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WSR

Whitestone REIT
WSR

Delisted

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

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207 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 200 → 207 (+7)

0.21% more ownership

Funds ownership: 64% → 64.2% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $406M → $402M (-$4.39M)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
88
Reduced
53
Closed
22
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
-$263K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$1.85M
2
CCM
Chilton Capital Management
Texas
+$1.69M
3
Goldman Sachs
Goldman Sachs
New York
+$1.55M
4
DG
DigitalBridge Group
Florida
+$1.53M
5
EIM
Emmett Investment Management
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.81M
2
UBS AM
UBS AM
Illinois
-$2.01M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.69M
4
Morgan Stanley
Morgan Stanley
New York
-$1.29M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
126
Yousif Capital Management
Michigan
$171K -$37.7K -2,995 -18%
AB
127
Amalgamated Bank
New York
$164K +$6.02K +478 +4%
PFSRSONJ
128
Police & Firemen's Retirement System of New Jersey
New Jersey
$160K +$34.4K +2,728 +26%
Lazard Asset Management
129
Lazard Asset Management
New York
$157K -$1.03M -81,710 -86%
ASRS
130
Arizona State Retirement System
Arizona
$157K +$2.22K +176 +1%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$157K -$15.3K -1,218 -9%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$155K +$159K +12,598 New
EGM
133
Engineers Gate Manager
New York
$151K +$155K +12,331 New
SMDAM
134
Sumitomo Mitsui DS Asset Management
Japan
$148K – – –
Creative Planning
135
Creative Planning
Kansas
$146K +$4.79K +380 +3%
BP
136
Ballentine Partners
Massachusetts
$145K +$4.85K +385 +3%
RIM
137
RW Investment Management
Idaho
$145K – – –
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$140K -$818 -65 -0.6%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$134K -$569K -45,191 -81%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$132K +$135K +10,748 New
JSW
141
Journey Strategic Wealth
New Jersey
$124K -$3.27K -260 -3%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$124K -$1.26K -100 -1%
WIM
143
Warwick Investment Management
Texas
$123K +$126K +10,016 New
QCG
144
Quadrant Capital Group
Ohio
$108K +$111K +8,786 New
KK
145
KLP Kapitalforvaltning
Norway
$103K – – –
SG Americas Securities
146
SG Americas Securities
New York
$101K +$104K +8,224 New
SO
147
STRS Ohio
Ohio
$101K -$12.6K -1,000 -11%
US Bancorp
148
US Bancorp
Minnesota
$85.2K – – –
C
149
Covestor
United Kingdom
$70K +$59.2K +4,703 +475%
CCM
150
Copeland Capital Management
Pennsylvania
$65.4K +$31.9K +2,533 +91%
4 5
6
7 8

WSR Hedge Fund Activity: Q3 2025 in Review

207 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2025, worth a combined $402M — down 1.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WSR positions and 22 closed out — a net gain of 7 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.85M. The largest seller was Balyasny Asset Management, cutting an estimated $4.81M.

  • 207 institutional investors held Whitestone REIT (WSR) as of Q3 2025, up from 200 in Q2 2025.
  • Funds reported $402M of Whitestone REIT stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 29 funds opened new Whitestone REIT positions in Q3 2025 and 22 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2025 was First Trust Advisors, an estimated $1.85M added.
  • The largest Whitestone REIT seller in Q3 2025 was Balyasny Asset Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2025.