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WSR

Whitestone REIT
WSR

Delisted

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

182 hedge funds and large institutions have $416M invested in Whitestone REIT in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $766K | Put options by funds: $189K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

10% more funds holding

Funds holding: 165182 (+17)

1% more capital invested

Capital invested by funds: $412M → $416M (+$4.89M)

0.42% less ownership

Funds ownership: 61.9%61.48% (-0.42%)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
+17
Holders Change %
+10.3%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
54
Reduced
65
Closed
13
Calls
$766K
Puts
$189K
Net Calls
+$577K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
176
Cornerstone Planning Group
New Jersey
$708
BTI
177
Blue Trust Inc
Georgia
$466 +$470 +35 New
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$406
PFBT
179
Parkside Financial Bank & Trust
Missouri
$271
CPA
180
Capital Performance Advisors
California
$68 +$67 +5 New
IAIM
181
International Assets Investment Management
Florida
$46 +$7.73K +576 +1,252%
DF
182
Dunhill Financial
United Kingdom
$45 +$40 +3 New
First Trust Advisors
183
First Trust Advisors
Illinois
-$1.84M -138,593 Closed
KAS
184
Kestra Advisory Services
Texas
-$1.18M -88,870 Closed
AQR Capital Management
185
AQR Capital Management
Connecticut
-$1.01M -75,745 Closed
DWM
186
Dakota Wealth Management
Florida
-$863K -64,819 Closed
State of Wisconsin Investment Board
187
State of Wisconsin Investment Board
Wisconsin
-$549K -41,266 Closed
SOW
188
State of Wyoming
Wyoming
-$223K -16,761 Closed
Wellington Management Group
189
Wellington Management Group
Massachusetts
-$210K -15,774 Closed
OAC
190
OMERS Administration Corp
Ontario, Canada
-$177K -13,300 Closed
Citadel Advisors
191
Citadel Advisors
Florida
-$175K -13,037 Closed
XT
192
XTX Topco
Cayman Islands
-$171K -12,846 Closed
COPPSERS
193
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$136K -10,227 Closed
FM
194
Foster & Motley
Ohio
-$136K -10,189 Closed
Simplex Trading
195
Simplex Trading
Illinois
-$5.39K -402 Closed

WSR Hedge Fund Activity: Q3 2024 in Review

182 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2024, worth a combined $416M — up 1.2% from $412M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 13 closed out — a net gain of 18 holders — while 54 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $8.11M. The largest seller was Boothbay Fund Management, cutting an estimated $6.05M.

  • 182 institutional investors held Whitestone REIT (WSR) as of Q3 2024, up from 165 in Q2 2024.
  • Funds reported $416M of Whitestone REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q3 2024 and 13 closed out, a net change of +18 holders.
  • The largest Whitestone REIT buyer in Q3 2024 was Balyasny Asset Management, an estimated $8.11M added.
  • The largest Whitestone REIT seller in Q3 2024 was Boothbay Fund Management, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2024.