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WSR

Whitestone REIT
WSR

Delisted

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

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207 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 200 → 207 (+7)

0.21% more ownership

Funds ownership: 64% → 64.2% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $406M → $402M (-$4.39M)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
88
Reduced
53
Closed
22
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$263K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$1.85M
2
CCM
Chilton Capital Management
Texas
+$1.69M
3
Goldman Sachs
Goldman Sachs
New York
+$1.55M
4
DG
DigitalBridge Group
Florida
+$1.53M
5
EIM
Emmett Investment Management
New York
+$1.48M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.81M
2
UBS AM
UBS AM
Illinois
-$2.01M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.69M
4
Morgan Stanley
Morgan Stanley
New York
-$1.29M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAU
101
Caxton Associates (UK)
$254K +$261K +20,723 New
RAM
102
Resona Asset Management
Japan
$254K +$36.2K +2,873 +16%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$253K -$3.78K -300 -1%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$249K +$4.53K +360 +2%
XT
105
XTX Topco
Cayman Islands
$248K +$255K +20,234 New
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$243K – – –
CAM
107
Cresset Asset Management
Illinois
$242K +$45.8K +3,640 +23%
Victory Capital Management
108
Victory Capital Management
Texas
$239K +$245K +19,449 New
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$233K +$114K +9,047 +91%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$229K +$49.6K +3,937 +27%
RI
111
Ridgewood Investments
New Jersey
$221K -$75.6K -6,000 -25%
Mariner
112
Mariner
Kansas
$216K +$20K +1,589 +10%
Federated Hermes
113
Federated Hermes
Pennsylvania
$215K -$14.6K -1,160 -6%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$204K -$802K -63,730 -79%
DA
115
Doliver Advisors
Texas
$196K +$201K +16,000 New
Daiwa Securities Group
116
Daiwa Securities Group
Japan
$194K +$365 +29 +0.2%
Corient Private Wealth
117
Corient Private Wealth
Florida
$193K +$60.9K +4,840 +45%
IC
118
IEQ Capital
California
$192K +$56.7K +4,501 +40%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190K -$9.73K -773 -5%
Verition Fund Management
120
Verition Fund Management
Connecticut
$189K – – –
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$188K +$192K +15,270 New
BFM
122
Boothbay Fund Management
New York
$185K +$190K +15,089 New
CA
123
Crossingbridge Advisors
New York
$184K – – –
Neuberger Berman Group
124
Neuberger Berman Group
New York
$180K -$14.6K -1,158 -7%
A
125
AlphaQuest
New York
$172K -$261K -20,728 -60%
3 4
5
6 7

WSR Hedge Fund Activity: Q3 2025 in Review

207 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2025, worth a combined $402M — down 1.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WSR positions and 22 closed out — a net gain of 7 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.85M. The largest seller was Balyasny Asset Management, cutting an estimated $4.81M.

  • 207 institutional investors held Whitestone REIT (WSR) as of Q3 2025, up from 200 in Q2 2025.
  • Funds reported $402M of Whitestone REIT stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 29 funds opened new Whitestone REIT positions in Q3 2025 and 22 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2025 was First Trust Advisors, an estimated $1.85M added.
  • The largest Whitestone REIT seller in Q3 2025 was Balyasny Asset Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2025.