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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
AssetMark Inc
201
AssetMark Inc
California
$381 -$277 -22 -42%
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$368
S
203
SignatureFD
Georgia
$172 +$176 +14 New
RA
204
Rise Advisors
New York
$126
CIAM
205
Caitong International Asset Management
Hong Kong
$61 +$63 +5 New
AF
206
Advisornet Financial
Minnesota
$29
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$12 +$13 +1 New
UBS AM
208
UBS AM
Illinois
-$2.01M -160,852 Closed
KAS
209
Kestra Advisory Services
Texas
-$1.16M -92,910 Closed
ECM
210
ExodusPoint Capital Management
New York
-$766K -61,373 Closed
MF
211
Magnetar Financial
Illinois
-$715K -57,302 Closed
Marshall Wace
212
Marshall Wace
United Kingdom
-$351K -28,097 Closed
VI
213
Vestcor Inc
New Brunswick, Canada
-$336K -26,952 Closed
Squarepoint
214
Squarepoint
New York
-$284K -22,752 Closed
MGP
215
M&G plc
United Kingdom
-$179K -14,949 Closed
MSRPS
216
Maryland State Retirement & Pension System
Maryland
-$167K -13,380 Closed
AIM
217
Aigen Investment Management
New York
-$152K -12,167 Closed
NW
218
Naviter Wealth
Arkansas
-$143K -11,462 Closed
EC
219
EntryPoint Capital
New York
-$140K -11,203 Closed
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
-$136K -10,858 Closed
ProShare Advisors
221
ProShare Advisors
Maryland
-$126K -10,069 Closed
PAS
222
Point72 Asia (Singapore)
Singapore
-$49.8K -3,991 Closed
TCOV
223
Trust Company of Vermont
Vermont
-$23.7K -1,900 Closed
SSG
224
Summit Securities Group
New York
-$13.1K -1,050 Closed
BIG
225
Brooklyn Investment Group
New York
-$4.5K -361 Closed

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.