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WSR

Whitestone REIT
WSR

Delisted

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

202 hedge funds and large institutions have $473M invested in Whitestone REIT in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,950% more call options, than puts

Call options by funds: $427K | Put options by funds: $14K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

11% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 65

4% more funds holding

Funds holding: 195202 (+7)

3% more capital invested

Capital invested by funds: $460M → $473M (+$13.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 64.1%64% (-0.11%)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
72
Reduced
65
Closed
22
Calls
$427K
Puts
$14K
Net Calls
+$413K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
GFM
176
GF Fund Management
China
$11.9K +$661 +48 +6%
MCM
177
MAI Capital Management
Ohio
$11.4K +$110 +8 +1%
DAM
178
Delta Asset Management
Tennessee
$10.6K
VCM
179
Versant Capital Management
Arizona
$9.47K
C
180
Covestor
United Kingdom
$8K
BIG
181
Brooklyn Investment Group
New York
$6.91K +$4.01K +291 +159%
FFA
182
Farther Finance Advisors
California
$5.36K -$2.41K -175 -32%
AF
183
Allworth Financial
California
$4.64K +$977 +71 +25%
EWA
184
EverSource Wealth Advisors
Alabama
$4.4K
WWM
185
Wolff Wiese Magana
California
$4.37K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$4.08K +$2.11K +153 +120%
LC
187
Lindbrook Capital
California
$4.04K +$661 +48 +21%
UB
188
UMB Bank
Missouri
$3.8K +$1.65K +120 +85%
HCA
189
Harbor Capital Advisors
Illinois
$3K -$2.81K -204 -54%
Group One Trading
190
Group One Trading
Illinois
$2.75K +$317 +23 +14%
HNB
191
Huntington National Bank
Ohio
$2.05K
RIL
192
Rothschild Investment LLC
Illinois
$2.04K +$551 +40 +40%
Bessemer Group
193
Bessemer Group
New Jersey
$2K +$234 +17 +11%
SC
194
SouthState Corp
Florida
$1.15K +$1.09K +79 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$802 +$482 +35 +175%
AssetMark Inc
196
AssetMark Inc
California
$772 -$306K -22,207 -100%
CPG
197
Cornerstone Planning Group
New Jersey
$660
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$437
TWD
199
True Wealth Design
Ohio
$394 +$372 +27 New
PA
200
Parallel Advisors
California
$291 +$275 +20 New

WSR Hedge Fund Activity: Q1 2025 in Review

202 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2025, worth a combined $473M — up 2.9% from $460M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 22 closed out — a net gain of 9 holders — while 72 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $5.36M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $4.6M sold.

  • 202 institutional investors held Whitestone REIT (WSR) as of Q1 2025, up from 195 in Q4 2024.
  • Funds reported $473M of Whitestone REIT stock for Q1 2025, up 2.9% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q1 2025 and 22 closed out, a net change of +9 holders.
  • The largest Whitestone REIT buyer in Q1 2025 was BlackRock, an estimated $5.36M added.
  • The largest Whitestone REIT seller in Q1 2025 was Schonfeld Strategic Advisors, an estimated $4.6M sold.

Based on aggregated 13F filings for Q1 2025.