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WSR

Whitestone REIT
WSR

Delisted

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

154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $316K

6% more capital invested

Capital invested by funds: $266M → $281M (+$15.4M)

0.18% more ownership

Funds ownership: 58.49%58.66% (+0.18%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

6% less funds holding

Funds holding: 163154 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
126
Federated Hermes
Pennsylvania
$49.9K -$677K -75,166 -94%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$38.5K -$108 -12 -0.3%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$38.5K +$2.49K +276 +7%
KBC Group
129
KBC Group
Belgium
$38K
Osaic Holdings
130
Osaic Holdings
Arizona
$32.6K
AIP
131
Ameritas Investment Partners
Nebraska
$31.3K
US Bancorp
132
US Bancorp
Minnesota
$21.9K +$16.2K +1,802 +393%
DWA
133
Dorsey Wright & Associates
California
$19.9K +$1.84K +204 +11%
CCM
134
Chilton Capital Management
Texas
$19.4K
Citadel Advisors
135
Citadel Advisors
Florida
$18.8K -$1.17M -130,375 -99%
TRCT
136
Tower Research Capital (TRC)
New York
$18.4K -$305K -33,885 -95%
DAM
137
Delta Asset Management
Tennessee
$16.7K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$14K +$9.88K +1,097 +313%
SIS
139
Sound Income Strategies
Florida
$10.3K
VCM
140
Versant Capital Management
Arizona
$5.18K +$189 +21 +4%
MCM
141
Manchester Capital Management
Vermont
$5.03K +$4.67K +518 New
HB
142
Horizon Bancorp
Indiana
$4K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$3.06K
EWA
144
EverSource Wealth Advisors
Alabama
$2.93K
AF
145
Allworth Financial
California
$1.7K
TAM
146
Tucker Asset Management
Colorado
$1.36K +$1.26K +140 New
GRP
147
Global Retirement Partners
California
$1.14K
FFA
148
Farther Finance Advisors
California
$825
GWS
149
Glassman Wealth Services
Virginia
$563
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$291

WSR Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2023, worth a combined $281M — up 5.8% from $266M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WSR and 13 opened new positions — a net loss of 9 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Fortress Investment Group, opening a new position worth an estimated $6.14M. The largest seller was Nuveen, cutting an estimated $2.9M.

  • 154 institutional investors held Whitestone REIT (WSR) as of Q2 2023, down from 163 in Q1 2023.
  • Funds reported $281M of Whitestone REIT stock for Q2 2023, up 5.8% quarter-over-quarter.
  • 13 funds opened new Whitestone REIT positions in Q2 2023 and 22 closed out, a net change of -9 holders.
  • The largest Whitestone REIT buyer in Q2 2023 was Fortress Investment Group, an estimated $6.14M added.
  • The largest Whitestone REIT seller in Q2 2023 was Nuveen, an estimated $2.9M sold.

Based on aggregated 13F filings for Q2 2023.