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WSR

Whitestone REIT
WSR

Delisted

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

160 hedge funds and large institutions have $258M invested in Whitestone REIT in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $456K

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

2.6% less ownership

Funds ownership: 64.36%61.76% (-2.6%)

9% less funds holding

Funds holding: 176160 (-16)

24% less capital invested

Capital invested by funds: $340M → $258M (-$81.5M)

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
-16
Holders Change %
-9.09%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
64
Reduced
49
Closed
31
Calls
$3.48M
Puts
$456K
Net Calls
+$3.02M
Net Calls Change
-$604K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$3K
PFBT
152
Parkside Financial Bank & Trust
Missouri
$3K
GWS
153
Glassman Wealth Services
Virginia
$1K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$1K +$780 +76 New
WFA
155
Wipfli Financial Advisors
Wisconsin
$1K +$1.62K +158 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$106 -$370 -36 -0.3%
MGIM
157
M&G Investment Management
United Kingdom
$100 +$128K +12,502 New
DG
158
DigitalBridge Group
Florida
-$6.19M -575,464 Closed
Acadian Asset Management
159
Acadian Asset Management
Massachusetts
-$2.93M -272,705 Closed
LOAMU
160
Lombard Odier Asset Management (USA)
New York
-$1.61M -150,000 Closed
EGI
161
EAM Global Investors
California
-$1.14M -106,436 Closed
First Trust Advisors
162
First Trust Advisors
Illinois
-$834K -77,602 Closed
EI
163
EAM Investors
California
-$783K -72,875 Closed
PCM
164
Prelude Capital Management
New York
-$714K -66,434 Closed
FIM
165
Freedom Investment Management
Connecticut
-$392K -36,448 Closed
SEI Investments
166
SEI Investments
Pennsylvania
-$302K -28,178 Closed
Belvedere Trading
167
Belvedere Trading
Illinois
-$277K -25,393 Closed
EGM
168
Engineers Gate Manager
New York
-$246K -22,890 Closed
AssetMark Inc
169
AssetMark Inc
California
-$236K -21,961 Closed
Natixis Advisors
170
Natixis Advisors
Massachusetts
-$226K -20,980 Closed
SG Americas Securities
171
SG Americas Securities
New York
-$224K -20,845 Closed
MSRPS
172
Maryland State Retirement & Pension System
Maryland
-$203K -18,881 Closed
HighTower Advisors
173
HighTower Advisors
Illinois
-$151K -13,874 Closed
ZCM
174
Zebra Capital Management
Connecticut
-$148K -13,813 Closed
NYLIM
175
New York Life Investment Management
New York
-$147K -13,637 Closed

WSR Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2022, worth a combined $258M — down 24% from $340M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WSR and 18 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 64 added.

The largest buyer was Millennium Management, adding an estimated $5.83M. The largest seller was DigitalBridge Group, exiting entirely with an estimated $6.19M sold.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2022, down from 176 in Q2 2022.
  • Funds reported $258M of Whitestone REIT stock for Q3 2022, down 24% quarter-over-quarter.
  • 18 funds opened new Whitestone REIT positions in Q3 2022 and 31 closed out, a net change of -13 holders.
  • The largest Whitestone REIT buyer in Q3 2022 was Millennium Management, an estimated $5.83M added.
  • The largest Whitestone REIT seller in Q3 2022 was DigitalBridge Group, an estimated $6.19M sold.

Based on aggregated 13F filings for Q3 2022.