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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 $145M invested in Whitestone REIT in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,650% more call options, than puts

Call options by funds: $455K | Put options by funds: $2K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $133M → $145M (+$11.8M)

1.38% more ownership

Funds ownership: 38.57%39.95% (+1.4%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

Holders
91
Holders Change
Holders Change %
0%
% 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
10
Increased
27
Reduced
37
Closed
9
Calls
$455K
Puts
$2K
Net Calls
+$453K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$40.1M +$2M +127,073 +5%
BIT
2
BlackRock Institutional Trust
California
$13.6M +$711K +45,286 +6%
BFA
3
BlackRock Fund Advisors
California
$9.73M -$60.3K -3,840 -0.6%
TWMP
4
Taylor Wealth Management Partners
Massachusetts
$6.5M +$6.43M +409,432 New
State Street
5
State Street
Massachusetts
$5.24M +$187K +11,882 +4%
GPGA
6
Grandeur Peak Global Advisors
Utah
$4.42M
Northern Trust
7
Northern Trust
Illinois
$4M -$377 -24 -0%
PAM
8
PVG Asset Management
Colorado
$3.77M -$1.64M -104,660 -31%
Ameriprise
9
Ameriprise
Minnesota
$3.72M +$17.7K +1,130 +0.5%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.36M +$1.27M +80,700 +62%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.15M +$52K +3,314 +2%
Morgan Stanley
12
Morgan Stanley
New York
$2.95M -$65K -4,139 -2%
PCM
13
Perritt Capital Management
Illinois
$2.88M -$630K -40,096 -18%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$2.82M
NC
15
NBW Capital
Massachusetts
$2.66M -$66.5K -4,232 -2%
OAM
16
Orinda Asset Management
California
$2.63M -$239K -15,214 -8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.38M +$277K +17,614 +13%
TFMS
18
Trust & Fiduciary Management Services
Massachusetts
$2.34M -$13.9K -882 -0.6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.17M +$55.5K +3,536 +3%
WCM
20
Wedge Capital Management
North Carolina
$1.65M -$56.5K -3,600 -3%
TCIM
21
TIAA CREF Investment Management
New York
$1.39M -$46.5K -2,959 -3%
GC
22
Guggenheim Capital
Illinois
$1.35M +$198K +12,620 +17%
Charles Schwab
23
Charles Schwab
California
$1.27M +$409K +26,054 +48%
BIM
24
BlackRock Investment Management
Delaware
$1.22M -$9.94K -633 -0.8%
Wells Fargo
25
Wells Fargo
California
$1.12M -$511K -32,546 -32%