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WSR

Whitestone REIT
WSR

Delisted

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

220 hedge funds and large institutions have $546M invested in Whitestone REIT in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

17% more capital invested

Capital invested by funds: $466M → $546M (+$79.8M)

4% more funds holding

Funds holding: 211220 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 65.84%65.79% (-0.05%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
83
Reduced
59
Closed
21
Calls
$567K
Puts
Net Calls
+$567K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
GFM
176
GF Fund Management
China
$11.4K -$858 -57 -7%
SIS
177
Sound Income Strategies
Florida
$10.6K
VCM
178
Versant Capital Management
Arizona
$10.6K +$1.57K +104 +19%
AssetMark Inc
179
AssetMark Inc
California
$9.69K +$8.57K +569 +1,835%
HCA
180
Harbor Capital Advisors
Illinois
$8K +$4.52K +300 +169%
EP
181
Essential Partners
California
$6.86K
FFA
182
Farther Finance Advisors
California
$5.72K +$377 +25 +8%
AF
183
Allworth Financial
California
$5.68K +$557 +37 +12%
IA
184
IFP Advisors
Florida
$5.3K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$5.2K +$3.98K +264 +455%
DAM
186
Delta Asset Management
Tennessee
$4.84K -$6.4K -425 -59%
WWM
187
Wolff Wiese Magana
California
$4.84K
SS
188
Sunbelt Securities
Texas
$4.62K +$723 +48 +20%
MCM
189
MAI Capital Management
Ohio
$2.76K
TPWA
190
Twin Peaks Wealth Advisors
California
$2.7K +$2.52K +167 New
PA
191
Parallel Advisors
California
$2.41K +$346 +23 +18%
JWM
192
JPL Wealth Management
Colorado
$2.36K +$2.2K +146 New
HNB
193
Huntington National Bank
Ohio
$2.28K
C
194
Covestor
United Kingdom
$2K -$80K -5,311 -98%
Optiver Holding
195
Optiver Holding
Netherlands
$1.94K +$75 +5 +4%
IAIM
196
International Assets Investment Management
Florida
$1.84K +$256 +17 +18%
RIL
197
Rothschild Investment LLC
Illinois
$1.74K
PWA
198
Physician Wealth Advisors
Utah
$1.49K +$693 +46 +100%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$1.45K
QL
200
Quarry LP
New York
$1.08K -$11.4K -758 -92%

WSR Hedge Fund Activity: Q1 2026 in Review

220 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2026, worth a combined $546M — up 17% from $466M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSR positions and 21 closed out — a net gain of 13 holders — while 83 added to existing stakes and 59 trimmed.

The largest buyer was Irenic Capital Management, adding an estimated $14.2M. The largest seller was Emmett Investment Management, cutting an estimated $9.56M.

  • 220 institutional investors held Whitestone REIT (WSR) as of Q1 2026, up from 211 in Q4 2025.
  • Funds reported $546M of Whitestone REIT stock for Q1 2026, up 17% quarter-over-quarter.
  • 34 funds opened new Whitestone REIT positions in Q1 2026 and 21 closed out, a net change of +13 holders.
  • The largest Whitestone REIT buyer in Q1 2026 was Irenic Capital Management, an estimated $14.2M added.
  • The largest Whitestone REIT seller in Q1 2026 was Emmett Investment Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2026.