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WSR

Whitestone REIT
WSR

Delisted

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

122 hedge funds and large institutions have $138M invested in Whitestone REIT in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.84% less ownership

Funds ownership: 56.27%54.42% (-1.8%)

2% less funds holding

Funds holding: 125122 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $172M → $138M (-$34M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

42% less call options, than puts

Call options by funds: $225K | Put options by funds: $387K

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
36
Reduced
47
Closed
19
Calls
$225K
Puts
$387K
Net Calls
-$162K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
101
Quantbot Technologies
New York
$29K +$32.1K +4,929 New
Citigroup
102
Citigroup
New York
$25K -$101K -15,552 -79%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$25K -$8.34K -1,282 -25%
DA
104
Denali Advisors
California
$25K +$26.9K +4,130 New
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$23K
AIP
106
Ameritas Investment Partners
Nebraska
$19K
MAM
107
Meeder Asset Management
Ohio
$14K +$2.67K +411 +22%
GWS
108
Glassman Wealth Services
Virginia
$14K +$14.6K +2,250 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$12K +$234 +36 +2%
VCM
110
Versant Capital Management
Arizona
$10K
GSWM
111
Golden State Wealth Management
California
$10K +$11.2K +1,722 New
QCG
112
Quadrant Capital Group
Ohio
$9K -$1.38K -212 -13%
APA
113
American Portfolios Advisors
New York
$9K
DAM
114
Delta Asset Management
Tennessee
$8K
SIS
115
Sound Income Strategies
Florida
$8K
SWA
116
Sutton Wealth Advisors
Florida
$6.16K +$6.68K +1,027 New
US Bancorp
117
US Bancorp
Minnesota
$5K
RG
118
Retirement Group
California
$2K +$39 +6 +2%
BCA
119
Berman Capital Advisors
Georgia
$2K +$1.39K +214 +84%
GT
120
Glenmede Trust
Pennsylvania
$1K +$716 +110 +54%
ASN
121
Advisory Services Network
Georgia
$1K +$898 +138 New
WG
122
Winton Group
United Kingdom
-$2.63M -362,320 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-$452K -69,491 Closed
SFM
124
Systematic Financial Management
New Jersey
-$301K -41,355 Closed
6M
125
6 Meridian
Kansas
-$221K -30,371 Closed

WSR Hedge Fund Activity: Q3 2020 in Review

122 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2020, worth a combined $138M — down 20% from $172M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WSR and 17 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 36 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $1.9M. The largest seller was Winton Group, exiting entirely with an estimated $2.63M sold.

  • 122 institutional investors held Whitestone REIT (WSR) as of Q3 2020, down from 125 in Q2 2020.
  • Funds reported $138M of Whitestone REIT stock for Q3 2020, down 20% quarter-over-quarter.
  • 17 funds opened new Whitestone REIT positions in Q3 2020 and 19 closed out, a net change of -2 holders.
  • The largest Whitestone REIT buyer in Q3 2020 was Balyasny Asset Management, an estimated $1.9M added.
  • The largest Whitestone REIT seller in Q3 2020 was Winton Group, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2020.