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WSR

Whitestone REIT
WSR

Delisted

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

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200 hedge funds and large institutions have $406M invested in Whitestone REIT in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,100% more call options, than puts

Call options by funds: $516K | Put options by funds: $3K

9% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 64

0% more ownership

Funds ownership: 64% → 64% (+0%)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 202 → 200 (-2)

14% less capital invested

Capital invested by funds: $473M → $406M (-$67.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
70
Reduced
64
Closed
31
Calls
$516K
Puts
$3K
Net Calls
+$513K
Net Calls Change
+$100K

Top Buyers

1
CA
CSM Advisors
Pennsylvania
+$7.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.31M
3
EIM
Emmett Investment Management
New York
+$4.37M
4
CCM
Chilton Capital Management
Texas
+$3.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$2.46M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.6M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.42M
3
HCM
HGI Capital Management
New York
-$3.85M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$3.66M
5
GCP
GSA Capital Partners
United Kingdom
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
176
Hantz Financial Services
Michigan
$4K +$3.61K +284 New
VCM
177
Versant Capital Management
Arizona
$3.97K -$4.22K -332 -51%
WWM
178
Wolff Wiese Magana
California
$3.74K – – –
FFA
179
Farther Finance Advisors
California
$2.84K -$1.78K -140 -38%
Group One Trading
180
Group One Trading
Illinois
$2.36K – – –
Bessemer Group
181
Bessemer Group
New Jersey
$2K – – –
HCA
182
Harbor Capital Advisors
Illinois
$2K +$38 +3 +2%
EP
183
Essential Partners
California
$1.91K +$1.95K +153 New
HNB
184
Huntington National Bank
Ohio
$1.76K – – –
PFBT
185
Parkside Financial Bank & Trust
Missouri
$1.12K +$445 +35 +64%
RIL
186
Rothschild Investment LLC
Illinois
$1.12K -$636 -50 -36%
SC
187
SouthState Corp
Florida
$986 – – –
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$924 -$2.62K -206 -74%
PWA
189
Physician Wealth Advisors
Utah
$887 +$904 +71 New
AAP
190
Arax Advisory Partners
Colorado
$824 +$840 +66 New
UB
191
UMB Bank
Missouri
$699 -$2.61K -205 -79%
AssetMark Inc
192
AssetMark Inc
California
$661 – – –
CPG
193
Cornerstone Planning Group
New Jersey
$609 – – –
CT
194
Clearstead Trust
Maine
$425 +$433 +34 New
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$374 – – –
TWD
196
True Wealth Design
Ohio
$200 -$140 -11 -41%
RA
197
Rise Advisors
New York
$127 – – –
CA
198
Clearstead Advisors
Ohio
$100 +$102 +8 New
AF
199
Advisornet Financial
Minnesota
$29 – – –
HIM
200
Hillsdale Investment Management
Ontario, Canada
– -$4.42M -303,100 Closed
6 7
8
9 10

WSR Hedge Fund Activity: Q2 2025 in Review

200 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q2 2025, worth a combined $406M — down 14% from $473M a quarter earlier.

Fund positioning in WSR was balanced in Q2 2025: 31 funds opened new positions, 31 closed out, 70 added to existing stakes and 64 trimmed.

The largest buyer was CSM Advisors, opening a new position worth an estimated $7.4M. The largest seller was BlackRock, cutting an estimated $6.6M.

  • 200 institutional investors held Whitestone REIT (WSR) as of Q2 2025, down from 202 in Q1 2025.
  • Funds reported $406M of Whitestone REIT stock for Q2 2025, down 14% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q2 2025 and 31 closed out, a net change of 0 holders.
  • The largest Whitestone REIT buyer in Q2 2025 was CSM Advisors, an estimated $7.4M added.
  • The largest Whitestone REIT seller in Q2 2025 was BlackRock, an estimated $6.6M sold.

Based on aggregated 13F filings for Q2 2025.