Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
164 hedge funds and large institutions have $406M invested in Whitestone REIT in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 17 closing their positions.
319% more call options, than puts
Call options by funds: $1.57M | Put options by funds: $374K
41% more capital invested
Capital invested by funds: $289M → $406M (+$118M)
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
6.12% more ownership
Funds ownership: 60.5% → 66.62% (+6.1%)
3% more funds holding
Funds holding: 160 → 164 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.2M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
+$8.91M |
| 3 |
Morgan Stanley
New York
|
+$8.3M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$3.82M |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
Fortress Investment Group
New York
|
-$7.38M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$3.6M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.95M |
| 4 |
Renaissance Technologies
New York
|
-$1.03M |
| 5 |
CCIA
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
-$866K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MYAM
176
Meiji Yasuda Asset Management
Tokyo,
Japan
| – | -$131K | -13,651 | Closed |
|
|
EH
177
Equitable Holdings
New York
| – | -$101K | -10,488 | Closed |
|
178
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$97.7K | -10,141 | Closed |
|
|
DWA
179
Dorsey Wright & Associates
Pasadena,
California
| – | -$19.1K | -1,981 | Closed |
|
|
TAM
180
Tucker Asset Management
Littleton,
Colorado
| – | -$385 | -40 | Closed |
|
WSR Hedge Fund Activity: Q4 2023 in Review
164 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2023, worth a combined $406M — up 41% from $289M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new WSR positions and 17 closed out — a net gain of 5 holders — while 51 added to existing stakes and 59 trimmed.
The largest buyer was Vanguard Group, adding an estimated $24.2M. The largest seller was Fortress Investment Group, cutting an estimated $7.38M.
- 164 institutional investors held Whitestone REIT (WSR) as of Q4 2023, up from 160 in Q3 2023.
- Funds reported $406M of Whitestone REIT stock for Q4 2023, up 41% quarter-over-quarter.
- 22 funds opened new Whitestone REIT positions in Q4 2023 and 17 closed out, a net change of +5 holders.
- The largest Whitestone REIT buyer in Q4 2023 was Vanguard Group, an estimated $24.2M added.
- The largest Whitestone REIT seller in Q4 2023 was Fortress Investment Group, an estimated $7.38M sold.
Based on aggregated 13F filings for Q4 2023.