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WSR

Whitestone REIT
WSR

Delisted

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

207 hedge funds and large institutions have $402M invested in Whitestone REIT in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 200207 (+7)

0.21% more ownership

Funds ownership: 64%64.2% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $406M → $402M (-$4.39M)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
88
Reduced
53
Closed
22
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
-$263K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
176
Jones Financial Companies
Missouri
$7.36K
IA
177
IFP Advisors
Florida
$7.15K +$856 +68 +13%
GRP
178
Global Retirement Partners
California
$6.35K
HFS
179
Hantz Financial Services
Michigan
$5K +$1.59K +126 +44%
AF
180
Allworth Financial
California
$5K -$1.33K -106 -21%
Optiver Holding
181
Optiver Holding
Netherlands
$4.17K +$4.28K +340 New
VCM
182
Versant Capital Management
Arizona
$4.08K +$176 +14 +4%
WWM
183
Wolff Wiese Magana
California
$3.68K
QT
184
Quantbot Technologies
New York
$3.28K -$184K -14,630 -98%
FFA
185
Farther Finance Advisors
California
$3.07K +$290 +23 +10%
Bessemer Group
186
Bessemer Group
New Jersey
$3K +$592 +47 +28%
SS
187
Sunbelt Securities
Texas
$2.92K +$3K +238 New
WANY
188
Wealthspire Advisors (New York)
New York
$2.05K +$2.1K +167 New
HCA
189
Harbor Capital Advisors
Illinois
$2K
MCM
190
MAI Capital Management
Ohio
$1.89K -$2.17K -172 -53%
HNB
191
Huntington National Bank
Ohio
$1.73K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$1.3K +$403 +32 +43%
RIL
193
Rothschild Investment LLC
Illinois
$1.29K +$189 +15 +17%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$1.11K
SC
195
SouthState Corp
Florida
$971
SL
196
Salomon & Ludwin
Virginia
$748 +$781 +62 New
UB
197
UMB Bank
Missouri
$688
TWD
198
True Wealth Design
Ohio
$516 +$327 +26 +163%
FC
199
Financial Consulate
Maryland
$430 +$441 +35 New
CT
200
Clearstead Trust
Maine
$418

WSR Hedge Fund Activity: Q3 2025 in Review

207 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2025, worth a combined $402M — down 1.1% from $406M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new WSR positions and 22 closed out — a net gain of 7 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.85M. The largest seller was Balyasny Asset Management, cutting an estimated $4.81M.

  • 207 institutional investors held Whitestone REIT (WSR) as of Q3 2025, up from 200 in Q2 2025.
  • Funds reported $402M of Whitestone REIT stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 29 funds opened new Whitestone REIT positions in Q3 2025 and 22 closed out, a net change of +7 holders.
  • The largest Whitestone REIT buyer in Q3 2025 was First Trust Advisors, an estimated $1.85M added.
  • The largest Whitestone REIT seller in Q3 2025 was Balyasny Asset Management, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2025.