Whitestone REIT
WSR
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.
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 (+$5.18M)
0% more funds holding
Funds holding: 92 → 92 (0)
1.16% less ownership
Funds ownership: 37.21% → 36.06% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.18M |
| 2 |
Morgan Stanley
New York
|
+$1.48M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.18M |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$993K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
-$7.55M |
| 2 |
NC
NBW Capital
Boston,
Massachusetts
|
-$1.94M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.4M |
| 4 |
Renaissance Technologies
New York
|
-$1.25M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$416K |
WSR Hedge Fund Activity: Q1 2014 in Review
92 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2014, worth a combined $114M — up 4.7% from $109M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WSR positions and 9 closed out — a net gain of 1 holder — while 36 added to existing stakes and 28 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.18M. The largest seller was Forward Management, exiting entirely with an estimated $7.55M sold.
- 92 institutional investors held Whitestone REIT (WSR) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $114M of Whitestone REIT stock for Q1 2014, up 4.7% quarter-over-quarter.
- 10 funds opened new Whitestone REIT positions in Q1 2014 and 9 closed out, a net change of +1 holder.
- The largest Whitestone REIT buyer in Q1 2014 was Vanguard Group, an estimated $2.18M added.
- The largest Whitestone REIT seller in Q1 2014 was Forward Management, an estimated $7.55M sold.
Based on aggregated 13F filings for Q1 2014.