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WSR

Whitestone REIT
WSR

Delisted

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

158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $415K

10% more capital invested

Capital invested by funds: $258M → $284M (+$25.4M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.85% less ownership

Funds ownership: 61.76%60.91% (-0.85%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1% less funds holding

Funds holding: 160158 (-2)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$42.1K -$55 -6 -0.1%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$36K +$359 +39 +1%
AIP
128
Ameritas Investment Partners
Nebraska
$33K
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$24K +$304 +33 +1%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$23.4K
DWA
131
Dorsey Wright & Associates
California
$19.8K +$18.9K +2,049 New
DAM
132
Delta Asset Management
Tennessee
$16.6K +$15.9K +1,725 New
PMEF
133
Point72 Middle East FZE
United Arab Emirates
$13.6K +$13K +1,408 New
TRCT
134
Tower Research Capital (TRC)
New York
$13K -$109K -11,803 -89%
TWA
135
TCI Wealth Advisors
Arizona
$11.5K
SIS
136
Sound Income Strategies
Florida
$10.3K
SWA
137
Sutton Wealth Advisors
Florida
$9.91K
Group One Trading
138
Group One Trading
Illinois
$7.36K -$19.3K -2,100 -73%
VCM
139
Versant Capital Management
Arizona
$6.48K
Dimensional Fund Advisors
140
Dimensional Fund Advisors
Texas
$6.03K +$10.2K +1,103 +0.2%
US Bancorp
141
US Bancorp
Minnesota
$5.33K -$1.32K -143 -21%
IA
142
IFP Advisors
Florida
$4K -$4.14K -450 -60%
HMS
143
Hanseatic Management Services
New Mexico
$4K
PFBT
144
Parkside Financial Bank & Trust
Missouri
$3.04K
EWA
145
EverSource Wealth Advisors
Alabama
$2.91K
AF
146
Allworth Financial
California
$1.69K -$11.9K -1,294 -88%
MWM
147
MinichMacGregor Wealth Management
New York
$1.06K +$1.01K +110 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$1K -$129 -14 -18%
FFA
149
Farther Finance Advisors
California
$819 +$782 +85 New
AWM
150
Accurate Wealth Management
Florida
$804 +$755 +82 New

WSR Hedge Fund Activity: Q4 2022 in Review

158 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2022, worth a combined $284M — up 9.8% from $258M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WSR positions and 18 closed out — a net gain of 1 holder — while 55 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $2.27M. The largest seller was Millennium Management, cutting an estimated $4.94M.

  • 158 institutional investors held Whitestone REIT (WSR) as of Q4 2022, down from 160 in Q3 2022.
  • Funds reported $284M of Whitestone REIT stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 19 funds opened new Whitestone REIT positions in Q4 2022 and 18 closed out, a net change of +1 holder.
  • The largest Whitestone REIT buyer in Q4 2022 was BlackRock, an estimated $2.27M added.
  • The largest Whitestone REIT seller in Q4 2022 was Millennium Management, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2022.