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WSR

Whitestone REIT
WSR

Delisted

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

160 hedge funds and large institutions have $258M invested in Whitestone REIT in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $456K

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

2.6% less ownership

Funds ownership: 64.36%61.76% (-2.6%)

9% less funds holding

Funds holding: 176160 (-16)

24% less capital invested

Capital invested by funds: $340M → $258M (-$81.5M)

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
-16
Holders Change %
-9.09%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
64
Reduced
49
Closed
31
Calls
$3.48M
Puts
$456K
Net Calls
+$3.02M
Net Calls Change
-$604K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
126
UBS Group
Switzerland
$76K +$57K +5,556 +164%
QCG
127
Quadrant Capital Group
Ohio
$52K +$22.3K +2,174 +55%
KBC Group
128
KBC Group
Belgium
$47K
SFM
129
Spartan Fund Management
Canada
$40K
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$37K -$6.2K -604 -12%
PHK
131
Point72 Hong Kong
Hong Kong
$33K +$37.6K +3,661 +1,795%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$32K -$5.19K -506 -12%
Osaic Holdings
133
Osaic Holdings
Arizona
$31K -$3.76K -366 -9%
AIP
134
Ameritas Investment Partners
Nebraska
$27K
PI
135
PEAK6 Investments
Illinois
$26K -$349 -34 -1%
Group One Trading
136
Group One Trading
Illinois
$24K +$5.13K +500 +21%
IA
137
IFP Advisors
Florida
$23K +$3.08K +300 +67%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$21K -$2.5K -244 -9%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$20K -$3.59K -350 -13%
PTC
140
Private Trust Company
Ohio
$20K +$24.4K +2,375 New
APA
141
American Portfolios Advisors
New York
$12.7K
MAM
142
Meeder Asset Management
Ohio
$12K -$4.41K -430 -24%
AF
143
Allworth Financial
California
$12K +$13.3K +1,294 +739%
TWA
144
TCI Wealth Advisors
Arizona
$10K
SIS
145
Sound Income Strategies
Florida
$9K
SWA
146
Sutton Wealth Advisors
Florida
$8.7K
VCM
147
Versant Capital Management
Arizona
$6K
US Bancorp
148
US Bancorp
Minnesota
$6K +$2.43K +237 +52%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$4K
HMS
150
Hanseatic Management Services
New Mexico
$4K

WSR Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2022, worth a combined $258M — down 24% from $340M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WSR and 18 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 64 added.

The largest buyer was Millennium Management, adding an estimated $5.83M. The largest seller was DigitalBridge Group, exiting entirely with an estimated $6.19M sold.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2022, down from 176 in Q2 2022.
  • Funds reported $258M of Whitestone REIT stock for Q3 2022, down 24% quarter-over-quarter.
  • 18 funds opened new Whitestone REIT positions in Q3 2022 and 31 closed out, a net change of -13 holders.
  • The largest Whitestone REIT buyer in Q3 2022 was Millennium Management, an estimated $5.83M added.
  • The largest Whitestone REIT seller in Q3 2022 was DigitalBridge Group, an estimated $6.19M sold.

Based on aggregated 13F filings for Q3 2022.