Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
161 hedge funds and large institutions have $386M invested in Whitestone REIT in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 62 reducing their positions, and 24 closing their positions.
169% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $415K
2% less funds holding
Funds holding: 164 → 161 (-3)
5% less capital invested
Capital invested by funds: $406M → $386M (-$20.4M)
5.04% less ownership
Funds ownership: 66.62% → 61.58% (-5%)
13% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 24
39% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 62
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$1.76M |
| 2 |
HCM
HGI Capital Management
New York
|
+$1.51M |
| 3 |
First Eagle Investment Management
New York
|
+$1.21M |
| 4 |
RAM
Roumell Asset Management
Chevy Chase,
Maryland
|
+$1.16M |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.57M |
| 2 |
FIG
Fortress Investment Group
New York
|
-$9.09M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$3.28M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$2.5M |
| 5 |
GC
Globeflex Capital
San Diego,
California
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFP
176
Ausdal Financial Partners
Davenport,
Iowa
| – | -$123K | -10,006 | Closed |
|
|
QT
177
Quantbot Technologies
New York
| – | -$64.7K | -5,267 | Closed |
|
178
KBC Group
Brussels,
Belgium
| – | -$35K | -2,839 | Closed |
|
179
Simplex Trading
Chicago,
Illinois
| – | -$30.3K | -2,449 | Closed |
|
|
BAM
180
Byrne Asset Management
Kingston,
New Jersey
| – | -$19.5K | -2,079 | Closed |
|
|
CCM
181
Chilton Capital Management
Houston,
Texas
| – | -$24.6K | -2,000 | Closed |
|
182
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| – | -$5.05K | -411 | Closed |
|
|
GWS
183
Glassman Wealth Services
Vienna,
Virginia
| – | -$713 | -58 | Closed |
|
|
FGAM
184
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$58 | -5 | Closed |
|
WSR Hedge Fund Activity: Q1 2024 in Review
161 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2024, worth a combined $386M — down 5% from $406M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of WSR and 21 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 38 added.
The largest buyer was Foundry Partners, adding an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $9.57M.
- 161 institutional investors held Whitestone REIT (WSR) as of Q1 2024, down from 164 in Q4 2023.
- Funds reported $386M of Whitestone REIT stock for Q1 2024, down 5% quarter-over-quarter.
- 21 funds opened new Whitestone REIT positions in Q1 2024 and 24 closed out, a net change of -3 holders.
- The largest Whitestone REIT buyer in Q1 2024 was Foundry Partners, an estimated $1.76M added.
- The largest Whitestone REIT seller in Q1 2024 was Morgan Stanley, an estimated $9.57M sold.
Based on aggregated 13F filings for Q1 2024.