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WSR

Whitestone REIT
WSR

Delisted

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

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200 hedge funds and large institutions have $406M invested in Whitestone REIT in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,100% more call options, than puts

Call options by funds: $516K | Put options by funds: $3K

9% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 64

0% more ownership

Funds ownership: 64% → 64% (+0%)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 202 → 200 (-2)

14% less capital invested

Capital invested by funds: $473M → $406M (-$67.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
70
Reduced
64
Closed
31
Calls
$516K
Puts
$3K
Net Calls
+$513K
Net Calls Change
+$100K

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$7.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.31M
3
EIM
Emmett Investment Management
New York
+$4.37M
4
CCM
Chilton Capital Management
Texas
+$3.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.46M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.6M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.42M
3
HCM
HGI Capital Management
New York
-$3.85M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$3.66M
5
GCP
GSA Capital Partners
United Kingdom
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
126
Amalgamated Bank
New York
$161K – – –
ASRS
127
Arizona State Retirement System
Arizona
$158K +$3.51K +276 +2%
AIM
128
Aigen Investment Management
New York
$152K +$155K +12,167 New
SMDAM
129
Sumitomo Mitsui DS Asset Management
Japan
$151K – – –
RIM
130
RW Investment Management
Idaho
$148K – – –
Creative Planning
131
Creative Planning
Kansas
$144K -$21.5K -1,689 -13%
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$144K +$10.6K +833 +8%
NW
133
Naviter Wealth
Arkansas
$143K – – –
BP
134
Ballentine Partners
Massachusetts
$143K +$146K +11,441 New
EC
135
EntryPoint Capital
New York
$140K -$4.67K -367 -3%
IC
136
IEQ Capital
California
$139K +$142K +11,120 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$136K +$331 +26 +0.2%
Corient Private Wealth
138
Corient Private Wealth
Florida
$135K +$138K +10,856 New
JSW
139
Journey Strategic Wealth
New Jersey
$130K -$14.3K -1,127 -10%
PFSRSONJ
140
Police & Firemen's Retirement System of New Jersey
New Jersey
$129K – – –
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$128K – – –
ProShare Advisors
142
ProShare Advisors
Maryland
$126K -$19.3K -1,518 -13%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$124K -$13.6K -1,067 -10%
SO
144
STRS Ohio
Ohio
$115K – – –
KK
145
KLP Kapitalforvaltning
Norway
$105K – – –
US Bancorp
146
US Bancorp
Minnesota
$86.5K -$10.1K -790 -10%
TRCT
147
Tower Research Capital (TRC)
New York
$78.4K +$64K +5,026 +401%
AIP
148
Ameritas Investment Partners
Nebraska
$60.3K – – –
BWL
149
Bogart Wealth LLC
Virginia
$53.5K – – –
PAS
150
Point72 Asia (Singapore)
Singapore
$49.8K +$50.8K +3,991 New
4 5
6
7 8

WSR Hedge Fund Activity: Q2 2025 in Review

200 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2025, worth a combined $406M — down 14% from $473M a quarter earlier.

Fund positioning in WSR was balanced in Q2 2025: 31 funds opened new positions, 31 closed out, 70 added to existing stakes and 64 trimmed.

The largest buyer was CSM Advisors, opening a new position worth an estimated $7.4M. The largest seller was BlackRock, cutting an estimated $6.6M.

  • 200 institutional investors held Whitestone REIT (WSR) as of Q2 2025, down from 202 in Q1 2025.
  • Funds reported $406M of Whitestone REIT stock for Q2 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q2 2025 and 31 closed out, a net change of 0 holders.
  • The largest Whitestone REIT buyer in Q2 2025 was CSM Advisors, an estimated $7.4M added.
  • The largest Whitestone REIT seller in Q2 2025 was BlackRock, an estimated $6.6M sold.

Based on aggregated 13F filings for Q2 2025.