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WSR

Whitestone REIT
WSR

Delisted

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

195 hedge funds and large institutions have $460M invested in Whitestone REIT in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,076% more call options, than puts

Call options by funds: $740K | Put options by funds: $34K

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $416M → $460M (+$43.6M)

7% more funds holding

Funds holding: 182195 (+13)

2.62% more ownership

Funds ownership: 61.48%64.1% (+2.6%)

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
63
Reduced
51
Closed
21
Calls
$740K
Puts
$34K
Net Calls
+$706K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
HB
176
Horizon Bancorp
Indiana
$6K
HCA
177
Harbor Capital Advisors
Illinois
$5K -$71 -5 -1%
EWA
178
EverSource Wealth Advisors
Alabama
$4.28K
WWM
179
Wolff Wiese Magana
California
$4.25K
AF
180
Allworth Financial
California
$3.77K
LC
181
Lindbrook Capital
California
$3.25K
MFG
182
Menard Financial Group
Texas
$3.03K +$3.05K +214 New
BIG
183
Brooklyn Investment Group
New York
$2.58K +$2.61K +183 New
Group One Trading
184
Group One Trading
Illinois
$2.35K -$7.13K -500 -75%
Bessemer Group
185
Bessemer Group
New Jersey
$2K
HNB
186
Huntington National Bank
Ohio
$2K
UB
187
UMB Bank
Missouri
$2K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$1.8K +$114 +8 +7%
RIL
189
Rothschild Investment LLC
Illinois
$1.42K
CPG
190
Cornerstone Planning Group
New Jersey
$676
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$425
S
192
SignatureFD
Georgia
$411 +$414 +29 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$284
IA
194
IFP Advisors
Florida
$198 +$200 +14 New
DF
195
Dunhill Financial
United Kingdom
$47
Arrowstreet Capital
196
Arrowstreet Capital
Massachusetts
-$2.29M -168,963 Closed
GCP
197
GSA Capital Partners
United Kingdom
-$753K -55,680 Closed
SPA
198
Sherbrooke Park Advisers
New York
-$420K -31,049 Closed
VPIM
199
Vanguard Personalized Indexing Management
California
-$360K -26,608 Closed
OAM
200
Oxford Asset Management
United Kingdom
-$349K -25,818 Closed

WSR Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2024, worth a combined $460M — up 10% from $416M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WSR positions and 21 closed out — a net gain of 15 holders — while 63 added to existing stakes and 51 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $8.61M. The largest seller was Boothbay Fund Management, cutting an estimated $10.7M.

  • 195 institutional investors held Whitestone REIT (WSR) as of Q4 2024, up from 182 in Q3 2024.
  • Funds reported $460M of Whitestone REIT stock for Q4 2024, up 10% quarter-over-quarter.
  • 36 funds opened new Whitestone REIT positions in Q4 2024 and 21 closed out, a net change of +15 holders.
  • The largest Whitestone REIT buyer in Q4 2024 was GW&K Investment Management, an estimated $8.61M added.
  • The largest Whitestone REIT seller in Q4 2024 was Boothbay Fund Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2024.