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WSR

Whitestone REIT
WSR

Delisted

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

126 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $138M → $180M (+$41.2M)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 122126 (+4)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

1.26% less ownership

Funds ownership: 54.42%53.16% (-1.3%)

41% less call options, than puts

Call options by funds: $284K | Put options by funds: $482K

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
41
Reduced
40
Closed
19
Calls
$284K
Puts
$482K
Net Calls
-$198K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$26K
MAM
102
Meeder Asset Management
Ohio
$19K +$784 +109 +5%
Osaic Holdings
103
Osaic Holdings
Arizona
$17K -$38.6K -5,372 -71%
VCM
104
Versant Capital Management
Arizona
$15K +$1.4K +195 +11%
Group One Trading
105
Group One Trading
Illinois
$15K +$13.7K +1,900 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$12K -$4.12K -573 -26%
QCG
107
Quadrant Capital Group
Ohio
$12K
APA
108
American Portfolios Advisors
New York
$12K
SIS
109
Sound Income Strategies
Florida
$11K
DAM
110
Delta Asset Management
Tennessee
$10K
FPS
111
Fieldpoint Private Securities
Connecticut
$10K +$9.38K +1,305 New
VCG
112
Vantage Consulting Group
Virginia
$9K +$8.44K +1,173 New
SWA
113
Sutton Wealth Advisors
Florida
$8.19K
FFG
114
Fortem Financial Group
California
$8K +$6.91K +961 New
FTDI
115
First Trust Direct Indexing
Massachusetts
$7K +$6.11K +849 New
PAM
116
Panagora Asset Management
Massachusetts
$6K +$5.08K +706 New
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
$5K +$4.83K +671 New
US Bancorp
118
US Bancorp
Minnesota
$4K -$3.29K -457 -51%
BCA
119
Berman Capital Advisors
Georgia
$3K +$29 +4 +0.9%
GSAM
120
Grant Street Asset Management
Pennsylvania
$3K +$3.15K +438 New
PFBT
121
Parkside Financial Bank & Trust
Missouri
$2K +$1.65K +229 +347%
CCA
122
Childress Capital Advisors
Texas
$2K +$2.16K +300 New
Simplex Trading
123
Simplex Trading
Illinois
$1K -$85.4K -11,881 -98%
EI
124
Ellevest Inc
New York
$1K +$928 +129 New
AIG
125
American International Group
New York
$214 -$4.83K -671 -2%

WSR Hedge Fund Activity: Q4 2020 in Review

126 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2020, worth a combined $180M — up 30% from $138M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WSR positions and 19 closed out — a net gain of 5 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.23M. The largest seller was Invesco, cutting an estimated $6.09M.

  • 126 institutional investors held Whitestone REIT (WSR) as of Q4 2020, up from 122 in Q3 2020.
  • Funds reported $180M of Whitestone REIT stock for Q4 2020, up 30% quarter-over-quarter.
  • 24 funds opened new Whitestone REIT positions in Q4 2020 and 19 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2020 was Geode Capital Management, an estimated $1.23M added.
  • The largest Whitestone REIT seller in Q4 2020 was Invesco, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2020.