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WSR

Whitestone REIT
WSR

Delisted

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

182 hedge funds and large institutions have $416M invested in Whitestone REIT in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $766K | Put options by funds: $189K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

10% more funds holding

Funds holding: 165182 (+17)

1% more capital invested

Capital invested by funds: $412M → $416M (+$4.89M)

0.42% less ownership

Funds ownership: 61.9%61.48% (-0.42%)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
+17
Holders Change %
+10.3%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
54
Reduced
65
Closed
13
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
126
Quantbot Technologies
New York
$146K -$56K -4,173 -28%
TRCT
127
Tower Research Capital (TRC)
New York
$146K +$14.3K +1,063 +11%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$140K -$16.1K -1,200 -10%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$139K -$1.99K -148 -1%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$137K +$13 +1 +0%
QCG
131
Quadrant Capital Group
Ohio
$130K -$161 -12 -0.1%
SO
132
STRS Ohio
Ohio
$124K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$122K -$101K -7,499 -45%
Amundi
134
Amundi
France
$102K +$15.3K +1,138 +18%
VI
135
Vestcor Inc
New Brunswick, Canada
$97K
US Bancorp
136
US Bancorp
Minnesota
$82.2K
A
137
AlphaQuest
New York
$71.1K +$70.5K +5,252 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$66.4K +$3.01K +224 +5%
AIP
139
Ameritas Investment Partners
Nebraska
$65.4K
BWL
140
Bogart Wealth LLC
Virginia
$58K
CFM
141
Catalyst Funds Management
Australia
$50.1K +$45.6K +3,400 +1,133%
Lazard Asset Management
142
Lazard Asset Management
New York
$48K +$48.3K +3,597 New
Loomis, Sayles & Company
143
Loomis, Sayles & Company
Massachusetts
$46K +$44.1K +3,287 +3,130%
MCM
144
Manchester Capital Management
Vermont
$34.1K
GI
145
GAMMA Investing
California
$28.9K +$2.07K +154 +8%
SSG
146
Summit Securities Group
New York
$27K
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$22.1K +$4.74K +353 +27%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$20.7K +$20.6K +1,533 New
Osaic Holdings
149
Osaic Holdings
Arizona
$20K -$173K -12,923 -90%
AW
150
Avion Wealth
Texas
$20K +$20.1K +1,500 New

WSR Hedge Fund Activity: Q3 2024 in Review

182 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2024, worth a combined $416M — up 1.2% from $412M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 13 closed out — a net gain of 18 holders — while 54 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $8.11M. The largest seller was Boothbay Fund Management, cutting an estimated $6.05M.

  • 182 institutional investors held Whitestone REIT (WSR) as of Q3 2024, up from 165 in Q2 2024.
  • Funds reported $416M of Whitestone REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q3 2024 and 13 closed out, a net change of +18 holders.
  • The largest Whitestone REIT buyer in Q3 2024 was Balyasny Asset Management, an estimated $8.11M added.
  • The largest Whitestone REIT seller in Q3 2024 was Boothbay Fund Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2024.