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WSR

Whitestone REIT
WSR

Delisted

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

92 hedge funds and large institutions have $109M invested in Whitestone REIT in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

23% more capital invested

Capital invested by funds: $88.7M → $109M (+$20.2M)

18% more funds holding

Funds holding: 7892 (+14)

2.13% more ownership

Funds ownership: 35.09%37.21% (+2.1%)

87% less call options, than puts

Call options by funds: $41K | Put options by funds: $325K

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
41
Reduced
18
Closed
8
Calls
$41K
Puts
$325K
Net Calls
-$284K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.5M +$5.33M +394,674 +25%
BIT
2
BlackRock Institutional Trust
California
$8.31M +$2.77M +205,173 +49%
BFA
3
BlackRock Fund Advisors
California
$8.11M +$1.51M +111,723 +23%
FM
4
Forward Management
California
$7.55M +$1.21M +89,600 +19%
NC
5
NBW Capital
Massachusetts
$4.08M -$19.2K -1,424 -0.5%
Northern Trust
6
Northern Trust
Illinois
$3.95M +$701K +51,950 +21%
State Street
7
State Street
Massachusetts
$3.82M +$857K +63,482 +29%
Ameriprise
8
Ameriprise
Minnesota
$3.6M -$16.5K -1,223 -0.5%
PCM
9
Perritt Capital Management
Illinois
$3.11M +$3.14M +232,525 New
GPGA
10
Grandeur Peak Global Advisors
Utah
$2.81M +$2.75M +203,699 +3,183%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.36M +$2.39M +176,807 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.35M +$548K +40,606 +30%
SONJCPFE
13
State of New Jersey Common Pension Fund E
New Jersey
$1.98M +$514K +38,077 +35%
BI
14
Bulldog Investors
New Jersey
$1.4M +$1.42M +104,963 New
TFMS
15
Trust & Fiduciary Management Services
Massachusetts
$1.3M +$84.6K +6,269 +7%
WCM
16
Wedge Capital Management
North Carolina
$1.24M +$202K +15,000 +19%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.19M +$275K +20,364 +30%
TCIM
18
TIAA CREF Investment Management
New York
$1.12M +$17K +1,262 +2%
BCM
19
Bridgeway Capital Management
Texas
$1.03M -$3.38K -250 -0.3%
TA
20
Teachers Advisors
New York
$1.02M +$76.9K +5,700 +8%
BIM
21
BlackRock Investment Management
Delaware
$963K +$142K +10,544 +17%
Morgan Stanley
22
Morgan Stanley
New York
$926K -$162K -11,978 -15%
Asset Management One
23
Asset Management One
Japan
$862K +$20.2K +1,500 +2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$789K +$132K +9,790 +20%
RA
25
RMR Advisors
Massachusetts
$782K +$758K +56,173 +2,412%