We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

160 hedge funds and large institutions have $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $328K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 154160 (+6)

1.84% more ownership

Funds ownership: 58.66%60.5% (+1.8%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$7.26M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
126
Raymond James Financial Services Advisors
Florida
$97.5K +$101K +10,121 New
QT
127
Quantbot Technologies
New York
$96.4K -$13.6K -1,367 -12%
AFP
128
Ausdal Financial Partners
Iowa
$96.4K
SO
129
STRS Ohio
Ohio
$94K
QCG
130
Quadrant Capital Group
Ohio
$69.9K +$13.3K +1,337 +23%
Citadel Advisors
131
Citadel Advisors
Florida
$69.2K +$52.2K +5,243 +270%
Allspring Global Investments
132
Allspring Global Investments
North Carolina
$63.6K +$8.83K +887 +16%
Amundi
133
Amundi
France
$60.8K +$8.16K +819 +15%
Osaic Holdings
134
Osaic Holdings
Arizona
$58.1K +$26.6K +2,667 +79%
AIP
135
Ameritas Investment Partners
Nebraska
$46.6K +$16K +1,604 +50%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$45K +$7.02K +705 +18%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$39.1K +$926 +93 +2%
KBC Group
138
KBC Group
Belgium
$27K -$10.4K -1,046 -27%
MCM
139
Manchester Capital Management
Vermont
$24.2K +$19.9K +2,000 +386%
BAM
140
Byrne Asset Management
New Jersey
$21K +$19.9K +2,000 New
CCM
141
Chilton Capital Management
Texas
$19.3K
US Bancorp
142
US Bancorp
Minnesota
$19.2K -$2.63K -264 -12%
DWA
143
Dorsey Wright & Associates
California
$19.1K -$677 -68 -3%
SIS
144
Sound Income Strategies
Florida
$10.3K
TRCT
145
Tower Research Capital (TRC)
New York
$7.94K -$10.7K -1,073 -57%
DAM
146
Delta Asset Management
Tennessee
$6.98K -$9.96K -1,000 -58%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$6K -$8.54K -858 -59%
VCM
148
Versant Capital Management
Arizona
$5.14K
HB
149
Horizon Bancorp
Indiana
$4K
PFBT
150
Parkside Financial Bank & Trust
Missouri
$3.03K

WSR Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2023, worth a combined $289M — up 2.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSR positions and 14 closed out — a net gain of 7 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Fortress Investment Group, adding an estimated $7.44M. The largest seller was Nuveen, cutting an estimated $4.46M.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $289M of Whitestone REIT stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2023 was Fortress Investment Group, an estimated $7.44M added.
  • The largest Whitestone REIT seller in Q3 2023 was Nuveen, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2023.