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WSR

Whitestone REIT
WSR

Delisted

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

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160 hedge funds and large institutions have $258M invested in Whitestone REIT in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

663% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $456K

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

2.6% less ownership

Funds ownership: 64.36% → 61.76% (-2.6%)

9% less funds holding

Funds holding: 176 → 160 (-16)

24% less capital invested

Capital invested by funds: $340M → $258M (-$81.5M)

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
160
Holders Change
-16
Holders Change %
-9.09%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
64
Reduced
49
Closed
31
Calls
$3.48M
Puts
$456K
Net Calls
+$3.02M
Net Calls Change
-$604K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$5.83M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$2.01M
3
Axa
Axa
France
+$893K
4
CP
CenterBook Partners
Connecticut
+$777K
5
DWM
Dakota Wealth Management
Florida
+$767K

Top Sellers

1
DG
DigitalBridge Group
Florida
-$6.19M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.93M
3
HS
Hazelview Securities
Ontario, Canada
-$2M
4
BlackRock
BlackRock
New York
-$1.83M
5
LOAMU
Lombard Odier Asset Management (USA)
New York
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
176
HSBC Holdings
United Kingdom
– -$130K -12,047 Closed
State of Wisconsin Investment Board
177
State of Wisconsin Investment Board
Wisconsin
– -$121K -11,261 Closed
Bank of Nova Scotia
178
Bank of Nova Scotia
Ontario, Canada
– -$109K -10,179 Closed
CCM
179
Chilton Capital Management
Texas
– -$43K -4,000 Closed
UFF
180
USA Financial Formulas
Michigan
– -$25K -2,282 Closed
SWM
181
Spire Wealth Management
Virginia
– -$23K -2,100 Closed
COCM
182
Charter Oak Capital Management
New Hampshire
– -$22K -2,080 Closed
HIM
183
Hillsdale Investment Management
Ontario, Canada
– -$10K -900 Closed
LC
184
Lindbrook Capital
California
– -$8.6K -838 Closed
S
185
SignatureFD
Georgia
– -$5K -507 Closed
FGAM
186
Financial Gravity Asset Management
Texas
– -$2.53K -220 Closed
EI
187
Ellevest Inc
New York
– -$1K -54 Closed
FMII
188
Farmers & Merchants Investments Inc
Nebraska
– +$308 +30 New
Loomis, Sayles & Company
189
Loomis, Sayles & Company
Massachusetts
– +$482 +47 New
4 5 6 7
8

WSR Hedge Fund Activity: Q3 2022 in Review

160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2022, worth a combined $258M — down 24% from $340M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WSR and 18 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 64 added.

The largest buyer was Millennium Management, adding an estimated $5.83M. The largest seller was DigitalBridge Group, exiting entirely with an estimated $6.19M sold.

  • 160 institutional investors held Whitestone REIT (WSR) as of Q3 2022, down from 176 in Q2 2022.
  • Funds reported $258M of Whitestone REIT stock for Q3 2022, down 24% quarter-over-quarter.
  • 18 funds opened new Whitestone REIT positions in Q3 2022 and 31 closed out, a net change of -13 holders.
  • The largest Whitestone REIT buyer in Q3 2022 was Millennium Management, an estimated $5.83M added.
  • The largest Whitestone REIT seller in Q3 2022 was DigitalBridge Group, an estimated $6.19M sold.

Based on aggregated 13F filings for Q3 2022.