 +15%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$23K +$4.18K +308 +20%
DAM
111
Delta Asset Management
Tennessee
$22K – – –
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
IA
113
IFP Advisors
Florida
$19K +$20.3K +1,500 New
AF
114
Advisornet Financial
Minnesota
$18K – – –
MOS
115
MGO One Seven
Ohio
$18K +$20.3K +1,500 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$16K +$6.97K +514 +68%
ASN
117
Advisory Services Network
Georgia
$15K -$50.8K -3,750 -75%
LIA
118
LS Investment Advisors
Michigan
$13K – – –
Pacer Advisors
119
Pacer Advisors
Pennsylvania
$13K +$1.63K +120 +13%
MOACM
120
Mutual of America Capital Management
New York
$12K +$3.12K +230 +30%
VCM
121
Versant Capital Management
Arizona
$10K +$1.26K +93 +12%
JA
122
JOYN Advisors
Georgia
$8K -$353 -26 -4%
PA
123
Parallel Advisors
California
$7K – – –
MNBTD
124
Moody National Bank Trust Division
Texas
$7K +$7.53K +555 New
QT
125
Quantamental Technologies
New York
$5K +$5.42K +400 New
2 3 4
5
6

WSR Hedge Fund Activity: Q4 2018 in Review

133 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2018, worth a combined $276M — down 3.9% from $287M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 9 closed out — a net gain of 18 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.73M. The largest seller was Citadel Advisors, cutting an estimated $5.09M.

  • 133 institutional investors held Whitestone REIT (WSR) as of Q4 2018, up from 115 in Q3 2018.
  • Funds reported $276M of Whitestone REIT stock for Q4 2018, down 3.9% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q4 2018 and 9 closed out, a net change of +18 holders.
  • The largest Whitestone REIT buyer in Q4 2018 was Renaissance Technologies, an estimated $5.73M added.
  • The largest Whitestone REIT seller in Q4 2018 was Citadel Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2018.