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WSR

Whitestone REIT
WSR

Delisted

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

165 hedge funds and large institutions have $412M invested in Whitestone REIT in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $848K | Put options by funds: $154K

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $386M → $412M (+$25.9M)

2% more funds holding

Funds holding: 161165 (+4)

0.31% more ownership

Funds ownership: 61.58%61.9% (+0.31%)

Holders
165
Holders Change
+4
Holders Change %
+2.48%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
66
Reduced
49
Closed
21
Calls
$848K
Puts
$154K
Net Calls
+$694K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$4.17K
CFM
152
Catalyst Funds Management
Australia
$3.99K +$2.46K +200 +200%
AF
153
Allworth Financial
California
$3.93K +$258 +21 +8%
LC
154
Lindbrook Capital
California
$3.43K +$1.35K +110 +74%
C
155
Covestor
United Kingdom
$3K +$2.37K +193 New
SAM
156
Smartleaf Asset Management
Massachusetts
$2.21K +$2.09K +170 New
HNB
157
Huntington National Bank
Ohio
$1.88K -$1.22K -99 -41%
Loomis, Sayles & Company
158
Loomis, Sayles & Company
Massachusetts
$1K +$1.29K +105 New
UB
159
UMB Bank
Missouri
$852 +$787 +64 New
RIL
160
Rothschild Investment LLC
Illinois
$666 +$492 +40 +400%
CPG
161
Cornerstone Planning Group
New Jersey
$642 +$615 +50 New
IAIM
162
International Assets Investment Management
Florida
$612 +$565 +46 New
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$399
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$280 +$258 +21 New
PFBT
165
Parkside Financial Bank & Trust
Missouri
$267
ECM
166
ExodusPoint Capital Management
New York
-$7.11M -566,229 Closed
TPSF
167
Texas Permanent School Fund
Texas
-$517K -41,227 Closed
Truist Financial
168
Truist Financial
North Carolina
-$412K -32,791 Closed
SPS
169
Susquehanna Portfolio Strategies
Pennsylvania
-$382K -30,406 Closed
MWA
170
Monograph Wealth Advisors
California
-$377K -30,000 Closed
AIG
171
American International Group
New York
-$328K -26,170 Closed
Verition Fund Management
172
Verition Fund Management
Connecticut
-$232K -18,485 Closed
MGP
173
M&G plc
United Kingdom
-$170K -13,079 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
-$147K -11,686 Closed
Cerity Partners
175
Cerity Partners
New York
-$145K -11,537 Closed

WSR Hedge Fund Activity: Q2 2024 in Review

165 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2024, worth a combined $412M — up 6.7% from $386M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WSR positions and 21 closed out — a net gain of 5 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $7.29M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $7.11M sold.

  • 165 institutional investors held Whitestone REIT (WSR) as of Q2 2024, up from 161 in Q1 2024.
  • Funds reported $412M of Whitestone REIT stock for Q2 2024, up 6.7% quarter-over-quarter.
  • 26 funds opened new Whitestone REIT positions in Q2 2024 and 21 closed out, a net change of +5 holders.
  • The largest Whitestone REIT buyer in Q2 2024 was Boothbay Fund Management, an estimated $7.29M added.
  • The largest Whitestone REIT seller in Q2 2024 was ExodusPoint Capital Management, an estimated $7.11M sold.

Based on aggregated 13F filings for Q2 2024.