We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

Back to rankings

121 hedge funds and large institutions have $313M invested in Whitestone REIT in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $998K | Put options by funds: $300K

60% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 30

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $284M → $313M (+$29.6M)

1% more funds holding

Funds holding: 120 → 121 (+1)

0.47% more ownership

Funds ownership: 56.09% → 56.56% (+0.47%)

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
30
Closed
10
Calls
$998K
Puts
$300K
Net Calls
+$698K
Net Calls Change
-$5K

Top Buyers

1
Invesco
Invesco
Georgia
+$2.69M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.43M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.35M
4
BlackRock
BlackRock
New York
+$797K
5
CAM
ClariVest Asset Management
California
+$791K

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$1.95M
2
Citadel Advisors
Citadel Advisors
Florida
-$946K
3
Canada Life
Canada Life
Manitoba, Canada
-$691K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$542K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$22K – – –
APA
102
American Portfolios Advisors
New York
$20.6K +$19.3K +1,500 New
AF
103
Advisornet Financial
Minnesota
$20K – – –
GSWM
104
Golden State Wealth Management
California
$20K +$13 +1 +0.1%
MOACM
105
Mutual of America Capital Management
New York
$20K +$821 +64 +4%
VCM
106
Versant Capital Management
Arizona
$17K +$3.16K +246 +24%
US Bancorp
107
US Bancorp
Minnesota
$17K +$11.6K +900 +244%
AA
108
Advisory Alpha
Michigan
$16.1K +$15.3K +1,191 New
LIA
109
LS Investment Advisors
Michigan
$15K – – –
DAM
110
Delta Asset Management
Tennessee
$14K – – –
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$11K – – –
Twin Tree Management
112
Twin Tree Management
Texas
$6K +$5.58K +435 New
SWA
113
Sutton Wealth Advisors
Florida
$5.71K – – –
CAC
114
Certified Advisory Corp
Florida
$4K – – –
TFO
115
Tarbox Family Office
California
$4K – – –
QCG
116
Quadrant Capital Group
Ohio
$3K – – –
TWA
117
TCI Wealth Advisors
Arizona
$3K +$2.5K +195 New
AAMU
118
Amundi Asset Management US
Massachusetts
$1K -$5.13K -400 -80%
CAW
119
Cornerstone Advisors (Washington)
Washington
$1K – – –
GT
120
Glenmede Trust
Pennsylvania
$2 – – –
USAA
121
United Services Automobile Association
Texas
– -$1.95M -153,747 Closed
Citadel Advisors
122
Citadel Advisors
Florida
– -$946K -74,583 Closed
Canada Life
123
Canada Life
Manitoba, Canada
– -$691K -54,632 Closed
Millennium Management
124
Millennium Management
New York
– -$316K -24,896 Closed
Axa
125
Axa
France
– -$315K -24,800 Closed
2 3 4
5
6

WSR Hedge Fund Activity: Q3 2019 in Review

121 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2019, worth a combined $313M — up 10% from $284M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WSR positions and 10 closed out — a net gain of 2 holders — while 48 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $2.69M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $1.95M sold.

  • 121 institutional investors held Whitestone REIT (WSR) as of Q3 2019, up from 120 in Q2 2019.
  • Funds reported $313M of Whitestone REIT stock for Q3 2019, up 10% quarter-over-quarter.
  • 12 funds opened new Whitestone REIT positions in Q3 2019 and 10 closed out, a net change of +2 holders.
  • The largest Whitestone REIT buyer in Q3 2019 was Invesco, an estimated $2.69M added.
  • The largest Whitestone REIT seller in Q3 2019 was United Services Automobile Association, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2019.