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WSR

Whitestone REIT
WSR

Delisted

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

163 hedge funds and large institutions have $418M invested in Whitestone REIT in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,341% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $223K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

45% more capital invested

Capital invested by funds: $288M → $418M (+$129M)

7% more funds holding

Funds holding: 153163 (+10)

6.09% more ownership

Funds ownership: 58.14%64.23% (+6.1%)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
47
Reduced
59
Closed
22
Calls
$3.21M
Puts
$223K
Net Calls
+$2.99M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$66K +$63.4K +5,525 +152%
PHK
127
Point72 Hong Kong
Hong Kong
$54K +$46.5K +4,052 New
QCG
128
Quadrant Capital Group
Ohio
$52K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$49K +$390 +34 +0.9%
DWA
130
Dorsey Wright & Associates
California
$47K +$40.8K +3,562 New
Group One Trading
131
Group One Trading
Illinois
$45K +$528 +46 +1%
AIP
132
Ameritas Investment Partners
Nebraska
$43K
1832 Asset Management
133
1832 Asset Management
Ontario, Canada
$38K +$33.3K +2,905 New
Federated Hermes
134
Federated Hermes
Pennsylvania
$37K +$32.2K +2,807 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$34K +$29.3K +2,552 New
TRCT
136
Tower Research Capital (TRC)
New York
$32K -$79.8K -6,958 -74%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$32K +$275 +24 +1%
Lazard Asset Management
138
Lazard Asset Management
New York
$30K +$26.1K +2,276 New
COCM
139
Charter Oak Capital Management
New Hampshire
$28K
SWM
140
Spire Wealth Management
Virginia
$28K
MAM
141
Meeder Asset Management
Ohio
$27K +$23.1K +2,015 New
APA
142
American Portfolios Advisors
New York
$19.9K
TWA
143
TCI Wealth Advisors
Arizona
$19K +$2.31K +201 +17%
IA
144
IFP Advisors
Florida
$19K +$5.16K +450 New
SIS
145
Sound Income Strategies
Florida
$14K -$4.01K -350 -25%
FPS
146
Fieldpoint Private Securities
Connecticut
$14K
SWA
147
Sutton Wealth Advisors
Florida
$13.7K +$103 +9 +0.9%
LC
148
Lindbrook Capital
California
$10K +$8.99K +784 New
VCM
149
Versant Capital Management
Arizona
$9K
MCC
150
Money Concepts Capital
Florida
$9K +$8.16K +712 New

WSR Hedge Fund Activity: Q1 2022 in Review

163 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2022, worth a combined $418M — up 45% from $288M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new WSR positions and 22 closed out — a net gain of 10 holders — while 47 added to existing stakes and 59 trimmed.

The largest buyer was Conversant Capital, opening a new position worth an estimated $17.9M. The largest seller was Goldman Sachs, cutting an estimated $4.98M.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2022, up from 153 in Q4 2021.
  • Funds reported $418M of Whitestone REIT stock for Q1 2022, up 45% quarter-over-quarter.
  • 32 funds opened new Whitestone REIT positions in Q1 2022 and 22 closed out, a net change of +10 holders.
  • The largest Whitestone REIT buyer in Q1 2022 was Conversant Capital, an estimated $17.9M added.
  • The largest Whitestone REIT seller in Q1 2022 was Goldman Sachs, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2022.