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WSR

Whitestone REIT
WSR

Delisted

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

91 hedge funds and large institutions have $133M invested in Whitestone REIT in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

17% more capital invested

Capital invested by funds: $114M → $133M (+$18.8M)

2.49% more ownership

Funds ownership: 36.07%38.57% (+2.5%)

2% more funds holding

Funds holding: 8991 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
36
Reduced
27
Closed
6
Calls
$500K
Puts
Net Calls
+$500K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$36.3M +$1.11M +75,587 +3%
BIT
2
BlackRock Institutional Trust
California
$12.3M +$280K +19,032 +2%
BFA
3
BlackRock Fund Advisors
California
$9.31M +$1.09M +74,247 +14%
PAM
4
PVG Asset Management
Colorado
$5.17M +$5.04M +342,353 New
State Street
5
State Street
Massachusetts
$4.81M +$55.2K +3,749 +1%
GPGA
6
Grandeur Peak Global Advisors
Utah
$4.21M +$80.9K +5,500 +2%
Northern Trust
7
Northern Trust
Illinois
$3.8M -$53.9K -3,664 -1%
Ameriprise
8
Ameriprise
Minnesota
$3.53M +$107K +7,266 +3%
PCM
9
Perritt Capital Management
Illinois
$3.35M -$500K -33,996 -13%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.95M -$7.93K -539 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$2.87M -$80.4K -5,467 -3%
OAM
12
Orinda Asset Management
California
$2.73M -$43.5K -2,959 -2%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$2.68M
NC
14
NBW Capital
Massachusetts
$2.6M +$54.4K +3,699 +2%
TFMS
15
Trust & Fiduciary Management Services
Massachusetts
$2.24M -$91.5K -6,219 -4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.01M
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2M +$303K +20,606 +18%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.98M +$194K +13,200 +11%
WCM
19
Wedge Capital Management
North Carolina
$1.63M +$315K +21,400 +25%
Wells Fargo
20
Wells Fargo
California
$1.56M +$37.5K +2,551 +3%
TCIM
21
TIAA CREF Investment Management
New York
$1.37M -$63.7K -4,329 -5%
TA
22
Teachers Advisors
New York
$1.27M
BIM
23
BlackRock Investment Management
Delaware
$1.17M -$4.4K -299 -0.4%
GC
24
Guggenheim Capital
Illinois
$1.09M +$547K +37,155 +105%
Millennium Management
25
Millennium Management
New York
$1.04M +$327K +22,206 +48%