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WSR

Whitestone REIT
WSR

Delisted

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

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130 hedge funds and large institutions have $269M invested in Whitestone REIT in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $649K

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0.34% less ownership

Funds ownership: 56.58% → 56.24% (-0.34%)

3% less capital invested

Capital invested by funds: $276M → $269M (-$7.16M)

2% less funds holding

Funds holding: 133 → 130 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
52
Reduced
41
Closed
17
Calls
$1.48M
Puts
$649K
Net Calls
+$834K
Net Calls Change
+$177K

Top Buyers

1
Invesco
Invesco
Georgia
+$4.61M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.49M
3
American Century Companies
American Century Companies
Missouri
+$2.32M
4
BlackRock
BlackRock
New York
+$2.24M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.17M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$9.43M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.86M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$1.67M
4
TCIM
TIAA CREF Investment Management
New York
-$1.59M
5
Axa
Axa
France
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
101
Quantamental Technologies
New York
$58K +$58.2K +4,400 +1,100%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$46K -$18.1K -1,367 -26%
US Bancorp
103
US Bancorp
Minnesota
$42K -$1.98K -150 -4%
AIP
104
Ameritas Investment Partners
Nebraska
$39K – – –
CG
105
Cutler Group
California
$32K +$35.7K +2,700 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
IA
107
IFP Advisors
Florida
$18K – – –
AF
108
Advisornet Financial
Minnesota
$17K – – –
GSWM
109
Golden State Wealth Management
California
$17K +$18.8K +1,425 New
MOACM
110
Mutual of America Capital Management
New York
$14K +$1.98K +150 +15%
LIA
111
LS Investment Advisors
Michigan
$13K – – –
Pacer Advisors
112
Pacer Advisors
Pennsylvania
$13K – – –
DAM
113
Delta Asset Management
Tennessee
$12K -$10.2K -770 -44%
ASN
114
Advisory Services Network
Georgia
$12K -$3.31K -250 -20%
AAMU
115
Amundi Asset Management US
Massachusetts
$10K -$2.65K -200 -20%
VCM
116
Versant Capital Management
Arizona
$10K +$357 +27 +3%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$8K -$18.2K -1,379 -67%
MWNA
118
Marshall Wace North America
New York
$7K -$538K -40,663 -99%
PA
119
Parallel Advisors
California
$5K -$2.5K -189 -31%
SWA
120
Sutton Wealth Advisors
Florida
$4.99K +$5.49K +415 New
CAC
121
Certified Advisory Corp
Florida
$4K – – –
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
QT
123
Quantbot Technologies
New York
$2K +$2.78K +210 New
CAW
124
Cornerstone Advisors (Washington)
Washington
$1K – – –
WT
125
Whittier Trust
California
$1K +$608 +46 New
2 3 4
5
6

WSR Hedge Fund Activity: Q1 2019 in Review

130 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2019, worth a combined $269M — down 2.6% from $276M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WSR and 14 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Invesco, adding an estimated $4.61M. The largest seller was AllianceBernstein, cutting an estimated $9.43M.

  • 130 institutional investors held Whitestone REIT (WSR) as of Q1 2019, down from 133 in Q4 2018.
  • Funds reported $269M of Whitestone REIT stock for Q1 2019, down 2.6% quarter-over-quarter.
  • 14 funds opened new Whitestone REIT positions in Q1 2019 and 17 closed out, a net change of -3 holders.
  • The largest Whitestone REIT buyer in Q1 2019 was Invesco, an estimated $4.61M added.
  • The largest Whitestone REIT seller in Q1 2019 was AllianceBernstein, an estimated $9.43M sold.

Based on aggregated 13F filings for Q1 2019.