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WSR

Whitestone REIT
WSR

Delisted

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

165 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $848K | Put options by funds: $154K

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $386M → $412M (+$25.9M)

2% more funds holding

Funds holding: 161165 (+4)

0.31% more ownership

Funds ownership: 61.58%61.9% (+0.31%)

Holders
165
Holders Change
+4
Holders Change %
+2.48%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
66
Reduced
49
Closed
21
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$220K +$192K +15,610 +1,723%
SG Americas Securities
102
SG Americas Securities
New York
$220K +$203K +16,502 New
Wellington Management Group
103
Wellington Management Group
Massachusetts
$210K +$194K +15,774 New
HW
104
Hancock Whitney
Mississippi
$209K +$1.06K +86 +0.6%
MPAM
105
Murphy Pohlad Asset Management
Minnesota
$205K -$11.1K -900 -6%
Daiwa Securities Group
106
Daiwa Securities Group
Japan
$203K +$7.38K +600 +4%
QT
107
Quantbot Technologies
New York
$199K +$184K +14,985 New
AB
108
Amalgamated Bank
New York
$192K -$9.58K -779 -5%
Osaic Holdings
109
Osaic Holdings
Arizona
$192K -$85.7K -6,975 -33%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$186K
Two Sigma Advisers
111
Two Sigma Advisers
New York
$184K +$27K +2,200 +19%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$181K -$713 -58 -0.4%
OAC
113
OMERS Administration Corp
Ontario, Canada
$177K +$163K +13,300 New
Citadel Advisors
114
Citadel Advisors
Florida
$174K +$160K +13,037 New
XT
115
XTX Topco
Cayman Islands
$171K +$158K +12,846 New
ASRS
116
Arizona State Retirement System
Arizona
$168K -$4.4K -358 -3%
SMDAM
117
Sumitomo Mitsui DS Asset Management
Japan
$161K +$148K +12,068 New
RIM
118
RW Investment Management
Idaho
$157K
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$153K -$13.5K -1,100 -9%
JSW
120
Journey Strategic Wealth
New Jersey
$152K +$184 +15 +0.1%
Creative Planning
121
Creative Planning
Kansas
$145K +$134K +10,909 New
Federated Hermes
122
Federated Hermes
Pennsylvania
$144K -$9.39K -764 -7%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$139K +$129K +10,469 New
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$136K +$664 +54 +0.5%
FM
125
Foster & Motley
Ohio
$136K -$68.8K -5,597 -35%

WSR Hedge Fund Activity: Q2 2024 in Review

165 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2024, worth a combined $412M — up 6.7% from $386M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WSR positions and 21 closed out — a net gain of 5 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $7.29M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $7.11M sold.

  • 165 institutional investors held Whitestone REIT (WSR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $412M of Whitestone REIT stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 26 funds opened new Whitestone REIT positions in Q2 2024 and 21 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q2 2024 was Boothbay Fund Management, an estimated $7.29M added.
  • The largest Whitestone REIT seller in Q2 2024 was ExodusPoint Capital Management, an estimated $7.11M sold.

Based on aggregated 13F filings for Q2 2024.