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WSR

Whitestone REIT
WSR

Delisted

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

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164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $374K

41% more capital invested

Capital invested by funds: $289M → $406M (+$118M)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

6.12% more ownership

Funds ownership: 60.5% → 66.62% (+6.1%)

3% more funds holding

Funds holding: 160 → 164 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
59
Closed
17
Calls
$1.57M
Puts
$374K
Net Calls
+$1.19M
Net Calls Change
+$229K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$24.2M
2
ECM
ExodusPoint Capital Management
New York
+$8.91M
3
Morgan Stanley
Morgan Stanley
New York
+$8.3M
4
FP
Foundry Partners
Minnesota
+$3.82M
5
BFM
Boothbay Fund Management
New York
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
FIG
Fortress Investment Group
New York
-$7.38M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$3.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.95M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.03M
5
CCIA
Campbell & Co Investment Adviser
Maryland
-$866K
Name Holding Trade Value Shares
Change 		Change in
Stake
HB
151
Horizon Bancorp
Indiana
$5K – – –
VCM
152
Versant Capital Management
Arizona
$4.7K -$1.63K -152 -28%
EWA
153
EverSource Wealth Advisors
Alabama
$3.71K – – –
AF
154
Allworth Financial
California
$3.21K – – –
HNB
155
Huntington National Bank
Ohio
$2.95K +$2.57K +240 New
FFA
156
Farther Finance Advisors
California
$1.82K +$675 +63 +74%
LC
157
Lindbrook Capital
California
$1.82K +$1.59K +148 New
GRP
158
Global Retirement Partners
California
$1.44K – – –
GWS
159
Glassman Wealth Services
Virginia
$713 – – –
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$369 – – –
PFBT
161
Parkside Financial Bank & Trust
Missouri
$246 -$3.16K -295 -94%
PTC
162
Private Trust Company
Ohio
$246 – – –
FGAM
163
Financial Gravity Asset Management
Texas
$58 +$54 +5 New
HIM
164
Hillsdale Investment Management
Ontario, Canada
– -$3.6M -374,300 Closed
CCIA
165
Campbell & Co Investment Adviser
Maryland
– -$866K -89,914 Closed
PI
166
Putnam Investments
Massachusetts
– -$363K -37,700 Closed
Walleye Capital
167
Walleye Capital
New York
– -$350K -36,389 Closed
B
168
Bailard
California
– -$318K -33,000 Closed
CG
169
Clarus Group
Texas
– -$311K -32,293 Closed
SG Americas Securities
170
SG Americas Securities
New York
– -$266K -27,602 Closed
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
– -$199K -20,639 Closed
Millennium Management
172
Millennium Management
New York
– -$194K -20,163 Closed
VI
173
Versor Investments
New York
– -$181K -18,800 Closed
JF
174
Jump Financial
Illinois
– -$172K -17,826 Closed
QC
175
Quadrature Capital
United Kingdom
– -$161K -16,694 Closed
4 5 6
7
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WSR Hedge Fund Activity: Q4 2023 in Review

164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2023, worth a combined $406M — up 41% from $289M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 51 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $24.2M. The largest seller was Fortress Investment Group, cutting an estimated $7.38M.

  • 164 institutional investors held Whitestone REIT (WSR) as of Q4 2023, up from 160 in Q3 2023.
  • Funds reported $406M of Whitestone REIT stock for Q4 2023, up 41% quarter-over-quarter.
  • 22 funds opened new Whitestone REIT positions in Q4 2023 and 17 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q4 2023 was Vanguard Group, an estimated $24.2M added.
  • The largest Whitestone REIT seller in Q4 2023 was Fortress Investment Group, an estimated $7.38M sold.

Based on aggregated 13F filings for Q4 2023.