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WSR

Whitestone REIT
WSR

Delisted

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

195 hedge funds and large institutions have $460M invested in Whitestone REIT in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,076% more call options, than puts

Call options by funds: $740K | Put options by funds: $34K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $416M → $460M (+$43.6M)

7% more funds holding

Funds holding: 182195 (+13)

2.62% more ownership

Funds ownership: 61.48%64.1% (+2.6%)

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
63
Reduced
51
Closed
21
Calls
$740K
Puts
$34K
Net Calls
+$706K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Chilton Capital Management
Texas
$36K +$36.2K +2,538 New
MCM
152
Manchester Capital Management
Vermont
$35.7K
GI
153
GAMMA Investing
California
$32.1K +$1.8K +126 +6%
PD
154
Point72 (DIFC)
United Arab Emirates
$31.1K +$31.4K +2,197 New
SCM
155
Sterling Capital Management
North Carolina
$22.2K +$19.9K +1,394 +815%
AW
156
Avion Wealth
Texas
$21K
RA
157
Rise Advisors
New York
$19.2K +$171 +12 +0.9%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$17K -$112K -7,820 -87%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$16.6K -$6.56K -460 -28%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$16.1K
SAM
161
Smartleaf Asset Management
Massachusetts
$16K +$4.91K +344 +44%
SIS
162
Sound Income Strategies
Florida
$15.1K
Osaic Holdings
163
Osaic Holdings
Arizona
$11.7K -$9.35K -655 -44%
LFA
164
LGT Financial Advisors
Texas
$11.5K
MCM
165
MAI Capital Management
Ohio
$10.9K +$11K +772 New
GFM
166
GF Fund Management
China
$10.9K +$10.9K +767 New
DAM
167
Delta Asset Management
Tennessee
$10.3K
PAS
168
Point72 Asia (Singapore)
Singapore
$9.96K +$10K +703 New
VWM
169
Venturi Wealth Management
Texas
$9.24K
VCM
170
Versant Capital Management
Arizona
$9.21K +$3.82K +268 +70%
FFA
171
Farther Finance Advisors
California
$7.68K +$1.31K +92 +20%
AAP
172
Arax Advisory Partners
Colorado
$7.58K
GRP
173
Global Retirement Partners
California
$7.33K
C
174
Covestor
United Kingdom
$7K
CFGS
175
Concourse Financial Group Securities
Alabama
$6.68K +$7.13K +500 New

WSR Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2024, worth a combined $460M — up 10% from $416M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WSR positions and 21 closed out — a net gain of 15 holders — while 63 added to existing stakes and 51 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $8.61M. The largest seller was Boothbay Fund Management, cutting an estimated $10.7M.

  • 195 institutional investors held Whitestone REIT (WSR) as of Q4 2024, up from 182 in Q3 2024.
  • Funds reported $460M of Whitestone REIT stock for Q4 2024, up 10% quarter-over-quarter.
  • 36 funds opened new Whitestone REIT positions in Q4 2024 and 21 closed out, a net change of +15 holders.
  • The largest Whitestone REIT buyer in Q4 2024 was GW&K Investment Management, an estimated $8.61M added.
  • The largest Whitestone REIT seller in Q4 2024 was Boothbay Fund Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.