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WSR

Whitestone REIT
WSR

Delisted

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

78 hedge funds and large institutions have $88.7M invested in Whitestone REIT in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 7578 (+3)

0.08% less ownership

Funds ownership: 35.16%35.09% (-0.08%)

6% less capital invested

Capital invested by funds: $94.4M → $88.7M (-$5.77M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.4M -$79.4K -5,140 -0.3%
BFA
2
BlackRock Fund Advisors
California
$7.29M +$910K +58,889 +14%
FM
3
Forward Management
California
$7M -$2.63M -170,200 -26%
BIT
4
BlackRock Institutional Trust
California
$6.14M +$853K +55,241 +15%
NC
5
NBW Capital
Massachusetts
$4.52M +$50.1K +3,241 +1%
Ameriprise
6
Ameriprise
Minnesota
$3.99M +$1.07M +69,282 +34%
Northern Trust
7
Northern Trust
Illinois
$3.58M +$20.7K +1,338 +0.6%
State Street
8
State Street
Massachusetts
$3.27M +$319K +20,637 +10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.5M -$208K -13,462 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2M +$113K +7,288 +6%
Wells Fargo
11
Wells Fargo
California
$1.65M -$45.1K -2,922 -3%
SONJCPFE
12
State of New Jersey Common Pension Fund E
New Jersey
$1.62M +$154K +10,000 +10%
TFMS
13
Trust & Fiduciary Management Services
Massachusetts
$1.34M +$1.4M +90,840 New
TCIM
14
TIAA CREF Investment Management
New York
$1.21M +$31.5K +2,038 +3%
Morgan Stanley
15
Morgan Stanley
New York
$1.2M -$941K -60,898 -43%
WCM
16
Wedge Capital Management
North Carolina
$1.15M +$287K +18,600 +31%
BCM
17
Bridgeway Capital Management
Texas
$1.14M +$1.19M +77,250 New
TA
18
Teachers Advisors
New York
$1.03M +$22.8K +1,475 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.01M +$32.6K +2,112 +3%
Asset Management One
20
Asset Management One
Japan
$951K
BIM
21
BlackRock Investment Management
Delaware
$906K +$41.2K +2,670 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$726K +$66.4K +4,300 +10%
TIAAOA
23
Teachers Insurance & Annuity Association of America
New York
$677K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$653K -$28.1K -1,821 -4%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$620K -$351K -22,700 -35%