We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

207 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 200207 (+7)

0.21% more ownership

Funds ownership: 64%64.2% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $406M → $402M (-$4.39M)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
88
Reduced
53
Closed
22
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
-$263K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$60K +$27.1K +2,154 +80%
SOW
152
State of Wyoming
Wyoming
$59.9K +$61.4K +4,878 New
QL
153
Quarry LP
New York
$56.1K +$57.5K +4,567 New
BWL
154
Bogart Wealth LLC
Virginia
$52.7K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$48.8K +$2.35K +187 +5%
Osaic Holdings
156
Osaic Holdings
Arizona
$47.7K +$10.5K +830 +27%
AIP
157
Ameritas Investment Partners
Nebraska
$46.3K -$13.4K -1,064 -22%
Simplex Trading
158
Simplex Trading
Illinois
$45K +$46.6K +3,701 +26,436%
AAP
159
Arax Advisory Partners
Colorado
$38.7K +$38.9K +3,089 +4,680%
SCM
160
Sterling Capital Management
North Carolina
$38.3K +$23.9K +1,896 +156%
GI
161
GAMMA Investing
California
$37.2K +$5.99K +476 +19%
MCM
162
Manchester Capital Management
Vermont
$30.9K
TRCT
163
Tower Research Capital (TRC)
New York
$29.2K -$49.1K -3,900 -62%
PD
164
Point72 (DIFC)
United Arab Emirates
$29.1K +$29.8K +2,368 New
AT
165
Avalon Trust
New Mexico
$25.8K +$26.4K +2,100 New
EWA
166
EverSource Wealth Advisors
Alabama
$18.5K +$982 +78 +5%
AW
167
Avion Wealth
Texas
$18K
SAM
168
Smartleaf Asset Management
Massachusetts
$14.3K +$5.01K +398 +52%
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$11.6K +$655 +52 +6%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$10.4K -$881 -70 -8%
EP
171
Essential Partners
California
$10.2K +$8.51K +676 +442%
GFM
172
GF Fund Management
China
$8.9K -$667 -53 -7%
DAM
173
Delta Asset Management
Tennessee
$8.9K
BNP Paribas Asset Management
174
BNP Paribas Asset Management
France
$8K
SIS
175
Sound Income Strategies
Florida
$7.55K

WSR Hedge Fund Activity: Q3 2025 in Review

207 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2025, worth a combined $402M — down 1.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WSR positions and 22 closed out — a net gain of 7 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.85M. The largest seller was Balyasny Asset Management, cutting an estimated $4.81M.

  • 207 institutional investors held Whitestone REIT (WSR) as of Q3 2025, up from 200 in Q2 2025.
  • Funds reported $402M of Whitestone REIT stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 29 funds opened new Whitestone REIT positions in Q3 2025 and 22 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2025 was First Trust Advisors, an estimated $1.85M added.
  • The largest Whitestone REIT seller in Q3 2025 was Balyasny Asset Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2025.