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WSR

Whitestone REIT
WSR

Delisted

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

154 hedge funds and large institutions have $281M invested in Whitestone REIT in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $316K

6% more capital invested

Capital invested by funds: $266M → $281M (+$15.4M)

0.18% more ownership

Funds ownership: 58.49%58.66% (+0.18%)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

6% less funds holding

Funds holding: 163154 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
154
Holders Change
-9
Holders Change %
-5.52%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
56
Closed
22
Calls
$1.23M
Puts
$316K
Net Calls
+$917K
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$223 +$207 +23 New
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$184
HF
153
HRT Financial
New York
-$1.33M -144,131 Closed
CSS
154
Cubist Systematic Strategies
Connecticut
-$931K -101,232 Closed
Axa
155
Axa
France
-$803K -87,309 Closed
PAM
156
Panagora Asset Management
Massachusetts
-$616K -66,931 Closed
OLA
157
Oliver Luxxe Assets
New Jersey
-$549K -59,629 Closed
CCIA
158
Campbell & Co Investment Adviser
Maryland
-$505K -54,844 Closed
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
-$431K -46,825 Closed
JF
160
Jump Financial
Illinois
-$289K -31,391 Closed
SSA
161
Schonfeld Strategic Advisors
New York
-$276K -30,000 Closed
MFS
162
Mirabella Financial Services
United Kingdom
-$253K -27,504 Closed
SG Americas Securities
163
SG Americas Securities
New York
-$217K -23,609 Closed
EGM
164
Engineers Gate Manager
New York
-$214K -23,239 Closed
CWA
165
CM Wealth Advisors
Ohio
-$189K -21,689 Closed
FRM
166
Fox Run Management
Connecticut
-$100K -10,873 Closed
PMEF
167
Point72 Middle East FZE
United Arab Emirates
-$53.2K -5,783 Closed
Point72 Asset Management
168
Point72 Asset Management
Connecticut
-$50.6K -5,503 Closed
QL
169
Quarry LP
New York
-$23.4K -2,541 Closed
TWA
170
TCI Wealth Advisors
Arizona
-$10.9K -1,190 Closed
Cerity Partners
171
Cerity Partners
New York
-$458K -587 Closed
PA
172
Parallel Advisors
California
-$1.06K -115 Closed
AAS
173
Ameritas Advisory Services
Nebraska
-$445 -50 Closed
IAIM
174
International Assets Investment Management
Florida
-$423 -46 Closed
C
175
Covestor
United Kingdom
+$45 +5 New

WSR Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2023, worth a combined $281M — up 5.8% from $266M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of WSR and 13 opened new positions — a net loss of 9 holders — while 56 trimmed existing stakes and 55 added.

The largest buyer was Fortress Investment Group, opening a new position worth an estimated $6.14M. The largest seller was Nuveen, cutting an estimated $2.9M.

  • 154 institutional investors held Whitestone REIT (WSR) as of Q2 2023, down from 163 in Q1 2023.
  • Funds reported $281M of Whitestone REIT stock for Q2 2023, up 5.8% quarter-over-quarter.
  • 13 funds opened new Whitestone REIT positions in Q2 2023 and 22 closed out, a net change of -9 holders.
  • The largest Whitestone REIT buyer in Q2 2023 was Fortress Investment Group, an estimated $6.14M added.
  • The largest Whitestone REIT seller in Q2 2023 was Nuveen, an estimated $2.9M sold.

Based on aggregated 13F filings for Q2 2023.