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WSR

Whitestone REIT
WSR

Delisted

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

176 hedge funds and large institutions have $340M invested in Whitestone REIT in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,870% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $194K

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.13% more ownership

Funds ownership: 64.23%64.36% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 56

19% less capital invested

Capital invested by funds: $418M → $340M (-$77.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
56
Reduced
56
Closed
16
Calls
$3.82M
Puts
$194K
Net Calls
+$3.63M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$112K +$1.71K +142 +1%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$109K
AFP
128
Ausdal Financial Partners
Iowa
$108K
QT
129
Quantbot Technologies
New York
$105K +$118K +9,791 New
MOACM
130
Mutual of America Capital Management
New York
$83K +$13.3K +1,106 +17%
KBC Group
131
KBC Group
Belgium
$60K -$45.9K -3,817 -41%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$53.5K -$7.91K -658 -12%
SFM
133
Spartan Fund Management
Canada
$51K +$57.2K +4,762 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$47K +$52.8K +4,393 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$46K +$6.78K +564 +16%
Osaic Holdings
136
Osaic Holdings
Arizona
$44K -$60.6K -5,039 -55%
CCM
137
Chilton Capital Management
Texas
$43K +$48.1K +4,000 New
Allspring Global Investments
138
Allspring Global Investments
North Carolina
$42K -$454K -37,756 -91%
QCG
139
Quadrant Capital Group
Ohio
$42K
UBS Group
140
UBS Group
Switzerland
$36K -$181K -15,023 -82%
DWA
141
Dorsey Wright & Associates
California
$36K -$2.49K -207 -6%
TRCT
142
Tower Research Capital (TRC)
New York
$35K +$9.05K +753 +31%
AIP
143
Ameritas Investment Partners
Nebraska
$34K
PI
144
PEAK6 Investments
Illinois
$34K +$38K +3,159 New
SOW
145
State of Wyoming
Wyoming
$32K +$36.3K +3,016 New
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$30K +$3.75K +312 +13%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$29K +$33.4K +2,781 New
Group One Trading
148
Group One Trading
Illinois
$25K -$12K -1,000 -30%
UFF
149
USA Financial Formulas
Michigan
$25K +$27.4K +2,282 New
SWM
150
Spire Wealth Management
Virginia
$23K

WSR Hedge Fund Activity: Q2 2022 in Review

176 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2022, worth a combined $340M — down 19% from $418M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WSR positions and 16 closed out — a net gain of 19 holders — while 56 added to existing stakes and 56 trimmed.

The largest buyer was Conversant Capital, adding an estimated $7.64M. The largest seller was Invesco, cutting an estimated $13.3M.

  • 176 institutional investors held Whitestone REIT (WSR) as of Q2 2022, up from 163 in Q1 2022.
  • Funds reported $340M of Whitestone REIT stock for Q2 2022, down 19% quarter-over-quarter.
  • 35 funds opened new Whitestone REIT positions in Q2 2022 and 16 closed out, a net change of +19 holders.
  • The largest Whitestone REIT buyer in Q2 2022 was Conversant Capital, an estimated $7.64M added.
  • The largest Whitestone REIT seller in Q2 2022 was Invesco, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2022.