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WSR

Whitestone REIT
WSR

Delisted

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

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153 hedge funds and large institutions have $288M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $801K

78% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 36

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $266M → $288M (+$22.2M)

3% more funds holding

Funds holding: 149 → 153 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.73% less ownership

Funds ownership: 58.86% → 58.14% (-0.73%)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
64
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.76M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.59M
3
BlackRock
BlackRock
New York
+$2.71M
4
Invesco
Invesco
Georgia
+$2.16M
5
Goldman Sachs
Goldman Sachs
New York
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.06M
2
Millennium Management
Millennium Management
New York
-$1.77M
3
Charles Schwab
Charles Schwab
California
-$1.32M
4
JCIA
Jackson Creek Investment Advisors
Colorado
-$1.11M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$24K -$818 -84 -3%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$23K +$21.4K +2,192 +6,263%
CCM
128
Chilton Capital Management
Texas
$23K +$22.3K +2,288 New
COCM
129
Charter Oak Capital Management
New Hampshire
$21K – – –
SWM
130
Spire Wealth Management
Virginia
$21K – – –
DAM
131
Delta Asset Management
Tennessee
$17K – – –
APA
132
American Portfolios Advisors
New York
$15.2K – – –
SIS
133
Sound Income Strategies
Florida
$14K – – –
TC
134
TAP Consulting
Missouri
$13K +$12.8K +1,315 New
TWA
135
TCI Wealth Advisors
Arizona
$12K – – –
FPS
136
Fieldpoint Private Securities
Connecticut
$11K – – –
SWA
137
Sutton Wealth Advisors
Florida
$10.4K – – –
VCM
138
Versant Capital Management
Arizona
$7K – – –
S
139
SignatureFD
Georgia
$5K +$4.85K +498 New
OF
140
Outfitter Financial
Maine
$5K +$4.87K +500 New
US Bancorp
141
US Bancorp
Minnesota
$4K – – –
PFBT
142
Parkside Financial Bank & Trust
Missouri
$3K – – –
EWA
143
EverSource Wealth Advisors
Alabama
$3K +$2.94K +302 New
EI
144
Ellevest Inc
New York
$2K -$536 -55 -23%
AF
145
Allworth Financial
California
$2K – – –
SCA
146
Snowden Capital Advisors
New York
$2K +$1.97K +202 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$1K -$8.62K -885 -88%
PA
148
Parallel Advisors
California
$1K -$604 -62 -35%
GWS
149
Glassman Wealth Services
Virginia
$1K – – –
STCOSD
150
Sageworth Trust Company of South Dakota
South Dakota
$1K +$1.23K +126 New
3 4 5
6
7

WSR Hedge Fund Activity: Q4 2021 in Review

153 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2021, worth a combined $288M — up 8.3% from $266M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 64 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.76M. The largest seller was Bank of Montreal, cutting an estimated $2.06M.

  • 153 institutional investors held Whitestone REIT (WSR) as of Q4 2021, up from 149 in Q3 2021.
  • Funds reported $288M of Whitestone REIT stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2021 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2021 was Vanguard Group, an estimated $3.76M added.
  • The largest Whitestone REIT seller in Q4 2021 was Bank of Montreal, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2021.