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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 $220M invested in Whitestone REIT in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,004% more call options, than puts

Call options by funds: $574K | Put options by funds: $52K

23% more capital invested

Capital invested by funds: $180M → $220M (+$40.4M)

0.4% more ownership

Funds ownership: 53.16%53.56% (+0.4%)

0% more funds holding

Funds holding: 126126 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
37
Reduced
47
Closed
20
Calls
$574K
Puts
$52K
Net Calls
+$522K
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$31K
EVM
102
Eaton Vance Management
Massachusetts
$22K +$20K +2,236 New
MAM
103
Meeder Asset Management
Ohio
$21K -$1.88K -210 -9%
Osaic Holdings
104
Osaic Holdings
Arizona
$21K
VCM
105
Versant Capital Management
Arizona
$19K
DAM
106
Delta Asset Management
Tennessee
$17K +$3.81K +425 +33%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$16K
QCG
108
Quadrant Capital Group
Ohio
$15K +$573 +64 +4%
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$15K +$14.3K +1,597 New
APA
110
American Portfolios Advisors
New York
$14.6K
SIS
111
Sound Income Strategies
Florida
$13.7K
S
112
SignatureFD
Georgia
$11K +$10.6K +1,179 New
FPS
113
Fieldpoint Private Securities
Connecticut
$10K -$2.19K -245 -19%
SWA
114
Sutton Wealth Advisors
Florida
$9.96K
TWA
115
TCI Wealth Advisors
Arizona
$9K +$8.42K +940 New
CAC
116
Certified Advisory Corp
Florida
$8K +$7.16K +800 New
PHK
117
Point72 Hong Kong
Hong Kong
$5K +$4.24K +473 New
US Bancorp
118
US Bancorp
Minnesota
$4K
BCA
119
Berman Capital Advisors
Georgia
$4K +$27 +3 +0.6%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$3K
VFA
121
Valeo Financial Advisors
Indiana
$3K +$2.62K +292 New
EI
122
Ellevest Inc
New York
$1K
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$437 -$129K -14,400 -24%
AIG
124
American International Group
New York
$257 -$2.6K -290 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.16M -145,400 Closed

WSR Hedge Fund Activity: Q1 2021 in Review

126 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2021, worth a combined $220M — up 23% from $180M a quarter earlier.

Fund positioning in WSR was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 37 added to existing stakes and 47 trimmed.

The largest buyer was State Street, adding an estimated $2.5M. The largest seller was Renaissance Technologies, cutting an estimated $1.7M.

  • 126 institutional investors held Whitestone REIT (WSR) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $220M of Whitestone REIT stock for Q1 2021, up 23% quarter-over-quarter.
  • 20 funds opened new Whitestone REIT positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest Whitestone REIT buyer in Q1 2021 was State Street, an estimated $2.5M added.
  • The largest Whitestone REIT seller in Q1 2021 was Renaissance Technologies, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2021.