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WSR

Whitestone REIT
WSR

Delisted

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

120 hedge funds and large institutions have $284M invested in Whitestone REIT in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $536K

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

5% more capital invested

Capital invested by funds: $269M → $284M (+$14.6M)

0.15% less ownership

Funds ownership: 56.24%56.09% (-0.15%)

8% less funds holding

Funds holding: 130120 (-10)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
120
Holders Change
-10
Holders Change %
-7.69%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
46
Reduced
39
Closed
18
Calls
$1.24M
Puts
$536K
Net Calls
+$703K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$20K
GSWM
102
Golden State Wealth Management
California
$18K -$13 -1 -0.1%
AF
103
Advisornet Financial
Minnesota
$18K
MOACM
104
Mutual of America Capital Management
New York
$18K +$3.61K +288 +25%
LIA
105
LS Investment Advisors
Michigan
$14K
DAM
106
Delta Asset Management
Tennessee
$13K
VCM
107
Versant Capital Management
Arizona
$12K +$1.39K +111 +12%
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$11K -$2.65K -211 -20%
AAMU
109
Amundi Asset Management US
Massachusetts
$6K -$3.76K -300 -38%
SWA
110
Sutton Wealth Advisors
Florida
$5.27K
US Bancorp
111
US Bancorp
Minnesota
$5K -$39.4K -3,141 -89%
CAC
112
Certified Advisory Corp
Florida
$4K
TFO
113
Tarbox Family Office
California
$4K +$3.49K +278 New
PCP
114
Proficio Capital Partners
Massachusetts
$4K +$3.86K +308 New
TRCT
115
Tower Research Capital (TRC)
New York
$3K -$86.2K -6,878 -97%
QCG
116
Quadrant Capital Group
Ohio
$3K +$3.3K +263 New
CAW
117
Cornerstone Advisors (Washington)
Washington
$1K
GI
118
Gradient Investments
Minnesota
$1K +$865 +69 New
GT
119
Glenmede Trust
Pennsylvania
$2
American Century Companies
120
American Century Companies
Missouri
-$3.74M -310,885 Closed
CAM
121
ClariVest Asset Management
California
-$1.8M -150,202 Closed
Nordea Investment Management
122
Nordea Investment Management
Sweden
-$1.8M -150,060 Closed
SG Americas Securities
123
SG Americas Securities
New York
-$257K -21,421 Closed
CCIA
124
Campbell & Co Investment Adviser
Maryland
-$163K -13,584 Closed
Russell Investments Group
125
Russell Investments Group
United Kingdom
-$144K -12,000 Closed

WSR Hedge Fund Activity: Q2 2019 in Review

120 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2019, worth a combined $284M — up 5.4% from $269M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of WSR and 12 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was Invesco, adding an estimated $3.12M. The largest seller was American Century Companies, exiting entirely with an estimated $3.74M sold.

  • 120 institutional investors held Whitestone REIT (WSR) as of Q2 2019, down from 130 in Q1 2019.
  • Funds reported $284M of Whitestone REIT stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 12 funds opened new Whitestone REIT positions in Q2 2019 and 18 closed out, a net change of -6 holders.
  • The largest Whitestone REIT buyer in Q2 2019 was Invesco, an estimated $3.12M added.
  • The largest Whitestone REIT seller in Q2 2019 was American Century Companies, an estimated $3.74M sold.

Based on aggregated 13F filings for Q2 2019.