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WSR

Whitestone REIT
WSR

Delisted

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

163 hedge funds and large institutions have $266M invested in Whitestone REIT in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,224% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $234K

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 158163 (+5)

2.42% less ownership

Funds ownership: 60.91%58.49% (-2.4%)

6% less capital invested

Capital invested by funds: $284M → $266M (-$17.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
64
Reduced
44
Closed
20
Calls
$3.1M
Puts
$234K
Net Calls
+$2.86M
Net Calls Change
-$623K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$2.9K
EWA
152
EverSource Wealth Advisors
Alabama
$2.78K
AF
153
Allworth Financial
California
$1.61K
PA
154
Parallel Advisors
California
$1.06K +$1.11K +115 New
GRP
155
Global Retirement Partners
California
$1.01K +$1.13K +117 New
FFA
156
Farther Finance Advisors
California
$782
GWS
157
Glassman Wealth Services
Virginia
$534
AAS
158
Ameritas Advisory Services
Nebraska
$445 +$484 +50 New
IAIM
159
International Assets Investment Management
Florida
$423 +$445 +46 New
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$276
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$266
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$175
CC
163
Conversant Capital
New Jersey
-$21.7M -2,253,070 Closed
Lido Advisors
164
Lido Advisors
California
-$350K -36,281 Closed
MGIM
165
M&G Investment Management
United Kingdom
-$240K -24,016 Closed
ECM
166
Everence Capital Management
Indiana
-$218 -22,660 Closed
Squarepoint
167
Squarepoint
New York
-$217K -22,558 Closed
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
-$141K -14,593 Closed
Simplex Trading
169
Simplex Trading
Illinois
-$137K -14,195 Closed
Victory Capital Management
170
Victory Capital Management
Texas
-$97.8K -10,149 Closed
HSBC Holdings
171
HSBC Holdings
United Kingdom
-$95.9K -10,032 Closed
Bessemer Group
172
Bessemer Group
New Jersey
-$77K -8,000 Closed
SFM
173
Spartan Fund Management
Canada
-$46K -4,762 Closed
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
-$24K -2,580 Closed
SWA
175
Sutton Wealth Advisors
Florida
-$9.91K -1,028 Closed

WSR Hedge Fund Activity: Q1 2023 in Review

163 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2023, worth a combined $266M — down 6.3% from $284M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WSR positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.02M. The largest seller was Conversant Capital, exiting entirely with an estimated $21.7M sold.

  • 163 institutional investors held Whitestone REIT (WSR) as of Q1 2023, up from 158 in Q4 2022.
  • Funds reported $266M of Whitestone REIT stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 27 funds opened new Whitestone REIT positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q1 2023 was Hillsdale Investment Management, an estimated $4.02M added.
  • The largest Whitestone REIT seller in Q1 2023 was Conversant Capital, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2023.