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WSR

Whitestone REIT
WSR

Delisted

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

161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $415K

2% less funds holding

Funds holding: 164161 (-3)

5% less capital invested

Capital invested by funds: $406M → $386M (-$20.4M)

5.04% less ownership

Funds ownership: 66.62%61.58% (-5%)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

39% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
38
Reduced
62
Closed
24
Calls
$1.12M
Puts
$415K
Net Calls
+$701K
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$110K
CIM
127
Chiron Investment Management
New York
$86.9K +$85.6K +6,925 New
Amundi
128
Amundi
France
$80.6K +$5.4K +437 +6%
US Bancorp
129
US Bancorp
Minnesota
$76.9K
AIP
130
Ameritas Investment Partners
Nebraska
$60.7K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$60K -$902 -73 -2%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$50.7K -$7.77K -629 -13%
MCM
133
Manchester Capital Management
Vermont
$31.6K
SSG
134
Summit Securities Group
New York
$25K -$6.18K -500 -20%
GI
135
GAMMA Investing
California
$19.2K -$99 -8 -0.5%
RA
136
Rise Advisors
New York
$16.5K +$16.3K +1,316 New
TRCT
137
Tower Research Capital (TRC)
New York
$15.9K -$199K -16,098 -93%
SIS
138
Sound Income Strategies
Florida
$13.4K
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$12.7K +$12.9K +1,043 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$11K +$2.51K +203 +29%
LFA
141
LGT Financial Advisors
Texas
$10.2K +$9.99K +809 New
DAM
142
Delta Asset Management
Tennessee
$9.1K
PI
143
PEAK6 Investments
Illinois
$6.4K -$17K -1,373 -73%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$5.58K -$321 -26 -6%
QL
145
Quarry LP
New York
$5.09K +$5.02K +406 New
HB
146
Horizon Bancorp
Indiana
$5K
VCM
147
Versant Capital Management
Arizona
$4.79K
EWA
148
EverSource Wealth Advisors
Alabama
$3.47K
AF
149
Allworth Financial
California
$3.28K
HNB
150
Huntington National Bank
Ohio
$3.01K

WSR Hedge Fund Activity: Q1 2024 in Review

161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2024, worth a combined $386M — down 5% from $406M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WSR and 21 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 38 added.

The largest buyer was Foundry Partners, adding an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $9.57M.

  • 161 institutional investors held Whitestone REIT (WSR) as of Q1 2024, down from 164 in Q4 2023.
  • Funds reported $386M of Whitestone REIT stock for Q1 2024, down 5% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q1 2024 and 24 closed out, a net change of -3 holders.
  • The largest Whitestone REIT buyer in Q1 2024 was Foundry Partners, an estimated $1.76M added.
  • The largest Whitestone REIT seller in Q1 2024 was Morgan Stanley, an estimated $9.57M sold.

Based on aggregated 13F filings for Q1 2024.