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WSR

Whitestone REIT
WSR

Delisted

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

211 hedge funds and large institutions have $466M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $402M → $466M (+$64.3M)

2% more funds holding

Funds holding: 207211 (+4)

1.64% more ownership

Funds ownership: 64.2%65.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
211
Holders Change
+4
Holders Change %
+1.93%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
70
Reduced
78
Closed
23
Calls
$274K
Puts
Net Calls
+$274K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$81.2K +$75.4K +5,847 New
C
152
Covestor
United Kingdom
$75K -$3.53K -274 -5%
ACM
153
Aster Capital Management
United Arab Emirates
$74.9K +$69.5K +5,392 New
CCM
154
Copeland Capital Management
Pennsylvania
$74K
AIP
155
Ameritas Investment Partners
Nebraska
$52.4K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$52K -$14.4K -1,116 -23%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$49.7K -$5.13K -398 -10%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$48.9K +$45.4K +3,522 +352,200%
Osaic Holdings
159
Osaic Holdings
Arizona
$44.8K -$8.04K -624 -16%
AT
160
Avalon Trust
New Mexico
$44.4K +$14.2K +1,100 +52%
GI
161
GAMMA Investing
California
$37.7K -$4K -310 -10%
SCM
162
Sterling Capital Management
North Carolina
$36.1K -$6.61K -513 -16%
UBS AM
163
UBS AM
Illinois
$29.4K +$27.3K +2,119 New
MCM
164
Manchester Capital Management
Vermont
$27.8K -$6.68K -518 -21%
PB
165
Prosperity Bancshares
Texas
$22.7K +$21.1K +1,637 New
AW
166
Avion Wealth
Texas
$20K
Mirae Asset Global Investments
167
Mirae Asset Global Investments
South Korea
$18.6K +$5.08K +394 +42%
SAM
168
Smartleaf Asset Management
Massachusetts
$17.2K +$941 +73 +6%
TRCT
169
Tower Research Capital (TRC)
New York
$16.6K -$15.3K -1,184 -50%
CIAM
170
Caitong International Asset Management
Hong Kong
$16K +$14.8K +1,147 +22,940%
EWA
171
EverSource Wealth Advisors
Alabama
$14.9K -$5.58K -433 -29%
Bessemer Group
172
Bessemer Group
New Jersey
$14K +$10.2K +792 +370%
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$12K +$2.53K +196 +30%
HFS
174
Hantz Financial Services
Michigan
$12K +$5.72K +444 +108%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$11.8K

WSR Hedge Fund Activity: Q4 2025 in Review

211 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2025, worth a combined $466M — up 16% from $402M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 23 closed out — a net gain of 8 holders — while 70 added to existing stakes and 78 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $6.53M. The largest seller was Nuveen, cutting an estimated $2.39M.

  • 211 institutional investors held Whitestone REIT (WSR) as of Q4 2025, up from 207 in Q3 2025.
  • Funds reported $466M of Whitestone REIT stock for Q4 2025, up 16% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Whitestone REIT buyer in Q4 2025 was GW&K Investment Management, an estimated $6.53M added.
  • The largest Whitestone REIT seller in Q4 2025 was Nuveen, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2025.