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WSR

Whitestone REIT
WSR

Delisted

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

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150 hedge funds and large institutions have $203M invested in Whitestone REIT in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

19% more funds holding

Funds holding: 126 → 150 (+24)

4.53% more ownership

Funds ownership: 53.56% → 58.09% (+4.5%)

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

4% more call options, than puts

Call options by funds: $574K | Put options by funds: $553K

8% less capital invested

Capital invested by funds: $220M → $203M (-$17M)

Holders
150
Holders Change
+24
Holders Change %
+19.05%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
45
Reduced
43
Closed
10
Calls
$574K
Puts
$553K
Net Calls
+$21K
Net Calls Change
-$501K

Top Buyers

1
BlackRock
BlackRock
New York
+$4.51M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.72M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.48M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.32M
5
Millennium Management
Millennium Management
New York
+$2.22M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$17.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.41M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.16M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.03M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$18K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$16K +$3.2K +356 +22%
DAM
128
Delta Asset Management
Tennessee
$14K – – –
QCG
129
Quadrant Capital Group
Ohio
$13K -$117 -13 -0.8%
APA
130
American Portfolios Advisors
New York
$12.4K – – –
SIS
131
Sound Income Strategies
Florida
$12K – – –
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$12K +$13.5K +1,500 New
FPS
133
Fieldpoint Private Securities
Connecticut
$10K – – –
S
134
SignatureFD
Georgia
$10K – – –
BCA
135
Berman Capital Advisors
Georgia
$10K +$6.67K +742 +156%
SWA
136
Sutton Wealth Advisors
Florida
$8.47K – – –
TWA
137
TCI Wealth Advisors
Arizona
$8K – – –
VCM
138
Versant Capital Management
Arizona
$5K -$11.4K -1,272 -67%
US Bancorp
139
US Bancorp
Minnesota
$4K – – –
CFD
140
Creative Financial Designs
Indiana
$3K +$3.6K +400 New
PFBT
141
Parkside Financial Bank & Trust
Missouri
$2K – – –
LWCFA
142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.59K +288 New
EI
143
Ellevest Inc
New York
$1K – – –
GWS
144
Glassman Wealth Services
Virginia
$1K +$548 +61 +226%
PA
145
Parallel Advisors
California
$1K +$1.03K +115 New
ST
146
Sageworth Trust
Pennsylvania
$1K +$1.53K +170 New
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$350 -$23.8K -2,650 -6%
AIG
148
American International Group
New York
$215 -$4.83K -537 -2%
MGIM
149
M&G Investment Management
United Kingdom
$130 +$146K +16,189 New
Arrowstreet Capital
150
Arrowstreet Capital
Massachusetts
– -$1.03M -106,500 Closed
3 4 5
6
7

WSR Hedge Fund Activity: Q2 2021 in Review

150 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2021, worth a combined $203M — down 7.7% from $220M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSR positions and 10 closed out — a net gain of 24 holders — while 45 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $4.51M. The largest seller was Vanguard Group, cutting an estimated $17.6M.

  • 150 institutional investors held Whitestone REIT (WSR) as of Q2 2021, up from 126 in Q1 2021.
  • Funds reported $203M of Whitestone REIT stock for Q2 2021, down 7.7% quarter-over-quarter.
  • 34 funds opened new Whitestone REIT positions in Q2 2021 and 10 closed out, a net change of +24 holders.
  • The largest Whitestone REIT buyer in Q2 2021 was BlackRock, an estimated $4.51M added.
  • The largest Whitestone REIT seller in Q2 2021 was Vanguard Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.