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WSR

Whitestone REIT
WSR

Delisted

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

176 hedge funds and large institutions have $340M invested in Whitestone REIT in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,870% more call options, than puts

Call options by funds: $3.82M | Put options by funds: $194K

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

8% more funds holding

Funds holding: 163176 (+13)

0.13% more ownership

Funds ownership: 64.23%64.36% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 56

19% less capital invested

Capital invested by funds: $418M → $340M (-$77.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
56
Reduced
56
Closed
16
Calls
$3.82M
Puts
$194K
Net Calls
+$3.63M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
151
Charter Oak Capital Management
New Hampshire
$22K
LFG
152
Larson Financial Group
Missouri
$22K +$24.3K +2,020 New
MAM
153
Meeder Asset Management
Ohio
$19K -$2.68K -223 -11%
IA
154
IFP Advisors
Florida
$19K
APA
155
American Portfolios Advisors
New York
$16.1K
TWA
156
TCI Wealth Advisors
Arizona
$13K -$2.42K -201 -14%
SWA
157
Sutton Wealth Advisors
Florida
$11.1K -$108 -9 -0.9%
SIS
158
Sound Income Strategies
Florida
$11K
HIM
159
Hillsdale Investment Management
Ontario, Canada
$10K +$10.8K +900 New
LC
160
Lindbrook Capital
California
$9K +$649 +54 +7%
FPS
161
Fieldpoint Private Securities
Connecticut
$8K -$3.43K -285 -27%
VCM
162
Versant Capital Management
Arizona
$7K
S
163
SignatureFD
Georgia
$5K -$1.49K -124 -20%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$5K
HMS
165
Hanseatic Management Services
New Mexico
$5K
US Bancorp
166
US Bancorp
Minnesota
$5K +$2.34K +195 +74%
EWA
167
EverSource Wealth Advisors
Alabama
$3K
PFBT
168
Parkside Financial Bank & Trust
Missouri
$3K
FGAM
169
Financial Gravity Asset Management
Texas
$2.53K +$2.64K +220 New
PHK
170
Point72 Hong Kong
Hong Kong
$2K -$46.3K -3,848 -95%
AF
171
Allworth Financial
California
$2K
EI
172
Ellevest Inc
New York
$1K -$5.23K -435 -89%
GWS
173
Glassman Wealth Services
Virginia
$1K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$117 -$94.6K -7,872 -43%
AFM
175
Anson Funds Management
Texas
-$4.23M -319,000 Closed

WSR Hedge Fund Activity: Q2 2022 in Review

176 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2022, worth a combined $340M — down 19% from $418M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WSR positions and 16 closed out — a net gain of 19 holders — while 56 added to existing stakes and 56 trimmed.

The largest buyer was Conversant Capital, adding an estimated $7.64M. The largest seller was Invesco, cutting an estimated $13.3M.

  • 176 institutional investors held Whitestone REIT (WSR) as of Q2 2022, up from 163 in Q1 2022.
  • Funds reported $340M of Whitestone REIT stock for Q2 2022, down 19% quarter-over-quarter.
  • 35 funds opened new Whitestone REIT positions in Q2 2022 and 16 closed out, a net change of +19 holders.
  • The largest Whitestone REIT buyer in Q2 2022 was Conversant Capital, an estimated $7.64M added.
  • The largest Whitestone REIT seller in Q2 2022 was Invesco, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2022.