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WSR

Whitestone REIT
WSR

Delisted

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

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200 hedge funds and large institutions have $406M invested in Whitestone REIT in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,100% more call options, than puts

Call options by funds: $516K | Put options by funds: $3K

9% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 64

0% more ownership

Funds ownership: 64% → 64% (+0%)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 202 → 200 (-2)

14% less capital invested

Capital invested by funds: $473M → $406M (-$67.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
70
Reduced
64
Closed
31
Calls
$516K
Puts
$3K
Net Calls
+$513K
Net Calls Change
+$100K

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$7.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.31M
3
EIM
Emmett Investment Management
New York
+$4.37M
4
CCM
Chilton Capital Management
Texas
+$3.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.46M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.6M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.42M
3
HCM
HGI Capital Management
New York
-$3.85M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$3.66M
5
GCP
GSA Capital Partners
United Kingdom
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$47.3K -$8.03K -631 -14%
Osaic Holdings
152
Osaic Holdings
Arizona
$37.7K +$9.75K +766 +34%
CCM
153
Copeland Capital Management
Pennsylvania
$34.9K -$17K -1,333 -32%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$34K +$18.9K +1,487 +123%
GI
155
GAMMA Investing
California
$31.8K +$4.31K +339 +15%
MCM
156
Manchester Capital Management
Vermont
$31.4K – – –
TCOV
157
Trust Company of Vermont
Vermont
$23.7K +$24.2K +1,900 New
AW
158
Avion Wealth
Texas
$18K – – –
EWA
159
EverSource Wealth Advisors
Alabama
$17.8K +$14.3K +1,124 +372%
SCM
160
Sterling Capital Management
North Carolina
$15.2K +$4.63K +364 +43%
SSG
161
Summit Securities Group
New York
$13.1K +$13.4K +1,050 New
C
162
Covestor
United Kingdom
$13K +$5.91K +464 +88%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$11.5K -$3.36K -264 -22%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$11.2K -$3.4K -267 -23%
GFM
165
GF Fund Management
China
$9.71K -$471 -37 -5%
SAM
166
Smartleaf Asset Management
Massachusetts
$9.62K -$5.88K -462 -38%
DAM
167
Delta Asset Management
Tennessee
$9.05K – – –
SIS
168
Sound Income Strategies
Florida
$8.11K -$5.28K -415 -39%
BNP Paribas Asset Management
169
BNP Paribas Asset Management
France
$8K +$8.36K +657 New
Jones Financial Companies
170
Jones Financial Companies
Missouri
$7.37K +$7.48K +588 New
GRP
171
Global Retirement Partners
California
$6.45K +$6.58K +517 New
IA
172
IFP Advisors
Florida
$6.42K +$6.54K +514 New
AF
173
Allworth Financial
California
$6.4K +$2.04K +160 +45%
BIG
174
Brooklyn Investment Group
New York
$4.5K -$1.44K -113 -24%
MCM
175
MAI Capital Management
Ohio
$4.07K -$5.78K -454 -58%
5 6
7
8 9

WSR Hedge Fund Activity: Q2 2025 in Review

200 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2025, worth a combined $406M — down 14% from $473M a quarter earlier.

Fund positioning in WSR was balanced in Q2 2025: 31 funds opened new positions, 31 closed out, 70 added to existing stakes and 64 trimmed.

The largest buyer was CSM Advisors, opening a new position worth an estimated $7.4M. The largest seller was BlackRock, cutting an estimated $6.6M.

  • 200 institutional investors held Whitestone REIT (WSR) as of Q2 2025, down from 202 in Q1 2025.
  • Funds reported $406M of Whitestone REIT stock for Q2 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q2 2025 and 31 closed out, a net change of 0 holders.
  • The largest Whitestone REIT buyer in Q2 2025 was CSM Advisors, an estimated $7.4M added.
  • The largest Whitestone REIT seller in Q2 2025 was BlackRock, an estimated $6.6M sold.

Based on aggregated 13F filings for Q2 2025.