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WSR

Whitestone REIT
WSR

Delisted

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

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133 hedge funds and large institutions have $276M invested in Whitestone REIT in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

165% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $399K

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

16% more funds holding

Funds holding: 115 → 133 (+18)

4.53% more ownership

Funds ownership: 52.05% → 56.58% (+4.5%)

4% less capital invested

Capital invested by funds: $287M → $276M (-$11.1M)

Holders
133
Holders Change
+18
Holders Change %
+15.65%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
50
Reduced
31
Closed
9
Calls
$1.06M
Puts
$399K
Net Calls
+$657K
Net Calls Change
-$159K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$5.73M
2
Invesco
Invesco
Georgia
+$3.26M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$2.98M
4
Marshall Wace
Marshall Wace
United Kingdom
+$2.06M
5
American Century Companies
American Century Companies
Missouri
+$1.83M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$5.09M
2
KBC Group
KBC Group
Belgium
-$693K
3
Barclays
Barclays
United Kingdom
-$472K
4
CP
Cumberland Partners
Ontario, Canada
-$387K
5
Axa
Axa
France
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
126
Certified Advisory Corp
Florida
$4K – – –
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
CAW
128
Cornerstone Advisors (Washington)
Washington
$1K – – –
QCG
129
Quadrant Capital Group
Ohio
$1K +$1.18K +87 New
TRCT
130
Tower Research Capital (TRC)
New York
$1K +$1.4K +103 New
Schroder Investment Management Group
131
Schroder Investment Management Group
United Kingdom
$76 – – –
AAMU
132
Amundi Asset Management US
Massachusetts
$12 -$80.2K -5,915 -86%
GT
133
Glenmede Trust
Pennsylvania
$2 +$2.75K +203 New
CP
134
Cumberland Partners
Ontario, Canada
– -$387K -27,900 Closed
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
– -$208K -15,002 Closed
Group One Trading
136
Group One Trading
Illinois
– -$197K -14,173 Closed
PCM
137
Price Capital Management
Louisiana
– -$132K -9,500 Closed
PMFA
138
Plante Moran Financial Advisors
Michigan
– -$28K -2,000 Closed
FIM
139
Foresters Investment Management
New York
– -$19K -1,400 Closed
Simplex Trading
140
Simplex Trading
Illinois
– -$7.69K -567 Closed
MWM
141
MinichMacGregor Wealth Management
New York
– -$1K -80 Closed
2 3 4 5
6

WSR Hedge Fund Activity: Q4 2018 in Review

133 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2018, worth a combined $276M — down 3.9% from $287M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 9 closed out — a net gain of 18 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.73M. The largest seller was Citadel Advisors, cutting an estimated $5.09M.

  • 133 institutional investors held Whitestone REIT (WSR) as of Q4 2018, up from 115 in Q3 2018.
  • Funds reported $276M of Whitestone REIT stock for Q4 2018, down 3.9% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q4 2018 and 9 closed out, a net change of +18 holders.
  • The largest Whitestone REIT buyer in Q4 2018 was Renaissance Technologies, an estimated $5.73M added.
  • The largest Whitestone REIT seller in Q4 2018 was Citadel Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2018.