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WSR

Whitestone REIT
WSR

Delisted

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

149 hedge funds and large institutions have $266M invested in Whitestone REIT in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.22M

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $203M → $266M (+$63.2M)

0.77% more ownership

Funds ownership: 58.09%58.86% (+0.77%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

1% less funds holding

Funds holding: 150149 (-1)

Holders
149
Holders Change
-1
Holders Change %
-0.67%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
60
Reduced
40
Closed
26
Calls
$2.02M
Puts
$1.22M
Net Calls
+$802K
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
126
Meeder Asset Management
Ohio
$21K -$1.22K -133 -6%
SWM
127
Spire Wealth Management
Virginia
$21K +$19.2K +2,100 New
COCM
128
Charter Oak Capital Management
New Hampshire
$20K +$19.1K +2,080 New
DAM
129
Delta Asset Management
Tennessee
$17K
BCA
130
Berman Capital Advisors
Georgia
$15K +$3.04K +332 +27%
APA
131
American Portfolios Advisors
New York
$14.7K
SIS
132
Sound Income Strategies
Florida
$14K
TWA
133
TCI Wealth Advisors
Arizona
$12K +$2.29K +250 +27%
SWA
134
Sutton Wealth Advisors
Florida
$10.1K +$9 +1 +0.1%
FPS
135
Fieldpoint Private Securities
Connecticut
$10K
FGAM
136
Financial Gravity Asset Management
Texas
$10K +$55 +6 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$10K +$8.94K +975 +3,250%
VCM
138
Versant Capital Management
Arizona
$7K +$330 +36 +6%
US Bancorp
139
US Bancorp
Minnesota
$4K
PFBT
140
Parkside Financial Bank & Trust
Missouri
$3K +$183 +20 +7%
ST
141
Sageworth Trust
Pennsylvania
$2K
PA
142
Parallel Advisors
California
$2K +$568 +62 +54%
EI
143
Ellevest Inc
New York
$2K +$999 +109 +84%
AF
144
Allworth Financial
California
$2K +$1.6K +175 New
GWS
145
Glassman Wealth Services
Virginia
$1K
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$399 -$15.2K -1,654 -4%
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
-$4.63M -561,575 Closed
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
-$3.2M -387,705 Closed
HWC
149
Hill Winds Capital
New York
-$1.57M -190,000 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$1.22M -133,126 Closed

WSR Hedge Fund Activity: Q3 2021 in Review

149 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2021, worth a combined $266M — up 31% from $203M a quarter earlier.

Fund positioning in WSR was balanced in Q3 2021: 26 funds opened new positions, 26 closed out, 60 added to existing stakes and 40 trimmed.

The largest buyer was Nexpoint Asset Management, opening a new position worth an estimated $20.8M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.63M sold.

  • 149 institutional investors held Whitestone REIT (WSR) as of Q3 2021, down from 150 in Q2 2021.
  • Funds reported $266M of Whitestone REIT stock for Q3 2021, up 31% quarter-over-quarter.
  • 26 funds opened new Whitestone REIT positions in Q3 2021 and 26 closed out, a net change of 0 holders.
  • The largest Whitestone REIT buyer in Q3 2021 was Nexpoint Asset Management, an estimated $20.8M added.
  • The largest Whitestone REIT seller in Q3 2021 was Balyasny Asset Management, an estimated $4.63M sold.

Based on aggregated 13F filings for Q3 2021.