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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 $289M invested in Whitestone REIT in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $328K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 154160 (+6)

1.84% more ownership

Funds ownership: 58.66%60.5% (+1.8%)

3% more capital invested

Capital invested by funds: $281M → $289M (+$7.26M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
48
Reduced
61
Closed
14
Calls
$1.29M
Puts
$328K
Net Calls
+$965K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$2.91K
AF
152
Allworth Financial
California
$2.51K +$857 +86 +49%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$1.32K +$1.36K +137 New
GRP
154
Global Retirement Partners
California
$1.07K
FFA
155
Farther Finance Advisors
California
$819
GWS
156
Glassman Wealth Services
Virginia
$559
TAM
157
Tucker Asset Management
Colorado
$385 -$996 -100 -71%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$289
PTC
159
Private Trust Company
Ohio
$193 +$199 +20 New
GCP
160
GSA Capital Partners
United Kingdom
-$1.73M -178,201 Closed
Two Sigma Investments
161
Two Sigma Investments
New York
-$868K -89,460 Closed
ECM
162
ExodusPoint Capital Management
New York
-$343K -35,387 Closed
CIM
163
Cambria Investment Management
California
-$329K -33,953 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
164
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$276K -28,500 Closed
Jane Street
165
Jane Street
New York
-$207K -21,353 Closed
AG
166
Algert Global
California
-$128K -13,247 Closed
DA
167
Denali Advisors
California
-$119K -12,300 Closed
Creative Planning
168
Creative Planning
Kansas
-$113K -11,604 Closed
GCM
169
Graham Capital Management
Connecticut
-$100K -10,322 Closed
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
-$98.8K -10,047 Closed
S
171
SignatureFD
Georgia
-$223 -23 Closed
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
-$184 -19 Closed
C
173
Covestor
United Kingdom
-$40 -4 -80%

WSR Hedge Fund Activity: Q3 2023 in Review

160 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2023, worth a combined $289M — up 2.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSR positions and 14 closed out — a net gain of 7 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Fortress Investment Group, adding an estimated $7.44M. The largest seller was Nuveen, cutting an estimated $4.46M.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $289M of Whitestone REIT stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 21 funds opened new Whitestone REIT positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2023 was Fortress Investment Group, an estimated $7.44M added.
  • The largest Whitestone REIT seller in Q3 2023 was Nuveen, an estimated $4.46M sold.

Based on aggregated 13F filings for Q3 2023.