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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 $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,224% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $234K

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 158163 (+5)

2.42% less ownership

Funds ownership: 60.91%58.49% (-2.4%)

6% less capital invested

Capital invested by funds: $284M → $266M (-$17.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$106K
Mariner
127
Mariner
Kansas
$105K +$2.68K +277 +2%
FRM
128
Fox Run Management
Connecticut
$100K +$105K +10,873 New
AFP
129
Ausdal Financial Partners
Iowa
$92K -$68 -7 -0.1%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$62K -$35.5K -3,663 -35%
Amundi
131
Amundi
France
$55.1K +$61.1K +6,318 New
PMEF
132
Point72 Middle East FZE
United Arab Emirates
$53.2K +$42.3K +4,375 +311%
Point72 Asset Management
133
Point72 Asset Management
Connecticut
$50.6K +$53.3K +5,503 New
QCG
134
Quadrant Capital Group
Ohio
$36.7K -$27.8K -2,871 -42%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$36.6K -$3.75K -388 -9%
KBC Group
136
KBC Group
Belgium
$36K -$16.4K -1,692 -30%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$33.9K -$445 -46 -1%
Osaic Holdings
138
Osaic Holdings
Arizona
$30.8K -$16.9K -1,750 -34%
AIP
139
Ameritas Investment Partners
Nebraska
$29.7K
QL
140
Quarry LP
New York
$23.4K +$24.6K +2,541 New
Russell Investments Group
141
Russell Investments Group
United Kingdom
$22.7K +$358 +37 +2%
CCM
142
Chilton Capital Management
Texas
$18.4K +$19.4K +2,000 New
DWA
143
Dorsey Wright & Associates
California
$17K -$1.97K -204 -10%
DAM
144
Delta Asset Management
Tennessee
$15.9K
TWA
145
TCI Wealth Advisors
Arizona
$10.9K
SIS
146
Sound Income Strategies
Florida
$9.8K
VCM
147
Versant Capital Management
Arizona
$4.68K -$1.54K -159 -24%
US Bancorp
148
US Bancorp
Minnesota
$4.22K -$910 -94 -17%
HB
149
Horizon Bancorp
Indiana
$4K +$3.73K +385 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.8K +289 +466%

WSR Hedge Fund Activity: Q1 2023 in Review

163 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2023, worth a combined $266M — down 6.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.02M. The largest seller was Conversant Capital, exiting entirely with an estimated $21.7M sold.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2023, up from 158 in Q4 2022.
  • Funds reported $266M of Whitestone REIT stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q1 2023 was Hillsdale Investment Management, an estimated $4.02M added.
  • The largest Whitestone REIT seller in Q1 2023 was Conversant Capital, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2023.