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WSR

Whitestone REIT
WSR

Delisted

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

95 hedge funds and large institutions have $126M invested in Whitestone REIT in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $901K | Put options by funds: $472K

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 9195 (+4)

1.8% more ownership

Funds ownership: 39.95%41.75% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $145M → $126M (-$18.6M)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
40
Reduced
23
Closed
10
Calls
$901K
Puts
$472K
Net Calls
+$429K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.6M +$2.98M +204,354 +8%
BIT
2
BlackRock Institutional Trust
California
$11.2M +$58.8K +4,041 +0.5%
BFA
3
BlackRock Fund Advisors
California
$7.57M -$456K -31,288 -5%
TWMP
4
Taylor Wealth Management Partners
Massachusetts
$5.33M -$437 -30 -0%
State Street
5
State Street
Massachusetts
$4.43M +$148K +10,137 +3%
PCM
6
Perritt Capital Management
Illinois
$4.38M +$2.26M +154,904 +85%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.68M +$1.03M +70,800 +33%
Northern Trust
8
Northern Trust
Illinois
$3.07M -$233K -16,013 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.72M +$148K +10,173 +5%
OAM
10
Orinda Asset Management
California
$2.71M +$621K +42,622 +26%
PAM
11
PVG Asset Management
Colorado
$2.68M -$463K -31,826 -13%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.68M +$810K +55,635 +37%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$2.57M +$291K +20,000 +11%
Morgan Stanley
14
Morgan Stanley
New York
$2.49M +$79.5K +5,458 +3%
Two Sigma Investments
15
Two Sigma Investments
New York
$2.25M +$2.16M +148,662 +609%
NC
16
NBW Capital
Massachusetts
$2.16M -$28.9K -1,987 -1%
TFMS
17
Trust & Fiduciary Management Services
Massachusetts
$1.98M +$63.5K +4,362 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.84M +$74.1K +5,091 +4%
WCM
19
Wedge Capital Management
North Carolina
$1.61M +$284K +19,500 +19%
NI
20
Numeric Investors
Massachusetts
$1.32M +$1.48M +101,400 New
GC
21
Guggenheim Capital
Illinois
$1.26M +$166K +11,424 +13%
BIM
22
BlackRock Investment Management
Delaware
$1.19M +$212K +14,566 +19%
RA
23
RMR Advisors
Massachusetts
$1.15M +$437K +30,000 +51%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.02M +$560K +38,484 +96%
TCIM
25
TIAA CREF Investment Management
New York
$972K -$188K -12,888 -15%