Whitestone REIT
WSR
WSR was delisted on the 13th of July, 2026.
78 hedge funds and large institutions have $88.8M 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.
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: 75 → 78 (+3)
0.08% less ownership
Funds ownership: 35.16% → 35.09% (-0.08%)
6% less capital invested
Capital invested by funds: $94.4M → $88.8M (-$5.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFMS
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
+$1.4M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.19M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.07M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$910K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$853K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
-$2.63M |
| 2 |
Lazard Asset Management
New York
|
-$2.31M |
| 3 |
Morgan Stanley
New York
|
-$941K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$596K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$351K |
WSR Hedge Fund Activity: Q3 2013 in Review
78 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q3 2013, worth a combined $88.8M — down 5.9% from $94.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WSR positions and 7 closed out — a net gain of 3 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Trust & Fiduciary Management Services, opening a new position worth an estimated $1.4M. The largest seller was Forward Management, cutting an estimated $2.63M.
- 78 institutional investors held Whitestone REIT (WSR) as of Q3 2013, up from 75 in Q2 2013.
- Funds reported $88.8M of Whitestone REIT stock for Q3 2013, down 5.9% quarter-over-quarter.
- 10 funds opened new Whitestone REIT positions in Q3 2013 and 7 closed out, a net change of +3 holders.
- The largest Whitestone REIT buyer in Q3 2013 was Trust & Fiduciary Management Services, an estimated $1.4M added.
- The largest Whitestone REIT seller in Q3 2013 was Forward Management, an estimated $2.63M sold.
Based on aggregated 13F filings for Q3 2013.