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WSR

Whitestone REIT
WSR

Delisted

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

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158 hedge funds and large institutions have $284M invested in Whitestone REIT in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $415K

10% more capital invested

Capital invested by funds: $258M → $284M (+$25.4M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.85% less ownership

Funds ownership: 61.76% → 60.91% (-0.85%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1% less funds holding

Funds holding: 160 → 158 (-2)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
55
Reduced
56
Closed
18
Calls
$3.9M
Puts
$415K
Net Calls
+$3.49M
Net Calls Change
+$463K

Top Buyers

1
BlackRock
BlackRock
New York
+$2.27M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$1.22M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17M
4
KCM
Kennedy Capital Management
Missouri
+$1.16M
5
FM
Foster & Motley
Ohio
+$986K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$4.94M
2
Charles Schwab
Charles Schwab
California
-$1.91M
3
CP
CenterBook Partners
Connecticut
-$1.46M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.19M
5
HS
Hazelview Securities
Ontario, Canada
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
151
Glassman Wealth Services
Virginia
$559 -$276 -30 -34%
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$289 – – –
ECM
153
Everence Capital Management
Indiana
$218 -$333K -36,150 -61%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$183 -$4.41K -479 -96%
LC
155
Lindbrook Capital
California
$183 +$175 +19 New
MYAM
156
Meiji Yasuda Asset Management
Japan
$126 – – –
CP
157
CenterBook Partners
Connecticut
– -$1.46M -172,883 Closed
Jacobs Levy Equity Management
158
Jacobs Levy Equity Management
New Jersey
– -$1.19M -140,407 Closed
JF
159
Jump Financial
Illinois
– -$436K -51,600 Closed
Stifel Financial
160
Stifel Financial
Missouri
– -$383K -45,231 Closed
HF
161
HRT Financial
New York
– -$178K -21,123 Closed
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$166K -19,609 Closed
GCM
163
Graham Capital Management
Connecticut
– -$128K -15,231 Closed
YIH
164
Y-Intercept (HK)
Hong Kong
– -$115K -13,611 Closed
Truist Financial
165
Truist Financial
North Carolina
– -$115K -13,589 Closed
VI
166
Vestcor Inc
New Brunswick, Canada
– -$105K -12,434 Closed
ECM
167
Evergreen Capital Management
Washington
– -$105K -12,422 Closed
LSV Asset Management
168
LSV Asset Management
Illinois
– -$92K -10,900 Closed
QC
169
Quantedge Capital
Singapore
– -$90K -10,600 Closed
MOACM
170
Mutual of America Capital Management
New York
– -$78K -9,233 Closed
PHK
171
Point72 Hong Kong
Hong Kong
– -$33K -3,865 Closed
PI
172
PEAK6 Investments
Illinois
– -$26K -3,125 Closed
PTC
173
Private Trust Company
Ohio
– -$20K -2,375 Closed
MAM
174
Meeder Asset Management
Ohio
– -$12K -1,362 Closed
3 4 5 6
7

WSR Hedge Fund Activity: Q4 2022 in Review

158 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2022, worth a combined $284M — up 9.8% from $258M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WSR positions and 18 closed out — a net gain of 1 holder — while 55 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $2.27M. The largest seller was Millennium Management, cutting an estimated $4.94M.

  • 158 institutional investors held Whitestone REIT (WSR) as of Q4 2022, down from 160 in Q3 2022.
  • Funds reported $284M of Whitestone REIT stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 19 funds opened new Whitestone REIT positions in Q4 2022 and 18 closed out, a net change of +1 holder.
  • The largest Whitestone REIT buyer in Q4 2022 was BlackRock, an estimated $2.27M added.
  • The largest Whitestone REIT seller in Q4 2022 was Millennium Management, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2022.