Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
127 hedge funds and large institutions have $180M invested in Whitestone REIT in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
30% more capital invested
Capital invested by funds: $138M → $180M (+$41.2M)
4% more funds holding
Funds holding: 122 → 127 (+5)
3% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 40
1.26% less ownership
Funds ownership: 54.42% → 53.16% (-1.3%)
41% less call options, than puts
Call options by funds: $284K | Put options by funds: $482K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.23M |
| 2 |
BlackRock
New York
|
+$1.14M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.06M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$1.05M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$6.09M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.55M |
| 3 |
Renaissance Technologies
New York
|
-$1.39M |
| 4 |
State Street
Boston,
Massachusetts
|
-$940K |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$866K |
WSR Hedge Fund Activity: Q4 2020 in Review
127 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2020, worth a combined $180M — up 30% from $138M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WSR positions and 19 closed out — a net gain of 6 holders — while 41 added to existing stakes and 40 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $1.23M. The largest seller was Invesco, cutting an estimated $6.09M.
- 127 institutional investors held Whitestone REIT (WSR) as of Q4 2020, up from 122 in Q3 2020.
- Funds reported $180M of Whitestone REIT stock for Q4 2020, up 30% quarter-over-quarter.
- 25 funds opened new Whitestone REIT positions in Q4 2020 and 19 closed out, a net change of +6 holders.
- The largest Whitestone REIT buyer in Q4 2020 was Geode Capital Management, an estimated $1.23M added.
- The largest Whitestone REIT seller in Q4 2020 was Invesco, an estimated $6.09M sold.
Based on aggregated 13F filings for Q4 2020.