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WSR

Whitestone REIT
WSR

Delisted

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

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160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $328K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 154 → 160 (+6)

1.84% more ownership

Funds ownership: 58.66% → 60.5% (+1.8%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$7.26M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K

Top Buyers

1
FIG
Fortress Investment Group
New York
+$7.44M
2
DG
DigitalBridge Group
Florida
+$4.73M
3
FP
Foundry Partners
Minnesota
+$4.48M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.41M
5
Barclays
Barclays
United Kingdom
+$1.96M

Top Sellers

1
N
Nuveen
North Carolina
-$4.46M
2
BlackRock
BlackRock
New York
-$3.22M
3
Millennium Management
Millennium Management
New York
-$2.07M
4
NAM
Nexpoint Asset Management
Texas
-$1.92M
5
GCP
GSA Capital Partners
United Kingdom
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$192K -$221K -22,166 -53%
Citigroup
102
Citigroup
New York
$183K -$164K -16,461 -46%
VI
103
Versor Investments
New York
$181K +$187K +18,800 New
AB
104
Amalgamated Bank
New York
$181K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$177K +$4.33K +435 +2%
JF
106
Jump Financial
Illinois
$172K +$178K +17,826 New
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$167K -$7.7K -773 -4%
QC
108
Quadrature Capital
United Kingdom
$161K +$166K +16,694 New
MPAM
109
Murphy Pohlad Asset Management
Minnesota
$157K +$5.98K +600 +4%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$154K – – –
HW
111
Hancock Whitney
Mississippi
$153K +$6.59K +662 +4%
AAS
112
Avantax Advisory Services
Texas
$144K +$149K +14,999 New
Daiwa Securities Group
113
Daiwa Securities Group
Japan
$143K +$9.44K +948 +7%
SOW
114
State of Wyoming
Wyoming
$139K +$51.6K +5,182 +56%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$135K -$4.98K -500 -3%
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$135K – – –
MYAM
117
Meiji Yasuda Asset Management
Japan
$131K – – –
ASRS
118
Arizona State Retirement System
Arizona
$129K +$1.8K +181 +1%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$120K – – –
Mariner
120
Mariner
Kansas
$114K -$2.94K -295 -2%
RIM
121
RW Investment Management
Idaho
$114K – – –
JSW
122
Journey Strategic Wealth
New Jersey
$110K -$1.45K -146 -1%
EH
123
Equitable Holdings
New York
$101K +$104K +10,488 New
Federated Hermes
124
Federated Hermes
Pennsylvania
$98.2K +$50.3K +5,051 +98%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$97.7K +$101K +10,141 New
3 4
5
6 7

WSR Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2023, worth a combined $289M — up 2.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSR positions and 14 closed out — a net gain of 7 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Fortress Investment Group, adding an estimated $7.44M. The largest seller was Nuveen, cutting an estimated $4.46M.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $289M of Whitestone REIT stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2023 was Fortress Investment Group, an estimated $7.44M added.
  • The largest Whitestone REIT seller in Q3 2023 was Nuveen, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2023.