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WSR

Whitestone REIT
WSR

Delisted

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

153 hedge funds and large institutions have $288M invested in Whitestone REIT in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $801K

78% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 36

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $266M → $288M (+$22.2M)

3% more funds holding

Funds holding: 149153 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 58.86%58.14% (-0.73%)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
64
Reduced
36
Closed
17
Calls
$1.94M
Puts
$801K
Net Calls
+$1.14M
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
151
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257 -$468 -48 -0.2%
JCIA
152
Jackson Creek Investment Advisors
Colorado
-$1.11M -113,983 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
153
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.03M -105,800 Closed
Arrowstreet Capital
154
Arrowstreet Capital
Massachusetts
-$510K -52,175 Closed
HSBC Holdings
155
HSBC Holdings
United Kingdom
-$391K -40,170 Closed
QP
156
Quilter Plc
United Kingdom
-$179K -18,316 Closed
EMG
157
ETF Managers Group
New Jersey
-$154K -15,557 Closed
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
-$110K -11,217 Closed
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
-$108K -11,010 Closed
HS
160
HighVista Strategies
Massachusetts
-$100K -10,300 Closed
Simplex Trading
161
Simplex Trading
Illinois
-$93.7K -9,624 Closed
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
-$94K -9,600 Closed
OSAM
163
O'Shaughnessy Asset Management
Connecticut
-$32K -3,241 Closed
PHK
164
Point72 Hong Kong
Hong Kong
-$30K -3,019 Closed
ZB
165
Zions Bancorporation
Utah
-$29K -3,000 Closed
MAM
166
Meeder Asset Management
Ohio
-$21K -2,162 Closed
ST
167
Sageworth Trust
Pennsylvania
-$1.28K -131 -77%
FGAM
168
Financial Gravity Asset Management
Texas
-$10K -6 Closed
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
+$49 +5 New

WSR Hedge Fund Activity: Q4 2021 in Review

153 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2021, worth a combined $288M — up 8.3% from $266M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 64 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.76M. The largest seller was Bank of Montreal, cutting an estimated $2.06M.

  • 153 institutional investors held Whitestone REIT (WSR) as of Q4 2021, up from 149 in Q3 2021.
  • Funds reported $288M of Whitestone REIT stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2021 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2021 was Vanguard Group, an estimated $3.76M added.
  • The largest Whitestone REIT seller in Q4 2021 was Bank of Montreal, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2021.