We are live on ! Find out more
WSR

Whitestone REIT
WSR

Delisted

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

220 hedge funds and large institutions have $546M invested in Whitestone REIT in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

17% more capital invested

Capital invested by funds: $466M → $546M (+$79.8M)

4% more funds holding

Funds holding: 211220 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 65.84%65.79% (-0.05%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
83
Reduced
59
Closed
21
Calls
$567K
Puts
Net Calls
+$567K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
201
Root Financial Partners
California
$1.08K +$1.01K +67 New
UB
202
UMB Bank
Missouri
$904
CMA
203
Cedar Mountain Advisors
Oregon
$630 +$587 +39 New
BFS
204
Bare Financial Services
Pennsylvania
$581
KFAS
205
Keating Financial Advisory Services
Kansas
$565 +$527 +35 New
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$517 +$482 +32 New
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$485
CIAM
208
Caitong International Asset Management
Hong Kong
$468 -$16.9K -1,123 -97%
TWD
209
True Wealth Design
Ohio
$420
SVCP
210
Silicon Valley Capital Partners
California
$293 +$271 +18 New
S
211
SignatureFD
Georgia
$226
GWM
212
Gilpin Wealth Management
Colorado
$194 +$45 +3 +33%
KG
213
Kilter Group
New York
$162 +$151 +10 New
TFA
214
Transamerica Financial Advisors
Florida
$113
AF
215
Advisornet Financial
Minnesota
$38
AW
216
Ankerstar Wealth
Texas
$32
DF
217
Dunhill Financial
United Kingdom
$21
GIA
218
GHP Investment Advisors
Colorado
$17 +$15 +1 New
TCM
219
Triumph Capital Management
Colorado
$16
HFS
220
Hughes Financial Services
Virginia
$16 +$15 +1 New
Man Group
221
Man Group
United Kingdom
-$1.37M -98,293 Closed
Millennium Management
222
Millennium Management
New York
-$987K -71,037 Closed
AR
223
Advisory Research
Illinois
-$928K -66,829 Closed
Two Sigma Advisers
224
Two Sigma Advisers
New York
-$724K -52,100 Closed
CCIA
225
Campbell & Co Investment Adviser
Maryland
-$455K -32,785 Closed

WSR Hedge Fund Activity: Q1 2026 in Review

220 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2026, worth a combined $546M — up 17% from $466M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSR positions and 21 closed out — a net gain of 13 holders — while 83 added to existing stakes and 59 trimmed.

The largest buyer was Irenic Capital Management, adding an estimated $14.2M. The largest seller was Emmett Investment Management, cutting an estimated $9.56M.

  • 220 institutional investors held Whitestone REIT (WSR) as of Q1 2026, up from 211 in Q4 2025.
  • Funds reported $546M of Whitestone REIT stock for Q1 2026, up 17% quarter-over-quarter.
  • 34 funds opened new Whitestone REIT positions in Q1 2026 and 21 closed out, a net change of +13 holders.
  • The largest Whitestone REIT buyer in Q1 2026 was Irenic Capital Management, an estimated $14.2M added.
  • The largest Whitestone REIT seller in Q1 2026 was Emmett Investment Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2026.