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WSR

Whitestone REIT
WSR

Delisted

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

220 hedge funds and large institutions have $546M invested in Whitestone REIT in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

17% more capital invested

Capital invested by funds: $466M → $546M (+$79.8M)

4% more funds holding

Funds holding: 211220 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 65.84%65.79% (-0.05%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
83
Reduced
59
Closed
21
Calls
$567K
Puts
Net Calls
+$567K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
GAMMA Investing
California
$100K +$52.3K +3,476 +128%
PWPS
152
Pinnacle Wealth Planning Services
Ohio
$94.4K
CCM
153
Copeland Capital Management
Pennsylvania
$89.4K +$3.1K +206 +4%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$61.1K +$678 +45 +1%
AIP
155
Ameritas Investment Partners
Nebraska
$60.9K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$56.3K -$1.34K -89 -2%
AT
157
Avalon Trust
New Mexico
$54.9K +$3.01K +200 +6%
TRCT
158
Tower Research Capital (TRC)
New York
$41.9K +$21.1K +1,398 +117%
IUHSA
159
Itau Unibanco Holding S.A.
Brazil
$40.4K +$37.7K +2,502 New
KBC Group
160
KBC Group
Belgium
$33K +$30.5K +2,028 New
MCM
161
Manchester Capital Management
Vermont
$32.3K
PB
162
Prosperity Bancshares
Texas
$26.4K
CSC
163
Caldwell Sutter Capital
California
$24.2K +$22.6K +1,500 New
SCM
164
Sterling Capital Management
North Carolina
$24.1K -$16.7K -1,107 -43%
AW
165
Avion Wealth
Texas
$24K
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$22.4K +$8.06K +535 +63%
Bessemer Group
167
Bessemer Group
New Jersey
$22K +$5.74K +381 +38%
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$18K +$3.98K +264 +31%
Osaic Holdings
169
Osaic Holdings
Arizona
$16.9K -$32.8K -2,180 -68%
EWA
170
EverSource Wealth Advisors
Alabama
$16.8K -$437 -29 -3%
SAM
171
Smartleaf Asset Management
Massachusetts
$15.5K -$4.17K -277 -22%
Mirae Asset Global Investments
172
Mirae Asset Global Investments
South Korea
$15.3K -$5.98K -397 -30%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$15.1K +$5.33K +354 +60%
HFS
174
Hantz Financial Services
Michigan
$15K +$1.35K +90 +11%
SL
175
Salomon & Ludwin
Virginia
$12.5K

WSR Hedge Fund Activity: Q1 2026 in Review

220 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2026, worth a combined $546M — up 17% from $466M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSR positions and 21 closed out — a net gain of 13 holders — while 83 added to existing stakes and 59 trimmed.

The largest buyer was Irenic Capital Management, adding an estimated $14.2M. The largest seller was Emmett Investment Management, cutting an estimated $9.56M.

  • 220 institutional investors held Whitestone REIT (WSR) as of Q1 2026, up from 211 in Q4 2025.
  • Funds reported $546M of Whitestone REIT stock for Q1 2026, up 17% quarter-over-quarter.
  • 34 funds opened new Whitestone REIT positions in Q1 2026 and 21 closed out, a net change of +13 holders.
  • The largest Whitestone REIT buyer in Q1 2026 was Irenic Capital Management, an estimated $14.2M added.
  • The largest Whitestone REIT seller in Q1 2026 was Emmett Investment Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2026.