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WSR

Whitestone REIT
WSR

Delisted

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

211 hedge funds and large institutions have $466M invested in Whitestone REIT in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $402M → $466M (+$64.3M)

2% more funds holding

Funds holding: 207211 (+4)

1.64% more ownership

Funds ownership: 64.2%65.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
211
Holders Change
+4
Holders Change %
+1.93%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
70
Reduced
78
Closed
23
Calls
$274K
Puts
Net Calls
+$274K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
QL
176
Quarry LP
New York
$11.5K -$48.2K -3,742 -82%
GFM
177
GF Fund Management
China
$10.6K +$464 +36 +5%
SL
178
Salomon & Ludwin
Virginia
$10.3K +$8.88K +689 +1,111%
DAM
179
Delta Asset Management
Tennessee
$10.1K
SIS
180
Sound Income Strategies
Florida
$9.19K
Jones Financial Companies
181
Jones Financial Companies
Missouri
$8.17K
VCM
182
Versant Capital Management
Arizona
$7.64K +$2.81K +218 +66%
GRP
183
Global Retirement Partners
California
$7.18K
EP
184
Essential Partners
California
$5.9K -$5.21K -404 -49%
IA
185
IFP Advisors
Florida
$4.56K -$3.27K -254 -44%
FFA
186
Farther Finance Advisors
California
$4.53K +$980 +76 +30%
AF
187
Allworth Financial
California
$4.38K -$1.19K -92 -23%
WWM
188
Wolff Wiese Magana
California
$4.17K
SS
189
Sunbelt Securities
Texas
$3.31K
MCM
190
MAI Capital Management
Ohio
$2.37K +$219 +17 +11%
HCA
191
Harbor Capital Advisors
Illinois
$2K -$39 -3 -2%
HNB
192
Huntington National Bank
Ohio
$1.96K
PA
193
Parallel Advisors
California
$1.75K +$1.62K +126 New
Optiver Holding
194
Optiver Holding
Netherlands
$1.6K -$2.9K -225 -66%
RIL
195
Rothschild Investment LLC
Illinois
$1.5K +$39 +3 +3%
IAIM
196
International Assets Investment Management
Florida
$1.33K +$1.24K +96 New
PFBT
197
Parkside Financial Bank & Trust
Missouri
$1.25K
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$806 -$619 -48 -45%
UB
199
UMB Bank
Missouri
$778
PWA
200
Physician Wealth Advisors
Utah
$639 +$593 +46 New

WSR Hedge Fund Activity: Q4 2025 in Review

211 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q4 2025, worth a combined $466M — up 16% from $402M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WSR positions and 23 closed out — a net gain of 8 holders — while 70 added to existing stakes and 78 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $6.53M. The largest seller was Nuveen, cutting an estimated $2.39M.

  • 211 institutional investors held Whitestone REIT (WSR) as of Q4 2025, up from 207 in Q3 2025.
  • Funds reported $466M of Whitestone REIT stock for Q4 2025, up 16% quarter-over-quarter.
  • 31 funds opened new Whitestone REIT positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Whitestone REIT buyer in Q4 2025 was GW&K Investment Management, an estimated $6.53M added.
  • The largest Whitestone REIT seller in Q4 2025 was Nuveen, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2025.