Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
125 hedge funds and large institutions have $172M invested in Whitestone REIT in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 13 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 32
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
15% more capital invested
Capital invested by funds: $150M → $172M (+$22.6M)
3% more funds holding
Funds holding: 121 → 125 (+4)
8% less call options, than puts
Call options by funds: $317K | Put options by funds: $346K
1.17% less ownership
Funds ownership: 57.44% → 56.27% (-1.2%)
Top Buyers
| 1 |
WG
Winton Group
London,
United Kingdom
|
+$2.03M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.37M |
| 3 |
JP Morgan Chase
New York
|
+$1.36M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.11M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$853K |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$8.87M |
| 2 |
Renaissance Technologies
New York
|
-$5.64M |
| 3 |
Goldman Sachs
New York
|
-$921K |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$362K |
| 5 |
Bank of New York Mellon
New York
|
-$312K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Victory Capital Management
San Antonio,
Texas
| – | -$72K | -11,504 | Closed |
|
|
PCIA
127
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$11K | -1,820 | Closed |
|
|
WAP
128
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$10K | -1,597 | Closed |
|
|
GSWM
129
Golden State Wealth Management
Santa Ana,
California
| – | -$9K | -1,425 | Closed |
|
|
QT
130
Quantbot Technologies
New York
| – | -$7K | -1,135 | Closed |
|
131
Pacer Advisors
Malvern,
Pennsylvania
| – | -$2K | -425 | Closed |
|
|
SWA
132
Sutton Wealth Advisors
Tampa,
Florida
| – | -$2.57K | -415 | Closed |
|
|
PA
133
Parallel Advisors
San Francisco,
California
| – | -$2K | -396 | Closed |
|
|
TFO
134
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -107 | Closed |
|
135
Fidelity Investments
Boston,
Massachusetts
| – | -$6 | -1 | -50% |
|
|
HGWM
136
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$178 | +28 | +112% |
|
|
PFBT
137
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$197 | +31 | +89% |
|
WSR Hedge Fund Activity: Q2 2020 in Review
125 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2020, worth a combined $172M — up 15% from $150M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WSR positions and 13 closed out — a net gain of 4 holders — while 60 added to existing stakes and 32 trimmed.
The largest buyer was Winton Group, adding an estimated $2.03M. The largest seller was Invesco, cutting an estimated $8.87M.
- 125 institutional investors held Whitestone REIT (WSR) as of Q2 2020, up from 121 in Q1 2020.
- Funds reported $172M of Whitestone REIT stock for Q2 2020, up 15% quarter-over-quarter.
- 17 funds opened new Whitestone REIT positions in Q2 2020 and 13 closed out, a net change of +4 holders.
- The largest Whitestone REIT buyer in Q2 2020 was Winton Group, an estimated $2.03M added.
- The largest Whitestone REIT seller in Q2 2020 was Invesco, an estimated $8.87M sold.
Based on aggregated 13F filings for Q2 2020.