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WSR

Whitestone REIT
WSR

Delisted

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

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120 hedge funds and large institutions have $320M invested in Whitestone REIT in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $655K

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

1.23% more ownership

Funds ownership: 56.56% → 57.8% (+1.2%)

2% more capital invested

Capital invested by funds: $313M → $320M (+$6.67M)

1% less funds holding

Funds holding: 121 → 120 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
49
Reduced
31
Closed
15
Calls
$1.1M
Puts
$655K
Net Calls
+$443K
Net Calls Change
-$255K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$3.82M
2
BlackRock
BlackRock
New York
+$3.37M
3
Millennium Management
Millennium Management
New York
+$1.98M
4
State Street
State Street
Massachusetts
+$998K
5
AAMU
Amundi Asset Management US
Massachusetts
+$964K

Top Sellers

1
Invesco
Invesco
Georgia
-$3.26M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.36M
3
BCM
Bridgeway Capital Management
Texas
-$777K
4
Two Sigma Investments
Two Sigma Investments
New York
-$662K
5
PI
PineBridge Investments
New York
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
101
Mutual of America Capital Management
New York
$20K -$618 -45 -3%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$17K -$37.2K -2,707 -68%
US Bancorp
103
US Bancorp
Minnesota
$17K – – –
VCM
104
Versant Capital Management
Arizona
$17K – – –
AA
105
Advisory Alpha
Michigan
$16K – – –
LIA
106
LS Investment Advisors
Michigan
$15K – – –
DAM
107
Delta Asset Management
Tennessee
$14K – – –
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$11K -$494 -36 -4%
DWA
109
Dorsey Wright & Associates
California
$10K +$10.4K +754 New
CAC
110
Certified Advisory Corp
Florida
$9K +$4.9K +357 +119%
SWA
111
Sutton Wealth Advisors
Florida
$5.65K – – –
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$5K +$5.38K +392 New
TFO
113
Tarbox Family Office
California
$4K – – –
RG
114
Retirement Group
California
$4K +$4.27K +311 New
QCG
115
Quadrant Capital Group
Ohio
$3K – – –
TWA
116
TCI Wealth Advisors
Arizona
$3K – – –
GT
117
Glenmede Trust
Pennsylvania
$2K – – –
CAW
118
Cornerstone Advisors (Washington)
Washington
$1K – – –
BCM
119
Bridgeway Capital Management
Texas
– -$777K -56,500 Closed
Two Sigma Investments
120
Two Sigma Investments
New York
– -$662K -48,081 Closed
CCIA
121
Campbell & Co Investment Adviser
Maryland
– -$384K -27,905 Closed
ARTA
122
A.R.T. Advisors
New York
– -$285K -20,728 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
– -$246K -17,941 Closed
GCP
124
GSA Capital Partners
United Kingdom
– -$193K -14,003 Closed
CIA
125
Capital Investment Advisors
Georgia
– -$144K -10,500 Closed
2 3 4
5
6

WSR Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2019, worth a combined $320M — up 2.1% from $313M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of WSR and 14 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 49 added.

The largest buyer was Renaissance Technologies, adding an estimated $3.82M. The largest seller was Invesco, cutting an estimated $3.26M.

  • 120 institutional investors held Whitestone REIT (WSR) as of Q4 2019, down from 121 in Q3 2019.
  • Funds reported $320M of Whitestone REIT stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 14 funds opened new Whitestone REIT positions in Q4 2019 and 15 closed out, a net change of -1 holder.
  • The largest Whitestone REIT buyer in Q4 2019 was Renaissance Technologies, an estimated $3.82M added.
  • The largest Whitestone REIT seller in Q4 2019 was Invesco, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2019.