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WSR

Whitestone REIT
WSR

Delisted

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

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,224% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $234K

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 158163 (+5)

2.42% less ownership

Funds ownership: 60.91%58.49% (-2.4%)

6% less capital invested

Capital invested by funds: $284M → $266M (-$17.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
WVP
101
Worth Venture Partners
New Jersey
$219K
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$217K -$57.9K -5,981 -20%
SG Americas Securities
103
SG Americas Securities
New York
$217K +$229K +23,609 New
EGM
104
Engineers Gate Manager
New York
$214K +$225K +23,239 New
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$199K -$3.87K -400 -2%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$192K +$4.77K +493 +2%
Corient Private Wealth
107
Corient Private Wealth
Florida
$190K +$45.6K +4,713 +30%
CWA
108
CM Wealth Advisors
Ohio
$189K +$210K +21,689 New
Grantham, Mayo, Van Otterloo & Co (GMO)
109
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186K +$196K +20,200 New
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$185K +$195K +20,112 New
AB
111
Amalgamated Bank
New York
$178K -$15K -1,545 -7%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$175K
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$174K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$146K +$37.3K +3,852 +35%
MPAM
115
Murphy Pohlad Asset Management
Minnesota
$144K +$3.87K +400 +3%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$141K -$387 -40 -0.3%
SOW
117
State of Wyoming
Wyoming
$137K +$83.8K +8,662 +138%
Daiwa Securities Group
118
Daiwa Securities Group
Japan
$128K +$9.84K +1,017 +8%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$126K +$133K +13,705 New
ASRS
120
Arizona State Retirement System
Arizona
$125K +$3.48K +360 +3%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$122K
MYAM
122
Meiji Yasuda Asset Management
Japan
$120K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$113K +$13.1K +1,357 +12%
JSW
124
Journey Strategic Wealth
New Jersey
$110K +$2.24K +231 +2%
RIM
125
RW Investment Management
Idaho
$109K

WSR Hedge Fund Activity: Q1 2023 in Review

163 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2023, worth a combined $266M — down 6.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.02M. The largest seller was Conversant Capital, exiting entirely with an estimated $21.7M sold.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2023, up from 158 in Q4 2022.
  • Funds reported $266M of Whitestone REIT stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q1 2023 was Hillsdale Investment Management, an estimated $4.02M added.
  • The largest Whitestone REIT seller in Q1 2023 was Conversant Capital, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2023.