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WSR

Whitestone REIT
WSR

Delisted

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

202 hedge funds and large institutions have $473M invested in Whitestone REIT in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,950% more call options, than puts

Call options by funds: $427K | Put options by funds: $14K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 65

4% more funds holding

Funds holding: 195202 (+7)

3% more capital invested

Capital invested by funds: $460M → $473M (+$13.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 64.1%64% (-0.11%)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
72
Reduced
65
Closed
22
Calls
$427K
Puts
$14K
Net Calls
+$413K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$139K -$69 -5 -0.1%
SO
152
STRS Ohio
Ohio
$134K
KK
153
KLP Kapitalforvaltning
Norway
$122K
US Bancorp
154
US Bancorp
Minnesota
$113K +$4.76K +346 +5%
CA
155
Crossingbridge Advisors
New York
$92.2K -$185K -13,470 -47%
AIP
156
Ameritas Investment Partners
Nebraska
$70.4K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$64.4K +$468 +34 +0.8%
BWL
158
Bogart Wealth LLC
Virginia
$62.5K
CCM
159
Coldstream Capital Management
Washington
$62.2K +$58.8K +4,269 New
CCM
160
Copeland Capital Management
Pennsylvania
$60.1K +$2.95K +214 +5%
MAM
161
Meeder Asset Management
Ohio
$53.2K +$50.3K +3,653 New
MCM
162
Manchester Capital Management
Vermont
$36.7K
PD
163
Point72 (DIFC)
United Arab Emirates
$33.1K +$1.03K +75 +3%
Osaic Holdings
164
Osaic Holdings
Arizona
$32.9K +$19.7K +1,428 +173%
GI
165
GAMMA Investing
California
$32.2K -$688 -50 -2%
NAAA
166
New Age Alpha Advisors
New York
$27.4K +$25.9K +1,878 New
Loomis, Sayles & Company
167
Loomis, Sayles & Company
Massachusetts
$26K -$20.4K -1,482 -45%
AW
168
Avion Wealth
Texas
$21K
TRCT
169
Tower Research Capital (TRC)
New York
$18.3K -$99.2K -7,202 -85%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$18K +$220 +16 +1%
SAM
171
Smartleaf Asset Management
Massachusetts
$17.9K +$1.35K +98 +9%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$17.3K +$633 +46 +4%
Mirae Asset Global Investments
173
Mirae Asset Global Investments
South Korea
$16.9K -$344 -25 -2%
SIS
174
Sound Income Strategies
Florida
$15.5K
SCM
175
Sterling Capital Management
North Carolina
$12.5K -$9.78K -710 -45%

WSR Hedge Fund Activity: Q1 2025 in Review

202 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2025, worth a combined $473M — up 2.9% from $460M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 22 closed out — a net gain of 9 holders — while 72 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $5.36M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $4.6M sold.

  • 202 institutional investors held Whitestone REIT (WSR) as of Q1 2025, up from 195 in Q4 2024.
  • Funds reported $473M of Whitestone REIT stock for Q1 2025, up 2.9% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q1 2025 and 22 closed out, a net change of +9 holders.
  • The largest Whitestone REIT buyer in Q1 2025 was BlackRock, an estimated $5.36M added.
  • The largest Whitestone REIT seller in Q1 2025 was Schonfeld Strategic Advisors, an estimated $4.6M sold.

Based on aggregated 13F filings for Q1 2025.