Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
126 hedge funds and large institutions have $311M invested in Whitestone REIT in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 13 closing their positions.
510% more call options, than puts
Call options by funds: $2.13M | Put options by funds: $350K
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
24% more capital invested
Capital invested by funds: $250M → $311M (+$60.8M)
21% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 34
10% more funds holding
Funds holding: 115 → 126 (+11)
6.3% more ownership
Funds ownership: 49.84% → 56.13% (+6.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
BlackRock
New York
|
+$22.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.3M |
| 3 |
Millennium Management
New York
|
+$1.81M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.58M |
| 5 |
JP Morgan Chase
New York
|
+$1.31M |
Top Sellers
| 1 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$6M |
| 2 |
CCM
Chilton Capital Management
Houston,
Texas
|
-$1.65M |
| 3 |
Renaissance Technologies
New York
|
-$1.23M |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
-$1.03M |
| 5 |
UR
USCA RIA
Houston,
Texas
|
-$994K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UR
126
USCA RIA
Houston,
Texas
| – | -$994K | -81,165 | Closed |
|
127
LSV Asset Management
Chicago,
Illinois
| – | -$784K | -60,100 | Closed |
|
|
CSS
128
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$606K | -46,423 | Closed |
|
|
TIAAOA
129
Teachers Insurance & Annuity Association of America
New York
| – | -$507K | -38,883 | Closed |
|
|
NFA
130
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$272K | -20,847 | Closed |
|
|
RCA
131
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$236K | -18,080 | Closed |
|
|
BFM
132
Boothbay Fund Management
New York
| – | -$210K | -16,100 | Closed |
|
133
First Trust Advisors
Wheaton,
Illinois
| – | -$131K | -10,027 | Closed |
|
|
CPIG
134
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$26K | -2,000 | Closed |
|
135
Credit Agricole
Montrouge Cedex,
France
| – | -$22K | -1,700 | Closed |
|
|
CG
136
Cutler Group
San Francisco,
California
| – | -$23K | -1,626 | Closed |
|
|
TWMP
137
Taylor Wealth Management Partners
Boston,
Massachusetts
| – | -$12K | -900 | Closed |
|
138
AssetMark Inc
Concord,
California
| – | +$184 | +13 | New |
|
WSR Hedge Fund Activity: Q4 2017 in Review
126 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2017, worth a combined $311M — up 24% from $250M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WSR positions and 13 closed out — a net gain of 11 holders — while 41 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was PVG Asset Management, cutting an estimated $6M.
- 126 institutional investors held Whitestone REIT (WSR) as of Q4 2017, up from 115 in Q3 2017.
- Funds reported $311M of Whitestone REIT stock for Q4 2017, up 24% quarter-over-quarter.
- 24 funds opened new Whitestone REIT positions in Q4 2017 and 13 closed out, a net change of +11 holders.
- The largest Whitestone REIT buyer in Q4 2017 was BlackRock, an estimated $22.4M added.
- The largest Whitestone REIT seller in Q4 2017 was PVG Asset Management, an estimated $6M sold.
Based on aggregated 13F filings for Q4 2017.