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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 $114M invested in Whitestone REIT in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,733% more call options, than puts

Call options by funds: $350K | Put options by funds: $6K

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $109M → $114M (+$5.14M)

0% more funds holding

Funds holding: 9292 (0)

1.16% less ownership

Funds ownership: 37.21%36.06% (-1.2%)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
36
Reduced
28
Closed
9
Calls
$350K
Puts
$6K
Net Calls
+$344K
Net Calls Change
+$628K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.9M +$2.18M +155,888 +8%
BIT
2
BlackRock Institutional Trust
California
$10.2M +$1.18M +83,987 +14%
BFA
3
BlackRock Fund Advisors
California
$8.69M -$70.7K -5,052 -0.8%
State Street
4
State Street
Massachusetts
$4.58M +$435K +31,072 +11%
Northern Trust
5
Northern Trust
Illinois
$4.18M -$83.8K -5,987 -2%
Ameriprise
6
Ameriprise
Minnesota
$3.9M -$2.8K -200 -0.1%
GPGA
7
Grandeur Peak Global Advisors
Utah
$3.48M +$437K +31,200 +15%
PCM
8
Perritt Capital Management
Illinois
$3.38M +$20.7K +1,475 +0.6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.66M +$117K +8,346 +5%
SONJCPFE
10
State of New Jersey Common Pension Fund E
New Jersey
$2.56M +$412K +29,423 +20%
Morgan Stanley
11
Morgan Stanley
New York
$2.53M +$1.48M +105,643 +152%
NC
12
NBW Capital
Massachusetts
$2.41M -$1.94M -138,518 -45%
OAM
13
Orinda Asset Management
California
$1.74M +$993K +70,923 +144%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.68M +$389K +27,806 +31%
TFMS
15
Trust & Fiduciary Management Services
Massachusetts
$1.59M +$183K +13,102 +13%
WCM
16
Wedge Capital Management
North Carolina
$1.34M
TCIM
17
TIAA CREF Investment Management
New York
$1.31M +$96.5K +6,890 +8%
TA
18
Teachers Advisors
New York
$1.28M +$176K +12,560 +17%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.26M -$1.25M -89,607 -51%
Wells Fargo
20
Wells Fargo
California
$1.17M +$386K +27,602 +52%
DBT
21
Dubuque Bank & Trust
Iowa
$1.13M +$302K +21,605 +38%
BCM
22
Bridgeway Capital Management
Texas
$1.11M
BIM
23
BlackRock Investment Management
Delaware
$1.1M +$55.8K +3,986 +6%
Asset Management One
24
Asset Management One
Japan
$1.06M +$100K +7,167 +11%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$979K +$122K +8,744 +15%