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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
BFS
201
Bare Financial Services
Pennsylvania
$500 +$464 +36 New
AssetMark Inc
202
AssetMark Inc
California
$431
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$417
TWD
204
True Wealth Design
Ohio
$362 -$206 -16 -38%
S
205
SignatureFD
Georgia
$194
GWM
206
Gilpin Wealth Management
Colorado
$126 +$116 +9 New
TFA
207
Transamerica Financial Advisors
Florida
$97 +$90 +7 New
AF
208
Advisornet Financial
Minnesota
$33
AW
209
Ankerstar Wealth
Texas
$28 +$26 +2 New
DF
210
Dunhill Financial
United Kingdom
$19 +$13 +1 New
TCM
211
Triumph Capital Management
Colorado
$14 +$13 +1 New
Balyasny Asset Management
212
Balyasny Asset Management
Illinois
-$1.05M -85,566 Closed
GCP
213
GSA Capital Partners
United Kingdom
-$874K -71,194 Closed
Tudor Investment Corp
214
Tudor Investment Corp
Connecticut
-$753K -61,305 Closed
D.E. Shaw & Co
215
D.E. Shaw & Co
New York
-$666K -54,196 Closed
Arrowstreet Capital
216
Arrowstreet Capital
Massachusetts
-$366K -29,828 Closed
JAM
217
Jupiter Asset Management
United Kingdom
-$337K -27,468 Closed
CAU
218
Caxton Associates (UK)
-$254K -20,723 Closed
XT
219
XTX Topco
Cayman Islands
-$248K -20,234 Closed
BFM
220
Boothbay Fund Management
New York
-$185K -15,089 Closed
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
-$141K -10,934 Closed
Pathstone Holdings
222
Pathstone Holdings
New Jersey
-$132K -10,748 Closed
JSW
223
Journey Strategic Wealth
New Jersey
-$124K -10,126 Closed
WIM
224
Warwick Investment Management
Texas
-$123K -10,016 Closed
SOW
225
State of Wyoming
Wyoming
-$59.9K -4,878 Closed

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.